News

① Policy: China's first national standard for vehicle solid-state batteries (GB/T43568-2026) took effect, paired with a consumption tax exemption; ② Materials: multiple hundred-ton-level sulfide production lines commenced commissioning in Q3, with a leading EV manufacturer completing a 1‑ton electrolyte tender (awarded below RMB 2 million/ton), signaling the industry's shift to "ton‑level transactions"; ③ Products ：SVOLT Energy's hybrid solid-liquid batteries entered volume production in Q3,

[Solid-State Battery: Shandong Chuanglu Advanced Battery Technology’s Full Range of Solid-State Electrolytes and Lithium-Rich Manganese-Based Cathode Materials Complete Pilot-Scale Verification] July 30, 2026, information from Chuanglu’s official account. The full range of solid-state electrolytes and lithium-rich manganese-based cathode materials of Shandong Chuanglu Advanced Battery Technology Co., Ltd. have completed pilot-scale verification, with batch stability and mass production processes fully meeting standards. Among them, the production line with an annual capacity of 150 mt of solid-state electrolyte has been installed and commissioned, and the kt-scale cathode material production line has entered the trial production stage. The core products are about to officially enter the stage of large-scale industrialisation, providing stable and reliable bulk supply and customized material solutions for downstream diverse scenarios such as 3C digital products, construction machinery, power batteries, and all-solid-state batteries, and facilitating the commercialisation of all-solid-state batteries. Chuanglu’s solid-state electrolyte routes: sulphide and oxide routes.

Jiuwu Hi‑Tech’s LATP Solid Electrolyte Passes 4.62V Overcharge Test; Ceramic‑Membrane Leader Advances Dual‑Track Solid‑State Battery Strategy

[SMM Analysis: Warm Isostatic Pressing Material Misalignment: The "Achilles' Heel" of Sulfide Solid-State Battery Mass Production] Warm isostatic pressing is the core process for solid–solid interface densification in sulfide all-solid-state batteries. However, the substantial differences in compressive modulus and plastic deformation among cathode and anode active materials, solid-state electrolyte, and copper and aluminum current collectors cause non-uniform creep and interlayer slip within the multi-layer structure under 600 MPa isotropic high pressure. This is tolerable in small laboratory cells, but when scaling up to large-capacity automotive-grade cells, the yield crashes. The solution priorities are clear: material modification (addressing the root cause) > process optimization (providing relief) > equipment upgrade (limited symptom treatment with a clear ceiling). The hardware gap for China's warm isostatic pressing equipment continues to narrow, but shortcomings remain in process databases and turnkey solutions. The industry is now in a window period for pilot-scale equipment procurement, and China's iteration pace is faster than that outside China. The long-term success of equipment suppliers depends on turnkey line solutions and partnerships with leading clients, while standalone machine performance is merely the entry barrier. Constrained by the material misalignment bottleneck, achieving full-scale solid-state battery integration at the million-unit level before 2030 is extremely difficult, with only small-batch demonstrations in high-end car models likely to appear from 2027 to 2029.

On July 29, the solid-state battery concept rose intraday, with Jinlongyu hitting the daily limit and Lingpai Technology gaining over 10%. According to the news, on July 21, 2026, Gotion Holding Group's 20,000-ton/year solid-state battery key material project was officially launched in Anqing, Anhui. It is the industry's first 10,000-ton-class high-purity lithium sulfide mass-production line, with pilot construction slated for completion by end-2026 and full mass production in 2027.

[SMM Analysis: Highly Likely False Rumor: The Official Launch of a Major Manufacturer's Solid-State Battery] July 27, 2026, recently, the online rumor claiming that "BYD's solid-state battery has officially launched, with an energy density of 480 Wh/kg, and will debut in the facelifted Denza N7" is untrue. Please refer to the official announcement for updates on BYD's solid-state battery business.

Qichacha shows that recently, Jiangsu Yili Technology Co., Ltd. (referred to as Yili Technology) completed a Series A financing round, with investors including Zhejiang Chuangwei Emerging Industry Venture Capital Partnership (Limited Partnership), Yixing Environmental Science Park Industrial Development Equity Investment Partnership (Limited Partnership), and Yuanhang Precision (920914). At the same time, Yili Technology’s registered capital increased from 5.3001 million yuan to 7.2082 million yuan, an increase of approximately 36%.

