CITIC Construction Investment: Continue to be optimistic about the allocation value of lithium battery equipment and solid-state battery sectors

36Kr learned that CSC's research report stated that significant progress has been made in the industrialization of solid-state batteries, with major companies announcing the commissioning of production lines, project filings, and financing implementations, indicating a concentrated landing of pilot and mass production lines and a rebound in prosperity. The sector is currently in the "strike zone," and leading battery manufacturers have also initiated tenders for GWh-level all-solid-state battery production equipment, planning to achieve small-scale demonstration vehicle loading by 2027 and large-scale mass production targets by 2030. The time window for order fulfillment and performance release for equipment companies is opening, and a simultaneous rise in both quantity and price in the industrial chain is expected. We remain optimistic about the allocation value of lithium battery equipment and solid-state battery sectors