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Core Viewpoint - The recent policy support for solid-state batteries is expected to accelerate the domestic and international industrialization of these technologies, benefiting the equipment sector first [1] Group 1: Policy and Market Trends - The solid-state battery sector received favorable policies from eight departments, promoting the application verification of high-end products [1] - The Ministry of Industry and Information Technology released an action plan to support foundational research in cutting-edge technologies like solid-state batteries [1] - The demand for energy storage is strong, with global energy storage cell shipments reaching 226 GWh in the first half of the year, a 97% increase, and domestic orders exceeding 160 GWh, up 220% [1] Group 2: Industry Performance and Outlook - Leading lithium battery manufacturers have reported improved revenue, profit, and cash flow, with capacity utilization rates reaching historical highs, at 89.9% for leading companies in the first half of the year [2] - The equipment sector is expected to see significant growth in new orders, with projections indicating that total orders for the year may exceed initial targets [2] - The lithium battery sector is experiencing a recovery in profitability and valuation, supported by favorable policies and improving demand, indicating a positive market outlook [2]