According to a research report from Galaxy Securities, policy incentives, along with burgeoning market demands—such as those arising from the low-altitude economy and humanoid robots—are propelling the rapid industrialization of solid-state batteries. Presently, semi-solid-state batteries have already taken the lead in being installed in vehicles, and the market outlook for all-solid-state batteries is exceptionally promising. It is anticipated that all-solid-state batteries will commence small-scale vehicle installations in 2027 and achieve mass production by 2030.

Traditional lithium battery equipment manufacturers are expected to maintain their technological and industrial chain resource advantages. In the meantime, emerging equipment technologies, such as dry electrode technology, are poised to create fresh market opportunities. It is advisable to keep a close watch on the progress of traditional lithium battery equipment manufacturers and dry electrode equipment suppliers, particularly in terms of their research and development efforts in solid-state battery equipment, customer acquisition strategies, and order fulfillment capabilities.