Urgent reminder to everyone!
Solid-state batteries have completely exploded onto the scene,
taking over from AI chips and the military sector,
becoming the new main theme of technology in September!
In this new round of market trends, it is very likely that the next “Shangwei” is emerging!
The all-new MG4 is set to be equipped with the world’s first mass-produced semi-solid-state battery, and has also made it onto the Ministry of Industry and Information Technology’s new vehicle announcement.
What does this mean?
The semi-solid-state battery technology has officially “graduated” from the laboratory, stepping into the commercial mass production phase!
The key player behind this— Qingtao Energy—has ignited the entire A-share industry chain!
More importantly, this solid-state battery giant, Qingtao Energy, has officially partnered with an A-share company to establish a joint venture, instantly igniting enthusiasm among institutions and retail investors.
It is worth noting that Shangwei New Materials achieved an astonishing tenfold increase in stock price precisely because it was jointly invested in by Zhiyuan Robotics!
Qingtao Energy’s position in the solid-state battery field can be compared to that of “Zhiyuan” in the robotics field!
It is not only the only company in China to achieve large-scale production of solid electrolytes but also holds over 70% market share, firmly sitting at the top of the oxide electrolyte market!
Furthermore, institutions predict that global solid-state battery production capacity will only be 5.3GWh in 2024, but by 2030, this number will soar to over 600GWh—an increase of more than a hundred times!
The potential is even greater than that of robotics and AI chips; the next big opportunity is completely out in the open!
Below, we have specifically outlined companies that are deeply tied to Qingtao Energy, which are worth paying close attention to.
Company 1: Xiangfenghua
The company has officially signed a strategic cooperation agreement with Qingtao Energy, and both parties will work together to tackle the research and supply of high-capacity anode materials for solid-state and semi-solid-state batteries.
Company 2: Kesen Technology
Holds shares in Qingtao Energy, which provides modules and other supporting products needed for batteries, and is expected to gain a share in the solid-state battery module market.
Company 3: Wanshun New Materials
The company provides aluminum foil for solid-state batteries and is developing composite copper foil technology. As the performance requirements for aluminum foil in solid-state batteries increase, its expertise will be more valued in the market.
Company 4: Dongfang Zirconium
The world’s largest supplier of solid-state electrolyte zirconium, collaborating with Qingtao Energy to develop a low-resistance cathode-electrolyte composite system, which will significantly enhance solid-state battery performance upon success.
Company 5: Huayu Automotive
At the end of August, Huayu Automotive announced its intention to acquire 49% of Shanghai SAIC Qingtao Energy Technology Co., Ltd., officially entering the solid-state battery field.
With this equity link, Huayu will be almost deeply tied to Qingtao in the battery components field..
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Risk Warning: This article is for learning and research purposes only and should not be considered investment advice.