国内外固态进展加速，设备成竞争新高地

Investment Rating - The report suggests a continuous focus on the demand within the industry chain and new technological changes, highlighting key equipment companies such as XianDao Intelligent, LianYing Laser, NaKeNuoEr, HongGong Technology, YingHe Technology, HangKe Technology, LiYuanHeng, XianHui Technology, and HaiMuXing, while also noting interest in XiZhuang Co., Ltd. and MeiAi Technology [5] Core Insights - The solid-state battery technology is advancing rapidly both domestically and internationally, with significant collaborations and developments from companies like Solid Power, BMW, and Samsung SDI, aiming for higher energy density and safety [1] - Major automotive manufacturers are investing heavily in solid-state battery technology, with Mercedes achieving a real-world test range of 1205 kilometers using solid-state batteries, and Volkswagen planning to mass-produce solid-state batteries by 2030 [2][3] - The competition in the solid-state battery sector is intensifying, with equipment manufacturers playing a crucial role in the breakthrough of this technology, as evidenced by successful deliveries of solid-state battery production equipment to major clients [4] Summary by Sections - International Developments: Solid Power collaborates with BMW and Samsung SDI for solid-state battery validation, while Mercedes and Volkswagen are making strides in solid-state battery testing and production plans [1][2] - Domestic Progress: Companies like Guoxuan and Xiaopeng are advancing solid-state battery production, with Xiaopeng's new humanoid robot being the first to utilize solid-state batteries [3] - Market Dynamics: The report emphasizes the leap in energy density and safety of solid-state batteries compared to liquid batteries, indicating a competitive landscape where both domestic and international firms are vying for leadership in this technology [4]