Hong Kong Stock Concept Tracking|Solid State Battery Shipments Expand Industry Trends with Strong Certainty (with concept stocks)

The Zhitong Finance App learned that the NEV sector generally expects all-solid-state batteries to be loaded in 2026 and produced in small batches in 2027.

The Civil Aviation Administration of China estimates that China's low-altitude economy market will reach 1.5 trillion yuan by 2025.

At the same time, solid-state batteries can also provide humanoid robots with longer battery life, higher safety, and more flexible internal space layout.

Judging from necessity, new types of batteries represented by solid-state batteries are reshaping the competitive pattern in the international battery and energy market.

As of April 2024, the top 5 countries and regions with the number of solid-state battery patent applications in the world are: Japan, China, the United States, South Korea, and Europe in that order.

Hualong Securities released a research report saying that in the industry, solid-state batteries are an important guarantee for the development of next-generation batteries with high energy density, high safety, long life, and low cost. Driven by the three major application scenarios of downstream new energy vehicles, low-altitude economy, and robots, the industry trend is very definite.

As mass production of solid-state batteries gradually approaches, the industry is expected to usher in intensive catalysis, and related materials and equipment are expected to benefit profoundly.

Huajin Securities released a research report saying that with their breakthrough energy density (up to 500 Wh/kg), intrinsic safety characteristics, and excellent low temperature performance, solid-state batteries are rapidly replacing traditional lithium batteries as the next mainstream technology route.

According to GGII data, solid-state battery shipments are expected to reach 7 GWh in 2024, and 2027 will be a turning point for the industry from early development to a period of rapid growth.

Due to factors such as size limitations, higher energy density requirements, and user experience upgrades, AI consumer terminals will become a test field for the commercial implementation of solid-state batteries, and the penetration rate will be the first to break through. The bank is optimistic about the alpha increase of solid-state batteries under the weak beta scenario of lithium batteries.

Hong Kong stocks in the solid-state battery-related industry chain:

Longpan Technology (02465): Longpan Technology recently released an investor relations activity record sheet disclosing that the company's Indonesian lithium source phase 1 30,000 ton project was put into operation in early 2025, and has been successfully mass-produced and shipped to overseas customers' overseas factories. Currently, it maintains a high capacity utilization rate. Construction work has now begun on the 90,000-ton lithium source phase II project in Indonesia. It is expected that construction and equipment commissioning will be completed by the end of this year. The company has always adhered to an internationalization strategy, and will make good use of the time window for the rapid explosion of overseas lithium iron phosphate demand, and will continue to expand overseas production capacity and obtain overseas orders in the future. Longpan Technology said that the company has always maintained cooperation with solid-state battery manufacturers, and also has industry-university-research joint development with leading universities.

Ganfeng Lithium (01772): Ganfeng Lithium (01772) teamed up with Hangzhou government and enterprises to build a high specific energy solid state battery R&D and industrialization base to accelerate the integrated layout of the industrial chain. High-specific energy batteries developed in solid-state batteries have an energy density of 420 Wh/kg, a cycle life of more than 700 times, and samples with an energy density of 500 Wh/kg have been developed, which can pass strict safety tests such as 200℃ hot boxes and acupuncture.