Since May, listed companies in the lithium battery industry chain have intensively held performance briefings. The reporter combed through related questions and answers and found that the application and development progress of solid-state batteries are still hot topics that investors are concerned about. In terms of application, Funeng Technology, Hymo Star, and Ganfeng Lithium are all optimistic about the pioneering application of solid-state batteries in the low-altitude economy; in contrast, solid-state batteries will take time to be loaded in batches. In terms of research and development, companies such as Xiamen Tungsten Industry and Tianqi Lithium are starting from their own industrial base and are actively promoting the development of key materials for solid-state batteries such as lithium sulfide and lithium metal anodes. Gaogong lithium battery analysis is different from what the market generally expects to be the first to disrupt the electric vehicle market. Solid-state batteries are the first to achieve small-batch delivery in diverse segments such as drones, eVTOL, robots, and even energy storage. This marks a substantial step on the path to commercialization of solid-state batteries. These early commercialization attempts will accumulate key data and experience for solid-state battery technology iteration, cost control, and eventually entering the broader electric vehicle and energy storage markets. The competitive landscape of solid-state batteries is gradually shifting from R&D competition to market verification.

Since May, listed companies in the lithium battery industry chain have intensively held performance briefings. The reporter combed through related questions and answers and found that the application and development progress of solid-state batteries are still hot topics that investors are concerned about. In terms of application, Funeng Technology, Hymo Star, and Ganfeng Lithium are all optimistic about the pioneering application of solid-state batteries in the low-altitude economy; in contrast, solid-state batteries will take time to be loaded in batches. In terms of research and development, companies such as Xiamen Tungsten Industry and Tianqi Lithium are starting from their own industrial base and are actively promoting the development of key materials for solid-state batteries such as lithium sulfide and lithium metal anodes. Gaogong lithium battery analysis is different from what the market generally expects to be the first to disrupt the electric vehicle market. Solid-state batteries are the first to achieve small-batch delivery in diverse segments such as drones, eVTOL, robots, and even energy storage. This marks a substantial step on the path to commercialization of solid-state batteries. These early commercialization attempts will accumulate key data and experience for solid-state battery technology iteration, cost control, and eventually entering the broader electric vehicle and energy storage markets. The competitive landscape of solid-state batteries is gradually shifting from R&D competition to market verification.