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CITIC Securities: Upstream Equipment Sector Poised to Benefit First in Solid-State Battery Industry Chain
2025-08-15 /
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Author：小编
The solid-state battery industrialization is gathering momentum, with pilot lines becoming increasingly advanced and costs steadily declining. This anticipated surge in market demand is poised to initially benefit the upstream equipment sector. Unlike liquid lithium batteries, the production process of solid-state batteries undergoes significant transformations in the early and middle stages, featuring a heightened emphasis on dry technology and increased process value. Specifically, the middle stage introduces a novel stacking process to replace the conventional winding method, while the value of post-stage equipment escalates due to stricter environmental standards.
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