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 systems are entering a transitional phase between manufacturing validation and application testing, with different technological approaches simultaneously releasing interim 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 interim achievements. Manufacturing pathways, go-global strategies, and standard systems have become common focuses of attention at this exhibition.

At the exhibition site, multiple producers showcased anode and cathode materials, electrolytes, whole-line equipment, and packaging processes tailored for solid-state battery systems. Some equipment enterprises proposed "turnkey" whole-line solutions for the first time and have initiated validation 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 validation," with whole-line capabilities, manufacturing system integration, and validation delivery capabilities becoming key focuses for equipment and material enterprises. He noted that against the backdrop of the mainstream technological systems not yet fully converging, the industry's requirements for manufacturing standardization, localization support, and overseas adaptability capabilities have simultaneously increased.

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

At this year's CIBF exhibition, solid-state batteries emerged as one of the core display directions, encompassing material innovation, battery cell assembly, equipment delivery, and system validation. The pilot-scale solutions of some top-tier enterprises have already entered the delivery process.

In terms of materials, Enjie Group unveiled lithium sulphide with a purity of 99.9%, ultra-fine sulphide electrolyte powder, and high-conductivity membrane materials, all capable of continuous roll-to-roll preparation.

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

Gotion High-tech launched the "Jinshi Battery," with an energy density of 300Wh/kg, passing the 200°C thermal box and nail penetration tests. Its first 0.2GWh pilot line has been completed, with a localization rate of core equipment reaching 100%.

Shenzhen Senior Technology Material, in collaboration with CAS Deep Blue, introduced a "rigid-flexible integration + in-situ curing" membrane system, enhancing flexible adaptability 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 pole piece manufacturing, electrolyte injection, drying, and packaging processes.

"Equipment delivery is no longer about handing over a set of hardware, but rather delivering a verifiable and replicable engineering pathway," 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 pack 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 working condition evaluation phase for some customers."

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."

Wang Zeshen, Secretary General of the China Industrial Association of Power Sources, told the *China Science and Technology Innovation Board Daily* reporter that despite the solid-state technology system still being in a state of multiple parallel routes, the engineering pathway on the manufacturing side has begun to emerge. "From equipment capabilities to customer delivery logic, measurable verification standards and system synergy 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 pathways, voltage redundancy, and life cycle consistency in battery systems for flight platforms are significantly higher than those for passenger vehicles. The company is collaborating with customers on joint work surrounding adaptation models and platform verification logic."

"eVTOLs, high-specific-energy power platforms, and low-temperature scenarios are early landing windows for solid-state systems. We emphasize the synergistic adaptation of materials and structures."Li Zikun, head of BTR's Research Institute, stated in an interview with reporters from the *Science and Technology Innovation Board Daily*.

Great Power Energy has launched the Sky series of drone batteries, featuring a gravimetric specific energy of 400Wh/kg, a volumetric energy density of 750Wh/L, and a 35% improvement in driving range. These batteries have already been integrated into various industrial drone platforms.

CALB has showcased high-power batteries tailored for eVTOLs, with an energy density exceeding 300Wh/kg, supporting 8C continuous discharge, and focusing on flight endurance performance. EHang, in collaboration with Xinjie Energy, has introduced the "Falcon" lithium metal solid-state battery, which boasts an energy density of 480Wh/kg, over 1,000 cycles, and extends eVTOL driving range to over 48 minutes.

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

Flight batteries have become a crucial interface for the engineering validation of solid-state batteries, opening up new growth expectations in the low-altitude economy. Some products have already entered the pilot application stage in scenarios such as eVTOLs, unmanned transportation, and special operations.

The synergy between manufacturing extension and localization has become a consensus among enterprises.

With the simultaneous rise of global capacity layout and compliance thresholds, Chinese battery enterprises have generally adopted "local manufacturing + standard adaptation" as the foundational strategy for overseas business expansion at this year's CIBF exhibition.

Wang Zeshen, Secretary General of the China Industrial Association of Power Sources, stated to reporters from the *Science and Technology Innovation Board Daily* that the current issue of going global is no longer solely about product output, but rather a multifaceted synergy involving the transfer of the industry chain and the integration of standard systems.

"Is it about product export, technology export, or industry chain export? Enterprises should conduct a systematic assessment based on overseas manufacturing capabilities, local certification standards, and customer collaboration capabilities," Wang Zeshen said.

CATL introduced its global manufacturing system layout at the exhibition, including the operation of its German factory, the construction of its Hungarian factory, and the joint venture promotion of its Spanish factory with Stellantis. It is also driving the expansion of its local supply network in Europe through a Hong Kong stock exchange IPO. The company is simultaneously advancing in-depth integrated development with overseas OEMs, including the adaptation of fast charging protocols, battery cell dimensions, and packaging standards.

Gotion High-tech concurrently showcased the production line planning for its factory in Göttingen, Germany, and has initiated supporting development work with European vehicle manufacturers. The company stated that, starting from 2025, it will gradually establish a closed-loop system of "development - manufacturing - validation" based on local manufacturing. In Q1 2025, its overseas battery installations increased by 108.2% YoY.

While showcasing the model of its mass production line for solid-state batteries, BYD also disclosed its capacity layout strategy in Europe and Southeast Asia. It 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 "global engineering replication + local manufacturing + local service" model for going global, emphasizing that equipment delivery no longer ends with a single process, but rather includes whole-line organizational capabilities, operation and maintenance support, and certification introduction as components of the export.