固态电池：板块行情扩散，延伸细分环节

Investment Rating - The report maintains a "Positive" investment rating for the solid-state battery sector [5]. Core Insights - Solid-state batteries, particularly sulfide-based ones, are viewed as ideal solutions due to their high safety and performance, but face significant scientific challenges in scaling up production [12][18]. - The production process for solid-state batteries differs from traditional lithium-ion batteries, with a focus on dry processing techniques and enhanced sealing in assembly [12][13]. - The industry is witnessing a shift towards innovative materials and processes, such as the use of lithium sulfide and iron-based current collectors, which address existing limitations in battery performance and safety [24][28]. Summary by Sections Manufacturing and Equipment - The production process for solid-state batteries involves distinct steps, including dry electrode preparation and high-pressure formation, which enhance the overall production efficiency [11][12]. - The dry electrode process is crucial for solid-state batteries, as it minimizes the risk of hydrogen sulfide generation during production [13][16]. Cost Reduction - The industrialization of lithium sulfide faces challenges related to its stability, high-cost raw materials, and safety concerns during production [18][19]. - The report outlines various synthesis methods for lithium sulfide, highlighting their advantages and disadvantages, which impact the overall cost structure of solid-state batteries [19]. Material Innovations - The use of iron-based current collectors is gaining traction due to their potential to mitigate corrosion issues associated with traditional copper foils in solid-state batteries [24]. - The report discusses advancements in skeleton-based membranes for solid-state batteries, which enhance ionic conductivity and battery lifespan [28][29]. Iteration and Market Trends - The solid-state battery market is evolving with the introduction of high-nickel and lithium-rich manganese-based cathodes, which are expected to benefit from increased market penetration [36]. - The copper foil industry is undergoing restructuring, with new technologies being developed to meet the demands of solid-state battery applications [41].