固态电池行业周报(第十四期):先导智能干法设备成功交付降本超15%,恩捷股份10吨级的固态电解质产线已投产 | 投研报告

Group 1 - The solid-state battery index increased by 2.6% from September 8 to September 12, with a cumulative increase of 51.7% expected by 2025, while the CSI 300 index rose by 14.9% during the same period [1][3] - Average increase of 2.5% was observed among solid-state battery-related stocks, with significant gains in the battery supply chain, particularly in cathodes and electrolytes (+5.6%) and conductive agents (+3.9%) [1][3] - Enjie Co., Ltd. announced the completion of small-scale production capacity for high-purity lithium sulfide and the establishment of a 10-ton solid electrolyte production line, which is now operational and capable of shipping [2][3] Group 2 - Haimeixing successfully delivered dry-process equipment that reduces costs by over 15%, and has received a 4 billion yuan order for 2GWh solid-state battery production equipment, marking a significant milestone in the industry [2] - Recent tests of the Mercedes EQS equipped with solid-state batteries demonstrated a range of 137 kilometers remaining after a 1205-kilometer journey, setting a new record for the Vision EQXX concept car [2] - The solid-state battery sector is transitioning from laboratory testing to mass production validation, with expectations for small-scale vehicle trials by the end of 2025 and widespread trials in 2026-2027 [2] Group 3 - The top five gainers in the solid-state battery sector included Tianji Co. (+28.8%), *ST Weir (+27.6%), Xiamen Tungsten (+26.8%), Enjie Co. (+16.8%), and Jinyinhai (+16.1%) [3] - The five largest decliners were Jinlongyu (-11.1%), Zhongke Electric (-10.6%), Changyang Technology (-8.9%), Haichen Pharmaceutical (-7.6%), and Funeng Technology (-7.0%) [4]