LEAD INTELLIGENT(SZ:300450) Zheng Quan Shi Bao Wang·2025-09-05 03:10Core Viewpoint - The A-share market experienced a rebound, particularly in the solid-state battery sector, which saw significant gains following a statement from XianDao Intelligent regarding its advancements in solid-state battery production [1][4]. Group 1: Market Performance - The ChiNext index rose by as much as 3%, with the solid-state battery sector increasing over 7% [1][2]. - XianDao Intelligent's stock reached a limit-up of 20%, while Ningde Times saw an increase of over 4% [1]. - Approximately 20 stocks in the solid-state battery sector hit the daily limit or rose by more than 10% [1]. Group 2: Company Developments - XianDao Intelligent announced that it has successfully established a complete production line for solid-state batteries, covering all key manufacturing processes [1][4]. - The company has formed partnerships with several leading domestic and international firms, delivering core equipment for solid-state batteries and receiving repeat orders [4]. - Other companies, such as Yiwei Lithium Energy and Ganfeng Lithium, reported progress in their solid-state battery developments, indicating a positive trend in the industry [4]. Group 3: Industry Outlook - The lithium battery sector is entering a peak season, with production expected to increase by 15%-20% in Q3, particularly in the energy storage segment [5]. - The establishment of solid-state battery pilot lines and the restart of lithium battery expansion cycles are anticipated to improve the fundamentals of equipment manufacturers [5]. - Solid-state batteries are projected to have a significant market presence in various fields, including new energy vehicles and consumer electronics, with global shipments expected to reach 808 GWh by 2030 [6].