Group 1 - The core asset of the current bull market is solid-state batteries, which are gaining attention due to their advantages over traditional lithium-ion batteries, including safety, energy density, and low-temperature performance [1][2] - Solid-state batteries can store more energy, with current models exceeding 300Wh/kg and some reaching 400Wh/kg, potentially increasing the range of electric vehicles (EVs) by 30-50% [1][2] - The market for solid-state batteries is expected to grow significantly, with global shipments projected to exceed 10GWh by 2025 and over 600GWh by 2030, leading to a market size exceeding 250 billion yuan [2] Group 2 - The application areas for solid-state batteries are diverse, including electric vehicles, energy storage, and emerging markets such as eVTOL aircraft and AI glasses [2] - Domestic automakers view 2026-2027 as the year for solid-state battery integration, with a focus on achieving energy densities around 400Wh/kg [3] - The industry is transitioning from laboratory testing to mass production, with small-scale vehicle trials expected by the end of 2025 and widespread trials in 2026-2027 [3]
固态电池 下一个光模块CPO？
Sou Hu Wang·2025-09-02 10:29