[Solid-State: De'er Shares Completes Construction Of Solid-State Battery PACK Pilot Line]

[Solid-state battery: Guxin Energy completes hundred-million-yuan level financing, strategic upgrade anchors on embodied AI, low-altitude economy, and commercial aerospace] On August 11, 2026, Guxin Energy announced the completion of hundred-million-yuan level financing. This round of financing was led by Toukong Donghai, with participation from Jianyuan Fund, and Lanqiao Capital acted as long-term financial advisor for the subsequent phase. The closing of the financing marks Guxin Energy's official upgrade from a specialty high-end battery supplier to a core energy infrastructure service provider in the embodied AI, low-altitude economy, and commercial aerospace tracks. Its core manufacturing team comes from China's top-tier new energy vehicle OEMs; meanwhile, as an important commercialisation unit for scientific research achievements of the Institute of Physics, Chinese Academy of Sciences, it forms a dual-driven advantage of 'industrialisation implementation + cutting-edge technology R&D'. Mass production capability: Guxin Energy positions itself as a top-tier player in the mass production of solid-liquid hybrid lithium batteries, and has established high-end battery manufacturing bases in Liyang, Jiangsu and Ji'an, Jiangxi.

[Solid-State Batteries: China Electronics Standardization Institute, JD.com, and Sunwoda Sign Agreement to Establish a Joint Laboratory for Robot Batteries] On August 7, 2026, the China Electronics Standardization Institute, JD.com, and Sunwoda signed a tripartite cooperation agreement in Beijing to establish a joint laboratory for robot batteries. The three parties will focus on standard development, product development, testing and verification, and typical applications for robot batteries. The China Electronics Standardization Institute led the drafting of China’s only existing robotic battery standard to date; JD.com leverages its logistics scenarios to provide large-scale application and iterative real-world testing; and Sunwoda will be responsible for customized battery cell development and mass production. The laboratory will target high-frequency fast charging and high C-rate discharge scenarios for warehouse logistics AGVs, humanoid robots, and other applications, conducting R&D on specialized power batteries. Following the signing ceremony, a discussion meeting on two robotic battery standards was held, attended by over 60 experts.

[SMM Analysis: WELION IPO Process Valued at 20 Billion – How Are Solid-State Battery Enterprises Racing to the Capital Market in 2026?] In August 2026, WELION New Energy was valued at 20 billion yuan. In 2026, solid-state batteries became a capital hotspot, with WELION New Energy (valued at 20 billion yuan), Qingtao Energy (27.9 billion yuan), ProLogium Technology ($3.8 billion), and others collectively sprinting toward IPOs, vying for the “first stock.” Meanwhile, the market capitalizations of globally listed enterprises diverged significantly (QS at about $3.3 billion, SLDP at only $465 million). A gap remains between technological breakthroughs and commercialization—Qingtao’s gross margin fell to -111.6%, and the industry urgently needs to overcome cost and process bottlenecks. The real decisive battle may come after 2030.