LEAD INTELLIGENT(SZ:300450) 券商中国·2025-09-05 02:56Core Viewpoint - The solid-state battery sector is experiencing a significant surge, driven by advancements in production capabilities and technology breakthroughs from companies like XianDao Intelligent [1][2][3] Group 1: Market Performance - On September 5, the A-share market saw a rebound, with the ChiNext index rising by up to 3% and the battery sector increasing by over 7%, indicating strong investor interest [1][2] - A total of 20 stocks in the solid-state battery sector hit the daily limit or rose by more than 10% [1][2] Group 2: Company Developments - XianDao Intelligent announced on September 4 that it has successfully established a complete production line for solid-state batteries, covering all key manufacturing processes [1][2] - The company has formed partnerships with several leading domestic and international firms, delivering core equipment for solid-state batteries and receiving repeat orders [3] Group 3: Industry Trends - The overall lithium battery industry is entering a peak season, with production expected to increase by 15%-20% in Q3, particularly in the energy storage segment [5] - Recent collaborations, such as between XianHui Technology and QingTao Energy, aim to bridge the gap between laboratory technology and market application for solid-state batteries [5] Group 4: Future Projections - Solid-state batteries are anticipated to have a broad application in sectors like new energy vehicles and consumer electronics, with a projected global shipment of 808 GWh by 2030 [7] - By 2027, full solid-state batteries are expected to achieve technical maturity and small-scale production, with commercial production anticipated by 2030 [7]