CITIC Construction Investment: Continue to be optimistic about the investment value of the solid-state battery sector

K-LinePoet · 2026-03-30T18:49:36+00:00

CITIC Securities research reports indicate that significant progress has been made in the industrialization of solid-state batteries. Automakers have clarified their full solid-state vehicle deployment plans, and the order and performance release window for equipment companies is opening. It is expected that in the future, both volume and prices will rise simultaneously.

K-LinePoet

2026-03-30 18:49:36

Abstract generation in progress

CITIC Construction Investment Research report states that in the lithium battery equipment sector, automakers have clearly issued guidance on full solid-state cell deployment, and investors are waiting for procurement tenders on the equipment side to act as a catalyst. In the solid-state battery field, industrialization progress is significant; major companies have issued concentrated announcements about the successful roll-out of full solid-state batteries and subsequent deployment guidance, drawing considerable attention. The sector is currently in the “hitting zone.” Leading battery manufacturers have also initiated GWh-level equipment tenders for full solid-state battery production. They plan to achieve small-batch demonstration deployment in 2027 and reach large-scale mass production in 2030. The time window for equipment companies to fulfill orders and for performance to be realized is now opening. With the entire industrial chain set for simultaneous growth in volume and price, the configuration value of the solid-state battery sector remains worth looking at.

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