This week (March 13, 2026–March 19, 2026), multiple enterprises in the solid-state battery sector were active: Dali Times commenced construction of a 2 GWh specialized semi-solid-state battery base; EVE’s Longquan Phase III/IV all-solid-state batteries rolled off the line in Chengdu; Chery released its 600 Wh/kg Rhino all-solid-state battery technology; and Tailan New Energy sprinted toward August commissioning for its 3.5 GWh base. The industry was accelerating from the “technology validation stage” toward the “large-scale deployment stage.” Experts put forward recommendations on solid-state batteries.
Introduction: This week, solid-state battery material prices were mainly stable with a downward trend. Affected by factors such as geopolitics, prices of the raw materials sulfur and yellow phosphorus rose, driving up the price of P₂S₅.
I. Capacity Development: Intensive Project Rollout Across Multiple Regions, Advancing Specialised Scenarios and Large-Scale Capacity in Parallel
Dali Times Energy Commenced Construction of a 2 GWh Specialised Semi-Solid-State/Solid-State Lithium Battery Base
On March 11, the wide-temperature-range, high-C-rate specialised advanced lithium battery R&D and production site project of Dali Times Energy Co., Ltd. officially commenced construction in the Dali Economic and Technological Development Zone, as a key signed industrial investment promotion project of Yunnan Province for 2026. The project is expected to involve total investment of more than 1 billion yuan, cover an area of about 80 mu, and be built over a planned period of eight months. Upon completion and commissioning, it will deliver annual capacity of 2 GWh of specialised lithium batteries, with expected annual sales revenue of 1.5 billion yuan and the creation of more than 300 local jobs.
The project is primarily focused on breakthroughs in high-end specialised battery technologies, targeting semi-solid-state/solid-state lithium batteries with an ultra-wide operating temperature range from -70°C to 80°C and ultra-high C-rates with peaks of 200C to 300C. Its key strengths lie in adaptation to extreme environments and high-power discharge, with products mainly serving cutting-edge fields such as high-end manufacturing, specialised equipment, commercial aerospace, low-altitude aircraft, and polar, deep-space, and deep-sea equipment. The commencement of this project filled the gap in China’s capacity for solid-state batteries in specialised application scenarios, marking a critical step forward for China in power technologies for equipment operating in extreme environments.
Xiamen Xinneng Secured Land for 800 Million Yuan to Establish a Gel Solid-State Lithium Battery R&D and Production Site
On March 13, Xiamen Xinneng Power Technology Co., Ltd. successfully acquired 81.13 mu of industrial land in Jimei District, Xiamen, initiating the core industrialisation layout for gel solid-state lithium batteries. With total investment of 800 million yuan, the project will simultaneously build the enterprise headquarters, an R&D centre, and an experimental centre, focusing on the R&D and large-scale mass production of high-specific-energy gel solid-state lithium batteries, and forming an industrial layout integrating “R&D-pilot testing-system integration-headquarters coordination.”
Xinneng’s core product, the high-specific-energy gel solid-state lithium battery, has become one of the core energy solutions for fields such as industrial drones and humanoid robots by virtue of its unique technological barriers. It offers three key advantages: high safety, high specific energy, and wide-temperature operation, and can achieve efficient and stable discharge even under extreme conditions. Established in 2023, the company is the first high-tech enterprise in China to achieve large-scale mass production of new-type composite gel solid-state lithium batteries, and was selected in 2024 as one of Xiamen’s key enterprises in future industries.
Qianjiang Tailan New Energy Accelerated Construction of a 3.5 GWh All-Solid-State Battery Base, Expected to Commence Production in August
On March 13, the all-solid-state battery production site construction project of Tailan New Energy in Qianjiang, Hubei, was progressing steadily. As a key regional new energy project, construction officially started in October 2025. At present, the main structures including the comprehensive building, battery cell workshop, and formation workshop were all under orderly construction, and overall progress was in line with expectations. Civil works are expected to be completed and equipment moved in for installation in June 2026, with formal production and operation expected in August 2026.
