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Guojin Securities highlights that the industrial application of solid-state electrolytes, particularly the sulfide and oxide routes, is progressing rapidly. Sulfide electrolytes exhibit superior ionic conductivity, commanding the largest share of downstream enterprise capacity planning and promising significant development potential. Lithium sulfide, as the pivotal raw material in the sulfide route, merits close attention. It is advisable to focus on enterprises that are pioneers in this field and possess technological advantages. On the other hand, oxide electrolytes offer balanced ionic conductivity and stability, with accelerated industrialization. It is recommended to monitor companies that diversify their oxide electrolyte offerings and enjoy cost advantages within the industry chain.
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