Industrialisation of Solid-State Batteries Accelerates: Multiple Companies Disclose Latest Progress in Related Businesses, with Low-Altitude Economy Emerging as a Key Application Direction

The 17th China International Battery Fair (CIBF2025) was recently held. Currently, the new-type battery system has entered the intersection phase of manufacturing verification and application testing, with different technological paths simultaneously releasing staged signals at this exhibition.

It is reported that the scale of the exhibition has further expanded compared to previous years, covering multiple directions such as solid-state batteries, sodium-ion batteries, hydrogen energy, and intelligent manufacturing. Enterprises from both upstream and downstream of the industry chain have showcased their current staged achievements. Manufacturing paths, go-global strategies, and standard systems have become the common focus of this exhibition.

At the exhibition site, multiple producers showcased anode and cathode materials, electrolytes, whole-line equipment, and packaging processes for the solid-state battery system. Some equipment enterprises proposed "turnkey" whole-line solutions for the first time and have initiated verification processes with customers.

Wang Zeshen, Secretary General of the China Industrial Association of Power Sources, stated in an interview with a reporter from the Science and Technology Innovation Board Daily that the industry is currently in the stage of "transitioning from the laboratory to engineering verification". Whole-line capabilities, manufacturing system integration, and verification delivery capabilities have become the focus of attention for equipment and material enterprises. He noted that against the backdrop of the mainstream technological system not yet fully converging, the industry's requirements for manufacturing standardization, localization support, and overseas adaptation capabilities have simultaneously increased.

Multiple Companies Disclose Latest Progress in Solid-State Battery-Related Businesses

At this CIBF exhibition, solid-state batteries have become one of the core display directions, covering aspects such as material innovation, battery cell assembly, equipment delivery, and system verification. The pilot-scale solutions of some top-tier enterprises have already entered the delivery process.

In terms of materials, Enjie Technology released lithium sulfide with a purity of 99.9%, ultra-fine sulphide electrolyte powder, and high-conductivity membrane materials, all of which possess roll-to-roll continuous preparation capabilities.

Ganfeng Lithium showcased its 500Wh/kg all-solid-state battery products, paired with sulphide electrolytes and lithium metal anodes. 10Ah-level samples have achieved small-batch production, and the company plans to deliver verification samples to eVTOL enterprises within the year.

Gotion High-tech unveiled its "Jinshi Battery" with an energy density of 300Wh/kg, which has passed the 200°C thermal box and nail penetration tests. The first 0.2GWh pilot line has been completed, with a 100% localisation rate for core equipment.

Shenzhen Senior Technology Material and CAS Deep Blue jointly launched a "rigid-flexible integration + in-situ curing" membrane system, which enhances flexible adaptation capabilities while maintaining mechanical strength, with a target energy density of up to 700Wh/kg.

In terms of manufacturing equipment, Lead Intelligent Equipment exhibited its whole-line turnkey solutions for oxide and sulphide systems, covering processes such as pole piece manufacturing, electrolyte injection, drying, and packaging.

"Equipment delivery is no longer about handing over a set of hardware, but rather delivering a verifiable and replicable engineering path," said Chen Jianxin, Vice President of Lead Intelligent Equipment, in an interview with the *China Science and Technology Innovation Board Daily*. "Currently, we have multiple solutions entering the customer commissioning process, with verification focusing on material compatibility, automated joint debugging, and environmental control."

In terms of battery assembly solutions,CATL showcased its third-generation condensed matter battery, which adopts a high-nickel cathode, silicon-based anode, and composite electrolyte, targeting intelligent electric vehicles (EVs) and flight platforms.

Liang Rui, Vice President of Sunwoda, told the *China Science and Technology Innovation Board Daily* reporter, "Currently, we are collaborating with equipment companies to build a pilot platform for systematic verification of consistency, battery cell sealing, and C-rate performance. Samples have already entered the evaluation phase for some customers' operating conditions."

Li Zikun, head of BTR's Research Institute, also informed the *China Science and Technology Innovation Board Daily* reporter that the company has completed several compatibility adaptations in terms of supporting silicon carbon anodes, electrolytes, and shell packaging. "Our strategy is to promote structural synergy, rather than just investing in a single material," he said.

Wang Zeshen, Secretary General of the China Industrial Association of Power Sources, told the *China Science and Technology Innovation Board Daily* reporter that although the solid-state technology system is still in a state of multiple parallel routes, the engineering path on the manufacturing side has begun to emerge. "From equipment capabilities to customer delivery logic, measurable verification standards and system coordination periods are being formed."

