EVE(SZ:300014) Zhong Guo Neng Yuan Wang·2025-09-08 01:48Group 1 - Tianqi Lithium announced the commencement of a pilot project for producing 50 tons of lithium sulfide in Meishan, Sichuan, utilizing self-developed recycling purification technology, achieving a purity of 99.9% and reducing impurity content by 90%, with production costs lowered to 60% of the industry average [1][2] - EVE Energy's solid-state battery research institute in Chengdu officially opened, with the "Longquan No. 2" solid-state battery successfully produced, having an annual production capacity of nearly 500,000 cells upon full operation [1][2] - The "Longquan No. 2" solid-state battery features an energy density of 300Wh/kg and a volume energy density of 700Wh/L, designed for high-end applications such as humanoid robots and low-altitude aircraft, with a wide operating temperature range of -20℃ to 60℃ and a cycle life exceeding 2000 cycles [2] Group 2 - Zijin Mining acquired a 2.35% stake in Shanghai Yili Lithium New Energy, which focuses on the development of sulfide solid-state batteries and has a production line with a capacity of 500MWh [2] - The solid-state battery sector is transitioning from laboratory to mass production validation, with expectations for small-scale vehicle trials by the end of 2025 and widespread trials in 2026-2027, driven by emerging applications in low-altitude, robotics, and AI [2] - The solid-state battery index increased by 8.8% from September 1 to September 5, with a cumulative increase of 47.9% in 2025, while the average increase for related stocks was 12.2%, with equipment and negative electrode sectors showing the highest gains [3][4]