【风口研报】锂电扩产潮+固态电池技术革新，锂电设备迎全球创新周期共振，未来两年或存800-1000亿元市场空间

Core Insights - The article highlights the upcoming lithium battery expansion cycle and solid-state battery technology innovation, which is expected to create a market space of 80-100 billion yuan in the next two years [1] - The industry has seen a year-on-year growth rate of 20%, marking a significant recovery from structural to comprehensive expansion, with analysts optimistic about leading domestic companies experiencing both performance and valuation boosts [1] Summary by Sections - Lithium Battery Expansion Cycle: The article emphasizes the arrival of a lithium battery expansion cycle, driven by technological advancements in solid-state batteries, which will lead to substantial market opportunities [1] - Market Growth: The industry is experiencing a year-on-year growth rate of 20%, indicating a robust recovery and expansion across the sector, which has not been seen in years [1] - Investment Outlook: Analysts are optimistic about leading domestic companies, anticipating improvements in both their performance and market valuations as the industry continues to grow [1]