固态电池行业周报（第二十一期）：清华团队破解固态电池快充与低温瓶颈，三星SDI、宝马、Solid Power三方合作开发全固态电池--行业周报-20251102

Investment Rating - The industry investment rating is "Positive" [5] Core Insights - Recent advancements in solid-state battery technology have been made by a team from Tsinghua University, addressing fast charging and low-temperature challenges [17][21] - A strategic partnership has been formed between Samsung SDI, BMW, and Solid Power to develop all-solid-state batteries, marking a significant step from laboratory research to vehicle integration [22] - The solid-state battery index increased by 7.5% in the last week, with a cumulative increase of 62.7% for 2025, outperforming the CSI 300 index [4][8] Summary by Sections 1. Weekly Review - The solid-state battery index rose by 7.5%, with an average increase of 6.4% among related stocks [4][8] - The top five gainers included Tianji Co. (+41.9%), Haike New Energy (+39.4%), and Penghui Energy (+30.3%) [12][20] 2. Industry Dynamics - Tsinghua University's team published a study in Nature proposing a "plastic-rich inorganic solid electrolyte interface" design, enhancing performance at low temperatures and high current densities [21] - The first solid-state battery base in Northwest China is nearing completion, with an annual production capacity of 8GWh expected [23] 3. Company Developments - Nissan's solid-state battery prototype has achieved practical performance goals, doubling energy density compared to current lithium batteries, with plans for mass production by 2028 [24] - Guansheng Co. is advancing its solid-state battery project, with a planned capacity of 2GWh expected to be operational by mid-2026 [25] 4. Market Performance - The solid-state battery index has shown strong performance, with all segments experiencing growth, particularly the positive and electrolyte segments [10][20]