Great Power(SZ:300438) 券商中国·2025-10-30 09:53Core Viewpoint - The solid-state battery concept stocks have shown significant strength, with companies like Penghui Energy and Xinwanda reporting substantial increases in net profits and advancements in solid-state battery technology, indicating a positive trend in the industry [1][5][6]. Company Performance - Penghui Energy reported a third-quarter revenue of 3.28 billion yuan, a year-on-year increase of 74.96%, and a net profit of 203 million yuan, up 977.24% [4]. - Xinwanda achieved a third-quarter revenue of 16.549 billion yuan, a 15.24% increase, and a net profit of 550 million yuan, up 41.51% [5]. Technological Advancements - Xinwanda's subsidiary, Xinwanda Power, launched a polymer solid-state battery with an energy density of 400 Wh/kg, marking a significant breakthrough in solid-state battery technology [5]. - A research team developed an anion regulation technology that addresses the contact issues between the electrolyte and lithium electrode in all-solid-state batteries, enhancing their practicality [7]. Industry Trends - The solid-state battery industry is accelerating towards commercialization, with major battery manufacturers setting 2027 as a key milestone for small-scale production [8]. - The market for solid-state batteries is expected to expand due to emerging applications in low-altitude, robotics, and AI, which could expedite the industrialization process [8].