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龙头企业加码布局 固态电池产业密集催化
Zheng Quan Ri Bao Wang· 2025-09-04 12:49
Core Viewpoint - Solid-state battery concept stocks are experiencing significant activity and price increases, driven by advancements from leading lithium battery companies and a favorable environment of policy, demand, and technology [1] Group 1: Company Developments - EVE Energy Co., Ltd. announced the opening of its solid-state battery research institute in Chengdu, marking a key step in the industrialization of solid-state batteries with the successful production of the "Longquan No. 2" all-solid-state battery, which has an energy density of 300Wh/kg [2] - Ganfeng Lithium Co., Ltd. reported smooth progress in solid-state battery research, achieving a full-chain layout covering key areas such as sulfide electrolytes and silicon-carbon anodes, with a small batch production of a 500Wh/kg 10Ah product [2] - Guoxuan High-Tech Co., Ltd. confirmed that its first all-solid-state pilot production line is now operational, with the Jinshi all-solid-state battery currently in the pilot production stage [2] Group 2: Market Insights - The solid-state battery industry is seen as having marketable conditions, but core technologies are still in the research phase, presenting uncertainties [2] - Solid-state batteries are expected to achieve large-scale production in eVTOL and gradually expand into the power sector, with market forecasts indicating small-scale production until 2027 and large-scale applications post-2030 [3] Group 3: Material Innovations - Xiamen Tungsten New Energy Materials Co., Ltd. has reported that it has begun supplying cathode materials for oxide-route solid-state batteries and is actively collaborating with leading companies on sulfide-route materials [4] - Zijin Mining Group Co., Ltd. has made a cross-industry investment in solid-state batteries by participating in the A+ round financing of Yili New Energy Technology Co., Ltd., a key supplier of solid-state electrolyte materials [4] Group 4: Investment Opportunities - The acceleration of solid-state battery industrialization is driven by material innovations and process iterations, presenting investment opportunities across battery, material, and equipment sectors [5] - Current investment logic in the secondary market focuses on the evolution path of solid-state batteries, particularly in electrolytes and sulfide-related supply chains [5]