The industrialization of solid-state batteries is accelerating, and listed companies are seizing industry opportunities.

Recently, several automakers have successively advanced their semi-solid-state battery projects to the pilot testing and vehicle installation verification stages, while all-solid-state batteries continue to undergo sustained technological development. Financing enthusiasm for upstream materials and solid-state battery equipment startups remains undiminished, with capital and industry both sending positive signals, and the industrialization of solid-state batteries is ushering in a window period of accelerated advancement. Against the backdrop of accelerating industrialization, some listed companies across the upstream and downstream of the industrial chain are leveraging their own advantages to pursue differentiated layouts at various stages, seizing first-mover advantages. In the all-solid-state field, a relevant person in charge at Easpring Technology stated that the company's related solid-state material products have been introduced in batches to multiple solid-state battery customers. In the semi-solid-state field, a relevant person in charge at GEM Co., Ltd. stated that the company conducts research and development around key materials and related technologies for solid-state/semi-solid-state batteries, and its related ultra-high-nickel 9-series and lithium-rich manganese-based materials have achieved ton-level shipments.