Technological Breakthroughs and Policy Solutions Solid-State Battery Industrialisation Into the "Deep Water Zone"

This week (March 06, 2026-March 12, 2026), the solid-state battery industry showed a dual-engine momentum driven by "intensive breakthroughs on the technology front and targeted solutions on the policy front." CATL disclosed a sulphide patent, Zhongkeyuanben's 20Ah all-solid-state battery passed third-party detection, and Dreame Technology released a 450Wh/kg product; Guangdong took the lead in incorporating diversified solid-state battery technology routes and eVTOL scenarios into provincial-level action plans; Representative Hu Chengzhong systematically proposed measures to address the critical bottlenecks of "materials-standards-cost."

Introduction: This week, solid-state battery material prices mainly moved downward, while P₂S₅ prices rose. I. Technology R&D: Multiple Breakthroughs Along the Sulphide Route, as All-Solid-State Energy Density Entered the 450 Wh/kg Era
This week saw intensive breakthroughs on the technology front, with the sulphide all-solid-state route becoming the absolute focal point. On March 5, the World Intellectual Property Organization (WIPO) disclosed a key international patent application by CATL (PCT/CN2025/086345). The core innovation lay in combining fluorine-containing lithium chemicals with sulphide solid-state electrolyte materials, using the lithium fluoride (LiF) generated by sulphide electrolyte decomposition to form a “shielding film” on the cathode surface, effectively preventing further electrolyte decomposition and accelerating lithium-ion migration, thereby enabling ultra-fast charging while significantly reducing the rate of high-temperature capacity decay. This patent layout marked that the global battery leader had built a complete technological moat for the sulphide all-solid-state route, from material formulations to interface engineering.
On the same day, Qingdao Zhongkeyuanben New Energy Co., Ltd. announced that its self-developed sulphide all-solid-state pouch battery with a capacity above 20 Ah had completed third-party sample-submission detection, with measured capacities reaching 26.3 Ah and 55.1 Ah, respectively, and energy density exceeding 265 Wh/kg. The tested battery adopted a materials system consisting of a nano-homogenized coated high-nickel ternary cathode, sulphide all-solid-state electrolyte, and silicon-carbon composite anode, marking a substantive step forward for this enterprise incubated by the Qingdao Institute of Bioenergy and Bioprocess Technology of the Chinese Academy of Sciences on the path from laboratory development to mass production of sulphide all-solid-state batteries.
Research results on all-solid-state batteries jointly completed by LG Energy Solution and Professor Shirley Meng’s team at the University of Chicago were formally published on February 27 in the internationally authoritative academic journal Nature Communications. The study innovatively introduced an all-solid-state battery structure, replacing the liquid-based system with a solid-state electrolyte and fundamentally eliminating the dissolution pathway of polysulphides. The all-solid-state battery using a sulphur cathode achieved a high capacity of about 1,500 mAh/g while maintaining stable cycle life.
In the consumer electronics field, Dreame Technology formally launched its “Stellar Crystal Core” all-solid-state power battery at the China Appliance & Electronics World Expo on March 12, with a capacity of 60 Ah and single-cell energy density above 450 Wh/kg. It is expected to achieve small-batch deliveries this year and large-scale mass production and market launch next year. During the national Two Sessions, CALB Chairman Liu Jingyu showcased the company’s self-developed 60 Ah automotive-grade all-solid-state battery, with energy density reaching 450 Wh/kg and driving range exceeding 1,000 kilometers when installed in vehicles. The company is expected to achieve batch deliveries of solid-state batteries at the scale of 1,000 robots in Q4 2026 and to promote the vehicle application of its “Boundless” all-solid-state battery (430 Wh/kg) in 2027. Materials side, Tinci Materials disclosed that its sulphide solid-state electrolyte was currently at the kg-scale pilot testing and sample delivery stage, mainly supporting downstream clients in material technology validation; its 100-mt-scale pilot line for lithium sulphide and solid-state electrolytes was expected to start production in Q3 2026. Ruitai New Energy Materials stated that the lithium bis(trifluoromethanesulfonyl)imide (LiTFSI) it produced had already achieved batch sales in new-type batteries such as solid-state lithium-ion battery, some solid-state electrolyte products had completed laboratory-scale development, and it had launched cooperation with multiple solid-state battery-related enterprises in China and outside China. Hunan Desay Battery applied for a composite solid-state electrolyte patent, preparing a composite solid-state electrolyte with high dispersibility, high ionic conductivity, and high interfacial compatibility through chemical bonding between fluorosilane coupling agents and inorganic oxide layers.
