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Galaxy Securities: The prospects for solid-state batteries are broad, and the trend of industrialization is accelerating

Galaxy Securities' research report points out that the industrialization of solid-state batteries is accelerating, driven by policy guidance and emerging market demand. It is expected that all-solid-state batteries will be installed in small quantities by 2027 and enter mass production by 2030. The technological advantages of traditional lithium battery equipment manufacturers will continue into solid-state batteries, and new equipment such as dry-process electrodes will bring market opportunities. It is recommended to pay attention to the R&D and order progress of related manufacturers

Zhitong·
SZ
399319
-2.50%
Zhitong·
SZ
399319
-2.50%

China Galaxy Securities: The production schedule for solid-state batteries is gradually becoming clear, and incremental equipment will bring new market opportunities

China Galaxy Securities released a research report indicating that the mass production timeline for solid-state batteries is becoming clearer, with small-scale vehicle installation expected to begin in 2027 and full-scale production anticipated in 2030. Solid-state batteries offer higher energy density and safety compared to traditional liquid batteries, accelerating the trend toward industrialization. It is recommended to pay attention to the progress of traditional lithium battery equipment manufacturers and dry electrode equipment suppliers in the research and development of solid-state battery equipment, as well as their customers and orders. The demand for new processes and equipment will reshape market opportunities

Zhitong·
SZ
399319
-2.50%
Zhitong·
SZ
399319
-2.50%

Xu Qiang, Secretary of the Party Committee and Director of the National Information Center: The construction of computing power infrastructure will present five characteristics

During the 2025 China International Big Data Industry Expo, Xu Qiang, Secretary of the Party Committee of the National Information Center, pointed out that the construction of computing power infrastructure will present five characteristics: 1. Intelligent computing construction will be centralized, integrating diverse chip resources; 2. Regional layout will be coordinated to achieve dynamic balance of resources; 3. Development will be green, utilizing renewable energy resources; 4. Supply will be inclusive, reducing costs and thresholds; 5. Services will be internationalized, innovating transnational cooperation mechanisms

Zhitong·
SZ
399319
-2.50%
Zhitong·
SZ
399319
-2.50%
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