固态电池设备深度：破土凌云——固态繁荣前夕，设备产 业化加速推进 20260626 摘要 固态电池技术是未来趋势，能量密度和安全性是关键驱动因素，设备领 域存在投资机会，尤其是在扩产和中试阶段。 半固态电池工艺核心在于原位固化和叠片技术，原位固化兼容现有产线， 降低成本并解决界面问题，叠片技术提升固态电解质稳定性，干法叠片 良率接近 100%。 全固态电池工艺采用干法电极制造替代传统湿法，提升极片良率，单设 备价值量提升 50%以上；硫化物处理需无氧环境控制和流延成型，技术 壁垒高；新增等静压技术提高固态接触。 全固态电池前段电极制备环节国产化率较高，但等静压环节仍是"卡脖 子"环节，国产化率有待提升，硫化锂成本占比高，国产化突破有望大 幅降低成本。 固态电池生产线前段设备单 GWh 投资额约 1.1 亿元，中段设备约 8,000 万元，总投资额较传统液态电池翻一番，前段投资集中在干法电 极和硫化物电解质制备。 Q&A 固态电池技术在当前市场环境下，其发展前景和投资机会主要体现在哪些方面？ 固态电池技术的发展前景广阔，主要基于其更高的能量密度和安全性，这符合 电池技术发展的总体方向。从宏观层面看，中试验证、专 ...

Investment Rating - The report maintains a "Positive" outlook on the solid-state battery industry, highlighting its potential as a next-generation battery technology with significant attention from the entire industry chain [4][9]. Core Viewpoints - Solid-state batteries face dual challenges of process and cost, but recent advancements indicate a consensus on mass production by 2027, with key players in the automotive and battery sectors actively releasing products [9][12]. - The manufacturing of solid-state batteries requires a comprehensive reconstruction of equipment and processes due to fundamental differences in material compatibility and bonding logic compared to liquid lithium-ion batteries [21][22]. - Equipment development is crucial for achieving scale production and cost reduction, with dry processing techniques being identified as effective methods for lowering costs and improving efficiency [22][34]. Summary by Sections Industry Overview - The solid-state battery industry is gaining traction, with a clear direction and trend towards mass production by 2027, driven by collaboration across the supply chain [4][9]. Manufacturing Challenges - The transition from laboratory to mass production faces significant technical challenges, particularly in scaling up cell sizes from the current average of 20Ah to the required 60Ah for automotive applications [12][21]. - Key challenges include the stability of material systems, consistency of processes, and safety of systems, all of which impact yield rates, production efficiency, and costs [12][21]. Equipment and Process Innovations - The report emphasizes the need for innovative equipment and processes, particularly in the areas of solid electrolyte film production and interface engineering, to address the unique requirements of solid-state batteries [21][35]. - Dry processing techniques are highlighted as essential for the production of solid-state batteries, offering advantages in efficiency and environmental impact [22][34]. Investment Recommendations - The report suggests focusing on companies that are closely collaborating with clients and have secured orders or achieved delivery in the key equipment sector, such as Naconor (832522), Honggong Technology (301662), and others [4][9].