固态电池量产时间表密集公布，产业化进程驶入加速通道

Group 1 - Solid-state battery production timelines have been clarified by several companies, with Honeycomb Energy planning to trial its first-generation 140Ah semi-solid battery in Q4 2025, aimed at supplying BMW's next-generation MINI models, and large-scale supply expected by 2027 [1] - Changan Automobile is focusing on solid-state battery R&D, with plans for vehicle validation by 2026 and gradual mass production of all-solid-state batteries by 2027, targeting an energy density of 400Wh/kg [1] - Guoxuan High-Tech is among the top eight global power battery manufacturers, focusing on the independent R&D of sulfide electrolytes and accelerating global capacity layout for technology export [4] Group 2 - Solid-state battery technology is at an industrialization inflection point, with 2025 H2 to 2026 identified as a critical breakthrough period, featuring a "negative electrode-solid electrolyte-positive electrode" sandwich structure with energy density exceeding 400Wh/kg [2] - The market for lithium battery equipment is expected to reach 33.6 billion yuan by 2030, indicating significant growth potential in the sector [2] - Li Yuanheng is entering the solid-state battery manufacturing core segment with high-end equipment, covering dry electrode technology to complete line integration [3] Group 3 - Hai Shun New Materials is transitioning from pharmaceutical packaging technology to aluminum-plastic film to address safety bottlenecks in solid-state battery packaging [4] - The semi-solid battery has entered the industrialization phase, while all-solid-state batteries are anticipated to achieve mass production by 2027, driven by national policy support and manufacturing process innovations [1]