LEAD INTELLIGENT(SZ:300450) Zhi Tong Cai Jing·2026-02-13 07:37Core Viewpoint - The stock of Xian Dao Intelligent (300450) has seen a nearly 3% increase, reflecting positive market sentiment driven by significant growth projections in the lithium battery industry in China [1] Industry Summary - According to statistics from Gaogong Industry Research Institute, by 2025, there will be over 282 publicly invested projects across the entire lithium battery industry chain in China, with a total investment exceeding 820 billion yuan, representing a year-on-year increase of over 74%. The expansion trend is expected to continue into 2026 [1] - The ongoing global transition to electric vehicles and the accelerated industrialization of solid-state batteries are expected to sustain the demand for expansion from top automotive manufacturers and battery producers [1] Company Summary - Xian Dao Intelligent is positioned to strengthen its global leadership in the lithium battery intelligent equipment sector, leveraging its technological advantages in complete line projects and a robust order backlog [1] - The company's intelligent equipment is equipped with industrial control software that streamlines various production processes, aiding clients in transitioning to highly automated, unmanned factories, thereby reducing labor costs and enhancing production efficiency [1] - According to Frost & Sullivan, in terms of revenue for 2024, the global market for intelligent equipment in lithium batteries accounts for approximately 13.5% of the global new energy intelligent equipment market. Xian Dao Intelligent is projected to be the largest supplier of lithium battery intelligent equipment globally, with a market share of 15.5%, and the largest in China, with a market share of 19.0% [1]