[Baterai Solid-State: Del Corporation Membangun Lini Produksi Percontohan Paket Baterai Solid-State]

[SMM Solid-State Battery Weekly Analysis: All-Solid-State Battery 100 mt-Level Production Lines Concentratedly Commissioned; 2027 Demonstration Vehicle Installations Become Industry Consensus] In the third week of July 2026 (July 10–16, 2026), the solid-state battery industry reached a critical turning point — at the sulphide material end, 100 mt-level production lines will be concentratedly put into operation in Q3, moving the industry from "kg-level transactions" to "mt-level transactions"; at the battery cell end, Zhongke Yuanben (342 Wh/kg), Farasis Energy (500 Wh/kg) and others intensively released new products; at the project end, Changzhou's 550 million yuan final assembly base was signed and Chery's 10 billion yuan R&D centre was established; at the capital end, FAW signed entire industry chain agreements with 10 entities, and Heyuan Lithium Creation completed hundreds of millions of yuan in Series A financing; outside China, Factorial and WeLion respectively expanded into the drone and Eastern Europe energy storage markets. The inaugural year of all-solid-state battery industrialisation verification begins, and 2027 demonstration vehicle installations have already become an industry consensus.

[SMM Analysis: Analisis Mendalam Panorama Teknologi Prelitiasi Anoda dan Kemajuan Industrialisasinya] Prelitiasi anoda adalah teknologi kunci yang menambahkan litium aktif ke dalam anoda berbasis silikon untuk mengompensasi kehilangan kapasitas ireversibel selama siklus pengisian-pengosongan awal, bertujuan mengatasi hambatan industrialisasi berupa efisiensi Coulomb awal yang rendah dan stabilitas siklus yang buruk pada anoda berbasis silikon.

[Baterai Solid-state: Lini Produksi Ratusan Ton Mulai Komisioning Terpusat di Q3, Pasar Sulfida Menghadapi Titik Belok “Skala Ton” untuk Peningkatan Volume di Semester II] Berita 14 Juli 2026. Pada semester pertama 2026, rantai industri baterai solid-state sulfida terutama berfokus pada "pembangunan lini, komisioning, dan pengambilan sampel", dengan volume pengadaan aktual yang minimal—hanya 37 ton litium sulfida dan 49 ton elektrolit sulfida. Memasuki semester kedua, dengan banyak perusahaan memulai komisioning terpusat lini produksi tingkat ratusan ton ke atas di Q3–Q4, industri akan beralih dari "transaksi tingkat kilogram" ke "transaksi tingkat ton", seiring pasar sulfida mengalami peningkatan volume yang signifikan untuk menyelaraskan dengan periode integrasi kendaraan baterai solid-state pada tahun 2027.