According to the CITIC Securities Research Report, solid-sta...

According to the CITIC Securities Research Report, solid-state batteries are expected to start a new cycle of electrification innovation due to their high safety and high energy density. Since 2024, China's solid-state battery industry has experienced marginal changes, such as the launch of semi-solid mass-produced models and the penetration rate of semi-solid state batteries reaching 1%, and the industrialization signal has arrived. It is estimated that consumers pay a 0.1-0.15 million yuan premium for long battery life, which will help solid-state batteries penetrate the power battery sector. It is estimated that global solid-state battery shipping demand will reach 643 GWh in 2030, and the CAGR will reach 133% in 2024-2030, bringing the total market space to 1.2 million yuan.