B[The concept of solid-state batteries has partially recovered, and Shanghai has hit its daily limit] The concept of solid-state batteries has partially recovered in the afternoon, and Shanghai has hit its daily limit, with Mengguli, Fosu Technology, Li Yuanheng, Wuhan Blue Power, and Naconol rising higher. On the news, the "15th Five-Year Plan for the Development of the New Battery Industry" jointly issued by the Ministry of Industry and Information Technology and seven other departments mentioned that all-solid-state batteries will initially achieve large-scale application by 2030; the Ministry of Finance and three other departments also issued a document clarifying that from September 1, 2026 to December 31, 2028, sodium-ion batteries, solid-state batteries, etc. will be exempted from consumption tax and provide targeted support for new technology routes. B[Solid-state battery concepts collectively fell, Shanghai hit the limit] On October 13th, solid-state battery concepts collectively fell, Shanghai hit the limit, Nakonol fell more than 10%, Jinlongyu, Honggong Technology, Lingge Technology, Jinhe Galaxy, Weike Technology, etc. followed suit. B[Chery Automobile, BYD, SAIC, etc. are all stepping up research and development to speed up the "onboarding" of solid-state batteries.] On October 13, the solid-state battery research and development process of many Chinese car companies is accelerating. On October 12, the relevant person in charge of Chery Automobile confirmed to a reporter from the Shanghai Securities News that the solid-state battery research and development of the company’s battery division is progressing steadily. On October 8, Chery Automobile released a number of solid-state battery equipment procurement projects in 2026, covering core aspects such as solid-state battery research and development, preparation, and testing. Not only Chery Automobile, the reporter learned from interviews that mainstream domestic car companies with new energy businesses such as BYD, SAIC, and Dongfeng Motor have recently stepped up their research and development of solid-state batteries. Industry experts told reporters that the "incorporation" of solid-state batteries into vehicles is one of the main development directions of new energy vehicles in the world and is also a "must be fought for by military strategists." As competition in the new energy vehicle industry escalates, it is foreseeable that major Chinese car companies will launch their own solid-state battery models in the future. At the same time, domestic battery industry chain companies will usher in new industry opportunities. (Shanghai Securities News) B[Solid-state battery concept oscillated and rebounded, Dexin Technology hit the daily limit] On October 12, the solid-state battery concept oscillated and rebounded in early trading, Dexin Technology hit the daily limit, Fengyuan Shares, Xiongtao Shares, Zizhu Hi-Tech, Huasheng Lithium Battery, Li Yuanheng, etc. followed suit. On the news, industry media reported that South Korean cathode materials company EcoPro BM announced that it has signed a memorandum of understanding (MOU) with Samsung SDI. The two parties will cooperate on all-solid-state battery materials to promote the commercialization of sulfide-based all-solid-state batteries in 2027. B[The concept of solid-state batteries has repeatedly strengthened, Zizhu Hi-Tech 4-connected board] On October 9th, the concept of solid-state batteries has repeatedly strengthened, with Zizhu Hi-Tech 4-connected board, Fengyuan Shares, Longpan Technology, Keheng Shares, Haike Xinyuan, Menguli, etc. following the rise. According to the news, the "15th Five-Year Plan for the Development of the New Battery Industry" jointly issued by seven departments including the Ministry of Industry and Information Technology: The plan proposes that by 2030, all-solid-state batteries will initially achieve large-scale application and the cycle life of long-life lithium batteries will reach 15,000 times. The plan will continue to carry out the construction of lithium battery standard systems and promote the development of standards in key areas such as all-solid-state batteries and sodium batteries. A[Solid-state battery concepts continue to rise, Liwang shares and other stocks have hit their daily limit] On October 8, solid-state battery concepts continued to rise during the session, with Liwang shares hitting the daily limit of 30cm. Previously, Jinyinhe, Zizhu Hi-Tech, Fengyuan shares, Xiongtao shares, Chuanyi Technology and other stocks hit the limit. Wuhan Blue Electric rose by more than 20%, and Nakonol and Lingge Technology both rose by more than 10%. According to the news, the "15th Five-Year Plan for the Development of New Battery Industry" jointly issued by seven departments including the Ministry of Industry and Information Technology, the plan proposes that by 2030, all-solid-state batteries will initially achieve large-scale application and the cycle life of long-life lithium batteries will reach 15,000 times. The plan will continue to carry out the construction of lithium battery standard systems and promote the development of standards in key areas such as all-solid-state batteries and sodium batteries. B[Solid-state battery concept is active, Chuanyi Technology hits the daily limit] On October 8, the solid-state battery concept is active, Chuanyi Technology hits the daily limit, and Golden Galaxy, Shanghai Xiba, Fengyuan Shares, and Jinlongyu follow the rise. In terms of news, seven departments including the Ministry of Industry and Information Technology and the National Development and Reform Commission jointly issued the "15th Five-Year Plan for the Development of the New Battery Industry". The "Plan" proposes that by 2030, the scale of China's new battery industry will achieve steady growth. Debon Securities Research Report pointed out that the inflection point of solid-state battery industrialization is approaching, and there will be more than 40 investment projects in the solid-state battery field in the first half of 2026 alone. B[Solid-state battery concept