Jinwu Financial News | Lithium stocks rose collectively. Ganfeng Lithium (01772) rose 5.98%, China Airlines (03931) rose 2.63%, Tianqi Lithium (09696) rose 2.35%, and BYD shares (01211) rose 2.48%.
Fangzheng Securities said that the development of the lithium battery industry has entered a new stage, focusing on new technologies such as high nickel/high voltage ternary, lithium manganese phosphate, and semi-solid/solid state lithium batteries; solid-state batteries have safety and energy density advantages; in addition to safety and energy density, solid-state batteries have a series of advantages such as high power, excellent low temperature performance, and long cycle life; at present, domestic NEV companies have already loaded semi-solid state batteries. It is expected that 2026-2030 will be the release window for all solid-state batteries.
According to the bank, the layout of domestic solid state battery manufacturers is mainly the oxide route, and overseas manufacturers focus on the sulfide and polymer routes; there are still many difficulties in mass production of all-solid-state batteries, and solid-state batteries are expected to be the first to be released in 24-25 and a half years.