LEAD INTELLIGENT(SZ:300450) Zheng Quan Shi Bao·2025-09-05 03:28Core 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][2][4]. Group 1: Market Performance - The ChiNext index rose by up to 3%, with the solid-state battery sector increasing by over 7%, and individual stocks like XianDao Intelligent hitting a 20% limit up [1][2]. - A total of 20 stocks in the solid-state battery sector reached their daily limit or increased by over 10% [1]. Group 2: Company Developments - XianDao Intelligent announced on September 4 that it has successfully established a complete production line for solid-state batteries, covering all key manufacturing processes and achieving several technological breakthroughs [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 from major battery clients and automotive manufacturers [4]. Group 3: Industry Trends - The overall lithium battery industry is entering a peak season, with production expected to increase by 15%-20% in the third quarter, particularly in the energy storage segment [5]. - Recent advancements in solid-state batteries have been reported by other companies, including Yiwei Lithium Energy and Ganfeng Lithium, indicating a positive trend in the industry [4][5]. Group 4: Future Outlook - Solid-state batteries are projected to have a significant market presence in various sectors, including electric vehicles (EVs) and consumer electronics, with global shipments expected to reach 808 GWh by 2030 [6]. - The demand for solid-state batteries is anticipated to exceed 150 GWh by 2030, with specific needs in the power, EVTOL, and consumer electronics sectors [6].