产业化拐点在即，重视固态电池投资机会

Core Insights - The report emphasizes the imminent industrialization inflection point for solid-state batteries, highlighting significant investment opportunities in this sector [1] - Solid-state batteries are expected to replace traditional lithium batteries across various applications, with a projected global shipment of 614 GWh by 2030 and a market size in China reaching 20 billion yuan by 2030 [4][15] Technology Comparison - Solid-state batteries utilize solid electrolytes, offering advantages such as improved safety, higher energy density (over 500 Wh/kg), and better cycle life compared to traditional liquid batteries [2][10] - Among the three main electrolyte technologies (sulfide, oxide, and polymer), sulfide is anticipated to become the mainstream due to its theoretical advantages in energy density, despite challenges in production [3][12] Market Potential - The solid-state battery market is expected to grow at a CAGR of over 80% from 2024 to 2030, with consumer electronics being the first sector to adopt this technology [4][15] - The report identifies eVTOL and robotics as emerging application areas for solid-state batteries, driven by their high energy density requirements [9] Policy and Industry Support - Since 2024, policies supporting solid-state battery development have intensified, with significant government investments and initiatives aimed at advancing this technology [7][16] - Key players in the industry, such as CATL and BYD, are expected to achieve small-scale production of solid-state batteries by 2027, marking a critical validation point for the industry [17] Investment Opportunities - The report suggests focusing on leading battery cell manufacturers and equipment suppliers, as the solid-state battery sector is still in the early stages of development [8][21] - The equipment sector is highlighted as having a clearer path to profitability, with companies like Xian Dai Intelligent and others showing promising performance [8][21]