CITIC Construction Investment: Tender for the trial production of solid-state batteries is imminent, optimistic about the spring market for lithium battery equipment.

CITIC Securities Research Report stated that the bidding for trial production line of solid-state batteries is imminent, and is optimistic about the spring market for lithium battery equipment. After years of research and development, solid-state battery technology is transitioning from the laboratory and trial stage to engineering validation and small-scale application. This year, several vehicle manufacturers and battery companies plan to complete full solid-state battery loading tests and small-scale production. The technological routes and mass-produced products of each company will undergo centralized inspection, so 2026 may become a key catalytic node for the industrialization of solid-state batteries. Recently, the midterm acceptance of solid-state batteries is proceeding as scheduled, and the trial production line samples of each company are undergoing strict inspections. The technological solutions are further converging, certainty is gradually increasing, and leading battery manufacturers and vehicle manufacturers are expected to initiate a new round of order bidding. It is optimistic about the configuration value of the solid-state battery sector in the spring market.