CITIC Construction Investment: Bidding for pilot production line of solid-state batteries is about to start, optimistic about the spring market for lithium battery equipment.

The CITIC Securities research report stated that after years of research and development, solid-state battery technology is moving from the laboratory and pilot phase towards engineering validation and small-scale applications. This year, several vehicle manufacturers and battery companies plan to complete full solid-state battery installation tests and small-scale production. The technological routes and production products of each company will undergo centralized testing, making 2026 a key catalytic point for the industrialization of solid-state batteries. Recently, the mid-term acceptance of solid-state batteries has proceeded as scheduled, and the pilot line samples of various companies have undergone strict inspections. The technological solutions have further converged, and the certainty has gradually increased. Leading battery manufacturers and vehicle manufacturers are expected to initiate a new round of order bidding, and the configuration value of the solid-state battery sector in the spring market is optimistic.