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CITIC Securities research report states that since 2025, SolidPower, Guoxuan High-tech and other battery companies' solid-state batteries have gradually started on-road tests, and 2025-2026 will see a dense schedule of on-road tests for solid-state batteries. CITIC Securities believes that the core issues faced by solid-state batteries on the road are expansion and cycle life degradation. The consensus between car companies and battery companies is to improve the solid-solid interface and alleviate the above issues by increasing pressure at the car end. It is recommended to focus on the conductive agent, functional additives, solid electrolyte and doping in the electrode material link, as well as isostatic pressing, trace insulation, high-voltage component capacity, and aluminum-plastic film PACK equipment in the battery manufacturing link, and pneumatic actuators.
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