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Huaxi Securities stated that high performance and high safety are the core advantages of solid-state batteries, which align with national requirements for power batteries. Currently, with joint efforts from the material, battery, and automaker sectors, the industrialisation of solid-state batteries is continuously advancing. Xiangcai Securities noted that solid-state batteries have become a key breakthrough direction for various countries, and in recent years, major global countries have introduced relevant policies to support the development of solid-state batteries, accelerating the industrialisation of solid-state battery technology. According to estimates by the China Business Industry Research Institute, China's solid-state battery market will grow from 1 billion yuan to 20 billion yuan from 2023 to 2030.
According to the Caixin Theme Library, among the relevant publicly listed firms:
Shanghai Xibais focusing on the development strategy of advanced materials for the new energy solid-state battery industry, represented by new quality productive forces. Currently, the main technology route for multi-form solid-state electrolyte powder materials (including oil-based, water-based, and slurry) is the oxide technology route.
Youyan New Materialshas made some layout in the raw materials for solid-state electrolytes and is currently in the small-scale trial stage after achieving certain breakthroughs in R&D, while also cooperating with domestic and overseas customers for verification or small-batch supply.
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