This week (December 12-18, 2025), industry dynamics indicated that solid-state batteries had moved beyond the long-term conceptual incubation phase and were entering an industrialization tipping point, driven by the dual engines of "mass production validation of materials" and "anchoring in vehicle applications." The core industry challenge shifted from "whether a sample can be produced" to "whether stable, economical, and automotive-grade mass production can be achieved." Upstream raw material prices maintained a slight downward trend, with key material prices such as lithium sulfide, LATP, and LPSC pulling back. Shipments remained stable, with current demand primarily concentrated in downstream validation and small-volume battery sample applications.

In December 2025, emergency controls were activated due to air pollution in key phosphorus chemical industry areas of Hubei, such as Yichang and Jingmen, compounded by the Yangtze River Protection Policy. This led to 30% of small and medium-sized enterprises halting production, while leading companies cut production by 20%-30%. The supply of new energy raw materials, including industrial-grade monoammonium phosphate (MAP), which accounts for over 50% of the national total, tightened, providing short-term price support and continuing to increase costs for the new energy industry.

 Chengxin Lithium established a new subsidiary to bet on sulfide and oxide solid-state electrolytes and composite separators, with production expected to commence in mid-2026. Its core advantage lies in leveraging its own lithium hydroxide, lithium metal, and sulfur resources to build a cost-closed loop, while utilizing existing customer channels to accelerate verification, aiming to quickly enter the solid-state battery materials track dominated by companies like Ganfeng.

Facing the wave of new energy vehicles, traditional giant FAW is achieving strategic overtaking through solid-state batteries. Its plan is clear: by 2025, it is expected to achieve commercial mass production of semi-solid-state batteries in collaboration with Farasis Energy, and by 2027, it aims to realize small-batch installation of all-solid-state batteries. By forming industry alliances, securing capacity, and accelerating R&D, FAW intends to break through the 1,000-kilometer driving range on high-end car models like Hongqi, reshaping the market landscape.

On December 16, 2025, according to information from AOne New Materials' official account, Shenzhen AOne New Materials released its independently developed new silicon carbon anode adhesive, J ONE. This product, through unique molecular structure design, combines high strength with high flexibility, effectively suppresses the expansion of pure silicon anodes, increases cycle life to more than twice that of traditional systems, and withstands harsh electrolyte environments, marking a key breakthrough in the mass production application of high-silicon/pure silicon anode batteries.

Recently, the special meeting on ensuring supply and stabilising prices for phosphate fertilizers and the release of Yuntianhua’s initiative aimed to stabilise the domestic fertilizer market for spring plowing. However, the underlying reality of "high sulfur prices" and the strong regulatory measures of "domestic priority and export restrictions" may have a significant impact on the new energy industry, particularly in the field of LFP batteries.