#美国核心物价涨幅不及市场预估 The solid-state batteries in 2026 are worth paying attention to in advance

The US core CPI just came in below expectations, and market risk appetite has slightly improved. During this window, many investors are beginning to reassess mid-term industrial chain opportunities—among which, the commercialization progress of solid-state battery technology has become an unavoidable topic.

From a technological standpoint, the roadmaps of several leading companies all point to the 2025-2026 time window, which means the actual mass production validation phase is approaching. Energy innovation often drives capital flows up and downstream, and current macro environmental policies remain supportive, suggesting that industry prosperity may last longer than market expectations.

Interestingly, breakthroughs in such cutting-edge technologies tend to attract more attention in environments with ample liquidity. Weak CPI data may signal the opening of policy windows, which is beneficial for financing and valuation of emerging industrial chains.

By the way, a reminder—these long-cycle technology tracks require a deep understanding of the industry chain to avoid pitfalls. Do your homework before getting on board.