continues to be active, Chuanyi Technology, Zizhu High-tech 2-connected board] September 30th, the solid-state battery concept continued to be active in early trading, Chuanyi Technology, Zizhu High-tech stepped out of the 2-connected board, Weike Technology, Ningxin New Materials, Shanghai Xiba, Guoxuan High-tech followed the rise. On the news, the "15th Five-Year Plan for the Development of the New Battery Industry" jointly formulated by the Ministry of Industry and Information Technology and other seven departments was officially released on September 28. The "Plan" proposes that the goal is to initially achieve large-scale application of all-solid-state batteries by 2030. B[Solid-state battery concept rises again, Wuhan Blue Power 30cm daily limit] On September 29, the solid-state battery concept rose again during the session, with Wuhan Blue Power 30cm daily limit. Previously, Guoxuan Hi-Tech, Shanghai Xiba, Actis, Zizhu Hi-Tech, Chuanyi Technology and other stocks hit the daily limit. Li Yuanheng, Lingge Technology, and Tianli Lithium Energy rose by more than 10%. B[Leapmotor intends to participate in the A-round financing of China FAW's New Power Group] On September 17, China FAW and Leapmotor held a signing ceremony in Huzhou, Zhejiang on September 17. FAW New Power (Changchun) Technology Co., Ltd. and China Automotive Xinneng Battery Technology Co., Ltd., a subsidiary of China FAW, signed an investment letter of intent and a technical cooperation agreement with Leapmotor respectively. According to the investment letter of intent signed by Qixin Power and Leapmotor, Leapmotor plans to participate in the A-round financing of Qixin Power as a strategic investor to strengthen the in-depth collaboration between the two parties in key powertrain areas. The two parties will further explore and promote strategic synergy and resource sharing in powertrain products and technologies such as hybrid engines, electric drive systems, and range extenders. According to the technical cooperation agreement signed by CATIC New Energy and Leapmotor, the two parties will jointly promote forward-looking battery technology research and the implementation of standardized battery cells. Carry out R&D collaboration around solid-state batteries, lithium-rich manganese-based batteries, sodium-ion batteries, iron-lithium ultra-fast charging and other cutting-edge directions, jointly promote the directional development and product application of standardized battery cells, and on this basis, jointly explore battery recycling and overseas industrial chain collaboration. B[Solid-state battery concept strengthened in early trading, Jin Longyu hit the daily limit] On September 15th, the solid-state battery concept strengthened in early trading, Jin Longyu hit the daily limit, and Shanghai Xiba, Honggong Technology, Lingge Technology, Nakonol, Jinyinhe, etc. followed suit. In terms of news, BYD Executive Vice President Li Ke said in an interview recently that BYD plans to launch models equipped with solid-state batteries in 2027. It has continued to promote the research and development of solid-state batteries and plans to promote the implementation of the technology through vehicle models. B[Two departments: Strengthen the research and development and industrialization of high-safety lithium batteries, high-specific energy solid-state batteries, and low-cost long-life sodium batteries] On September 15, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "15th Five-Year Plan for the Development of Electronic Information Manufacturing Industry." It mentioned that key materials such as high-voltage, high-stable and large-capacity cathode materials, high-capacity and low-expansion silicon-carbon anode materials, highly stable and high-ion conductivity solid electrolytes, and composite current collectors should be developed, and the research and development and industrialization of high-safety lithium batteries, high-specific energy solid-state batteries, and low-cost long-life sodium batteries should be strengthened. B[Industry insiders: In the medium and long term, sodium batteries will replace some low-end lithium batteries. The popularity of all-solid-state batteries depends on industry chain cost control] September 3rd, at the "2026 World Power Battery Conference" held today, the Equipment Industry Development Center of the Ministry of Industry and Information Technology released the "Power Battery Industry Development Index (2026)". Qu Guochun, director of the Equipment Industry Development Center, introduced that the power battery industry technology is adapting to multiple routes in layers, and the next generation of batteries is accelerating. In the short term, liquid lithium batteries are still the main product, and their performance continues to iterate; in the medium term, the three-line parallel pattern of "liquid lithium batteries + sodium batteries + semi-solid batteries" continues to evolve. Sodium-ion batteries will replace part of the low-end lithium battery market, and semi-solid batteries will become an upgrade solution for mid-to-high-end models after full commercialization. In the long term, the popularity of all-solid-state batteries depends on cost control in the industry chain. As the manufacturing process continues to mature and material and manufacturing costs drop significantly, all-solid-state batteries have the basic conditions to penetrate into the mid-range vehicle market. (Reporter Liu Mengran) B[Solid-state battery concept moved up and Jin Longyu went up by the daily limit] On September 1st, the solid-state battery concept moved up during the day and Jin Longyu went up by the daily limit. Camel Shares, Limin Shares, Tianli Lithium Energy, Shanghai Xiba, Cangzhou Mingzhu, etc. followed suit. In terms of news, last week the world's first international standard for solid-state battery energy storage, led by China, was officially launched, marking that China has officially gained a say in global rule-making in the field of new energy storage cutting-edge technologies.
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