Di Yi Cai Jing·2025-12-10 00:02Core Viewpoint - The report from CITIC Securities indicates that the electrification of shipping is driving the application of lithium batteries into new scenarios, and there is optimism regarding the cross-year market for lithium battery equipment [1] Group 1: Lithium Battery Applications - The application scenarios for lithium batteries have expanded from land vehicles to eVTOL aircraft and now to maritime vessels, showcasing the versatility of lithium technology [1] - The penetration of lithium batteries into various fields is a result of their core advantages, including high energy density, long cycle life, and rapid charge and discharge capabilities, which align well with the development needs of different sectors [1] Group 2: Market Outlook - As the penetration rate of electrification in emerging scenarios such as aerial flight, maritime navigation, and new energy storage continues to rise, there is sustained optimism for further growth in lithium battery demand [1] - Breakthroughs in new technologies such as solid-state batteries and sodium-ion batteries are expected to accelerate the electrification rates across various scenarios [1] - The mid-term acceptance of solid-state batteries is anticipated to be completed by the end of the year, leading to a convergence of technical solutions and increasing certainty in the market [1] - Major battery manufacturers and vehicle manufacturers are expected to initiate a new round of order bidding by the end of the year, indicating a positive outlook for the lithium battery equipment market [1]