中信证券表示，近期整车厂主导固态电池领域进展，2024年10月，国内外头部整车厂通过合作或布局的方式不断推进固态电池的研发与应用。展望11月，长安汽车携手太蓝新能源将召开固态电池技术发布会，行业有望再迎催化。此外，航空领域正逐步成为固态电池的重要落地场景，锂电设备厂商有望在固态电池领域开拓第二成长曲线。布局固态电池业务的电池厂、固态电解质公司，以及固态电池产业链相关环节公司有望充分受益。Tianneng Power (00819) rose more than 3%, as of the press release, up 2.91%, trading at 6.73 Hong Kong dollars, with a turnover of 18.0154 million Hong Kong dollars.
According to the CITIC Securities app, Tianneng Power (00819) rose more than 3%, up 2.91% as of press time, closing at 6.73 Hong Kong dollars, with a turnover of 18.0154 million Hong Kong dollars.
On the news front, recently, Tailun New Energy announced a collaboration with Chongqing Changan Automobile to hold a solid-state lithium battery new technology conference on November 7th in Chongqing, sharing the latest research results in this field. The official statement mentioned that the upcoming solid-state lithium battery new technology, different from the main materials and structure of traditional liquid lithium batteries, can further enhance battery safety performance.
CITIC Securities stated that in the recent period, leading automotive manufacturers have been making progress in the solid-state battery field. By October 2024, top automotive manufacturers at home and abroad have been continuously promoting the research and application of solid-state batteries through cooperation or strategic arrangements. Looking ahead to November, Chongqing Changan Automobile, together with Tailun New Energy, will hold a solid-state battery technology conference, with the industry expected to see further catalysts. In addition, the aviation sector is gradually becoming an important landing scenario for solid-state batteries, and lithium battery equipment manufacturers are expected to explore a second growth curve in the solid-state battery field. Battery factories, solid-state electrolyte companies, and relevant companies in the solid-state battery industry chain that are investing in solid-state battery businesses are expected to benefit fully.
