Huatai Securities pointed out that by completely replacing electrolytes with solid electrolytes, all-solid-state batteries have disruptive advantages in terms of safety and energy density. Currently, the focus of industrialization has shifted from “materials science” to “production engineering,” and equipment has become the key to whether its advantages can be realized. Compared with materials, the equipment is compatible with different technical routes and has higher visibility. As domestic and international industrialization goals gradually focus, semi-solid-state battery equipment is expected to be released in 2026, while all-solid-state battery equipment is expected to be released in 2027-2030. The all-solid-state battery process involves new steps and significant improvements in the performance/usage of the original process. As 2027-2030 becomes a critical window for industrialization, relevant equipment manufacturers will be the first to benefit, and the industrial chain is expected to enter a stage of booming growth.

Huatai Securities pointed out that by completely replacing electrolytes with solid electrolytes, all-solid-state batteries have disruptive advantages in terms of safety and energy density. Currently, the focus of industrialization has shifted from “materials science” to “production engineering,” and equipment has become the key to whether its advantages can be realized. Compared with materials, the equipment is compatible with different technical routes and has higher visibility. As domestic and international industrialization goals gradually focus, semi-solid-state battery equipment is expected to be released in 2026, while all-solid-state battery equipment is expected to be released in 2027-2030. The all-solid-state battery process involves new steps and significant improvements in the performance/usage of the original process. As 2027-2030 becomes a critical window for industrialization, relevant equipment manufacturers will be the first to benefit, and the industrial chain is expected to enter a stage of booming growth.