电力设备 电力设备 2025 年 09 月 14 日 固态电池行业周报（第十四期）：先导智能干法设备 成功交付降本超 15%，恩捷股份 10 吨级的固态电解 质产线已投产 ——行业周报 殷晟路（分析师） 电力设备 沪深300 yinshenglu@kysec.cn 证书编号：S0790522080001 先导智能干法设备成功交付降本超 15%，恩捷股份 10 吨级的固态电解质产线 已投产 （1）材料：9 月 11 日，恩捷股份在接受机构调研时表示，在全固态电池材料布 局方面，高纯硫化锂产品已完成小试吨级年产能建设和运行，其中硫化锂中试线 已经搭建完成，10 吨级的固态电解质产线已经投产，具备出货能力，公司将继 续投入研发，积极开拓市场，加深与客户的合作和技术交流，推动行业技术发展。 （2）设备：9 月 10 日，海目星在投资者互动平台表示，在固态电池设备领域， 公司已成功打通锂金属固态电池量产的全线工艺环节，并已经获得 2GWh 固态 电池价值 4 亿元量产设备订单，这也是行业内首个高能量锂金属固态电池设备的 可量产商用订单。（3）下游：近日，奔驰 EQS 搭载固态电池完成德国至瑞典 1205 公里测试，剩余 ...

Core Insights - The research report from Guojin Securities highlights a significant rebound in the wind turbine bidding scale for central state-owned enterprises, reaching 10.3 GW in August, marking an 88% month-on-month increase and a 0.4% year-on-year increase [1][2] - Wind turbine average bidding prices have also seen a 5% increase in July and August, reaching 1647 RMB/kW, with an 11% increase compared to the average price for the entire year of 2024 [1][2] Wind Power - The wind power sector has shown a strong recovery in August after a decline in June and July, with a notable increase in bidding scale [2] - The average bidding price for wind turbines has increased significantly, indicating a positive trend in pricing [2] AIDC (Artificial Intelligence Data Center) - The sentiment in the liquid cooling sector has improved following a period of adjustment, with domestic companies reporting progress in liquid cooling products [2] - The HVDC (High Voltage Direct Current) segment continues to gain attention, with updates on industry developments [2] Photovoltaics & Energy Storage - The photovoltaic main chain experienced mixed results in Q2, with some companies expected to show strong improvements in Q3 due to effective measures against internal competition [2] - Companies with the ability and willingness to extend their business into high-growth sectors are recommended for attention [2] Lithium Batteries - Lithium battery production in September exceeded expectations, with a projected increase of 4% to 8% in Q3, indicating a high level of market activity [3] - Price increases for key materials have been observed, and solid-state battery development is accelerating [3] Hydrogen and Fuel Cells - The lack of electricity accessibility in the U.S. grid is a significant constraint for data center operations, with a projected 45 GW power shortfall from 2025 to 2028 [3] - Microgrids are becoming essential for supporting AI project implementations in areas without traditional grid access [3] Power Grid - The third batch of bidding for State Grid's ultra-high voltage equipment is in line with expectations, with an acceleration in the bidding pace anticipated [4] - Companies like Mingyang Electric and Jinpan Technology have reported positive Q2 performance, indicating growth opportunities in the data center sector [4] New Energy Vehicles - The market for new energy vehicles is showing signs of recovery, although the overall growth rate remains under pressure due to high year-on-year comparisons [4] - Financial reports from major manufacturers indicate a clear differentiation in performance, suggesting opportunities for secondary leading companies [4] Important Industry Events - Eight manufacturers have qualified for a 10 GW tender from Datang, with generally rising bid prices [5] - Significant developments in the hydrogen energy sector include the establishment of a liquid hydrogen base and support for SOFC and SOEC technology applications [5]