ZhaoShang Securities: Accelerating Industrialization of All-Solid-State Batteries, Sulfide Route Becomes Mainstream

CITIC Securities released a research report stating that the industrialization process of all-solid-state batteries is accelerating significantly. It is expected that from 2026 onwards, they will gradually be installed in vehicles, and around 2030, they will enter the large-scale production stage. The sulfide electrolyte route has become the mainstream choice in the industry, but the high cost and environmental requirements of lithium sulfide preparation are still key bottlenecks for industrialization. It is recommended to pay attention to leading battery companies and material suppliers that have already set up pilot production lines.