The project is the first solid-state battery base deployed nationwide by Chongqing Tailan New Energy Co., Ltd., positioned as a large-scale all-solid-state battery manufacturing base. Its products are mainly applied in fields such as low-altitude aircraft, embodied AI, and EVs. After Phase I commences production, it will achieve annual output of 0.5 GWh of solid-state batteries and annual output value of up to 3 billion yuan, with total planned capacity reaching 3.5 GWh. Tailan New Energy has a globally leading oxy-poly composite technology route, and some products are expected to roll off the line by the end of 2026.
EVE Chengdu Base Achieved Roll-Off of Longquan No. 3/No. 4 All-Solid-State Batteries
On March 17, the roll-off ceremony for EVE’s Longquan No. 3 and Longquan No. 4 all-solid-state batteries, themed “Chip Breakthrough, Solid Future,” was held at the Chengdu base. The two new products are jointly advancing all-solid-state batteries toward higher safety and higher density:
Longquan No. 3: Designed primarily for the consumer electronics field, it can operate under low-pressure environments below 2 MPa and offers the advantage of high volumetric energy density
Longquan No. 4: Focused on the power application field, it has a capacity of 60 Ah and can cycle stably under pressure of ≤5 MPa, preliminarily demonstrating practical potential for commercialisation
Phase I of the Chengdu base was completed in December 2025 and has 60 Ah battery manufacturing capability; Phase II is expected to reach full production in December 2026, achieving annual capacity of 100 MWh. After full commissioning, annual capacity will be nearly 500,000 battery cells, establishing a complete small-batch mass-production system for solid-state batteries. Last year, the Chengdu mass-production base of EVE’s Solid-State Battery Research Institute had already completed construction of manufacturing capability for 10-60 Ah all-solid-state batteries, preliminarily established the solid-state battery production process, and released the “Longquan No. 2” all-solid-state battery. II. Products and Technology: Chery Unveiled the 600 Wh/kg Rhino All-Solid-State Battery, and Deren Achieved Continuous Pilot Trial Production
Chery Unveiled Rhino All-Solid-State Battery Technology, Targeting 600 Wh/kg+ and Vehicle Validation in 2027
On the evening of March 18, the 2026 Chery Automobile Battery Night was grandly held in Wuhu, Anhui, where Rhino all-solid-state battery technology was officially unveiled. Yin Tongyue, Chairman of Chery Automobile Co., Ltd., said that Chery’s effort to lay the “battery foundation” was not only about equipping vehicles with a more powerful green “heart,” but also about addressing the green “blood” and “genes” issues across the entire industry chain.
Chery has established a full-process R&D platform for all-solid-state batteries, covering material design, system R&D, process innovation, and battery cell product iteration. It has currently completed the development and trial production of 60 Ah, 400 Wh/kg all-solid-state battery cells, and is moving toward an ultra-high energy density of 600 Wh/kg. After subsequent commercialisation, the driving range of equipped car models is expected to exceed 1,500 km. Within two years, Chery’s dedicated solid-state battery team will exceed 1,200 people, with more than 90% holding master’s or doctoral degrees, and cumulative dedicated R&D funding will exceed 10 billion yuan.
In terms of vehicle integration planning, Chery is making every effort to achieve on-vehicle validation of all-solid-state batteries in 2027: the all-solid-state battery will first be installed in the Exeed ES8, with on-vehicle testing to be completed within one year; the solid-liquid hybrid battery for the Exeed EX7 model will be officially installed in vehicles in Q4 2026.
Deren’s Solid-State Batteries Have Achieved Continuous Pilot Trial Production, and the Company Is Actively Advancing Pilot Line Construction
On March 17, Deren said in response to investor survey questions that its solid-state batteries have currently achieved continuous trial production and demonstrated strong consistency during the process. On the process side, the company has mastered the process window for solid-state battery material systems and can carry out customised solution development based on different client requirements to match the needs of different application scenarios. The company is currently actively advancing pilot line construction, which is expected to be completed and installed in H1 this year.
