it is reported that SAIC's official microblog announced that Zhiji L6 is about to be mass-produced. at the same time, the first generation of solid-state batteries jointly developed by SAIC and qingtao energy have also begun to be scheduled for production. Liu Tao, co-CEO of Zhiji Automobile, said that Zhiji L6 battery will have ultra-high energy density and achieve over 1000 kilometers of endurance. Long battery life and super power experience at the same time. With exclusive patented technologies such as nanoscale solid electrolytes, it has become the industry's first quasi -900V ultra-fast charging solid-state battery, which can complete nearly 1,000 kilometers of energy in a shorter time. The safer solid electrolyte ensures the ultra-high level safety of the battery from the cell level.

Solid-state batteries are considered to be the most promising new generation of power lithium batteries because they can fundamentally improve the two core properties-energy density and safety. Since 2020, domestic and foreign solid-state battery enterprises are also constantly achieving technological breakthroughs, and in capacity planning, loading and financing and other areas to accelerate the layout, ahead of the solid-state battery market high ground.

Orient Securities pointed out that with the landing of battery companies' capacity planning and the loading and application of more car models, the industrialization process of solid-state batteries is expected to accelerate. It is recommended to pay attention to the layout of semi-solid-state battery enterprises Ningde era (300750), Yiwei lithium energy (300014), Yanfeng lithium industry (002460) and so on. Compared with liquid lithium-ion batteries, the core variable of solid-state batteries at the material end is solid electrolyte, and is expected to improve the permeability of high-performance positive and negative materials and soft package packaging. It is suggested to pay attention to the leading enterprises in the layout of relevant materials: electrolyte Shanghai wash ba (603200), jinlongyu (002882), positive and negative electrode materials rongbai technology (688005), dangsheng technology (300073), beitri (835185), cedar shares (600884), pu tailai (603659), tianqi lithium (002466), ganfeng lithium (002460), aluminum-plastic film xinlun new material (002341), mingguan new material (688560).

Everbright Securities pointed out that semi-solid-state batteries have added new materials such as solid-state electrolytes and in-situ solid-state lithium salts, promoting the application of new technologies such as silicon-carbon negative electrodes and dry-process electrodes, focusing on new materials and equipment suppliers such as lithium-lanthanum-zirconium-oxygen (LLZO), lithium titanium-aluminum phosphate (LATP), new lithium salts, silicon-carbon negative electrodes and dry-process electrodes. Suggested attention: Ningde era, Nakonor, Dangsheng Technology, Xiangfenghua, Corson Technology, Sanxiang New Material, Shanghai Wash and so on.