CITIC Securities: Continue to be optimistic about the investment potential of the solid-state battery sector

MetaMuskRat · 2026-03-25T03:42:33+00:00

CITIC Securities research report points out that solid-state battery industrialization is progressing significantly, with automakers releasing solid-state battery vehicle deployment guidelines and leading battery manufacturers launching equipment bidding processes. Large-scale mass production is expected by 2030, and the allocation value of the solid-state battery sector is viewed favorably.

MetaMuskRat

2026-03-25 03:42:33

Abstract generation in progress

CITIC Securities Research Report on March 25: In the field of lithium battery equipment, automakers have clarified their full solid-state vehicle installation guidelines, awaiting equipment-side bidding catalysts. Significant progress has been made in the industrialization of solid-state batteries, with major companies announcing successful offline production and subsequent vehicle installation guidance for full solid-state batteries, attracting considerable attention. The current sector is in the “hitting zone,” with leading battery manufacturers also initiating GWh-scale solid-state battery production equipment tenders, planning to achieve small batch demonstration installations by 2027 and large-scale mass production targets by 2030. The window for equipment companies’ order fulfillment and performance release is opening, and a rise in industry chain prices and volume is expected. We continue to be optimistic about the allocation value of the solid-state battery sector.

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