[Solid-State: Gotion Holding's 20,000-Ton Solid-State Battery Key Material Project Lands In Anhui]

On May 16, Tianli Lithium Energy disclosed that its high-nickel 9-series products, which are compatible with solid-state battery technology routes, have achieved mass shipments. These products possess strong industry competitiveness in aspects such as energy density, cycle stability, and solid-state interface compatibility. The company is actively cooperating with multiple customers to continuously deepen its business relationships.

2025 annual reports show that companies with captive phosphate rock (BATIAN, Chuanjinnuo, Xingfa) posted profit growth of 122%-158%, while those relying on purchased raw materials (LiuGuo Chemical lost RMB 456 million, Lubei Chemical profit fell 85%) struggled. The pattern of "who owns mines, owns profits" is entrenched.

This week (4.17–4.23), solid-state battery industrialization accelerated sharply. GreatPower struck two strategic deals and advanced a 2.8-billion-yuan project; PingAn and Jinghe Energy put all-solid-state pilot lines into operation with energy density over 400Wh/kg. Sinocera Materials launched an automated sulphide electrolyte line, while Gotion signed the world’s first 20,000-ton solid-state key material project. CATL also unveiled its Kirin condensed-state battery.