Xuan Gu Bao·2026-01-05 15:16Industry Overview - Donut Lab has launched the world's first commercially viable all-solid-state battery, set to be showcased at CES 2026, with advantages in energy density, charging speed, cycle life, and extreme environmental adaptability, potentially transforming the electric vehicle industry [1] - The solid-state battery industry is at a critical juncture, transitioning from laboratory research to engineering validation, with a current market dominated by semi-solid-state batteries, which account for over 95% of the market [1] - Full solid-state batteries are expected to achieve small-scale vehicle validation by around 2027 and aim for mass production by 2030 [1] Market Potential - According to招商证券, the solid-state battery sector is moving from experimental validation to pilot delivery, with significant market opportunities anticipated [2] - The market for solid-state battery equipment is projected to reach 59.216 billion yuan by 2030, with a compound annual growth rate (CAGR) of 103% from 2024 to 2030 [2] Company Developments - XianDao Intelligent has developed a complete line solution for solid-state batteries, covering key equipment across various stages, and has entered the supply chains of leading battery manufacturers and automotive companies in Europe, the US, Japan, South Korea, and China [3] - LiYuanHeng has established technological reserves and layouts in the solid-state battery equipment sector, focusing on technology development and solution optimization based on core customer needs [3]