Core Viewpoint - The global lithium battery market is expected to reach nearly 10TWh by 2030, driven by the trend of "full-scenario electrification" and the emergence of solid-state batteries as a key variable in the industry [1][2][3]. Group 1: Market Growth and Demand - By 2025, global lithium battery shipments are projected to exceed 1.8TWh, with demand expected to surpass 8TWh by 2030, creating a market space close to 10TWh [1][3]. - Specific applications such as eVTOL, robotics, electric ships, and engineering machinery are anticipated to see significant growth, with projected lithium battery demands of 30GWh, 100GWh, 100GWh, and 160GWh respectively by 2030 [3]. Group 2: Solid-State Battery Development - Solid-state batteries are expected to disrupt existing market structures, with companies likely to enter the global top 10 rankings in the power and energy storage sectors by around 2030 [2][5]. - The demand for materials and equipment related to solid-state batteries is anticipated to enter a new cycle, with requirements reaching tens of thousands of tons and investments in the hundreds of billions [2][5]. Group 3: Energy Storage Market Dynamics - The energy storage sector is experiencing rapid growth, with shipments expected to reach 450GWh in 2025, reflecting a year-on-year increase of over 100% [6]. - The market is entering a phase of technological elimination, with the introduction of 500Ah+ batteries setting a new industry benchmark, potentially leading to the exit of less competitive firms [6]. Group 4: Globalization and Market Strategy - Companies are encouraged to pursue globalization at their own pace, with a particular focus on the U.S. market, where Chinese lithium battery manufacturing technology remains irreplaceable [7].