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Core Viewpoint - The solid-state battery industry is experiencing significant breakthroughs, with major companies increasing their investments and production capabilities, indicating that 2026 may be the year of mass production for solid-state batteries [1][2][4][8] Industry Developments - Recent advancements in solid-state battery technology include a new polymer electrolyte research breakthrough from Tsinghua University, achieving energy densities of 400Wh/kg to 500Wh/kg, compared to traditional liquid batteries' 200Wh/kg to 300Wh/kg [2] - The solid-state battery sector is receiving strong policy support, with key equipment for solid-state batteries being prioritized in national development plans [2][3] - Major companies like CATL and BYD are making significant progress in solid-state battery research and development, with improvements in energy density and safety [3][5] Company Highlights - Companies such as XINWANDA and Guoxuan High-Tech are actively investing in solid-state battery technology, with XINWANDA announcing a new polymer solid-state battery with an energy density of 400Wh/kg and plans for a pilot production line [4] - CATL has expanded its solid-state battery R&D team to 1,200 people, achieving a sample energy density of 450Wh/kg and planning to start pilot production in 2025 [5] - EVE Energy has launched its solid-state battery production base, with plans to achieve breakthroughs in production processes by 2026 [5] Market Trends - The solid-state battery market is expected to see explosive growth, with projections indicating a market size exceeding 300 billion yuan by 2027 and a compound annual growth rate of over 60% [6] - The A-share market is witnessing increased investor interest in solid-state battery stocks, with significant price increases for companies like EVE Energy and Shanghai Xiba [6][7] Investment Strategies - Investment strategies should focus on core segments of the solid-state battery supply chain, including solid electrolyte material development and battery manufacturing process improvements [8] - Long-term prospects for solid-state batteries remain strong, with ongoing technological advancements expected to enhance performance metrics [8]