固态电池产业化持续推进，利好设备端需求

Core Viewpoint - The solid-state battery industrialization is progressing, positively impacting equipment demand [3][4]. Market Review - During the period from September 8 to September 12, the CSI 300 index increased by 1.4%, while the machinery sector rose by 2.1%, ranking 14th among all primary industries [2]. - Among sub-sectors, laser processing equipment saw the highest increase of 7.3%, whereas engineering machinery had the smallest rise of 0.3% [2]. Policy and Industry Developments - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued the "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry (2025-2026)", which supports foundational research in cutting-edge technologies like solid-state batteries through national key R&D programs [4]. - Several leading battery companies have announced their mass production plans for solid-state batteries, including: 1. CATL plans to begin small-scale production of solid-state batteries by 2027. 2. Guoxuan High-Tech has completed the preliminary design of its first-generation solid-state battery production line, with a capacity of 2 GWh, aiming for large-scale production before 2027. 3. EVE Energy announced the successful development of its "Longquan No. 2" solid-state battery, with the Chengdu production base's first phase expected to be completed by December 2025, capable of manufacturing 60Ah batteries; the second phase aims for an annual capacity of 100 MWh by December 2026. 4. Funeng Technology plans to establish a small-scale solid-state battery pilot line by the end of 2024, with a design capacity of 0.2 GWh for sulfide solid-state batteries expected to be completed by the end of this year, and plans to expand production capacity to GWh level by 2026 [4]. - Multiple automotive companies are also accelerating their solid-state battery projects, enhancing the push for solid-state battery applications [4].