Industry Overview - The solid-state battery index (886032.TI) has shown strong performance, rising by 1.32% on June 25, and has accumulated a total increase of 15.56% since June [1] - The solid-state battery industry is expected to benefit from supportive policies and improved standards starting from 2025, with a key national standard for electric vehicle batteries set to be implemented in July 2026 [4] - The commercialization of semi-solid-state batteries is anticipated by 2027, with full solid-state batteries expected to reach a critical industrialization point by 2030 [4] Company Developments - Dongfang Electric Heating (300217.SZ) is the only supplier in China capable of mass-producing pre-plated nickel materials for power applications, and it plans to adapt its equipment for solid-state battery current collector materials [4] - Defu Technology (301511.SZ) provides solutions for semi/full solid-state battery anode current collectors, including atomized copper foil and nickel-plated copper foil, with products already in mass supply [4] - Hailiang Co., Ltd. (002203.SZ) has initiated joint R&D and trial production of new copper foil products for solid-state batteries, with mass production expected by 2025 [4] - Nord Co., Ltd. (600110.SH) reported that its copper foil business for solid-state batteries contributes less than 1% to total revenue, indicating limited economic scale and high market competition [4] - Xiangtan Electrochemical (002125.SZ) is collaborating with solid-state battery companies on manganese oxide lithium applications, currently in small batch testing with no revenue impact [4] - Longpan Technology (603906.SH) is developing solid-state battery ternary precursors, with some materials undergoing customer testing but not yet generating sales revenue [4]