Ge Long Hui·2026-01-15 04:04Core Viewpoint - The solid-state battery sector is experiencing significant growth, driven by favorable policies and technological advancements, positioning it as a key focus area in the market. Group 1: Market Performance - The battery and solid-state battery sectors are leading the market, with notable stock performances from companies like Xianhui Technology, which rose by 11.59%, and Huayou Cobalt, which increased by over 7% [1][2]. - Key companies in the industry, including CATL and Yiwei Lithium Energy, also saw upward movements, indicating a strong response across the supply chain [1]. Group 2: Policy Support - The Ministry of Industry and Information Technology emphasizes accelerating breakthroughs in solid-state battery technology, highlighting a collaborative effort between national and local governments to enhance the supply chain's self-sufficiency [3]. - Local governments are integrating solid-state batteries into their industrial strategies, with regions like Jiangxi and Chongqing focusing on advancing core technologies in this field [3]. Group 3: Technological Advancements - Companies are rapidly advancing their solid-state battery technologies, with Weichai Power announcing successful laboratory research on sulfide solid-state batteries and plans for industrialization [4]. - Jinlongyu is investing 1.2 billion yuan to establish a production line for solid-state batteries, while Haopeng Technology aims for mass production of solid-state batteries by 2025 [4]. Group 4: Market Potential - Solid-state batteries are expected to penetrate various sectors, including electric vehicles, energy storage, aerospace, and consumer electronics, due to their performance advantages over traditional lithium-ion batteries [6]. - TrendForce forecasts that the global demand for solid-state batteries will exceed 206 GWh by 2030 and further expand to over 740 GWh by 2035, indicating a transition to large-scale applications [6]. Group 5: Industry Growth Outlook - Analysts are optimistic about the growth potential of the solid-state battery supply chain, with expectations of high demand driven by the increasing sales of electric vehicles [6][7]. - The period from 2027 to 2030 is identified as a critical window for the industrialization of solid-state battery technologies, with equipment manufacturers likely to benefit first from this growth [7].