GAC Affiliate Targets GWh-Scale Production of Solid-State Batteries by End-2026

【Phosphorus Chemicals: Wengfu Raises Wet-Process 85% Phosphoric Acid Price by RMB 500 to RMB 12,100/ton】 On June 15, 2026, according to SMM, Wengfu increased its ex-factory price for wet-process 85% phosphoric acid by RMB 500 to RMB 12,100/ton. Driven by sharp fluctuations in sulfur prices, this hike is intended to ease tight supply pressures and curb downstream demand. A total of 800,000 tonnes of capacity at the Dazhou and Shanghang bases remain offline. Outlook: Significant geopolitical influences are expected to keep prices volatile in the short term. The rise in phosphoric acid prices further pushes up production costs for iron phosphate and lithium iron phosphate (LFP).

Dongfeng’s new-generation solid-state battery (oxide-polymer composite) to start mass production in 2H 2026; demo vehicles logged >3.2 million km safely. Dongchi Energy’s semi-solid device shipped to Djibouti (offshore oil platform application). Aviation solid-state battery energy density exceeds 480Wh/kg, boosting eVTOL range by 65%+. Sun Xueliang’s team achieved low-cost Li₂S (cutting sulfide electrolyte cost by >86%) and Li-Te battery with 13,000+ cycles.

On June 9, GEM disclosed that it has signed a cooperation agreement to jointly establish a joint laboratory for solid-state battery cathode materials and to conduct collaborative research on key technologies for the industrialization of solid-state lithium battery cathode materials. GEM plans to invest a total of 30 million yuan into the joint laboratory over five years. Of this amount, 20 million yuan will be used for the construction and operation of the joint laboratory, while the remaining 10 million yuan will be allocated for the pilot-scale conversion of laboratory technologies once they mature. The funds for the joint laboratory will be managed under a separate account at Ningbo Eastern University of Technology, earmarked exclusively for research and development activities within the joint laboratory.