中信建投：船舶电动化推动锂电应用迈入新场景 看好锂电设备跨年行情

Core Viewpoint - The report from CITIC Securities highlights the growing application of lithium batteries in various transportation sectors, particularly in maritime, aerial, and energy storage, driven by the advantages of high energy density, long cycle life, and rapid charge-discharge capabilities [1] Group 1: Lithium Battery Applications - The application of lithium batteries is expanding from land vehicles to eVTOL aircraft and maritime vessels, indicating a significant shift in transportation and energy sectors [1] - The increasing penetration of electrification in new scenarios such as aerial flight, water navigation, and renewable energy storage is expected to drive further demand for lithium batteries [1] Group 2: Technological Advancements - Breakthroughs in new technologies like solid-state batteries and sodium-ion batteries are anticipated to accelerate the electrification rates across various applications [1] - The mid-term acceptance of solid-state batteries is expected to be completed by the end of the year, leading to a convergence of technical solutions and increased certainty in the market [1] Group 3: Market Outlook - Major battery manufacturers and vehicle manufacturers are likely to initiate a new round of order tenders by the end of the year, indicating a positive outlook for lithium battery equipment in the upcoming year [1]