Yongtai Technology's 200,000-Ton Lithium Battery Electrolyte Project Lands In Jiangsu

On March 2, Canadian Solar Inc. released its investor relations activity record, stating that with energy storage business as a key focus area, CSI Solar's global energy storage shipments are expected to reach 14-17GWh in 2026. The company's equity-accounted US HJT cell factory Phase 1 2GW project is expected to commence trial production in March-April 2026. As projects evolve in the US market, customer requirements regarding supply chain qualifications and delivery capabilities are increasing, which is expected to contribute to profit enhancement.

On February 28, the Ministry of Industry and Information Technology officially released the list of enterprises (ninth batch) that meet the "Lithium-ion Battery Industry Standard Conditions," known as the Lithium Battery White List. A total of 36 enterprises are included in this batch. Among them, energy storage battery manufacturers include Ganfeng LiEnergy, Yichun Gotion, and Zhongqi Xinneng Qingdao. Other enterprises on the list are categorized into power batteries, cathode materials, anode materials, separators, and consumer batteries, among others.

On February 27, 2026, solid-state battery projects from Dejia Energy (Shanghai) Co., Ltd. and Shanghai Yuanchen Hangneng Technology Development Co., Ltd., both enterprises in the Lingang Blue Bay Park, were signed. Dejia Energy's Lingang project plans to construct a 3GWh solid-state battery production line in two phases, which will help upgrade Lingang from a traditional lithium battery manufacturing base to a highland for the industrialization of next-generation battery technologies. Shanghai Yuanchen Hangneng's project focuses on core solid-state electrolyte technologies and is dedicated to the research, development, and production of high-energy-density, high-safety all-solid-state lithium batteries. Equipment commissioning and production are expected to be completed by the end of 2026.