重大利好！这一板块震荡拉升 晶华新材股价创历史新高

Group 1 - Solid-state battery concept stocks experienced significant gains, with Jinghua New Materials (603683) rising by 9.13%, reaching a historical high, and several other companies also seeing increases of over 5% [1] - SAIC Group's MG brand is set to pre-sell its new pure electric model MG4 equipped with a semi-solid-state battery on August 5, featuring a 5% electrolyte content, enhanced safety, and a range of 537 kilometers under CLTC conditions [1] - CITIC Securities believes this marks a breakthrough for solid-state batteries in downstream applications, indicating a growing demand from end customers [1] Group 2 - The solid-state battery industry is transitioning from the "technical verification stage" to the "scale-up stage," driven by industry maturity, policy guidance, and market expectations [2] - CATL announced its first clear timeline for mass production of solid-state batteries, targeting small-scale production by 2027, with commercial production expected around 2030 [2] - BYD also aims for small-scale production of solid-state batteries by 2027, with plans for large-scale deployment post-2030 [2] Group 3 - Several companies in the solid-state battery supply chain have reported advancements, with Guangdong Daoshi Technology (300409) actively developing core materials and collaborating with downstream manufacturers [3] - Yunnan Enjie New Materials has established a presence in the all-solid-state battery sector, focusing on lithium sulfide and solid electrolyte development [3] - Greeenmei (002340) has achieved small-scale production certification for its high-nickel ternary precursor materials and is advancing solid-state battery precursor materials to the shipping stage [3]