Multiple companies showcase power battery solutions for low-altitude economy scenarios

During the exhibition, multiple companies showcased power battery solutions tailored for low-altitude economy scenarios, covering application directions such as urban air mobility, industrial drones, and manned aircraft. The products generally emphasized lightweight design, high C-rate output, and redundant safety systems.

As flight platforms emerge as new scenarios, companies also view them as key interfaces for verifying high energy density and system safety.

Sunwoda launched its "Xin・Yunxiao 2.0" aviation power battery, focusing on flight redundant voltage platforms and structural safety, which has entered the customer verification phase. EVE showcased a series of aircraft battery products targeting drones and logistics platforms, supporting high C-rate, wide temperature range operation, and consistency control.

Liang Rui, Vice President of Sunwoda, told the *China Science and Technology Innovation Board Daily* reporter, "The requirements for heat dissipation paths, voltage redundancy, and life consistency in battery systems for flight platforms are significantly higher than those for passenger vehicles. The company is collaborating with customers on joint work around adaptation models and platform verification logic."

"eVTOLs, high-specific-energy power platforms, and low-temperature scenarios are early landing windows for the solid-state system. We emphasize the coordinated adaptation of materials and structures."Li Zikun, head of BTR's research institute, said in an interview with a reporter from the Science and Technology Innovation Board Daily.

Great Power Energy released the Sky series drone battery, with a gravimetric specific energy of 400Wh/kg, a volumetric density of 750Wh/L, and a driving range improvement of 35%, which has entered multiple industrial drone platforms.

CALB showcased a high-power battery adapted for eVTOL, with an energy density exceeding 300Wh/kg, supporting 8C continuous discharge, focusing on flight endurance performance; EHang Intelligent jointly launched the "Falcon" lithium metal solid-state battery with Xinjie Energy, with an energy density of 480Wh/kg, over 1,000 cycles, and eVTOL endurance increased to more than 48 minutes.

Industry chain companies have also begun to intervene in system integration and platform adaptation. Hymson United launched the construction of a 5GWh solid-state battery production line with Xinjie Energy; Lead Intelligent Equipment showcased its ultra-high C-rate cylindrical production line for flight batteries, which has entered the customer debugging phase.

Flight batteries have become an important interface for the engineering verification of solid-state batteries, and also open up new growth expectations in the low-altitude economy. Some products have entered the pilot application stage in scenarios such as eVTOL, unmanned transportation, and special operations.

Manufacturing extension and localization synergy have become a consensus among enterprises.

With the globalization of capacity layout and the simultaneous rise of compliance thresholds, Chinese battery companies generally adopted the "local manufacturing + standard adaptation" as the basic strategy for overseas business expansion at this CIBF exhibition.

Wang Zeshen, Secretary General of the China Industrial Association of Power Sources, told the Science and Technology Innovation Board Daily that the current issue of going global is no longer a single product export issue, but a multiple synergy of industry chain transfer and standard system access.

"Is it product going global, technology going global, or the industry chain going global? Enterprises should systematically evaluate based on overseas manufacturing capabilities, local certification standards, and customer synergy capabilities," said Wang Zeshen.

CATL introduced its global manufacturing system layout at the exhibition, including the German factory already in production, the Hungarian factory under construction, and the Spanish factory jointly promoted with Stellantis; and promoted the expansion of the European local supply network through the Hong Kong IPO. The company is also advancing deep integration development with overseas automakers, including fast charging protocols, battery cell size, and packaging standard adaptation.

Gotion High-tech simultaneously showcased the production line planning of its Göttingen factory in Germany, which has carried out supporting development work with European vehicle manufacturers. The company stated that starting from 2025, it will rely on local manufacturing to gradually build a "development-manufacturing-verification" closed-loop system, with overseas vehicle installation volume in Q1 2025 up 108.2% YoY.

While BYD showcased the model of its mass production line for solid-state batteries, it also disclosed its capacity layout strategy in Europe and Southeast Asia. The company designs battery systems and platform-based products in accordance with the regulations of different markets, but has not yet disclosed the progress of specific joint ventures or implementation projects.

Lead Intelligent Equipment, on the other hand, proposed an integrated go-global model of "global engineering replication + local manufacturing + local services," emphasizing that equipment delivery no longer ends with a single process, but rather encompasses whole-line organizational capabilities, operation and maintenance support, and certification integration as components of the export.