固态电池概念持续活跃，天际股份斩获3连板，利元亨等大涨

Core Viewpoint - The solid-state battery concept has seen a resurgence in the stock market, with companies like Jinbo Co. and China Electric Research reaching a 20% limit-up, while others like Huasheng Lithium and Liyuanheng have increased by over 10% [1] Group 1: Policy Support - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued a plan for the electronic information manufacturing industry for 2025-2026, emphasizing support for solid-state battery technology through national key research and development programs [1] - The policy highlights the government's confidence and determination to advance solid-state battery technology, coinciding with critical milestones in the lithium battery equipment industry [1] Group 2: Industry Growth - The solid-state battery technology is expected to accelerate development due to policy catalysts, with mid-term reviews and bidding for pilot lines for battery and vehicle manufacturers approaching [1] - Equipment companies have started delivering solid-state battery-related equipment to downstream manufacturers since June, indicating a significant increase in orders for solid-state equipment in the first half of the year [1] - The rapid growth in solid-state battery orders suggests a notable acceleration in the industrialization process, with investment opportunities across various segments of the supply chain becoming increasingly apparent [1]