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热门赛道新进展!首条大容量固态电池产线建成,机构预测这些股业绩高增长
Zheng Quan Shi Bao·2025-11-24 06:01

Group 1 - GAC Group has officially completed and put into production a pilot line for all-solid-state batteries in Guangzhou, which is the first in the industry to achieve mass production conditions for automotive-grade all-solid-state batteries with a capacity of over 60Ah [1] - The energy density of the newly developed all-solid-state batteries is nearly double that of existing batteries, enabling vehicles with a range of over 500 kilometers to potentially exceed 1000 kilometers [1] - GAC Group plans to conduct small batch vehicle trials in 2026 and gradually achieve mass production between 2027 and 2030 [1] Group 2 - Solid-state battery concept stocks have seen an average increase of 60.91% this year, with several stocks, including Haike New Source and Shanghai Xiba, rising over 100% [2] - Haike New Source's stock has surged by 314.68% this year, and the company has signed a strategic cooperation agreement with Kunlun New Material for the purchase of 59.62 thousand tons of electrolyte solvent [2] - Rongbai Technology plans to establish a 6000-ton pilot line in Xiantao by 2025 to validate new processes and equipment, with a goal to start production in North America and Europe by 2029 [2] Group 3 - Haopeng Technology has received attention from 23 institutions, and its BBU battery business is expected to continue growing due to increasing demand for AI computing and high-end backup power supplies [3] - Among solid-state battery concept stocks, 10 stocks are expected to see over 20% growth in net profit for 2025 and 2026, including companies like Enjie and Putailai [3] Group 4 - A table summarizes the market capitalization, number of rating agencies, and projected net profit growth rates for various solid-state battery concept stocks, indicating strong growth expectations for companies like CATL and Xiamen Tungsten [4]