Tianneng Reaches Cooperation With Four Enterprises

Guibao Science (Guibao Tech) announced on the SZSE interactive platform that its 50,000-ton/year silicon-carbon anode and adhesive project for lithium batteries is progressing smoothly. To date, the company has commissioned 3,000 tons of silicon-carbon anode, 10,000 tons of silicone adhesive, and 5,000 tons of polyurethane sealant capacity. For 2026, the plan includes adding another 17,000 tons of capacity, consisting of 7,000 tons of silicon-carbon anode, 5,000 tons of polyurethane sealant, and 5,000 tons of silicone adhesive. Remaining capacity will be released in phases to strengthen the company’s position in the lithium battery supply chain.

Ouyang Minggao pointed out that large-scale mass production of all-solid-state batteries will still require 3–5 years, with test vehicles expected to appear by the end of 2026. Sulphide electrolyte has fallen from 20 million/mt to the million-level range. However, he stressed that the technical difficulty is extremely high and advised consumers that they “need not wait,” as LFP batteries remain the “ballast stone” at present.

On March 16, news emerged that Samsung SDI has signed a contract with a US energy company for the supply of energy storage batteries. The contract value is 1.5 trillion Korean Won, approximately 6.915 billion RMB. The supply is planned to occur in phases from 2026 to 2029, spanning four years. The batteries will be produced at a factory in Indiana, USA, a joint venture between SDI and Stellantis. This factory was previously dedicated to producing power batteries with an original capacity of 30GWh. Subsequently, three-quarters of its production lines were converted to produce energy storage batteries, with a planned capacity of approximately 21GWh. Production is scheduled to commence by the end of 2026.