SMM December 1 Report:
Highlights: On November 30, 2025, a semi-solid-state battery energy storage power station with a capacity of 200 MW/800 MWh was successfully connected to the grid in Wuhai, Inner Mongolia. Utilizing Qingtao Energy's technology, the station achieves a cycle life of up to 12,000 cycles. This marks the first successful large-scale commercial application of semi-solid-state battery energy storage. Note: 10,000 kW = 10 MW, 800,000 kWh = 800 MWh, 1 kWh = 1 kWh = 1 unit of electricity.
On December 1, 2025, according to CCTV News, China Green Development Group's 200 MW/800 MWh semi-solid-state battery energy storage project in Wuhai, Inner Mongolia, was connected to the grid, signaling the beginning of large-scale commercial operation for semi-solid-state energy storage technology. The project covers an area of approximately 100 mu and is equipped with 160 ESS battery cabins and 40 integrated converter and step-up cabins.
At 21:59 on November 30, at the site of China Green Development Group's Wuhai ESS power station project, the completion of the return command marked the successful grid connection of China's largest grid-side independent new-type energy storage project using semi-solid-state lithium batteries.
Liu Xiaofei, Assistant General Manager of China Green Development Group's Inner Mongolia Branch: The project provides peak shaving and frequency regulation capabilities with a power of 200 MW and a capacity of 800 MWh, delivering 189 million kWh of clean electricity to the grid annually.
Qin Lei, Project Manager of the Wuhai ESS Project at China Green Development Group's Inner Mongolia Branch: The project adopts semi-solid-state LFP battery technology independently developed by Qingtao Energy. Thanks to the solid-liquid hybrid electrolyte technology, the cycle life reaches 12,000 cycles.
The "Implementation Rules for Independent New-Type Energy Storage Power Station Projects" issued by the autonomous regional government specify a capacity compensation mechanism. The compensation standard for 2025 is 0.35 yuan/kWh, with a compensation period of 10 years, providing stable revenue expectations for ESS project investments. As of H1 2025, the total scale of new-type energy storage in Inner Mongolia reached 11.08 million kW (i.e., 11.08 GW), making it the first province in China to exceed 10 million kW (i.e., 10 GW) in new-type energy storage installations.
Project Review
November 14, 2025: Officially entered the final stage of equipment installation.
August 22, 2025: The bidding candidates for the semi-solid-state LFP battery ESS equipment procurement of the 200 MW/800 MWh ESS power station in Wuhai, Inner Mongolia, were announced. Suzhou Qingtao New Energy Technology Co., Ltd. won the project with a bid of 440 million yuan, equivalent to a unit price of 0.55 yuan/Wh.
June 26, 2025: The groundbreaking ceremony for China Green Development Group's Inner Mongolia Branch's 200 MW/80 MWh solid-state battery ESS power station project in Wuhai. The project is located in the Low-Carbon Industrial Park of Wuhai High-Tech Industrial Development Zone, Hainan District, Wuhai, Inner Mongolia. It includes a 200 MW/80 MWh energy storage area and a 110 kV step-up substation (including a comprehensive building). The project covers an area of 100 mu, with a planned total investment of nearly 700 million yuan. The construction scale is 200 MWh/800 MWh, and the type is semi-solid-state LFP battery. The operational period is 10 years, with an average annual charging capacity of 231 million kWh and an average annual discharging capacity of 189 million kWh.
Qingtao Energy's Projects in Wuhai
Qingtao (Wuhai) Energy Technology Co., Ltd. was established in November 2023 as a wholly-owned subsidiary of Qingtao (Kunshan) Energy Development Group Co., Ltd. Its dedicated materials for solid-state batteries and solid-state battery zero-carbon industrial park project have a total investment of approximately 5 billion yuan. The project is divided into three phases, planning to build 50,000 mt of dedicated materials for solid-state batteries, 10 GWh of solid-state batteries and energy storage systems, and supporting wind power, PV, and ESS power station projects. Upon reaching full production, the total output value is expected to exceed 10 billion yuan.
Qingtao (Wuhai) Energy Technology Co., Ltd. has completed production lines for 20,000 mt/year of cathode materials and battery packs and energy storage systems. The ESS batteries used in China Green Development Group's Wuhai solid-state battery ESS power station are produced by this enterprise. The first phase of the project includes three production lines for 20,000 mt of dedicated materials for solid-state batteries and supporting auxiliary facilities, with a total investment of 500 million yuan. Construction began in May 2024.
Layout of Wuhai Solid-State Battery ProjectWuhai's Natural Advantages: The arid climate is suitable for solid-state battery production; electricity prices are low, and supporting industries provide strong backing.
Wuhai's Policy Strengths: The "Wuhai Investment Guide" outlines four key industry chains for investment promotion, with the solid-state battery section as follows.
In the integrated solid-state battery industry chain, Wuhai City focuses on attracting projects such as silicon carbon anode materials for solid-state batteries, cathode materials like LFP and LMO, solid-state electrolyte materials including sulphides, polymers, and oxides, battery cell and battery module processing, battery application support, and solid-state lithium battery recycling. It also aims to develop supporting industries for NEVs, drones, electric vertical take-off and landing aircraft (eVTOL), and more.
Wuhai's comprehensive solid-state battery industry system is gaining momentum. With new projects gradually commencing production, the city is expected to achieve a capacity of 200,000 mt for solid-state battery cathode and anode materials and 30 GWh for solid-state batteries by 2030.
Semi-solid-state battery (solid-liquid battery) ESS applications may find significant markets in high-latitude scenarios. Domestically, integrating with wind and solar power generation in north China could create commercial profitability. Overseas regions such as Mongolia, Russia, Northern Europe, and North America will also be potential application areas.
According to SMM forecasts, all-solid-state battery shipments will reach 13.5 GWh by 2028, while semi-solid-state battery shipments will reach 160 GWh. Global lithium-ion battery demand is projected to reach approximately 2,800 GWh by 2030, with the EV sector's lithium-ion battery demand showing a CAGR of around 11% from 2024 to 2030, ESS lithium-ion battery demand at a CAGR of about 27%, and consumer electronics lithium battery demand at a CAGR of roughly 10%. Global solid-state battery penetration is estimated at about 0.1% in 2025, with all-solid-state battery penetration expected to reach around 4% by 2030, and global solid-state battery penetration potentially approaching 10% by 2035.
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Contact: Chaoxing Yang. Thank you!
