专用设备行业点评报告：固态电池0-1产业化加速，设备商优先受益

东吴证券2025-06-18

（以下内容从东吴证券《专用设备行业点评报告：固态电池0-1产业化加速，设备商优先受益》研报附件原文摘录）投资要点政策端&应用端不断加码，固态电池0-1产业化加速：政策端来看2025年4月工信部印发建立全固态电池标准体系，此前投入60亿全固态专项研发资金；应用端来看终端路试&电池龙头中试逐步落地，宝马、奇瑞等车企接连启动路试，商业化进展超预期，同时宁德时代、清陶等电池厂商全固态中试线搭建。工信部项目...

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