It is worth noting that some enterprises clearly stated that related projects were still at an early R&D stage. Aoke Co., Ltd. said that the application of PEO in the solid-state electrolyte field was still in the development stage; Fulin Precision Machining said its cathode materials could be applied in solid-state battery, but did not disclose specific orders or the automakers it supplied. This differentiated pattern of “breakthroughs by top-tier enterprises, follow-up by midstream players, and wait-and-see attitudes at the tail end” further confirmed the high technical barriers of the solid-state battery industry.
II. Capacity Buildout: Top-Tier Enterprises Accelerated Deployment, with Gwh-Scale Production Lines Advancing Intensively
Capacity side, the industrialisation process of top-tier enterprises clearly accelerated. Qingtao Energy advanced on two fronts: the EIA disclosure was issued for its 5Gwh solid-state battery and 500-mt electrolyte project in Wuhai, and its 3.5Gwh solid-state battery production line in Taizhou officially started production. CORNEX New Energy filed solid-state production lines at its two major bases in Yichang and Xiaogan, both explicitly mentioning “new UAV battery, robot battery, and solid-state and semi-solid-state battery production lines”; the Yichang project was planned to start construction in February 2027, and the Xiaogan project was planned to start construction in May 2026. The design work for Gotion High-tech’s 2Gwh all-solid-state battery mass-production line had been basically completed; in 2025, it had a 0.2Gwh pilot line with construction completed, pilot battery cell samples reached an energy density of 350Wh/kg and a single-cell capacity of 70Ah, and vehicle installation testing had already begun. Jiangmen Shoutong New Energy’s 2 billion-yuan solid-state LFP battery cell and energy storage project received approval from the Guangdong Provincial Energy Bureau. It is expected to have annual capacity of 5 Gwh of solid-state LFP battery cells, 2 Gwh of residential and industrial and commercial ESS, and 4 Gwh of large-scale ESS, and is expected to be completed and commissioned in December 2026. Guangdong Dianjiangjun’s 1.6 billion-yuan production site for solid-state batteries for the low-altitude economy has broken ground in Foshan, focusing on the R&D and production of low-altitude batteries and ESS batteries. Dejia Energy’s 3 Gwh solid-state battery project settled in Lingang, Shanghai, with products covering humanoid robots, the low-altitude economy, power, and consumer scenarios.
Supporting materials advanced in parallel. Zhili Power is expected to build a 5,000 mt/year high-purity lithium sulphide production site (Phase I) in Daying County, Sichuan, formally entering the core materials segment of solid-state batteries. Chengdu Yixuan’s 80 mt solid-state electrolyte material production line had met the conditions for commissioning, with product purity reaching as high as 99.99. Guangdong Dongdao New Energy’s technological transformation project for high-performance battery anode materials received approval for its energy-saving review, with planned annual capacity of 500 mt of high-performance silicon carbon anode materials.
