On March 17, BYD launched a new technology called "megawatt flash charging", which can charge 407 kilometers in 5 minutes, an achievement that completely subverts our perception of fast charging technology. This not only represents a technological breakthrough, but also poses a challenge to the entire new energy industry chain, requiring high-voltage fast charging, batteries and electronic control to be upgraded accordingly.

Soon after, new developments have been made in the field of solid-state batteries. From March 18th to 19th, the "2025 All-Solid-State Battery Technology Exchange Conference and the First Dry Electrode Technology Seminar" was held in Bengbu, Anhui Province, which marked the signal of accelerating the mass production of solid-state batteries. Solid-state batteries are seen as the ultimate solution for power batteries due to their high safety and long battery life, and their rapid commercialization will reshape the industry landscape.

The superposition of the two major technology fields will force the industrial chain to upgrade. Those companies that can deploy high-voltage fast charging and solid-state batteries in advance will be expected to take the lead in the market and be the first to enjoy the benefits brought by them.

Below, let's take a look at the 6 listed companies that have occupied a favorable position.

The first: Zhongke Electric (300035).

Solid-state batteries: The company has product development and layout in solid-state battery related fields such as silicon carbon anode and lithium metal anode.

High-voltage fast charging: The company's fast-charging anode products have covered high-voltage fast-charging products, and have been applied in batches on the client.

Company highlights: The market share of electromagnetic metallurgy special equipment exceeds 60%, ranking the leading position in the domestic industry.

The second: Cybrid Technology (603212).

Solid-state batteries: The company has developed a high-temperature PI silica gel protective film suitable for solid-state batteries, which is currently in the end-customer verification stage.

High-voltage fast charging: For 800V fast charging, the company has developed a high-heat-resistant insulating film that meets the requirements of long-term heat resistance and high tracking index.

Company Highlights: It has won the Outstanding Contribution Award of China Photovoltaic Leader Innovation Forum.

The third: Funeng Technology (688567).

Solid-state batteries: As a major supplier of GAC Aion, the company has always stockpiled solid-state battery technology.

High-voltage fast charging: Funeng Technology's SPS large soft pack 800VTC over-pressure overcharging technology is the industry's first mass-produced ultra-fast charging technology, which supports efficient charging.

Company highlights: In the first half of 2024, it ranked 10th in the global installed capacity of power batteries, and worked closely with Mercedes-Benz.

Fourth: Xinwangda (300207).

Solid-state batteries: The company's third-generation polymer all-solid-state batteries have completed laboratory verification and are expected to complete product development in 2025.

High-voltage fast charging: The company has a large number of core patents and technical reserves in the field of fast charging.

Company Highlights: A leading consumer lithium battery module manufacturer in China.

Fifth: the leader of 5 yuan penny stocks

Solid-state batteries: The company has R&D in cathode materials for solid-state batteries and sodium-ion batteries, and the sample delivery test results are excellent.

High-voltage fast charging: The high-voltage fast charging product project is progressing smoothly and has begun to be supplied in batches.

Company Highlights: One of the earliest enterprises engaged in the R&D and production of ternary cathode materials in China, the subsidiary Jinchi Materials was selected as a "specialized, special and new" little giant. The stock price is more than 5 yuan, the price-to-book ratio is 1.46, and 11 institutions hold a large number of shares.

Sixth: potential stocks favored by foreign investors

Solid-state batteries: beiteri's subsidiary, has R&D and technical reserves in solid-state and semi-solid-state battery materials.

High-voltage fast charging: The charging cable produced by the subsidiary Youcheng Technology supports 1000V voltage charging and meets the requirements of 800V electrical architecture.

Company Highlights: It has a significant position in the high-tech industry, and its subsidiary, beiteri, is a leading enterprise in the world's anode materials. The stock price is more than 8 yuan, institutions buy a lot, and foreign capital is also actively deployed.

The above six companies have in-depth layouts in the fields of solid-state batteries and high-voltage fast charging, or usher in value revaluation opportunities.

In particular, the last two companies, whose stock prices are at a low level and the rapid influx of main funds, may be on the eve of the outbreak, and it is the best time to invest in the current situation.

Risk Warning: The above content is for reference and learning only, the information comes from the software display and Internet public data, the relevant stocks are not recommended, not as a basis for trading, investors should make investment decisions independently according to their own circumstances and bear their own investment risks. The market is risky, and investment needs to be cautious!

Disclaimer: The above content is for reference only, does not guide trading, does not guarantee returns, investors should make independent decisions and bear their own risks. Investment is risky, and you need to be cautious when entering the market!