On October 21, the APAC (10th) Ni-Cr-Mn Stainless Steel & New Energy Conference 2025, hosted by SMM Information & Technology Co., Ltd. (SMM), successfully concluded in Xiamen, Fujian!

On October 23, 2025, at the Zaozhuang New Energy Battery Conference, Sunwoda announced a major technological breakthrough: the "Xin·Bixiao" polymer solid-state battery cell with an energy density of 400 Wh/kg, and declared the successful trial production of a 520 Wh/kg lithium metal battery.

On October 9, 2025, the Ministry of Commerce and the General Administration of Customs issued Announcement No. 58 of 2025, announcing the decision to implement export controls on items related to lithium batteries and artificial graphite anode materials, which will officially take effect on November 8, 2025.

Against the backdrop of the accelerating global energy transition and carbon neutrality goals, the strategic importance of key battery raw materials such as nickel, cobalt, and lithium is becoming increasingly prominent. Geopolitical tensions, uneven resource distribution, fluctuations in international trade policies, and the rapid expansion of the new energy industry chain are profoundly impacting the global supply landscape and pricing systems of nickel, cobalt, and lithium resources. How to build a more stable, transparent, and efficient supply chain system has become a core issue of concern for the entire lithium battery industry.

Interested in lithium-mining companies? We break down operations and news from the world's largest lithium producers by market cap.

Sanwei  Battery is expected to accelerate the layout of solid-state battery capacity in 2025, having signed or initiated solid-state battery projects in Zhangjiakou, Hebei; Longyan, Fujian; and Yugan, Jiangxi, with a total investment exceeding 3.2 billion yuan and a total planned capacity of 4 GWh. Among these, the Yugan project is the largest, with an investment of 1.7 billion yuan to build a production site with an annual capacity of 2 GWh. The company is actively expanding its solid-state battery manufacturing capabilities through multi-site deployment.

Jinlongyu's solid-state battery business is being advanced by Jinlongyu New Energy (Huidong) Co., Ltd., which was established in February 2025 by Jinlongyu's controlling subsidiary, Jinlongyu New Energy (Shenzhen) Co., Ltd., with a registered capital of 100 million yuan. In April 2025, the company plans to invest 1.2 billion yuan in building a mass production line for key solid-state battery materials in the Huizhou New Materials Industrial Park, comprising construction investment of 870 million yuan and working capital of 330 million yuan. The project covers a land area of 79,561.2 m², and the construction period is expected not to exceed three years.

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%.