EASPRING(SZ:300073) Zhong Guo Neng Yuan Wang·2025-09-28 06:25Group 1 - The core viewpoint of the article highlights the challenges and advancements in the solid-state battery industry, including expected shipment volumes and technological developments [1][2] - The global solid-state battery shipment is projected to reach 10 GWh by 2025 and 614.1 GWh by 2030, but faces challenges such as high costs and incomplete supply chains [2] - Domestic technology routes are diverse, with early semi-solid layouts and complete supply chains, while international players like Toyota and Nissan are expected to start mass production after 2027 [2] Group 2 - 中汽新能 plans to equip demonstration models with solid-state batteries by 2026, aiming for energy densities of 400 Wh/kg by 2026 and 420 Wh/kg by 2027 [2] - 当升科技 has achieved 10-ton level batch shipments of solid-state lithium battery cathode materials, utilizing a super-stable fast ion conductor modification process [2] - A new fluorinated polyether electrolyte developed by Tsinghua University enhances solid-state interface contact and ionic conductivity, providing new ideas for high safety and high energy density solid-state batteries [2] Group 3 - The solid-state battery index increased by 1.3% this week, with battery and aluminum-plastic film sectors showing notable gains [3] - From September 22 to September 26, the solid-state battery index rose by 1.3%, with a cumulative increase of 50.4% for 2025, while the CSI 300 index increased by 15.6% [4] - The top five gainers in the solid-state battery sector included 鹏辉能源 (+18.6%), 先导智能 (+17.8%), and 当升科技 (+11.2%), while the top five losers included 中一科技 (-10.2%) and 天铁科技 (-9.7%) [4]