Solid-state battery production equipment companies experienced a sharp increase in orders in the first half of the year.

Recently, the surge in orders for solid-state battery production equipment companies has attracted widespread attention in the capital market. According to incomplete statistics from Shenzhen Gaogong Lithium Battery Co., Ltd., in the first half of 2025, the total amount of new and existing orders disclosed by top equipment companies such as Wuxi XianDao Intelligent Equipment Co., Ltd., Haomuxing Laser Technology Group Co., Ltd., Shenzhen Yinghe Technology Co., Ltd., and Guangdong Liyuanheng Intelligent Equipment Co., Ltd. has exceeded 30 billion yuan, with a year-on-year increase of 70% to 80%. CICC Securities' research report believes that since 2025, solid-state battery technology has continued to make breakthroughs, and many car companies plan to start using all solid-state batteries around 2027, speeding up the industrialization process of the industry. With the continuous landing of pilot lines and the restart of the lithium battery expansion cycle, the fundamentals of equipment companies are expected to continue to improve, and the industry cycle and technological progress are expected to continue to resonate.