Solid-State Battery Milestone Event: Anwa New Energy's Gwh-Level Solid-State Battery Production Line Goes into Operation [SMM Analysis]

SMM July 8 News:

On July 4, 2025, Anhui Anwa New Energy Technology Co., Ltd. announced that the first batch of engineering samples from its independently developed world's first GWh-level new-type solid-state battery production line had successfully rolled off the line. After the final set of key equipment was installed in November 2024, the company completed over six months of debugging, overcoming challenges in production processes and equipment, achieving full production line integration. This milestone signifies that China's solid-state battery manufacturing technology has entered a new phase.

Company Background and Technical Collaboration

Anwa New Energy, established in June 2020 and partially owned by Chery Group, is a high-tech enterprise prioritized by Anhui province, Wuhu city, and the Economic Development Zone. The company collaborates with international partners such as US-based 24M, integrating global R&D resources to focus on innovation and industrialisation of solid-state battery technology. Its products achieve international leadership in safety, energy density, and cost control.

Core Technology and Performance Parameters of the Production Line

Equipment Integration:The production line integrates eight functional modules, including anode and cathode coating, separator compounding, and dynamic heat sealing, with a total length exceeding 35 meters and a designed annual capacity of 1.25 GWh.

Precision Manufacturing:Utilizing high-pressure coating technology, it accommodates slurries with varying solid content, achieving micron-level coating precision. At a high-speed production rate of 20m/min, the "roll-to-roll" process and dynamic tolerance alignment technology ensure alignment precision of 0.5mm between the anode, cathode, and separator. High-power laser cutting technology eliminates dust pollution, while 40 intelligent cameras and an X-Ray detection system enable full-process quality monitoring. Process Innovation: The traditional 11-step lithium battery process is streamlined into five steps, applying dry electrode technology to reduce fixed asset investment by 30% and energy consumption by 20%. The production line is compatible with multiple battery systems, including ternary, LFP, and sodium-ion batteries.

Product Performance and Plans
The first batch of 1.0 solid-state battery samples passed the new national standard GB38031-2025 and the nail penetration test, with no electrolyte leakage, achieving "non-flammable and non-explosive" performance. In terms of energy density: the first-generation product exceeds 300Wh/kg; second-generation 400Wh/kg samples are under trial production; a 500Wh/kg all-solid-state battery is expected to launch in 2027.

Industrial Layout and Outlook
Anwa New Energy has completed 12 core buildings in its 150-acre solid-state battery industrial park in Wuhu. The commissioning of this production line lays the foundation for mass supply in 2024, with products to be applied in NEVs, ESS, and the low-altitude economy, driving global new energy technology upgrades.

SMM Analysis:

The successful commissioning of Anhui Anwa New Energy's world's first GWh-level solid-state battery production line is not only a technological breakthrough for the company but also a significant milestone for China's new energy industry in advancing next-generation battery technology. This breakthrough is expected to have profound impacts on industry competition, technological evolution, and market application prospects.

1. Technological Breakthrough: Accelerating Solid-State Battery Industrialisation

The core highlight of Anwa New Energy's mass production lies in its "dry electrode + multi-system compatibility" process, which reduces the traditional 11-step lithium battery process to five steps and achieves an energy density of 300Wh/kg (with a second-generation target of 400Wh/kg). If this technological pathway can achieve stable mass production, it will significantly reduce manufacturing costs (fixed asset investment down by 30%, energy consumption down by 20%), breaking the long-standing bottleneck of high costs and low yield rates in solid-state battery industrialisation.

Comparison of Domestic and Overseas Progress:Toyota plans to achieve mass production of all-solid-state batteries between 2027 and 2030 but is currently in the pilot stage; QuantumScape (US) has yet to achieve GWh-level capacity for its solid-state batteries; domestic companies such as Qingtao Energy and WELION New Energy have made progress, but Anwa's achievements in production line scale (1.25 GWh) and process integration are leading.

Anwa's rapid progress demonstrates the advantages of Chinese companies in engineering capabilities, potentially reshaping the global competitive landscape for solid-state batteries.

2. Market Impact: A New Variable in Power Batteries and ESS

The "non-flammable and non-explosive" characteristics of Anwa's solid-state batteries (validated by nail penetration tests) directly address the safety challenges of current liquid lithium batteries, making them particularly suitable for:

High-end EVs: With an energy density of 300Wh/kg, surpassing mainstream LFP (~180Wh/kg), they can enhance driving range and reduce battery pack volume;

ESS power stations: High safety reduces fire risks, meeting the needs of grid-level energy storage;

Low-altitude economy (e.g., eVTOL aircraft): Lightweight and high energy density are critical requirements.

If mass supply in 2024 proceeds smoothly, it may compel giants like CATL and BYD to accelerate their solid-state battery layouts, triggering a new wave of technological competition.

3. Challenges and Risks: Stability in Mass Production and Cost Control

Despite Anwa's breakthroughs, solid-state batteries still face common industry challenges:

Interface impedance issues: Contact impedance between solid electrolytes and electrodes may affect fast charging performance;

Supply chain maturity: The large-scale supply of key materials (e.g., sulphide/oxide electrolytes) is not yet fully developed;

Cost competitiveness: Even with a 30% reduction in equipment investment, initial prices may still exceed those of liquid batteries, requiring policy support or premium pricing in high-end markets.

4. Policy and Industrial Synergy Effects

Anwa's progress aligns with China's strategic need for independent control over new energy technologies. With Chery Group's partial ownership, the company benefits from automaker collaborative application scenarios (e.g., Chery's high-end EV models). Additionally, Anhui province's new energy industry cluster (including Gotion High-tech, CALB, etc.) may form upstream and downstream linkages, accelerating ecosystem development.

Conclusion: A New Starting Point for China's Solid-State Battery Industry

Anwa New Energy's GWh-level production line marks the transition of solid-state batteries from laboratory research to large-scale production. However, true commercial success still requires validation of long-term reliability and cost optimisation. If its technological pathway gains market acceptance, China is poised to take the lead in next-generation battery technology competition, potentially challenging the traditional dominance of Japan and South Korea. Over the next 2-3 years, the industry should closely monitor its mass production data and customer feedback, which may become a global benchmark for solid-state battery development.

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