Qingdao Zhongkeyuanben’s Sulphide All-Solid-State Battery Project Passed Scientific and Technological Achievement Evaluation
On March 15, the “Key Technology Breakthroughs for Vehicle-Mounted Sulphide All-Solid-State Batteries” project developed by Qingdao Zhongkeyuanben successfully passed the scientific and technological achievement evaluation organised by the China Petroleum and Chemical Industry Federation in Qingdao. The company is striving to launch on-vehicle validation in Q4 2026 and achieve large-scale capacity release in 2027, taking the lead in promoting the market application of sulphide all-solid-state batteries.
Great Wall Motor’s Wei Jianjun: At Least Five More Years Needed Before Solid-State Batteries Can Be Installed in Vehicles, with Focus on the Sulphide Route
On March 18, Great Wall Motor Chairman Wei Jianjun said via video that it would take at least another five years before solid-state batteries could truly be applied in vehicles. Great Wall Motor is still conducting rigorous technical validation of the technology and has not yet entered the stage of preparing for mass production. He emphasised that, as a frontier technology, the commercialisation of solid-state batteries still faces many engineering challenges and technical bottlenecks, and the industry should avoid excessive hype and mythologising. Great Wall Motor is focusing on the sulphide technology route in the solid-state battery field. It already has kg-scale solid electrolyte preparation capability and has successfully developed a 20 Ah battery sample.
Academician Ouyang Minggao: Large-Scale Mass Production of All-Solid-State Batteries Still Requires 3–5 Years, and China’s Patent Count Ranked First Globally in 2025
On March 13, 2026, at the 2026 Expert Media Exchange Conference of the China EV100 Research Institute and the media briefing for the High-Level Forum on Intelligent EV Development, Ouyang Minggao, academician of the Chinese Academy of Sciences and professor at Tsinghua University, systematically elaborated on his latest views on the industrialisation of solid-state batteries. Large-scale mass production of all-solid-state batteries still requires 3–5 years, and test vehicles will appear by the end of 2026. China’s patent count has already risen to first place globally, and the cost of the core material, sulphide electrolyte, has fallen from 20 million yuan/mt to the million-yuan level. However, he stressed that the technology is extremely difficult and advised consumers “not to wait.” At present, LFP battery remains the “ballast stone” and is “one of the best gifts God has given the Chinese people.” Industry consensus holds that 2026 is the starting point for semi-solid-state battery installation in vehicles, while commercial use of all-solid-state batteries is expected after 2030.
III. Strategic Cooperation and Scenario Expansion: Tianneng Joined Hands with Four Enterprises, Focusing on Drone and Robot Scenarios
Tianneng Reached Strategic Cooperation with Four Enterprises to Complete the Solid-State Battery Application Scenario Landscape
On March 12, Tianneng Battery Group Co., Ltd. officially entered into strategic cooperation with Starlog Intelligence Technology (Suzhou) Co., Ltd., Hangzhou Kaige New Energy Technology Co., Ltd., Zhejiang Tianhong Lithium Battery Co., Ltd., and Zhejiang Qiyuan Robotics Co., Ltd. All parties will use solid-state batteries as the technological foundation and carry out in-depth cooperation around emerging application scenarios such as drones and robots, spanning product application to data closed loops, to jointly promote solid-state batteries from the laboratory into real-world scenarios.
According to the agreement, Tianneng will leverage its accumulated strengths in battery cell R&D and manufacturing to provide mature semi-solid-state battery solutions; the partners will contribute their understanding of application scenarios and operational data feedback based on their own deep engagement in these scenarios. This two-way synergy of “scenario definition + technology drive” is expected to accelerate battery performance iteration in real environments.
