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CITIC Construction Investment's research report points out that from January to August 2025, investment in China's lithium battery industry chain saw significant growth, with solid-state batteries emerging as a hot investment area. With the release of semi-annual reports by lithium battery equipment companies, solid-state batteries have garnered considerable attention as a new technology. Since June, equipment companies have been successively delivering equipment related to solid-state batteries, and orders for solid-state equipment surged in the first half of the year, indicating a notable acceleration in the industrialization process. Investment opportunities across various segments of the industry chain have become prominent, with the equipment sector set to benefit first.
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