固态电池第一股或要来了，华为小米投资，估值185亿

Core Viewpoint - Beijing Weilan New Energy Technology Co., Ltd. has officially initiated its IPO process on the A-share Growth Enterprise Market by signing a listing guidance agreement with CITIC Securities, potentially becoming the first solid-state battery stock in A-shares [1][3]. Company Overview - Weilan New Energy, founded in 2016 by prominent figures in the lithium battery field, specializes in solid-state lithium-ion batteries and integrates R&D, production, marketing, and sales [3][5]. - The company has over 40 years of research experience in solid-state batteries and is recognized as a national-level "specialized, refined, and innovative" small giant and unicorn enterprise [3]. Product and Technology - Weilan New Energy has developed high-energy density battery cells, including a 360Wh/kg power cell for NIO with a single range exceeding 1000 km, and a 280Ah ultra-safe energy storage cell for various projects [5][6]. - The company has applied for over 400 national patents, with more than 100 granted, covering core materials and technologies for solid-state batteries [5]. Industry Position and Collaborations - The company has established strategic partnerships with several key players in the materials and equipment sectors, including Tianqi Lithium, BASF, and others [6]. - Weilan New Energy has a production capacity of 28.2GWh, with plans to exceed 100GWh, and aims to achieve mass production of all-solid-state batteries around 2027 [6]. Market Dynamics - Solid-state batteries are viewed as the next generation of energy storage technology, with high safety and performance, and are prioritized in national technology breakthroughs [12]. - The demand for lithium carbonate is expected to rise significantly due to the increased consumption by solid-state batteries, which could lead to intensified competition for lithium resources [13][14]. Financial Backing - Weilan New Energy has completed nine rounds of financing, with notable investors including Huawei, Xiaomi, and various strategic investment funds [8][10]. - The latest financing round raised nearly 1.5 billion yuan, indicating strong investor confidence in the company's growth potential [8].