When will Solid State Batteries take off? Materials, Cells, and vehicle companies are all "rushing" to break through to batteries under 500Wh/kg before 2030 | Industry Observation
① Academician Ouyang Minggao predicts that in the future three stages of technological development, the focus before 2030 will be on breakthroughs in batteries below 500Wh/kg; high-nickel ternary and silicon anodes will be mainstream materials. ② From the perspective of industrial development, materials, Cells, automakers, and academia are joining forces to collaboratively tackle the challenges of mass production of Solid State Batteries, promoting the early realization of large-scale commercial applications of Solid State Batteries.
Eight departments: accelerate the iteration and upgrading of mature technologies such as Lithium Battery and support disruptive technological innovation.
① The plan requires accelerating the iteration and upgrade of mature technologies such as Lithium Battery, promoting engineering and application technology breakthroughs for Supercapacitors, Sodium Battery, and developing long-duration energy storage technologies such as compressed air. ② Moderate and ahead-of-time layout of hydrogen storage and other ultra-long-duration energy storage technologies, supporting basic research for next-generation battery and Asia Vets technologies.
Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.
According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.
Goldman Sachs traders: The Global stock market is welcoming the "next big rotation", from the Magnificent 7 to China Siasun Robot&Automation.
Goldman Sachs trader Mark Wilson stated that investment opportunities in AI are shifting from infrastructure to application level, and investment focus should diffuse from the overly centralized USA Technology giants to emerging fields with greater growth potential, such as the Siasun Robot&Automation Sector in China.
Brokerage Morning Meeting Highlights: DeepSeek continues to catalyze, focus on core Industry Chain investment opportunities.
In today's Brokerage morning meeting, China Securities Co.,Ltd. proposed that DeepSeek continues to catalyze, focusing on core Industry Chain investment opportunities; Tianfeng stated that after the good start, attention should be paid to three major investment directions; GTJA believes that the current photovoltaic Sector is already at an expected bottom position.
Tech stocks continue to be hot; can edge AI and Siasun Robot&Automation continue to "ride the wave"?
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