固态电池行业专题之二：政策推动技术进步，应用场景日益丰富

Investment Rating - The report maintains an "Outperform" rating for the solid-state battery industry [1] Core Insights - Solid-state batteries exhibit high energy density and safety, making them a competitive factor for automotive companies aiming to enhance battery safety and range. Major automakers plan to begin large-scale testing by 2027 and aim for mass production around 2030 [2][19] - The Ministry of Industry and Information Technology has initiated the establishment of a standard system for solid-state batteries, which is expected to enhance technological efficiency and accelerate industrialization [2][26] - The demand for solid-state batteries is rapidly increasing, particularly in the electric vehicle sector, with projections indicating a penetration rate of 3% by 2027 and 8% by 2030, corresponding to capacity scales of 76 GWh and 271 GWh respectively [2][27] Summary by Sections 1. Solid-State Battery: Innovative Scenarios Coupled with Performance Advantages - Solid-state batteries are characterized by high energy density and safety, but face challenges such as high manufacturing costs and limited lifespan [2][11] - The automotive industry is actively pursuing solid-state battery technology to improve vehicle performance and safety [2][20] 2. Outlook for Solid-State Battery Applications - The electric vehicle market is leading the short-term production process, with major global automakers rapidly adopting solid-state battery technology [2][20] - Solid-state batteries are also being explored in consumer electronics and emerging fields such as humanoid robots and eVTOLs [2][20] 3. Solid-State Battery Industry Chain Analysis - The industry chain includes key components such as solid-state electrolytes, which are expected to see significant advancements and cost reductions by 2025 [2][46] - Major battery manufacturers are making strides in both semi-solid and solid-state battery technologies, with several companies already achieving product mass production [2][49]