China Merchants Securities Research Report said that in terms of traditional lithium batteries, demand for energy storage has exploded, driving the expansion of battery production to accelerate. In terms of solid-state batteries, solid-state industrialization continues to advance. Currently, the solid-state interface problem is a core difficulty in the new technology production process. In 2025, the upstream and downstream of the industrial chain proposed various solutions on the material side and manufacturing side around the fixed interface problem, including introducing iodine ions into the electrolyte, continuous iteration of isostatic pressure equipment, and implementing interface modification with ALD technology. As the process matures and cost reduction continues to advance, the solid-state battery mass production process is expected to accelerate. Solid-state batteries are currently at a critical stage of moving from laboratory and small tests to pilot delivery. Recently, leading manufacturers have been reviewed by a solid state inspection team. If progress goes well, it is expected to usher in a second wave of subsidies. It is expected that the end of 2025 to the beginning of 2026 may start bidding for pilot line equipment. Subsequent catalysts such as pilot line testing, loading and commissioning, and mass production line tenders will continue, and the industry will accelerate to benefit the equipment sector. According to estimates, the total solid-state battery equipment market space is expected to be 59.216 billion yuan by 2030, and the CAGR will reach 103% from 2024-2030.

China Merchants Securities Research Report said that in terms of traditional lithium batteries, demand for energy storage has exploded, driving the expansion of battery production to accelerate. In terms of solid-state batteries, solid-state industrialization continues to advance. Currently, the solid-state interface problem is a core difficulty in the new technology production process. In 2025, the upstream and downstream of the industrial chain proposed various solutions on the material side and manufacturing side around the fixed interface problem, including introducing iodine ions into the electrolyte, continuous iteration of isostatic pressure equipment, and implementing interface modification with ALD technology. As the process matures and cost reduction continues to advance, the solid-state battery mass production process is expected to accelerate. Solid-state batteries are currently at a critical stage of moving from laboratory and small tests to pilot delivery. Recently, leading manufacturers have been reviewed by a solid state inspection team. If progress goes well, it is expected to usher in a second wave of subsidies. It is expected that the end of 2025 to the beginning of 2026 may start bidding for pilot line equipment. Subsequent catalysts such as pilot line testing, loading and commissioning, and mass production line tenders will continue, and the industry will accelerate to benefit the equipment sector. According to estimates, the total solid-state battery equipment market space is expected to be 59.216 billion yuan by 2030, and the CAGR will reach 103% from 2024-2030.