电力设备行业研究周报：全固态电池加速攻关，产业化前景渐明

Investment Rating - The report maintains an "Overweight" rating for the electric power equipment industry [4]. Core Insights - The all-solid-state battery technology is accelerating towards commercialization, with significant discussions at the recent summit involving experts and industry leaders [1][6]. - The industry is focusing on overcoming technical, process, and cost challenges to achieve mass production, with small-scale production expected around 2027 and large-scale production by 2030 [1][7]. - The all-solid-state battery offers advantages over traditional lithium-ion batteries, including higher safety, energy density, and flexible design, indicating a promising future for this technology [2][7]. Summary by Sections Weekly Discussion - The second China All-Solid-State Battery Innovation Development Summit highlighted advancements and challenges in the field, with key figures emphasizing the need for improved production techniques [1][6]. - The target performance for the all-solid-state battery includes an energy density of 400 Wh/kg and a cycle life of over 1000 times, aiming for small-scale automotive applications by 2027 [1][6]. Market Review - The electric power equipment industry experienced a weekly change of 0.08%, ranking 25th among 31 primary industries, underperforming compared to the Shanghai Composite Index and other major indices [3][8]. - Specific segments within the industry showed varied performance, with electric motors and photovoltaic equipment experiencing declines, while other power equipment segments saw gains [3][8]. Price Changes of Lithium-Ion Batteries and Key Materials - The report includes insights into the price trends of lithium-ion batteries and critical materials, although specific data points are not detailed in the provided content [20].