Perencanaan Kapasitas Produksi LFP di Pangkalan Yunnan Shandong Fengyuan Chemical

[Solid-State Battery Rumor Refuted: CATARC's Wang Fang Says No Compliance Determination Was Made on Solid-State Battery Enterprises] On September 4, 2026, Wang Fang, Chief Scientist at the China Automotive Technology and Research Center (CATARC), clarified recent rumors at the "2026 World Power Battery Conference": CATARC has not conducted any determination on solid-state battery enterprises, and the related rumors are "false information." Recently, there were market reports claiming that CATARC, based on the national standard GB/T 43568-2026 "Solid-State Batteries for Electric Vehicles – Part 1: Terminology and Classification," which took effect in July this year, conducted determinations on more than 320 enterprises involved in solid-state batteries, with only 9 ultimately passing all compliance items in full.

Foshan Plastics Technology disclosed on Sept 3 that its wholly-owned unit Gellec (Hebei Jinli) will invest about RMB 3.35bn in a 4 billion sqm/yr wet-process separator base in Shaoguan, Guangdong, and about RMB 3.81bn in a 4 billion sqm/yr coated separator project in Wu'an, Hebei. It also plans a private placement of up to RMB 4bn to fund the projects, with controlling shareholder Guangxin Group subscribing RMB 400mn-1bn, aiming to lift separator supply scale and cost competitiveness.

ProLogium announced on Sept 2 that its third-generation Gen 3.5 lithium ceramic battery has entered mass production at its gigawatt-scale plant in Taiwan, China, moving high-energy-density all-solid-state technology from pilot stage to scaled output. TÜV tests show its 185.4Ah large cell reaches 381 Wh/kg and 903 Wh/L, and UL Solutions testing under Chinese standard GB/T 43568-2026 confirms its all-solid-state classification. ProLogium has shipped over 2.4 million cells since 2013 and won 175+ repeat orders in automotive use; its next-gen Gen 4 battery requires only about 10% retrofit of existing lines, targeting AI data centers, EVs, maritime and aerospace.