JYL Group(SZ:002882) Zheng Quan Shi Bao Wang·2026-01-12 13:31Core Viewpoint - Jinlongyu is accelerating the production capacity of solid-state batteries by investing approximately 1.2 billion yuan in a new production line project in Shenzhen, aiming to capitalize on opportunities in the new energy and solid-state battery sectors [1][2]. Group 1: Investment and Production Plans - Jinlongyu plans to invest around 1.2 billion yuan in a solid-state battery production line with an estimated annual capacity of 2 GWh, with construction expected to take 24 months [1]. - The investment includes approximately 900 million yuan for construction, equipment procurement, and facility renovations [1]. - The project will be executed by Jinlongyu's subsidiary, Jinlongyu New Energy (Shenzhen) Co., Ltd., in which Jinlongyu holds about 91.67% of the shares [1]. Group 2: Strategic Development and R&D - The investment aligns with Jinlongyu's strategic development plan to leverage opportunities in the solid-state battery field and further industrialize research results [1][2]. - Since 2021, Jinlongyu has committed to investing up to 300 million yuan over five years in collaboration with Jintianyi for the research and development of solid-state batteries and key materials [2]. - The company has made progress in R&D, including successful customer testing of semi-solid batteries and oxide electrolyte products, as well as validation of silicon-based anode materials [2]. Group 3: Industry Context and Future Outlook - The solid-state battery industry is moving towards a clear timeline, with goals for small-scale production by 2027 and large-scale production by 2030, indicating a shift from concept to practical implementation [3]. - Over 20 battery and material companies in China are reportedly initiating solid-state battery production capacity by 2025, marking a critical phase of technological convergence and acceleration [3].