Shang Hai Zheng Quan Bao·2026-01-18 01:49Core Insights - The development of the all-solid-state battery industry is being catalyzed by both policy support and the strategic initiatives of leading companies [1][2] Group 1: Policy and Industry Trends - The Ministry of Industry and Information Technology has emphasized accelerating breakthroughs in all-solid-state battery technologies [2] - The industry is transitioning from pure research to engineering validation, with companies like GAC Group and BYD making significant progress in pilot production lines [1][2] Group 2: Technological Advancements and Collaborations - Various companies are actively developing solid-state electrolytes and manufacturing processes, with significant advancements reported by Wanrun New Energy and Tianqi Materials [2][4] - GAC Group aims to start small-scale vehicle testing of all-solid-state batteries by 2026, with plans for commercial application by 2030 [3] Group 3: Equipment and Manufacturing Focus - The focus of the all-solid-state battery industry is shifting from material science to production engineering, making equipment a critical factor for success [4] - Companies like Liyuanheng and Qiantai are leading in providing equipment for mass production, with strategic partnerships aimed at overcoming technical barriers [4][5] Group 4: Market Opportunities and Strategic Value - Winning orders from leading clients is seen as a strategic advantage for equipment manufacturers, indicating recognition of their technological capabilities [5] - The next 2-3 years present opportunities for equipment companies to become collaborative developers and solution providers for new manufacturing demands [5]