Zheng Quan Shi Bao Wang·2025-11-10 01:59Core Viewpoint - The solid-state battery industry is accelerating its development, with Japan leading in research, while the US and Europe are advancing through collaborations between battery manufacturers and automotive companies. Chinese manufacturers are making significant progress with semi-solid batteries, achieving mass production and aiming for commercial viability by 2030 [1] Group 1: Industry Development - The global solid-state battery market is projected to exceed 700 GWh by 2030, with over 200 GWh coming from all-solid-state batteries [1] - Chinese manufacturers, including BYD, CATL, and Qingtao Energy, aim to achieve vehicle testing and small-scale production by 2026-2027, with a target for commercialization by 2030 [1] Group 2: Technological Advancements - Semi-solid batteries from Chinese companies have already entered mass production, allowing them to surpass competitors from Japan, the US, and Europe [1] - The overall growth trajectory for solid-state batteries is steep, with expectations for significant volume increases in consumer, power, and energy storage sectors by 2026 [1] Group 3: Investment Opportunities - There are recommended investment opportunities in the battery, materials, and equipment sectors as the industry prepares for the upcoming advancements in solid-state and semi-solid battery technologies [1]