中信证券：建议把握电池、材料、设备相关环节的投资机会

Core Viewpoint - The solid-state battery industry is accelerating its development, with projections indicating that global shipments will exceed 700 GWh by 2030, including over 200 GWh of all-solid-state batteries [1] Group 1: Industry Development - The semi-solid-state battery has already entered mass production in China, achieving a technological leap over Japan, the US, and Europe [1] - The all-solid-state battery is rapidly catching up, with a target to achieve vehicle integration and small-scale production by 2026-2027, and commercial viability by 2030 [1] Group 2: Market Outlook - By 2026, semi-solid-state batteries are expected to see significant volume growth in consumer, power, and energy storage sectors [1] - All-solid-state batteries will begin vehicle validation testing, presenting investment opportunities in battery, materials, and equipment sectors [1]