Hymson(SH:688559) Zheng Quan Shi Bao Wang·2026-01-18 12:25Core Insights - The company Haimuxing is emerging as a key player in the commercialization of all-solid-state batteries, transitioning from equipment empowerment to industry leadership, and is recognized as a core engine driving the shift from laboratory to large-scale production [1] Group 1: Industry Developments - The Ministry of Industry and Information Technology has emphasized the need to accelerate breakthroughs in all-solid-state battery technology, with companies like GAC Group and BYD making significant advancements in pilot production lines and equipment procurement [1] - The industry is moving from laboratory research to engineering validation, with multiple companies initiating pilot line construction, indicating a critical phase in the all-solid-state battery sector [1] Group 2: Technological Innovations - Haimuxing has developed proprietary micro-embossed ultra-thin coating technology, achieving a coating thickness of 0.5-4 micrometers, which is one-tenth of traditional methods, significantly reducing interfacial resistance and enhancing energy density by 5%-8% [2] - The company has introduced ultra-thin multilayer coating technology to address the volume expansion issues of high-silicon anodes, reducing coating thickness by over 80% compared to traditional methods, facilitating the stable application of high-energy-density batteries [2] - Haimuxing's integration of ultra-fast laser non-contact processing and electrode structuring technologies optimizes cutting yield and ion transport efficiency, improving the overall cycle life and rate performance of batteries [2] Group 3: Market Position and Future Outlook - As the pace of all-solid-state battery commercialization accelerates, the demand for equipment is expected to surge, positioning Haimuxing favorably to leverage its technological leadership and global delivery capabilities to secure mainstream customers and sustain order growth [3]