Core Viewpoint - The competition in the solid-state battery market is intensifying, with multiple listed companies updating their R&D and commercialization progress, indicating a significant market opportunity ahead [1][3]. Group 1: Company Developments - Nanhu Power has a pilot production line capable of small batch deliveries, but its all-solid-state battery products are not expected to significantly impact 2025 performance [1]. - Gotion High-Tech has successfully delivered samples of its semi-solid-state batteries to leading global logistics drone clients [1]. - Enjie Co., Ltd. has established a 10-ton level sulfide solid electrolyte production line and is ready for supply [1]. - Enjie Co., Ltd. aims to achieve an annual production capacity of 1,000 tons of sulfide solid electrolyte materials through a phased project in Yuxi [4]. Group 2: Market Potential - According to EVTank, global solid-state battery shipments are projected to reach 614.1 GWh by 2030, with a market size exceeding 250 billion yuan [1]. - The solid-state battery industry is expected to see a rapid increase in market scale and application scenarios due to policy incentives, market demand upgrades, and continuous technological iterations [3]. Group 3: Technological Advancements - The key challenges in solid-state battery commercialization lie in material production and cell manufacturing, with sulfide solid electrolytes meeting industry application requirements [2]. - Enjie Co., Ltd. has achieved high-purity lithium sulfide production with a purity of over 99.9%, and its solid electrolyte materials are leading in various performance indicators [6][7]. Group 4: Industry Trends - The solid-state battery sector is viewed as a critical development direction for high-performance batteries, particularly in consumer batteries, new energy vehicles, and low-altitude applications [6]. - The industry is witnessing a trend of battery manufacturers and lithium battery material companies actively engaging in the solid-state battery market to seize early opportunities [3][5].

Core Viewpoint - The article highlights the advancements made by Enjie Technology in the production of 5μm lithium battery separators, which are crucial for enhancing the performance of lithium batteries and breaking the technological monopoly previously held by foreign companies [1][2]. Company Overview - Enjie Technology has developed the world's most advanced lithium battery separator production line, producing ultra-thin 5μm high-strength separators that contribute to the new development of the lithium battery industry [1]. - The company has become the global market leader in lithium battery separators, breaking the long-standing foreign monopoly in wet-process separator technology [2]. Product Innovation - The 5μm separator balances thickness, strength, and ion permeability, challenging traditional beliefs that thinner separators compromise strength [2]. - The new separators have improved needle-puncture strength by 16.7% and reduced internal resistance by 20.9% compared to 7μm separators, showcasing significant advancements in material and process innovation [2]. Market Impact - The 5μm separators are expected to significantly enhance the energy density of power batteries, improve charging efficiency, and reduce the risk of thermal runaway in battery cells, thus injecting new momentum into the power battery industry [3]. - The product has already gained recognition from multiple clients and is anticipated to see broader application in the power battery sector [3]. Future Development - Enjie Technology plans to continue its focus on research and development to solidify its position in the lithium battery separator market and is actively expanding into the solid electrolyte field [3]. - The company has achieved initial commercialization of semi-solid electrolyte membranes and has two production lines capable of mass supply for semi-solid battery separators [3].