固态电池行业周报（第十一期）：《电动汽车用全固态电池单体规格尺寸》团体标准正式立项，全固态电池单体封装方式规定为软包

Group 1 - The core viewpoint is the formal establishment of the group standard for solid-state battery cell specifications, which is expected to lay a crucial foundation for the large-scale implementation of the industry [1][2] - The standard was proposed by the Electric Vehicle Industry Technology Innovation Strategic Alliance and led by China First Automobile Group Co., Ltd. [2] - The solid-state battery cell packaging method is specified as soft-pack [2] Group 2 - A new project for 1,000 tons of silicon-carbon anode materials has been announced with a total investment of 203 million yuan, which will enhance the supply chain for solid-state batteries [2] - Nandu Power Source has a pilot production line for solid-state batteries, capable of small batch deliveries, but it will not significantly impact the company's performance in 2025 [2][3] - Tai Lan New Energy signed a contract for a solid-state battery production base in Hubei, with a projected annual output value exceeding 10 billion yuan from a 12 GWh capacity expected to be operational by the end of the year [3] Group 3 - The solid-state battery index increased by 2.2% from August 18 to August 22, with a cumulative increase of 32.9% for 2025, outperforming the CSI 300 index which rose by 11.3% during the same period [4] - The average increase for solid-state battery-related stocks was 2.5%, with all segments showing growth, particularly the conductive agent segment which saw a rise of 15.8% [4][5] - The top five gainers included Daosh Technology (+19.2%), Jiayuan Technology (+16.0%), and Zhuhai Guanyu (+12.5%), while the top five losers included Haichen Pharmaceutical (-13.0%) and Delong Laser (-8.9%) [5]