中信证券：固态电池产业化加速 建议把握电池、材料、设备相关环节的投资机会

Core Insights - The solid-state battery industry is accelerating its development, with global shipments expected to exceed 700 GWh by 2030, including over 200 GWh of all-solid-state batteries [1] - China has achieved mass production of semi-solid-state batteries, surpassing Japan, the US, and Europe, while all-solid-state batteries are rapidly catching up, aiming for vehicle integration and small-scale production by 2026-2027, with commercialization targeted for 2030 [1] - By 2026, semi-solid-state batteries are anticipated to see significant deployment in consumer, power, and energy storage sectors, while all-solid-state batteries will begin vehicle validation [1] Investment Opportunities - Companies are advised to seize investment opportunities in the battery, materials, and equipment sectors as the industry evolves [1]