盘中，集体异动！刚刚，见证历史！

Core Viewpoint - The lithium battery sector is experiencing a significant rally, with key players like CATL reaching new historical highs in market capitalization, indicating strong investor confidence and potential growth in the industry [1][3]. Group 1: Market Performance - On September 25, lithium battery stocks surged, with notable increases in companies such as Yihui Lithium Energy and CATL, which saw its stock price rise nearly 6%, reaching a market cap of over 1.8 trillion yuan [1][3]. - The Hong Kong market also showed activity, with the Hang Seng Technology Index rising by nearly 2% before experiencing a pullback, while CATL's Hong Kong shares increased by over 5% [1]. Group 2: Industry Developments - The industrialization of solid-state batteries is accelerating, with expectations that 2027 may mark the year of full-scale production [2][9]. - CATL has announced plans to launch a new high-nickel battery series in 2024, which will be used in new energy vehicles, although this has not been officially confirmed [3]. Group 3: Strategic Partnerships - CATL signed a five-year strategic cooperation agreement with Li Auto to enhance battery safety and technology innovation [4]. - A strategic partnership was also established between CATL and China Huaneng, focusing on renewable energy and storage solutions [4]. Group 4: Market Outlook - Morgan Stanley highlighted CATL's competitive edge in the European market and noted that smaller competitors are struggling, suggesting CATL's valuation is attractive compared to peers [5]. - Bank of America predicts strong demand for energy storage batteries from 2025 to 2030, driven by domestic policies and overseas market growth, with expectations of cumulative installed capacity in China reaching 240 GW by 2030 [5]. Group 5: Solid-State Battery Advancements - Companies like Guoxuan High-Tech and others are making significant progress in solid-state battery technology, with production lines and high yield rates being reported [7][9]. - The global market for solid-state battery equipment is projected to reach 45.5 billion yuan by 2030, with a compound annual growth rate (CAGR) of 159% from 2024 to 2030 [9].