固态电池产业加速冲刺量产目标，北交所固态电池产业重点标的梳理

Core Viewpoint - Solid-state batteries are expected to be the next upgrade direction for lithium-ion batteries, addressing limitations such as energy density, safety risks, and performance in low temperatures [2][3] Industry Logic - Solid-state batteries can potentially use higher capacity electrode materials and improve safety by replacing liquid electrolytes with solid electrolytes, leading to higher energy density, safety, and longer cycle life [2] - The solid-state battery technology routes can be categorized into sulfide, oxide, and polymer types based on the solid electrolyte materials [2] - China's Ministry of Industry and Information Technology has introduced new requirements for solid-state batteries to maintain the country's technological leadership in electric vehicles, with expectations for significant market growth by 2030 [2] Market Progress - Major automotive manufacturers are accelerating the adoption of solid-state batteries, with a focus on sulfide as the primary route [3] - Leading companies in solid-state battery technology development include QuantumScape, SolidPower, and Toyota, which are working on breakthroughs in energy density, safety, and charging speed [3] - Several companies, including BYD and Enpower, have confirmed their commitment to the sulfide route for solid-state batteries [3] Technical Insights - The cost of solid-state batteries is currently higher than traditional lithium-ion batteries, with projections for cost reductions as production processes improve [3] - The unit total cost of semi-solid-state cells is expected to decrease from 0.85 CNY/Wh to 0.50 CNY/Wh in the medium term, with full solid-state cells potentially reaching 0.78 CNY/Wh in the long term [3] Key Companies in the Solid-State Battery Sector - Companies such as Nakanor, Yuanhang Precision, Better Ray, Lingge Technology, and Wuhan Blue Electric are highlighted for their advancements in solid-state battery technology [5] - Nakanor has made significant progress in solid-state battery equipment, marking a technological breakthrough in industrial application [5] - Better Ray has launched high-nickel positive electrodes and solid-state electrolytes, contributing to next-generation battery technology [5]