【9.17 Lithium Battery Express】Farasis Energy to Launch Third-Generation Sulfide All-Solid-State Battery in 2027

[MIIT Issues "Scenario-Based and Atlas-Driven Reference Guide for Digital Transformation in Key Industries (2025 Edition)"]The General Office of the Ministry of Industry and Information Technology issued the "Scenario-Based and Atlas-Driven Reference Guide for Digital Transformation in Key Industries (2025 Edition)". The appendix of the guide provides the 2025 edition of scenario atlases for 14 industries, including steel, petrochemicals, construction machinery, NEVs, robotics, medical equipment, home appliances, sugar production, baijiu, cosmetics and daily chemicals, lithium batteries, printed circuit boards (PCBs), smart mobile terminals, and civil explosives. In the future, support will continue to be provided for relevant industry entities to dynamically update the scenario atlases based on technological evolution and industrial development. Meanwhile, other industries are encouraged to explore the construction of "one atlas and four lists". (Cailian Press)

[Easpring Technology: Company Achieves Ton-Level Stable Preparation of Solid-State Electrolytes and Obtains Certification and Adoption from Multiple Key Downstream Customers]Easpring Technology (300073.SZ) announced that the company has an early and comprehensive layout in solid-state lithium battery materials, systematically covering oxide, sulfide, and halide solid-state battery material systems. In H1 2025, the company's solid-state lithium battery materials continued to scale up, with sulfide-specific cathode materials for all-solid-state batteries achieving ton-level shipments first. The biphasic composite cathode material was recognized among the Top 100 New Technologies and Products at the Zhongguancun Forum. Related products have been adopted by multiple solid-state battery customers, including Qingtao, Weilan, ProLogium, Ganfeng LiEnergy, and Zhongqi New Energy, and successfully applied in low-altitude aircraft such as drones and eVTOLs, as well as in the field of humanoid robots. Cobalt acid lithium and lithium-rich manganese-based cathode materials specifically for all-solid-state batteries have successfully positioned the company with top domestic automakers and battery customers such as BYD, FAW, and Zhongke Guneng. In terms of solid-state electrolytes, the company has completed the construction of a pilot line with an annual capacity of 100 mt for oxide electrolytes and a small-scale trial line for sulfide solid-state electrolytes, achieving ton-level stable preparation of solid-state electrolytes and obtaining certification and adoption from multiple key downstream customers. (Cailian Press)

[Tianqi Lithium: In Response to Downstream Sulfide Solid-State Electrolyte Demand for Lithium Sulfide, the Company's Pilot Project with an Annual Capacity of 50 mt of Lithium Sulfide Has Been Substantially Implemented and Commenced]Tianqi Lithium stated on an interactive platform that in the field of next-generation high-performance lithium battery key materials, the new electrolysis preparation technology has completed experimental-level verification and is actively advancing the construction of a pilot line; the experimental platform for steady-state alloy anode development has been improved, enabling systematic development capabilities from "gram-level to kg-level to hundred kg-level", with some of the five types of binary lithium alloy anode materials developed entering the battery cell customer validation stage; stable production capacity for 300mm ultra-wide lithium strips has been established, and the preparation of ultra-thin composite strips has been achieved; in terms of sulfide solid-state electrolyte materials, based on the completion of industrialisation preparations for lithium sulfide, and in response to downstream sulfide solid-state electrolyte demand for lithium sulfide, the company's pilot project with an annual capacity of 50 mt of lithium sulfide has been substantially implemented and commenced. The project adopts self-developed new technologies and equipment for lithium sulphide preparation, with the capability for low-risk and rapid mass production. (Cailian Press)

[Farasis Energy: Third-Generation Sulphide All-Solid-State Battery to Be Launched in 2027]Farasis Energy (688567.SH) released an investor relations activity record announcement stating that the company has completed sampling of the first-generation sulphide all-solid-state battery and finished the technical development of the second-generation sulphide all-solid-state battery. The second-generation sulphide all-solid-state battery uses lithium-rich manganese-based/high-nickel ternary cathode and lithium metal anode, features thermal runaway self-shutdown functionality, and has an energy density increased to 500 Wh/kg. The third-generation sulphide all-solid-state battery is expected to be launched in 2027, achieving an energy density leap to over 500 Wh/kg. (Cailian Press)

[SK On's All-Solid-State Battery Pilot Plant Officially Established, Aims for Commercialization in 2029]SK On announced on September 16 the completion of an all-solid-state battery pilot plant at the Future Technology Institute in Yuseong-gu, Daejeon Metropolitan City, South Korea. This pilot production line is primarily used to provide trial products to customers and carries out the function of systematic evaluation and verification of product quality and performance. The newly built plant covers an area of approximately 4,628 m². SK On will develop sulphide-based all-solid-state batteries on the new pilot production line, with some production lines also dedicated to developing solid-state lithium metal batteries. SK On plans to achieve commercialization of all-solid-state batteries by 2029, one year ahead of the original target (2030). (Cailian Press)

[China Changan Automobile and China Reform Holdings Sign Strategic Cooperation Agreement]According to Changan Automobile news on the 16th, on September 12, China Changan Automobile Group Co., Ltd. and China Reform Holdings Corp., Ltd. signed a strategic cooperation agreement. Prior to the signing ceremony, both parties held discussions. Zhu Huarong, Party Secretary and Chairman of China Changan Automobile, expressed hope for continued deepened collaborative cooperation in areas such as investment and financing, and business cultivation, jointly promoting the deep integration of technological innovation and industrial innovation. Xu Siwei, Party Secretary and Chairman of China Reform Holdings, stated that he hopes both parties will take this strategic signing as an opportunity to further deepen cooperative relations and expand cooperation areas, jointly driving the high-quality development of China's automotive industry. (Cailian Press)