对话产业链大佬 - 固态电池头部设备厂专家详解等静压设 备 20250821 摘要 国产 MLCC 设备已全面采用该技术，部分等静压设备已应用于超级电感 领域并对外供货，反映了公司在被动电子元件制造装备领域的领先地位。 等静压技术通过提高固态电解质接触面的结合度，有效降低固态电池的 电阻率，是目前解决固固界面结合问题的关键技术，尤其温等静压机被 视为未来固态电池制造的关键设备。 温等静压机通过控制介质温度，提高材料流动性和粘合力，从而提高成 型密度，更适用于对温度敏感的固态电池材料，其性能优于冷等静压机 和热等静压机。 市场上常见的固态电池用等静压设备压力范围为 100-600 兆帕，直径 400-450 毫米，工作介质包括水、导热油和气体，公司正在研发 1,500 兆帕设备用于特殊用途。 国产温等静压机价格约为进口同类设备的三分之一，且质量不逊于进口 产品，已获华为等企业采购并稳定运行一年以上，表明国产设备在性价 比上具有优势。 Q&A 固态电池设备在国内的发展情况如何？ 在 2020 年和 2021 年之前，国内固态电池设备主要依赖进口，特别是温等静 压设备，这些进口设备受瓦森纳协议的管制，需要最终用户协 ...

Group 1 - The core viewpoint of the report is that the glue frame printing process is a necessary component of solid-state batteries, with significant growth potential due to material adaptability and manufacturing precision control capabilities [1][2] - Solid-state batteries are identified as a key development direction for next-generation battery technology, driven by their high energy density and excellent safety features [2] - The introduction of isostatic pressing technology enhances the overall performance of solid-state batteries, addressing safety concerns and creating demand for glue frame printing [2] Group 2 - Various manufacturers are actively advancing glue frame printing solutions, with companies like Liyuanheng and High Energy Digital Manufacturing launching distinctive solutions [3] - Platform-type manufacturers, such as Songji Co., possess both equipment and material capabilities, having implemented the world's first mass production insulation UV spraying sample project for battery cells [3] - The glue frame printing process involves multiple techniques, including screen printing, pre-fabricated glue frame transfer, dispensing, and UV printing, each with unique characteristics [2]

Summary of Solid-State Battery Equipment Conference Call Industry Overview - The solid-state battery technology is identified as a future trend, driven by key factors such as energy density and safety, presenting investment opportunities particularly in the equipment sector during the expansion and pilot testing phases [1][2][3] Core Insights and Arguments - **Solid-State Battery Advantages**: Solid-state batteries are viewed as the ultimate solution due to their higher energy density and safety, aligning with the overall direction of battery technology development [2][3] - **Investment in Equipment**: The equipment sector is expected to see continuous investment opportunities this year, especially for expansion and pilot testing, which require substantial equipment support [2][3] - **Cost and Production**: The production line for solid-state batteries requires approximately 1.1 billion yuan for front-end equipment and about 80 million yuan for mid-stage equipment, with total investment being double that of traditional liquid batteries [1][6] Key Technologies and Processes - **Half-Solid-State Battery Process**: The core technologies include in-situ curing and stacking techniques, which are compatible with existing liquid production lines and reduce costs while addressing interface issues [1][3] - **Full Solid-State Battery Innovations**: The full solid-state battery process replaces traditional wet methods with dry electrode manufacturing, increasing the value of single equipment by over 50% [1][4] - **Lithium Sulfide Cost Impact**: Lithium sulfide accounts for approximately 70% to 80% of the solid-state battery electrolyte cost, with potential cost reductions if domestic production increases [6] Equipment Investment Breakdown - **Front-End Equipment**: Investment focuses on dry electrode preparation and lithium sulfide electrolyte preparation, with significant suppliers including Xingdao, Manste, and Hai Moxing [7][11] - **Mid-Stage Equipment**: Investment is concentrated on stacking and isostatic pressing, with key suppliers being Liyuanheng and Hai Moxing [8][10] - **Investment Composition**: The front-end production segment includes dry electrodes, rolling film formation, and laser/ion beam cutting, with significant attention on the electrode and rolling film segments [9][10] Market Dynamics and Future Outlook - **Current Market Status**: The solid-state battery market is currently in a "mid-game pause," but equipment companies still present investment opportunities, with expected growth of 30% to 40% in the future [17] - **Focus on Undervalued Companies**: There is a recommendation to prioritize investment in undervalued equipment companies before expanding focus to material sectors [17] Additional Important Insights - **Technological Barriers**: The isostatic pressing stage is identified as a critical bottleneck with low domestic production rates, indicating a need for increased focus on companies involved in this area [5][8] - **Emerging Technologies**: PVD and CVD technologies are highlighted for their potential applications in solid-state battery manufacturing, particularly in lithium metal film preparation and copper foil treatment [16][17] This summary encapsulates the key points from the conference call regarding the solid-state battery industry, highlighting investment opportunities, technological advancements, and market dynamics.

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].