特斯拉方面转帖称，干电极制造工艺可降低成本、能源消耗和工厂复杂性，同时显著提高可扩展性。 华福证券认为，干法工艺无需使用溶剂，省去干燥及溶剂回收过程，总成本下降15%；无溶剂可避免有 毒气体释放，降低CO₂排放；总制作时长较湿法减少16%-21%，且对溶剂敏感的固态电解质兼容性好， 适配厚电极技术，是固态电池优选方案。 目前干法工艺主要有六种，聚合物纤维化、干法喷涂沉积、气相沉积、热熔挤压、直接压制、3D打 印，其中聚合物纤维化及直接压制较适用于全固态电池制备，纤维化法是目前应用最广的固态电池干法 工艺，宁德使用该工艺制备的电极厚度可控在50-70μm，能量密度达320Wh/kg，较传统湿法提升约 15%，制造成本下降10%；从行业动向看，国内企业2025年基本建成或在建全固态电池中试线，2026年 左右启动装车测试，2027年实现小批量出货，干法工艺2026年将进入设备定点、定型的关键时期。 天风证券提到，干法工艺有望重塑锂电产业格局，成为固态电池重要增量环节，需22辊甚至更高辊数辊 压机配置；市场空间方面，2025年全球固态电池需求量预计达44.2GWh，干法工艺相关设备需求将随固 态电池扩产增长。 据智 ...

Core Viewpoint - The company, Xinyuren, reported a significant decline in net profit for the first half of the year, primarily due to revenue recognition cycle issues, but it has a strong order backlog and is focusing on innovation in solid-state battery technology to capture market opportunities [1][2][4]. Financial Performance - In the first half of the year, Xinyuren achieved operating revenue of 86.48 million yuan and a net profit attributable to shareholders of -72.41 million yuan [1]. Order Backlog and Market Position - The current order backlog, including orders that have been won but not yet signed, amounts to 1.107 billion yuan, with over 80% of new orders coming from leading battery manufacturers, indicating strong market competitiveness during the industry adjustment phase [1][3]. Innovation and R&D Focus - Xinyuren has implemented a differentiated competitive strategy driven by innovation, focusing on a three-pronged R&D system of high-end equipment, processes, and new materials [2][5]. - The company has developed a dry film composite machine that enhances battery performance and production efficiency by simplifying the manufacturing process [3]. Solid-State Battery Development - Xinyuren is actively pursuing advancements in solid-state battery technology, with initial samples of halide solid electrolyte showing promising electrochemical performance [4]. - The company plans to conduct performance testing on solid-state batteries and aims to establish a pilot production line within three years [4]. Expansion into New Markets - Xinyuren is diversifying its business into emerging fields such as solid-state batteries and new materials, with its subsidiary, Shenzhen Yawen New Materials Co., achieving significant milestones in Micro LED and moisture barrier films [5][6]. - The company is also exploring applications for new materials in various industries, including robotics and healthcare, indicating a broad market potential [6]. Industry Context - The lithium battery industry is undergoing structural adjustments, with companies focusing on innovation and high-quality competition to navigate the challenges posed by overcapacity and price wars [5][6]. - As the solid-state battery market evolves, Xinyuren is positioned to leverage technological advancements and expand its product offerings, aiming for sustainable growth [5].