SUNWODA(SZ:300207) Shen Zhen Shang Bao·2025-11-01 23:18Core Insights - The increasing incidents of battery safety issues, such as electric vehicle fires and battery swelling, have made battery safety a significant public concern [1] - Solid-state batteries are viewed as the ultimate direction for next-generation power batteries due to their ability to replace flammable liquid electrolytes with solid electrolytes, effectively addressing safety concerns [1][2] - The solid-state battery industry is experiencing a surge in investment and development, with total investment plans exceeding 200 billion yuan and planned production capacity surpassing 400 GWh [2] Group 1 - The solid-state battery "in-situ polymerization solidification technology" proposed by the research team addresses the interface compatibility challenge and has become a core solution in the industry [2] - The establishment of Guangdong Solid State Clean Energy Technology Co., Ltd. aims to facilitate the mass production of key materials for solid-state batteries, with products currently in the pilot testing stage [2] - Despite challenges in cost and fast-charging technology, the advantages of solid-state batteries in energy density and safety position them as the future of power batteries [2][3] Group 2 - Shenzhen companies are actively engaging in the solid-state battery sector, covering various mainstream technology routes, including polymer, oxide, sulfide, and composite systems [3] - Significant projects, such as the construction of the world's first 5GWh lithium metal solid-state battery production line by Xinjie Energy, highlight the industry's momentum towards large-scale production [3] - The solid-state battery industry is on the verge of a breakthrough, transitioning from laboratory research to mass production and consumer safety [3]