CSC: Continue to be optimistic about the allocation value of the solid-state battery sector

The research report from CSC points out that significant progress has been made in the industrialization of solid-state batteries, with automakers clearly defining guidelines for the installation of all-solid-state batteries, and equipment bidding is about to be catalyzed. Leading battery manufacturers have initiated GWh-level bidding for solid-state battery production equipment, planning to achieve small-scale demonstration installations by 2027 and reach large-scale production targets by 2030. The overall sector is in the "strike zone," and an increase in both volume and price along the industrial chain is expected. The allocation value of the solid-state battery sector remains optimistic