Tianneng Semi‑solid battery 314Ah cells take the lead in energy storage – 2026 H1 Listed Company Performance Review (2)

On August 27, 2026, the semi‑solid (solid‑liquid hybrid) 314Ah cells jointly developed by Tianneng Battery and Weilan New Energy achieved scaled batch delivery, marking the first application in grid‑side energy storage. During the same period, the company launched high‑end electric motorcycle hybrid solid‑liquid batteries (72V50Ah, 72V100Ah), and its 300Wh/kg hybrid solid‑liquid cells have entered small‑batch delivery for robotics applications. The lithium battery business generated revenue of RMB 899 million in the first half of the year, up 66.52% year‑on‑year. These moves signal that this veteran lead‑acid battery giant is accelerating its entry into new tracks—energy storage, low‑altitude economy, and embodied intelligence—using solid‑state battery technology as its new foundation.

Preface
On August 27, 2026, the semi‑solid (solid‑liquid hybrid) 314Ah cells jointly developed by Tianneng Battery and Weilan New Energy achieved scaled batch delivery, marking the first application in grid‑side energy storage. During the same period, the company launched high‑end electric motorcycle hybrid solid‑liquid batteries (72V50Ah, 72V100Ah), and its 300Wh/kg hybrid solid‑liquid cells have entered small‑batch delivery for robotics applications. The lithium battery business generated revenue of RMB 899 million in the first half of the year, up 66.52% year‑on‑year. These moves signal that this veteran lead‑acid battery giant is accelerating its entry into new tracks—energy storage, low‑altitude economy, and embodied intelligence—using solid‑state battery technology as its new foundation.

Note: Tianneng still uses the term "semi‑solid battery" in some contexts, but the industry now generally prefers "solid‑liquid battery" or "solid‑liquid hybrid battery".

I. Technology Roadmap
Tianneng adopts a dual‑track strategy: "solid‑liquid hybrid semi‑solid first, sulfide all‑solid‑state as a reserve" .

Current main track: solid‑liquid hybrid semi‑solid (solid‑liquid) batteries. The company has independently developed an organic‑inorganic composite electrolyte system, which has now been validated at the engineering level.

Long‑term reserve: sulfide all‑solid‑state batteries. Tianneng has been actively building a patent portfolio around sulfide electrolytes, covering key areas such as electrolyte membrane fabrication, silicon‑carbon anode modification, and lithium metal anode interface optimization.

Key breakthrough: The products have passed the first‑round performance tests by China's Ministry of Industry and Information Technology, and the company has completed pilot‑scale production and achieved mass‑production capability for semi‑solid (solid‑liquid) batteries.

II. Battery Product Portfolio
Tianneng has built a solid‑state battery product matrix covering multiple scenarios, including energy storage, two‑wheelers, drones, and robotics:

In the energy storage sector, the company has established a full closed loop covering "core R&D – scaled production – system integration." Its NEXTRA 5MWh liquid‑cooled energy storage system, powered by 314Ah semi‑solid (solid‑liquid) cells, has already been unveiled.

III. Planned Production Capacity
Tianneng's solid‑state battery capacity expansion follows a phased approach of "pilot + mass production":

Pilot capacity: 200MWh pilot line already in place, capable of stable process validation and small‑batch deliveries.

Mass production capacity: Ready with 6GWh of semi‑solid (solid‑liquid) production line capacity, with commercial production scheduled for 2026.

IV. Company Profile and Patents

4.1 Company Profile
Tianneng Battery Group Co., Ltd. (688819.SH) was established in 2003 and listed on the Shanghai Stock Exchange in 2021. In 2025, the company achieved operating revenue of RMB 45.792 billion and net profit attributable to shareholders of RMB 1.591 billion, with lead‑acid batteries contributing over 90% of revenue. It ranks first among domestic battery companies in both revenue and net profit, and is ranked 10th among the Global New Energy Enterprise Top 500. The group, founded in 1986, has two listed entities (Tianneng Power and Tianneng Battery) and operates 21 production bases worldwide.

4.2 Patents
Tianneng has built a comprehensive patent portfolio covering materials to cells in the solid‑state battery field, with over 8,000 national patents granted. Recent key patents include:
A silicon‑carbon anode material for all‑solid‑state batteries and its preparation method and application    Secondary coating of silicon‑carbon anode to isolate sulfide side reactions    Granted
A sulfide electrolyte membrane containing polyethylene wax and its preparation method    Optimization of sulfide electrolyte film formation process    Published
A patent related to polyphosphazene‑coated electrolyte    Surface modification of sulfide electrolytes    Published
A metal‑organic framework precursor, solid‑state lithium metal battery anode and its preparation method    Lithium metal anode interface optimization    Published
A mixed ionic conductor layer for lithium metal anodes, its preparation method, and all‑solid‑state battery    Interface engineering for sulfide all‑solid‑state batteries    Granted
A patent related to sulfide binders    Binder synergy system to promote ionic conduction    Published
V. Financing and Partnerships

5.1 Strategic Cooperation

Weilan New Energy: Joint development of semi‑solid (solid‑liquid) 314Ah cells, now in scaled batch delivery.

Ronbay Technology: Strengthening industrial chain collaboration to promote solid‑state battery industrialization.

Star Logic, Qiyuan Robot, Tianhong Lithium, Kaige New Energy: In March 2026, strategic cooperation agreements were signed to collaborate on drone and robotics applications using solid‑state battery technology as the foundation.

Zhejiang University & Fudan University: Joint industry‑academia‑research platforms established; relevant projects have been selected for "Zhejiang Province 2025 Future Industry Pilot Zone Breakthrough Task List."

ZTE: Continued deepening of strategic cooperation.

5.2 Financing Updates
The company has applied to register and issue corporate bonds of up to RMB 2 billion to further broaden its financing channels.

VI. Company Milestones

August 2026: Scaled batch delivery of semi‑solid (solid‑liquid) 314Ah cells (in cooperation with Weilan), first deployed in grid‑side energy storage; lithium battery business H1 revenue reached RMB 899 million (+66.52% YoY).

July 2026: Hybrid solid‑liquid batteries achieved small‑batch delivery to drone customers.

June 2026: Indonesia base put into operation; solid‑state cells (350Wh/kg) supplied to the local high‑end electric motorcycle market; filed a patent for sulfide electrolyte membrane.

May 2026: Debuted at CIBF2026, showcasing a synergistic technology system covering lead, lithium, hydrogen, sodium, and solid‑state batteries.

April 2026: Received dual "NEWi Solid‑State Battery Pioneer Award" honors; obtained patent authorization for all‑solid‑state silicon‑carbon anode material.

March 2026: Launched over 10 new products, with four new models added to the "Panshi" series semi‑solid (solid‑liquid) batteries; signed strategic agreements with Star Logic and three other companies.

2025: Developed two prototype products with energy densities of 300Wh/kg and 400Wh/kg respectively; achieved production capability for 6GWh semi‑solid (solid‑liquid) lines.

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**Note:** For further details or inquiries regarding solid-state battery development, please contact:
Phone: 021-20707860 (or WeChat: 13585549799)
Contact: Chaoxing Yang. Thank you!