这一板块产业化在即，谁将率先受益？丨每日研选

Group 1 - The solid-state battery sector is experiencing accelerated industrialization, moving from laboratory experiments to large-scale production, creating new investment opportunities [1] - The solid-state battery market is expected to see significant developments, with semi-solid batteries projected to exceed 10 GWh in shipments by 2025, and full solid-state batteries anticipated to enter the market between 2027 and 2030 [1][2] - The technological roadmap for solid-state batteries indicates that the impact on the supply chain will be greatest for electrolytes, followed by separators, anode materials, and cathode materials [1] Group 2 - Solid-state batteries are recognized as the core technology direction for the next generation of lithium batteries, with major automotive companies planning to launch solid-state battery vehicles around 2027 [2] - The low-altitude economy and humanoid robots are emerging as significant markets for solid-state batteries, with expectations for commercial applications in eVTOL and robotics [2] - Recent industry movements include companies like Fospower Technology and EVE Energy forming strategic partnerships and investing in solid-state battery production capabilities [2][3] Group 3 - Key players in the equipment and battery manufacturing sector include CATL, Lead Intelligent, and Liyuanheng, which are expected to benefit from the upcoming solid-state battery pilot lines in 2026 [3][4] - In the materials sector, companies such as Enjie, Xiamen Tungsten, and Tianqi Lithium are developing sulfide electrolytes, which are crucial for solid-state batteries [3][4] - The average cost analysis of lithium iron phosphate materials has been published, providing transparency and regulatory guidance for the industry [2]