Zhi Tong Cai Jing·2025-09-05 01:11Group 1 - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry 2025-2026," targeting an average growth rate of around 7% for the computer, communication, and other electronic equipment manufacturing industries from 2025 to 2026 [1] - The electronic information manufacturing industry, including lithium battery, photovoltaic, and component manufacturing, is expected to achieve an annual revenue growth rate of over 5% [1] - Major lithium battery equipment companies in the A-share market have shown signs of order recovery in the first half of the year, with leading companies like Siengda Intelligent, Liyuanheng, Yifei Laser, Yinghe Technology, and Yuchen Intelligent reporting positive news regarding orders [1] Group 2 - Dongwu Securities research indicates that orders for CATL in 2025 are expected to return to the scale seen in 2020-2021, driven by domestic market demands for production line upgrades [2] - Major battery companies such as CATL, BYD, and EVE Energy are actively expanding production, further driven by the engineering validation of new technologies like large cylindrical and solid-state batteries [2] - The overseas market is experiencing a surge in demand for power batteries and energy storage, driven by energy transition policies, with overseas battery manufacturers restarting expansion, leading to a faster growth rate in lithium battery equipment demand compared to the domestic market [3] Group 3 - New entrants and automotive manufacturers are accelerating their layout in the battery industry, which is driving the demand for complete line equipment procurement [4] - The need for non-standard customization and higher requirements for energy storage cells will effectively increase the value of equipment [4] - The lithium battery equipment industry is expected to emerge from a low point and return to an upward trajectory by 2025 [4] Group 4 - Related companies in the lithium battery equipment industry listed in Hong Kong include CATL, BYD, Zhongchuang Xinhang, and Ruipu Lanjun [5]