ENERGY TECHNOLOGY(SZ:002812) Zhong Guo Jing Ying Bao·2025-08-22 09:56Core Viewpoint - The competition in the solid-state battery market is intensifying, with multiple listed companies updating their R&D and commercialization progress, indicating a significant market opportunity ahead [1][3]. Group 1: Company Developments - Nanhu Power has a pilot production line capable of small batch deliveries, but its all-solid-state battery products are not expected to significantly impact 2025 performance [1]. - Gotion High-Tech has successfully delivered samples of its semi-solid-state batteries to leading global logistics drone clients [1]. - Enjie Co., Ltd. has established a 10-ton level sulfide solid electrolyte production line and is ready for supply [1]. - Enjie Co., Ltd. aims to achieve an annual production capacity of 1,000 tons of sulfide solid electrolyte materials through a phased project in Yuxi [4]. Group 2: Market Potential - According to EVTank, global solid-state battery shipments are projected to reach 614.1 GWh by 2030, with a market size exceeding 250 billion yuan [1]. - The solid-state battery industry is expected to see a rapid increase in market scale and application scenarios due to policy incentives, market demand upgrades, and continuous technological iterations [3]. Group 3: Technological Advancements - The key challenges in solid-state battery commercialization lie in material production and cell manufacturing, with sulfide solid electrolytes meeting industry application requirements [2]. - Enjie Co., Ltd. has achieved high-purity lithium sulfide production with a purity of over 99.9%, and its solid electrolyte materials are leading in various performance indicators [6][7]. Group 4: Industry Trends - The solid-state battery sector is viewed as a critical development direction for high-performance batteries, particularly in consumer batteries, new energy vehicles, and low-altitude applications [6]. - The industry is witnessing a trend of battery manufacturers and lithium battery material companies actively engaging in the solid-state battery market to seize early opportunities [3][5].