Core Viewpoint - The military and solid-state battery sectors are entering a significant growth phase, with potential investment opportunities emerging from companies that are strategically positioned in both fields [3]. Group 1: Industry Overview - The military sector is experiencing a new wave of momentum driven by three major benefits, including increased government spending and geopolitical tensions [3]. - The solid-state battery sector is witnessing a series of catalytic events, such as the launch of new products by leading manufacturers and the establishment of pilot production lines, indicating a clear turning point for the industry [3]. - The combination of policy support and event-driven catalysts is expected to lead to a new round of valuation recovery in both sectors [3]. Group 2: Company Highlights - **Foton Motor**: The only commercial vehicle manufacturer in China with military product certification, has developed the world's first semi-solid battery light truck, "Zhi Lan ES7," which has passed military cold weather tests and features a 120kWh semi-solid battery with an energy density of 280Wh/kg and a range exceeding 600 kilometers [4]. - **Haohua Technology**: The sole supplier of "lithium trifluoromethanesulfonate" in China, with electronic-grade nitrogen purity reaching 99.9999%, supplying military production lines for major companies like SMIC and Yangtze Memory Technologies [5]. - **China Baowu Steel Group**: Its subsidiary, Better Ray, is the only company globally with a complete technology layout for solid-state battery materials, supplying core materials to major players like CATL and BYD, and holds the largest market share in silicon-based anodes [6].