CEI(SH:688128) Jin Rong Jie·2025-09-08 06:52Market Performance - On September 8, several companies saw significant stock price increases, with China Electric Research and Delong Laser hitting the daily limit up of 20% [1] - Jinbo Co. and Bolivian Co. rose over 17%, while Guotai Environmental and Liyuanheng increased by over 10% [1] - Tianji Co. achieved a three-day consecutive limit up, attributed to its subsidiary obtaining a patent for lithium sulfide material, a key raw material for solid-state battery electrolytes [2] Policy and Industry Support - On September 4, the Ministry of Industry and Information Technology and the State Administration for Market Regulation released a plan to support the electronic information manufacturing industry, emphasizing solid-state battery technology [3] - CITIC Securities noted that the policy reflects the government's confidence in advancing solid-state battery technology, coinciding with critical milestones in the lithium battery equipment industry [3] Market Trends and Projections - According to Shenzhen High-tech Lithium Battery Co., leading equipment companies reported new orders exceeding 30 billion yuan, with a year-on-year increase of 70% to 80% [3] - Financial analysts predict that solid-state battery technology will continue to achieve breakthroughs, with several automakers planning to adopt this technology around 2027 [3] - Huaxi Securities highlighted that the demand for power and energy storage is rising, which is expected to boost production and shipment volumes in the electric equipment and battery supply chain [4]