固态电池概念反弹 机构看好这些环节的投资机会

Group 1 - The solid-state battery concept experienced a rebound, with companies like Zhongyi Technology and Honggong Technology rising over 10%, while Huafeng Co., Shida Shenghua, and Fengyuan Co. reached their daily limit [1] - The 2025 World Power Battery Conference held in Yibin, Sichuan, signed 180 projects with a total amount of 86.13 billion yuan, covering key areas in green energy such as power batteries, new energy storage, photovoltaics, and smart connected new energy vehicles [1] - Dongfeng Motor showcased a new generation of fully autonomous high-energy solid-state batteries with an energy density of 350Wh/kg, addressing safety and low-temperature performance issues of traditional lithium batteries [1] Group 2 - CITIC Securities reported that the industrialization of solid-state batteries is accelerating, predicting that global solid-state battery shipments will exceed 700GWh by 2030, with all-solid-state batteries accounting for over 200GWh [2] - China has achieved mass production of semi-solid-state batteries, surpassing the US, Japan, and Europe, while all-solid-state batteries are rapidly catching up, aiming for small batch production by 2026-2027 and commercialization by 2030 [2] - The semi-solid-state battery is expected to see significant growth in consumer, power, and energy storage sectors by 2026, with all-solid-state batteries beginning vehicle validation [2]