Continue to see the investment value of the solid-state battery sector.

SadMoneyMeow · 2026-03-26T06:45:12+00:00

CITIC Securities research report indicates that the industrialization progress in the field of solid-state batteries is remarkable, with automakers having clearly defined full solid-state vehicle installation guidelines, and equipment bidding entering the "strike zone." It is expected to achieve small-scale production by 2027 and large-scale mass production by 2030, with a promising outlook for the solid-state battery sector.

SadMoneyMeow

2026-03-26 06:45:12

Abstract generation in progress

Everyday AI Express, March 25th, CITIC Construction Investment Research reports that in the lithium battery equipment sector, automakers have clarified full solid-state vehicle installation guidance, awaiting equipment tendering as a catalyst. Significant progress has been made in the industrialization of solid-state batteries, with major companies announcing successful offline production and subsequent vehicle installation guidance for all-solid-state batteries, attracting considerable attention. Currently, the overall sector is in the “hitting zone,” with leading battery manufacturers initiating GWh-scale solid-state battery production equipment tenders, aiming for small batch demonstration installations by 2027 and large-scale mass production by 2030. The window for equipment companies to realize orders and release performance is opening, and a rise in industry chain prices and volume is expected. We continue to be optimistic about the investment value of the solid-state battery sector.

Daily Economic News

(Edited by: Zhang Xiaobo)

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