SCS(SH:601555) 智通财经网·2025-09-08 08:48Core Viewpoint - Solid-state batteries are expected to replace traditional lithium batteries, with significant growth in the market projected, particularly in China, where the market size is anticipated to reach 20 billion yuan by 2030 [1][3]. Market Outlook - Global solid-state battery shipments are forecasted to reach 614 GWh by 2030, with a compound annual growth rate (CAGR) exceeding 80% from 2024 to 2030 [1][3]. - The solid-state battery market in China is expected to expand significantly, with 2027 identified as a key acceleration point [1][3]. Technological Advantages - Solid-state batteries offer superior safety, energy density, and performance compared to traditional liquid batteries, primarily due to the use of solid electrolytes [2][4]. - The energy density of solid-state batteries can exceed 500 Wh/kg, while traditional liquid batteries are capped at 250-300 Wh/kg [2][4]. Key Applications - Solid-state batteries are likely to be first adopted in consumer electronics due to lower cost sensitivity and simpler mass production [4]. - The potential for solid-state batteries in the power battery sector is significant, with expectations for mass production by 2027 and widespread application by 2030 [4][6]. Industry Dynamics - The solid-state battery sector is supported by government policies and major manufacturers' investments, with significant funding allocated for research and development [6][8]. - Major manufacturers like CATL and BYD are focusing on solid-state battery production, with 2027 being a critical year for validation and potential mass production [6][8]. Equipment and Supply Chain - The equipment sector for solid-state batteries is expected to see stronger growth, particularly in the early stages of production [7][8]. - The current focus is on the development of key materials and technologies, with the industry awaiting clearer guidelines from leading manufacturers [8].