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Galaxy Securities: The prospects for solid-state batteries are broad, and the trend of industrialization is accelerating

Galaxy Securities' research report points out that the industrialization of solid-state batteries is accelerating, driven by policy guidance and emerging market demand. It is expected that all-solid-state batteries will be installed in small quantities by 2027 and enter mass production by 2030. The technological advantages of traditional lithium battery equipment manufacturers will continue into solid-state batteries, and new equipment such as dry-process electrodes will bring market opportunities. It is recommended to pay attention to the R&D and order progress of related manufacturers

Zhitong·
SZ
399319
+0.83%
Zhitong·
SZ
399319
+0.83%

China Galaxy Securities: The production schedule for solid-state batteries is gradually becoming clear, and incremental equipment will bring new market opportunities

China Galaxy Securities released a research report indicating that the mass production timeline for solid-state batteries is becoming clearer, with small-scale vehicle installation expected to begin in 2027 and full-scale production anticipated in 2030. Solid-state batteries offer higher energy density and safety compared to traditional liquid batteries, accelerating the trend toward industrialization. It is recommended to pay attention to the progress of traditional lithium battery equipment manufacturers and dry electrode equipment suppliers in the research and development of solid-state battery equipment, as well as their customers and orders. The demand for new processes and equipment will reshape market opportunities

Zhitong·
SZ
399319
+0.83%
Zhitong·
SZ
399319
+0.83%

Xu Qiang, Secretary of the Party Committee and Director of the National Information Center: The construction of computing power infrastructure will present five characteristics

During the 2025 China International Big Data Industry Expo, Xu Qiang, Secretary of the Party Committee of the National Information Center, pointed out that the construction of computing power infrastructure will present five characteristics: 1. Intelligent computing construction will be centralized, integrating diverse chip resources; 2. Regional layout will be coordinated to achieve dynamic balance of resources; 3. Development will be green, utilizing renewable energy resources; 4. Supply will be inclusive, reducing costs and thresholds; 5. Services will be internationalized, innovating transnational cooperation mechanisms

Zhitong·
SZ
399319
+0.83%
Zhitong·
SZ
399319
+0.83%

Researcher Bai Ming from the Ministry of Commerce Research Institute: The open policy of the free trade pilot zone is expected to be strengthened

Bai Ming, a researcher at the Ministry of Commerce Research Institute, pointed out that in the face of a complex external environment, it is necessary to strengthen the stability of foreign trade and foreign investment. The meeting emphasized the high-level construction of free trade pilot zones and other open platforms, and it is expected that the open policies of the free trade pilot zones will be further strengthened. He believes that the free trade pilot zones should leverage resource advantages to promote high-level openness, in order to cope with external demand pressure and enhance corporate competitiveness

Wallstreetcn·
SZ
399319
+0.83%
Wallstreetcn·
SZ
399319
+0.83%

Ministry of Agriculture and Rural Affairs and 10 other departments: Promote the integration of agriculture, culture, and tourism to expand new consumption space

The Ministry of Agriculture and Rural Affairs and 10 other departments jointly issued the "Implementation Plan for Promoting Agricultural Product Consumption," aimed at advancing the integration of agriculture, culture, and tourism, and expanding new consumption spaces. The plan proposes optimizing the supply of green and high-quality products to meet multi-level consumption demands, supporting food enterprises in collaboration with research institutions, promoting the research and development of new food ingredients, developing diversified leisure foods and nutritious health drinks, encouraging the development of local specialty food industries, and creating regionally distinctive "souvenir" products

Zhitong·
SZ
399319
+0.83%
Zhitong·
SZ
399319
+0.83%