[Solid-State Battery: Capchem Expected to Post a Preliminary Profit of 970 Million–1.03 Billion Yuan in H1, with Electrolyte Price Increases Contributing to Earnings]

【Tinci's 100-Tonne Lithium Sulfide and Solid-State Electrolyte Pilot Line Enters Trial Production in Q3】 Tinci Materials said its 100-tonne-per-year pilot production line for lithium sulfide and solid-state electrolytes has been completed and is scheduled to enter trial production in the third quarter of 2026. The company will subsequently provide integrated solid-state battery material solutions to downstream customers based on the pace of commercialization. In addition, its planned 35,000-tonne lithium hexafluorophosphate capacity expansion and technical upgrade line has been completed and will be gradually brought online based on market demand and orders.

Recently, Xenergy announced the completion of a Series B financing round exceeding $100 million, led by Puhua Capital. The funds will be used for the mass production and delivery of lithium-metal solid-state batteries, expansion of the R&D team, and the addition of a new 3GWh high-energy, high-safety solid-state battery mass production line, which is expected to be commissioned gradually from late 2026 to early 2027. Founded in 2020 and headquartered in Shenzhen, Xenergy focuses on the R&D and mass production of lithium-metal solid-state batteries. Its Hangzhou base has already put its first-phase 2GWh production line into operation, covering markets such as drones, eBikes, and electric motorcycles. The second-phase 8GWh facility is planned for eVTOL, embodied robots, and new energy vehicles. A 3GWh mass production base in Yongkang has also commenced construction. With combined capacity from commissioned, under-construction, and planned facilities exceeding 20GWh, the company's products achieve energy densities up to 480Wh/kg. Furthermore, from the rollout of its first batch of products to cumulative shipments exceeding 10 million cells, the Hangzhou base accomplished this in approximately seven months, marking the first publicly disclosed case of continuous mass production at the ten-million-unit level globally for the lithium-metal anode route.

On 21 August 2026, the State Administration for Market Regulation (SAMR) announced that China’s proposed international standard proposal, Application guide, test items and conditions for solid‑state batteries for secondary lithium‑ion batteries for electric vehicle propulsion, was successfully initiated at the International Electrotechnical Commission (IEC).