Hymson(SH:688559) Quan Jing Wang·2026-02-09 04:14Group 1 - The core viewpoint of the news is that the solid-state battery industry is accelerating its commercialization process, driven by favorable policies and technological advancements [1][2]. - The Ministry of Industry and Information Technology has identified 2026-2027 as critical years for the commercialization of solid-state batteries, incorporating it into the "14th Five-Year Plan" strategic focus [1]. - Companies like BYD have initiated GWh-level equipment tenders, and Hongqi has successfully trial-produced solid-state battery packs, indicating significant progress in engineering validation [1]. Group 2 - Haimeixing has developed a micro-embossed ultra-thin coating technology that can control coating thickness between 0.5-4 micrometers, significantly thinner than traditional methods, and has achieved international leading parameters in trial lines for sulfide solid-state batteries [1][2]. - The ultra-thin multi-layer coating technology addresses the volume expansion issue of high-silicon anode materials, reducing coating thickness by over 80% compared to traditional processes [2]. - The company has secured the first GWh-level lithium metal solid-state battery mass production equipment order in the industry, positioning itself as a leader in dual technology routes [2]. Group 3 - The solid-state battery equipment market is projected to grow at a compound annual growth rate of 103% from 2024 to 2030, with the market size expected to exceed 59.2 billion yuan by 2030 [2]. - Haimeixing's stock has seen a maximum increase of over 194% in the past year, yet its current market capitalization stands at 14.59 billion yuan, suggesting potential for further value reassessment [3].