On September 12, 2025, the National Development and Reform Commission (NDRC) and the National Energy Administration issued a notice on the "Action Plan for Large-Scale Construction of New-Type Energy Storage (2025–2027)," explicitly listing solid-state batteries as a key technology for development and promoting their large-scale growth through technological breakthroughs, demonstration applications, and standard establishment. The policy aims to achieve large-scale application of semi-solid-state batteries and finalize the technology for all-solid-state batteries by 2027, helping to boost new-type ESS installations to over 180 million kW and drive direct investment of approximately 250 billion yuan.

[NCM sulfide electrolyte/Ag@C] NCM, sulfide electrolyte, and Ag@C respectively represent the positive electrode material, electrolyte, and negative electrode structure in solid-state batteries. Their combination is one of the core directions in the current research and development of high-energy-density batteries.

In August, the sodium-ion battery industry exhibited varying development trends across different segments of the industry chain. While some areas experienced production fluctuations, the market landscape continued to evolve, with companies actively preparing for H2 growth.

On August 31, 2025, Anhui Future Era's annual 10GWh semi-solid-state battery project commenced construction in Jinzhai, with a total investment of 2 billion yuan. The products will primarily be applied in small power, ESS, and low-altitude economy sectors.

On August 29, 2025, at the Chengdu International Auto Show, SAIC MG's all-new MG4 "Semi-Solid-State Safety Edition" debuted with a shocking limited-time subsidized price of 99,800 yuan, becoming the world's first mass-produced car model to bring semi-solid-state battery technology below the 100,000-yuan threshold.

On August 30, 2025, the first management committee meeting of the Huazhong University of Science and Technology-Dongfeng Motor Joint Research Institute was successfully held, with the official signing of the first six scientific research projects. This marks the substantive phase of cooperation between the two parties in cutting-edge fields such as solid-state batteries and lightweight technologies. The solid-state battery development plan is expected to adopt semi-solid-state as a transitional phase, with full solid-state as the ultimate goal, encompassing multiple generations of products including 350Wh/kg and 500Wh/kg models, demonstrating Dongfeng Motor's technological ambitions in the solid-state battery sector.

The lithium carbonate market continued its downward trend this week, with spot prices fluctuating downward overall.

Recycling Industry Events This Week (August. 18-22)

[SMM Analysis] From August 22 to 26, 2025, the U.S. Internal Revenue Service (IRS) issued clarifications via NPR, CNBC and other outlets announcing new adjustments to the soon-expiring electric-vehicle (EV) tax credit—worth up to $7,500. Consumers who enter into a legally binding purchase contract with a dealer and make any form of down payment or trade-in by September 30, 2025 (inclusive) will lock in the federal EV tax credit; the actual delivery date after that will no longer affect eligibility.