固态电池产业化提速，产业链迎多重利好
随着技术持续突破和政策扶持力度加大，固态电池产业化进程明显加快。Wind数据显示，自6月20日以来，固态电池概念指数累计上涨10.36%。7月10日，硅宝科技股价飙涨18.29%，创年内新高，豪鹏科技、有研新材等多家企业涨幅明显。
目前，宁德时代、国轩高科、欣旺达等头部企业已推动产线建设与产品发布，预计2027年迎来小批量量产，2030年实现大规模装车。宝马、奔驰等海外车企也在加快测试节奏，强化技术合作。
机构普遍认为，材料和设备环节将成为最先受益的投资重点，尤其是在高性能材料降本方面。电解液、负极材料、铜箔等细分领域因其在半/全固态电池中的核心地位，受到市场重点关注。
在电动化浪潮与全球政策双重驱动下，固态电池有望加速“上车”，成为新能源汽车新一轮技术革命的重要引擎。
Solid-state battery technology is rapidly advancing amid favorable policies and industry-wide investments. According to Wind, the Solid-State Battery Index has surged 10.36% since June 20. On July 10, Silan Technology’s stock soared 18.29%, hitting a year-to-date high, with other key players like Haopeng Technology and GRINM also posting solid gains.
Leading manufacturers such as CATL, Gotion High-Tech, and Sunwoda are ramping up production lines and releasing new products. Small-batch mass production is expected by 2027, with large-scale vehicle integration by 2030. Global OEMs including BMW and Mercedes-Benz are accelerating road tests and deepening technology partnerships.
Analysts highlight upstream materials and manufacturing equipment as prime investment targets, especially in cost reduction for high-performance components. Key segments such as electrolytes, anode materials, and copper foil are under the spotlight due to their central role in solid-state battery applications.
Driven by the global push for electrification and decarbonization, solid-state batteries are poised to power the next wave of innovation in the EV sector.