事关固态电池！A股巨头发声

Core Viewpoint - Solid-state battery technology is developing rapidly, but full commercialization will still require time according to the chairman of Enjie Co., Ltd. [2][8] Group 1: Solid-State Battery Development - Enjie Co., Ltd. is a leading A-share lithium battery separator company, focusing on high-purity lithium sulfide, sulfide solid electrolytes, and sulfide solid electrolyte membrane products [2][6] - The research team from Tsinghua University and Tianjin University published findings in "Nature" that address the "fast charging" challenge of solid-state batteries [2] - Enjie has established a pilot line for high-purity lithium sulfide and has begun production of solid electrolytes at a 10-ton scale [7] Group 2: Market and Financial Performance - Enjie Co., Ltd. reported a significant change in its financial performance in Q3 2025, with a net profit attributable to shareholders of 6.79 million yuan, marking a turnaround from previous losses [13][16] - The company's revenue for Q3 2025 was 3.78 billion yuan, a year-on-year increase of 40.98%, aligning with the overall growth of the lithium battery separator industry [16] - The company is experiencing high capacity utilization and expects the separator and lithium battery industry to maintain a high growth trajectory in the coming years [15][16] Group 3: Industry Outlook - Full solid-state batteries are still in the early stages of industrial development, with rapid technological advancements but a significant distance to full commercialization [8][9] - The company anticipates that solid-state batteries will find applications in deep space, deep sea, and deep earth, coexisting with existing liquid and semi-solid batteries [9]