Di Yi Cai Jing·2025-08-14 23:40Core Viewpoint - The solid-state battery industry is accelerating its industrialization pace, with battery manufacturers and vehicle companies gradually optimizing their pilot lines, leading to continuous cost reduction across the supply chain and a potential explosive growth in downstream market demand [1] Equipment Investment Perspective - The core difference between the production processes of all-solid-state batteries and traditional liquid lithium batteries is the reconstruction of equipment value, particularly in the early and mid-stages of the process [1] - The front-end processes of all-solid-state batteries involve dry mixing and dry coating, which significantly increase the value proportion due to their compatibility with dry processing technology [1] - The mid-stage of solid-state battery production adopts a "stacking + electrode frame printing + isostatic pressing" technology route, replacing the traditional winding process and eliminating the liquid injection step, resulting in a slight increase in value proportion [1] - The back-end processes see a significant increase in single-machine value due to the high-pressure transformation of the formation stage and the enhanced requirements for the process environment [1]