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刚刚!全线爆发,美国突传大消息!
券商中国·2025-06-23 09:17

Core Viewpoint - The solid-state battery sector is experiencing a sudden surge, with significant stock price increases and optimistic projections for future market growth [2][6][8]. Group 1: Market Performance - On June 23, solid-state battery concept stocks saw a widespread surge, with Hai Xin Neng Ke and Tai He Ke Ji hitting the 20% daily limit, and other companies like Nord Shares and Xiangtan Electric achieving multiple consecutive limit-ups [2][6]. - The market is projected to see global solid-state battery shipments reach 614.1 GWh by 2030, with an estimated market size exceeding 250 billion yuan [8][16]. Group 2: Industry Developments - Several companies are making advancements in solid-state battery technology, with Ion Storage Systems in the U.S. beginning production and shipping test batteries to clients, including the U.S. Department of Defense [3][19]. - Companies like Winbond Technology and Guoxuan High-Tech are reporting progress in their solid-state battery production lines, with Guoxuan's pilot line now operational [11][12]. Group 3: Technological Advantages - Solid-state batteries are recognized for their high safety and energy density, with ongoing developments expected to accelerate their commercialization [4][9]. - Ion Storage Systems claims its solid-state batteries have a 50% higher energy density than traditional lithium-ion batteries and are designed to minimize fire risks [20][22]. Group 4: Future Projections - Analysts predict that the solid-state battery market will enter a rapid growth phase in China by 2027, with significant investments planned for production capacity [16]. - Major automotive companies, including SAIC and Changan, are planning to integrate solid-state batteries into their vehicles by 2027, with ambitious production targets set [13][14].