At present, Tianneng has already achieved phased breakthroughs in the solid-state battery field: its products passed the first batch of performance tests by the Ministry of Industry and Information Technology, completed pilot-scale deployment, and now have large-scale mass production capability for semi-solid-state batteries; its high-energy-density battery cells have achieved engineering breakthroughs, and product series such as “Panshi,” “Xingchen,” and “Maidong” have already been applied in high-end electric motorcycles, drones, embodied AI, and other fields. IV. Materials and R&D: Multiple Publicly Listed Firms Disclosed Progress in Solid-State Battery Materials
Wanion Advanced Materials Began Construction of a Pilot Lithium Sulphide Production Line, Expected to Be Completed by End-June
On March 18, Wanion Advanced Materials (002643.SZ) said on the investor interaction platform that the laboratory-scale development of lithium sulphide, a solid-state battery material, had been completed. The material is a key upstream material for solid-state battery electrolytes. Construction of the pilot production line has now begun, with completion targeted around end-June.
Zhenhua New Material's 200-mt Pilot Solid Electrolyte Line Was Expected to Be Completed in 2026
On March 17, Zhenhua New Material said in response to a question on the investor interaction platform that its 200-mt pilot solid electrolyte line was expected to be completed in 2026, although the specific timeline would be affected by technology validation and client demand.
DFD Laid Out Polymer/Gel Solid-State Battery Systems and Had Vehicle-Installation Production Capability
On March 18, DFD (002407.SZ) said on the investor interaction platform that it had laid out polymer/gel solid-state battery systems and developed a new-type fluorinated polymer electrolyte suitable for solid-state batteries. Leveraging the company's existing battery production lines, it had production capability for vehicle installation.
Jihui Chuangzhi Completed an Angel Round Financing of Nearly RMB10 Million, Accelerating R&D on Sulphide Solid Electrolytes
On March 17, Jihui Chuangzhi completed an angel round financing of nearly 10 million yuan, led by the Keda Silicon Valley Guidance Fund (Anhui) Partnership, with participation from the Hefei Seed Fund Partnership and the Hefei CAS Yixing Venture Capital Partnership. As the funds were gradually delivered, the company had completed construction of a full-fledged R&D center and detection center, and had acquired capabilities for laboratory-scale testing of sulphide solid electrolyte materials, electrolyte membrane preparation, and the production of all-solid-state pouch batteries and lithium metal batteries.
Zhenhua Technology Actively Advanced R&D on Solid-State Battery Products
On March 18, Zhenhua Technology (000733.SZ) said on the investor interaction platform that its subsidiary, Dongguan Zhenhua New Energy Technology Co., Ltd., was actively advancing R&D on solid-state battery products.
V. Weekly Summary: Industrialisation Entered a "Phase of Intensive Breakthroughs", and Scenario-Defined Technology Became a New ConsensusThis week, the solid-state battery industry exhibited three major characteristics:
First, capacity buildout advanced on multiple fronts, with specialty applications and scaled capacity progressing in parallel. Dali Times focused on specialty batteries for extreme environments, filling a gap in China’s capacity; Tailan New Energy’s 3.5 Gwh base sprinted toward commissioning in August, making Qianjiang a major solid-state battery hub in Central China; EVE’s Chengdu base established a small-batch mass-production system. The industry was accelerating from the “technology validation stage” toward the “scaled deployment stage.”
Second, automakers made a full-scale push, with Chery taking the lead through an investment of “1,000 people and 10 billion yuan.” Chery released a 600 Wh/kg target plus a 2027 vehicle integration validation timetable, demonstrating the determination of leading automakers in the solid-state battery field. At the same time, Great Wall Motor’s Wei Jianjun voiced a cautious view that “at least five more years are needed,” reminding the industry to avoid excessive hype. This pattern of “aggressiveness and prudence coexisting” precisely showed that solid-state battery industrialisation was still in the stage of diversified exploration of technical routes.
Third, emerging scenarios such as robots and drones became “testing grounds” for the commercialisation of solid-state batteries. Tianneng Co., Ltd. joined hands with four enterprises, Xinneng Digital’s gel solid-state batteries targeted industrial drones, and EVE’s Longquan series was aimed at humanoid robots; “scenario-defined technology” was becoming a new industry consensus.
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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