专用设备行业点评报告：固态电池0-1产业化加速，设备商优先受益

Investment Rating - The report maintains an "Accumulate" rating for the specialized equipment industry, indicating a positive outlook for the next 6 months [1][7]. Core Insights - The solid-state battery industry is accelerating its industrialization, with equipment manufacturers expected to benefit first. The Ministry of Industry and Information Technology has invested 6 billion in solid-state battery research and development, and significant commercial progress is being made with companies like BMW and CATL conducting road tests and pilot projects [4]. - The transition from traditional liquid batteries to solid-state batteries involves significant changes in equipment, particularly in the front-end and mid-process stages. Key equipment includes dry electrode devices and isostatic presses, which are crucial for the manufacturing of solid-state batteries [4]. - The report highlights ongoing optimization and iteration of equipment as the industry moves from the 0-1 stage of industrialization. Companies such as XianDiao Intelligent and Winbond Technology are actively advancing their solid-state battery equipment offerings [4]. Summary by Sections Industry Trends - The solid-state battery sector is experiencing rapid advancements, with policy support and application testing leading to faster-than-expected commercialization [4]. - The manufacturing challenges primarily lie in the production processes, with a critical period for pilot lines expected between 2025 and 2026 [4]. Equipment Development - Equipment changes for solid-state batteries include the introduction of larger roller presses and the transition from liquid injection machines to immersion machines for electrolyte application [4]. - The report identifies several key players in the equipment supply chain, recommending companies like XianDiao Intelligent and Hangke Technology for their roles in solid-state battery manufacturing [4].