Core Viewpoint - The company, Jinlu Electronics (301282.SZ), has refrained from commenting on the commercialization timeline of solid-state batteries, emphasizing that it is focusing on developing PCB for solid-state battery BMS in collaboration with downstream customers [1] Group 1: Company Developments - The company mentioned solid-state batteries for the first time in its 2025 semi-annual report, stating it has successfully developed PCB for solid-state battery BMS [1] - The company clarified that solid-state batteries have not yet achieved large-scale production for electric vehicles, and the PCB for solid-state battery BMS is still in the early development stage [1] - The company is actively monitoring the technological advancements and market applications of solid-state batteries and is seeking collaborations with new players in the solid-state battery sector [1] Group 2: Market Context - Solid-state batteries have become a hot topic in the capital market, with some listed companies in the power battery sector experiencing stock price increases [1] - Despite the market interest, the company did not mention any specific customers related to solid-state batteries in its responses, indicating a cautious approach to avoid speculation [1] - The unit value of the successfully developed PCB for solid-state battery BMS is higher than that of the PCB for power battery BMS that is already in mass production, suggesting potential growth in demand with the large-scale production and application of solid-state batteries [1]
金禄电子(301282.SZ)：配合下游客户研制的固态电池BMS用PCB亦处于前期研制阶段