According to a research report from CITIC Construction Investment, significant strides have been made in the realm of lithium-ion battery equipment. Automakers have outlined specific timelines for the incorporation of all-solid-state batteries into their vehicles, with equipment procurement bids slated to begin shortly. The industrialization of solid-state batteries is currently gathering momentum, as evidenced by multiple companies announcing the successful development of all-solid-state batteries and unveiling their strategies for vehicle integration. This development has garnered substantial market interest.

At present, this sector presents compelling investment opportunities. Leading battery manufacturers have already initiated the bidding process for GWh-scale production equipment tailored for all-solid-state batteries. Small-scale demonstration integration is projected to take place by 2027, with large-scale commercial production anticipated by 2030. As this transition unfolds, equipment suppliers are poised to witness a surge in orders and enhanced financial performance. Consequently, the entire industrial chain is expected to experience growth in both volume and market value, underscoring the significant allocation potential of the solid-state battery industry.