固态电池关键材料技术大会举行，固态电池产业化进程加速

Market News - The three major U.S. stock indices closed lower, with the Dow Jones down 0.19%, Nasdaq down 0.95%, and S&P 500 down 0.55%. Major tech stocks saw significant declines, including Oracle down over 4%, Amazon down over 3%, Nvidia down over 2%, and Microsoft down over 1% [1] - Cryptocurrency-related stocks also fell, with Circle down over 4% and Coinbase down over 3%. The Nasdaq Golden Dragon China Index dropped 2.22%, with Chinese concept stocks generally declining, including Baidu down over 8% and Zhihu down over 5% [1] - International precious metal futures generally rose, with COMEX gold futures up 0.58% at $3796.9 per ounce and COMEX silver futures up 0.12% at $44.265 per ounce. International oil prices surged, with WTI crude oil up 2.2% at $63.65 per barrel and Brent crude oil up 1.85% at $67.19 per barrel [1] - European stock indices had mixed results, with Germany's DAX up 0.36%, France's CAC40 up 0.54%, and the UK's FTSE 100 down 0.04% [1] Industry Insights - The 7th High-Energy Solid-State Battery Key Materials Technology Conference was held in Suzhou, focusing on solid electrolytes, anode and cathode materials, and industrialization progress. The conference aimed to facilitate communication among companies, research institutions, and end-users in the electric vehicle and energy storage sectors [2] - The solid-state battery industry is accelerating, with a projected market size growth from $480 billion to $780 billion between 2025 and 2030, representing an annual compound growth rate of approximately 11%. Solid-state batteries are expected to achieve mass production by 2027, supported by national policies and industry standards [2] - The "Ultra CPO and Advanced Packaging" event highlighted the surge in AI computing demand, leading to the establishment of the Jiangcheng Integrated Circuit Super Incubator, which covers 13,000 square meters and has over 1 billion yuan in industry funds [3] - The demand for high-end materials, particularly HVLP copper foil, is increasing due to AI server requirements, with a projected price increase of about 15% announced by Mitsui Mining & Smelting. The demand for HVLP copper foil is expected to continue rising, driven by the need for advanced materials in AI applications [4][5] - Domestic copper foil manufacturers with high-end production capabilities are likely to benefit from the industry's growth, as the processing fees and profit margins for high-end copper foil are significantly higher than for standard products [6]