Recently, the 3GWh solid-state battery pack intelligent manufacturing and electric heavy-duty truck logistics industrial park project, jointly invested by Beijing Weilan New Energy Technology Co., Ltd., Guangdong Xinghan Energy Technology Co., Ltd., and Shaanxi Jianshengtai Investment Co., Ltd., has commenced construction at the Xifeng Industrial Park in Qingyang City, Gansu Province. The project covers approximately 50 mu of land with an investment of 600 million yuan. It adopts the world's leading intelligent manufacturing technology for solid-state battery packs and plans to produce 3GWh of solid-state battery packs annually.

[Solid-State Battery: Huashang Zhongke Successfully Completes Pilot Trial of 99.95% High-Purity Lithium Sulphide; Multiple Enterprises in Shandong Deploy Lithium Sulphide] On July 22, 2026, information from Huashang Zhongke’s official account. Qingdao Huashang Zhongke New Energy Technology Co., Ltd. announced that its pilot-produced lithium sulphide was tested by the National Power Battery Innovation Center of the Guolian Automotive Power Battery Research Institute (with CMA/CNAS qualifications), and the product purity reached 99.95%. Relying on technology from the Chinese Academy of Sciences, the company overcame barriers such as anhydrous and oxygen-free sealed synthesis and multi-stage deep purification, and has completed construction of a pilot R&D production line with an annual capacity of 60 mt of sulphide solid-state electrolyte. Huashang Zhongke is a participating drafting unit of the national standard for solid-state batteries. Enterprises in Shandong that have deployed lithium sulphide include Ruifu, Taihe, Dayao, Wanrun Co., Ltd., Yifeng New Material, Zhongke Yuanben, etc.

[SMM Analysis: Phosphate Ore Import and Export Half-Year Review, 2026 H1 China's Phosphate Ore Imports Surge to One Million Tons, Exports Triple] In H1 2026 (from January to June), China's phosphate ore imports reached 998,200 tons, up 29.66% YoY; exports stood at 133,900 tons, up 225.91% YoY; net imports were 864,300 tons.

According to a July 21 local time report by Nikkei Asia and global battery value chain analysis, Sumitomo Chemical plans to shift to full-scale mass production of halide-based solid electrolyte materials from fiscal 2028. The materials were developed through joint research with Kyoto University and Tottori University.

Expert Views Clash as Hybrid Solid‑Liquid Battery Mass Production Kicks Off in 2026, While All‑Solid‑State Still Builds Momentum

[SMM Analysis: Expert Opinions Clash – Semi-Solid-State Battery Mass Production Year Begins, All-Solid-State Still Building Momentum] 2026 is widely regarded by the industry as the "mass production year" for semi-solid-state batteries. However, expert opinions on the industrial positioning and time pace of semi-solid-state and all-solid-state batteries are markedly divided. SVOLT Energy Technology Chairman Yang Hongxin and Huang Xuejie from the Institute of Physics, Chinese Academy of Sciences, among others, lean toward the view that "semi-solid-state will be the long-term mainstream," while CATL Chairman Zeng Yuqun and Gotion High-tech Chief Scientist Zhu Xingbao remain cautiously optimistic about all-solid-state batteries from the perspectives of technological maturity and cost.

[Solid-State Battery: China–Kazakhstan Perovskite PV and All-Solid-State Energy Storage Research Center Unveiled in Ordos] On July 6, 2026, the China–Kazakhstan Perovskite PV and All-Solid-State Energy Storage Research Center was officially inaugurated at the Ordos New Energy Research Institute. Jointly established by Beihang University, Nazarbayev University of Kazakhstan, and the Ordos New Energy Research Institute, the center will leverage Ordos’ industrial resources and Beihang’s research strengths to promote joint research and technology transfer in perovskite PV and all-solid-state energy storage, building an innovation platform for China–Kazakhstan new energy cooperation. SMM believes that the deployment of large-scale all-solid-state energy storage projects is still more than five years away.