Industry Investment Rating - The investment rating for the mechanical equipment industry is "Outperform the Market" and is maintained [1]. Core Insights - The report emphasizes the rapid expansion of the industry driven by the commercialization of projects, particularly in the solid-state battery sector, which is expected to see significant growth due to advancements in technology and production processes [4][5]. Summary by Sections Industry Overview - The closing index for the mechanical equipment sector is 1988.9, with a 52-week high of 2110.66 and a low of 1420.7 [1]. Investment Highlights - The report discusses the significance of isostatic pressing equipment in the production of solid-state batteries, highlighting its ability to apply uniform pressure in all directions, which is crucial for eliminating internal voids and ensuring consistent quality in battery production [5][29]. - Isostatic pressing technology has over 70 years of history and is widely used in powder metallurgy and other fields, with three main types: Cold Isostatic Pressing (CIP), Warm Isostatic Pressing (WIP), and Hot Isostatic Pressing (HIP) [21][17]. Key Manufacturers - Major international manufacturers include Quintus Technologies from Sweden, known for its QIB 300 and QIB 600 series, and Hana Technology from South Korea, which collaborates closely with battery manufacturers [6][38]. - Domestic companies include Liyuanheng, Naconor, and Xian Dao Intelligent, all of which are actively developing isostatic pressing equipment for solid-state batteries [40][41].
固态电池系列专题:什么是等静压设备?
China Post Securities·2025-12-05 12:28