【中信建投：继续看好锂电设备与固态电池板块配置价值】中信建投研报称，锂电设备方面，锂电排产创新高，固态迈入装车新阶段。一是锂电排产景气高，8月中国锂电全市场总排产约304GWh、环比+7.4%，超出月初预判3%—5%区间，储能电芯排产125GWh、环比净增约10GWh，海外大储项目集中备货推动储能跃升第一增长引擎。二是固态产业化加速，多项里程碑密集落地。三是设备兑现端，先惠技术与清陶能源联合研发的全固态干法辊压设备已完成交付，固态装备前瞻卡位打开第二增长曲线。产业化节奏上，2026年为全固态验证元年，广汽启动混合固液电池装车验证，宁德时代、比亚迪分别规划2027年全固态小批量生产与示范装车，硫化物电解质成本已下降超35%，推动从“技术可行”走向“经济可行”。当前板块处于“排产高景气+固态装车验证+设备兑现”三重共振窗口期，继续看好锂电设备与固态电池板块配置价值。
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