BYD is developing a sulfide all-solid-state battery with an energy density of 400 Wh/kg, achieving a driving range exceeding 1,000 km. It is expected to be installed in small batches by 2027 and achieve "solid-liquid parity" by 2030, with deployment in 40,000 vehicles.

The latest Renewable Energy 2025 report released by the International Energy Agency shows that, due to recent policy adjustments by the Trump administration, the agency has lowered its forecast for US renewable energy growth through 2030 by 50%.

(Yicai) Oct. 9 -- A research team led by Huang Xuejie, a professor at the Chinese Academy of Sciences' Institute of Physics, is developing the world's first technology to achieve "zero external pressure sulfide electrolyte all-solid-state lithium battery," which offers a solution for such batteries' interface challenges that hinder their mass production.

In September 2025, global lithium sulfide production increased domestically but decreased overseas, with China up 2.52% MoM while overseas production fell sharply by 12.99%. A strong rebound is expected in October, driven primarily by domestic capacity ramp-up. The industry faces both high growth and batch stability challenges.

SMM's monthly production data for various metals is released at the end of each month, aiming to uncover the true fundamentals for industry chain professionals and investors, and providing a clearer grasp of the future direction of the metals market.

In September 2025, China's solid-state battery sector reached a significant milestone. The MIIT initiated a mid-term review of a 6-billion-yuan special project, while eight government departments jointly issued a nonferrous metals stabilization plan to support core material R&D. Concurrently, ten solid-state battery standards completed review, and Tsinghua University developed a new-type fluorine-containing polyether electrolyte, marking continuous technological breakthroughs. Globally, enterprises such as Panasonic and Samsung SDI accelerated their layouts, and capital markets responded enthusiastically, with solid-state battery concept stocks averaging over 50% growth for the year. Driven by both policy support and technological breakthroughs, the industry is transitioning from laboratory R&D to mass production, with the penetration rate of all-solid-state batteries projected to reach 4% by 2030.

Golden Feather delivered the "Infinity" all-solid-state battery. The "Shanhai" series passed extreme tests such as gunshot impacts with no safety concerns, supports 12-minute fast charging, and will enter mass production in Q4 this year. The delivery value of the "Infinity" quasi-solid-state battery exceeded 10 million.