III. Policies and Standards: Guangdong Took the Lead in Issuing an Action Plan, Hu Chengzhong Called for Opening Up the “Last Mile” of Industrialisation
Important breakthroughs were made at the policy level. On March 10, the General Office of the People’s Government of Guangdong Province issued the Action Plan of Guangdong Province for Accelerating the Cultivation and Development of New Tracks to Lead the Building of a Modern Industrial System (2026–2035), which explicitly proposed developing a diversified technology roadmap for solid-state battery oxides, sulphides, polymers, and other systems; advancing R&D and breakthroughs in processing and preparation technologies and dedicated equipment for key raw materials such as solid-state electrolytes with high ionic conductivity and high stability, lithium-rich manganese-based cathodes, high-nickel cathodes, and silicon carbon anodes; and jointly carrying out application adaptation with end-users in fields such as eVTOL, EV, and ESS power stations. This marked the first time at the provincial level that diversified solid-state battery technology routes and eVTOL scenarios were systematically written into an action plan, carrying important guiding significance.
The development of the standards system also advanced in parallel. Hu Chengzhong, a deputy to the National People’s Congress and chairman of the board of Delixi Group, submitted a proposal at the Two Sessions on accelerating the large-scale commercial rollout of the solid-state battery industry, systematically analyzing the industry’s fourfold “pain points”: shortcomings in the standards system and insufficient coordination, unresolved engineering bottlenecks in core technologies, inadequate industry chain coordination and weak independent controllability, and cost and certification constraints on large-scale advancement. He put forward five systematic recommendations: improving the standards system and policy support mechanisms, tackling bottlenecks in core technologies and key equipment, building a coordinated and efficient industry chain system, increasing financial support, and strengthening demonstration, promotion, and public guidance. Notably, the kick-off meeting for the group standard Technical Requirements for Sulphide Electrolytes for Solid-State Batteries has already been held, clarifying core technical indicators such as ionic conductivity, electrochemical stability window, and air stability, and laying the foundation for the industrialisation of sulphide electrolytes. At the level of international standards cooperation, TÜV Rheinland signed a strategic cooperation agreement with the Tianmuhu Institute of Advanced Energy Storage Technologies, focusing on the formulation of standards for battery materials, technology R&D, and global market expansion, particularly in the field of solid-state batteries, with the aim of advancing the internationalization of China's energy storage standards and enhancing industry competitiveness.
IV. International Developments: Accelerating Automaker M&A, Ongoing Testing and Validation
Internationally, corporate M&A and technology validation remained active. Japan's Suzuki Motor announced the acquisition of Kanadevia's all-solid-state battery business and is expected to complete the transaction on July 1, 2026. Kanadevia has been developing all-solid-state batteries since 2006 and owns the proprietary “AS-LiB®” all-solid-state battery brand. Using a dry-process manufacturing route, it completed the world's first charge-discharge validation of an all-solid-state battery under space-exposure conditions aboard the International Space Station in cooperation with JAXA in 2022.
Finland's Donut Lab released a third independent test report issued by the Technical Research Centre of Finland (VTT), confirming that its solid-state battery still retained 97.7% of its charge capacity after being left idle for 10 days. VTT had previously validated its capability to fast charge to 80% in 4.5 minutes, but key metrics such as energy density and cycle life still require further verification.
Samsung SDI of South Korea announced that it will participate in InterBattery 2026 under the theme “AI thinks, Battery enables” and will publicly display for the first time a pouch all-solid-state battery sample currently under development, designed specifically for physical AI applications such as humanoid robots. South Korea's SEC has already supplied X-ray detection equipment for all-solid-state batteries to leading global battery enterprise L and is currently undergoing technical evaluation, while also securing orders from multiple automakers for prismatic and pouch battery X-ray detection equipment.
US-based ION Storage Systems announced that it had become the first US solid-state battery technology company to pass client performance certification. Its Cornerstone™ Cell will begin production at its Maryland plant, targeting the industrial, consumer electronics, and automotive sectors.
