Solid-state battery technology heats up competition; why are Taiwanese concept stocks boiling over?

In mid-November, the solid-state battery sector entered an acceleration phase. Changan Automobile and GAC Group successively announced major breakthroughs in the all-solid-state battery field, directly igniting the imagination of the capital market. Taiwanese solid-state battery concept stocks such as Keheng股份, Youyan New Materials, and SAIC Group surged accordingly, with Youyan New Materials rising for five consecutive trading days to reach new highs.

**Intensive technological breakthroughs released, industrialization process accelerates**

Changan Automobile, in cooperation with Talan New Energy, officially disclosed the technical plan for non-separator solid-state lithium batteries in early November. This breakthrough involves multiple key technical nodes of all-solid-state batteries. According to the plan, the company aims to achieve vehicle verification with all-solid-state batteries by 2027 and enter mass production by 2030.

GAC Group is not to be outdone, announcing that it has preliminarily established a complete manufacturing process for all-solid-state batteries and mastered core technology for vehicle-grade large-capacity all-solid-state power batteries. This solution boasts ultra-high energy density and safety advantages, and is expected to be installed in GAC’s vehicle models as early as 2026.

Besides traditional automakers, battery leaders and tech giants are also stepping up. CATL has expanded its all-solid-state battery R&D team to a thousand people, while Huawei is actively deploying related technologies to extend battery lifespan. The intensive investments by these industry giants indicate that the window for solid-state batteries moving from laboratory to market is narrowing.

**Why can solid-state batteries trigger enthusiasm? Energy density is key**

Traditional liquid lithium-ion batteries use liquid electrolytes, which pose risks of flammability and explosion. Solid-state batteries adopt solid electrolyte materials, which are non-flammable and can completely eliminate corrosion and volatilization issues, significantly reducing thermal runaway risks.

In terms of performance indicators, these advantages are even more prominent. The energy density upper limit of liquid lithium batteries is about 350Wh/kg, while all-solid-state batteries can reach over 400Wh/kg, breaking the 1000km range barrier. For consumers, this means that “range anxiety” could be thoroughly solved.

**Market space is huge, industry prospects are broad**

The industry generally believes that all-solid-state batteries are the ultimate form of next-generation power batteries. It is estimated that by 2030, the global solid-state battery market size will exceed 300 billion RMB, with astonishing growth potential.

Whether it is leading battery manufacturers or downstream vehicle companies, all are pushing forward with the industrialization of solid-state batteries. As technology matures and corporate investments continue to increase, the rise of related concept stocks reflects market optimism about this sector’s prospects.

**Investing requires caution: technology still needs time for validation**

It is worth noting that even the most promising technologies require a long period of commercial verification. The path to industrialization for solid-state batteries still faces many unknown challenges, including manufacturing process stability, cost control, and safety standards. The strong performance of Taiwanese solid-state battery concept stocks also partly reflects market speculation.

Investors should approach rationally, avoid blindly chasing gains or selling in panic, and have a clear understanding of the timeline and risk factors associated with technological implementation.