V. Application Progress: Semi-Solid-State Batteries Lead in Vehicle Installation, Robot Scenarios Open New Opportunities
Application side, semi-solid-state batteries have already achieved large-scale vehicle installation. SAIC MG 4X pure electric SUV was the first to be equipped with a semi-solid-state battery, with the entry-level version offering a driving range of 510 km. The new model will be officially launched in April. Highpower Technology's semi-solid-state battery cell 636078 has entered the mass supply stage, with an energy density of 18.5 Wh, and has been adopted in volume by well-known brands in the power bank segment and has passed China's mandatory 3C certification. Emerging scenarios accelerated expansion. Enpower and Joyson Electronics reached a strategic partnership to jointly develop the power energy market for embodied AI robots, providing embodied AI robots with energy system solutions covering “battery cell + BMS support + data services.” CALB made it clear that it will achieve bulk delivery of solid-state batteries for 1,000 robots in Q4 2026, marking robot applications as becoming an important breakthrough for the commercial implementation of solid-state batteries.
Automakers’ mass-production timetables became clearer. GAC has completed construction of China’s first large-capacity all-solid-state battery production line, taking the lead in gaining the conditions for mass production of automotive-grade all-solid-state batteries above 60Ah; Geely Holding strove to launch its first all-solid-state battery prototype vehicle in 2026 and begin small-batch industrialisation in 2027; Chery Automobile is expected to put a 0.5 GWh pilot line into operation in 2026 and realise continuous production of 60Ah-class all-solid-state battery cells; Changan Automobile was expected to complete robot integration and vehicle installation verification for its “Golden Shield” solid-state battery before Q3 2026. Industry consensus remained highly aligned: vehicle installation verification in 2026, demonstration mass production in 2027, and large-scale application in 2030.
VI. Weekly Summary: Parallel Advances in Technological Breakthroughs and Policy Progress, Industry Entered the “Deep-Water Zone”
This week, the solid-state battery industry showed a clear dual-driver pattern: on the technology side, CATL disclosed a sulphide patent, Zhongke Yuanben’s 20Ah all-solid-state battery passed third-party detection, and Dreame Technology launched a 450Wh/kg product. The sulphide route became the mainstream consensus, and the energy density of all-solid-state batteries entered the 450Wh/kg era; on the policy side, Guangdong took the lead in writing diversified solid-state battery technology routes and eVTOL scenarios into provincial action plans, and Representative Hu Chengzhong systematically proposed opening up key bottlenecks in “materials - standards - costs,” with standards system development entering a substantive stage.
Meanwhile, industry divergence intensified further. Sunstone Development, TONZE, Aoke and others made it clear that related projects were still in the early R&D stage, while top-tier enterprises such as Qingtao, Gotion High-tech, and Chunen intensively advanced GWh-scale production lines, and Sunwoda proposed the view that “liquid-state and solid-state will coexist over the long term.” This pattern of divergence, with “top-tier players making breakthroughs while midstream players wait and see,” precisely showed that the solid-state battery industry has entered the “deep-water zone” — high technical barriers, sharply rising capital thresholds, and lengthy verification cycles, where only enterprises with true core competitiveness can make it through the cycle. Looking ahead, as Guangdong’s action plan is implemented, national standards are accelerated for release, and automakers intensively launch vehicle installation validation, the solid-state battery industry is expected to achieve a critical leap in 2026 from “technological breakthroughs” to “industrial deployment.” Investors need to focus on the yield rates of each enterprise’s pilot production lines, the progress of automotive-grade validation, and the extent of engagement with leading clients, so as to identify the true industry leaders amid market divergence.

According to SMM forecasts, all-solid-state battery shipments will reach 13.5 GWh by 2028, while semi-solid-state battery shipments will reach 160 GWh. Global lithium-ion battery demand is projected to reach approximately 2,800 GWh by 2030, with the EV sector's lithium-ion battery demand showing a CAGR of around 11% from 2024 to 2030, ESS lithium-ion battery demand at a CAGR of about 27%, and consumer electronics lithium battery demand at a CAGR of roughly 10%. Global solid-state battery penetration is estimated at about 0.1% in 2025, with all-solid-state battery penetration expected to reach around 4% by 2030, and global solid-state battery penetration potentially approaching 10% by 2035.

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