LiPure Energy Solid-State Battery Layout, Polymer Route Multi-Region Capacity Planning

SMM January 12 News:
Key Points: LiPure Energy is a startup focused on polymer + silicon carbon anode solid-state batteries. Its first-generation products, ranging from 0.5Ah to 50Ah, have passed extreme safety tests and obtained authoritative certification. The company is advancing capacity construction, with the 1GWh ESS battery project in Jiangxi having entered the environmental impact assessment stage. Through bank credit, equipment supplier partnerships, and pilot projects, the company is accelerating its transition from R&D to market application, initially targeting the e-bike battery swapping and ESS scenarios.

Introduction: Pure Lithium New Energy is an enterprise following the polymer solid-state battery route and is a startup. It has solid-state battery industrial layouts in Beijing, Henan, and Jiangxi.

I. LiPure Energy's Technical Route: Polymer + Silicon Carbon

Solid-State Battery Route: Adopts a polymer high-capacity silicon carbon composite anode system. The "high energy density" advantage will be achieved through the combined path of "high nickelization of the cathode + silicon carbonization of the anode + weight reduction via solid electrolyte."

II. Battery Introduction: First-Generation Products Capacity Covering 0.5Ah to 50Ah

LiPure Energy's business narrative focuses on "solutions" rather than specific battery cell models, reflecting its market-driven approach.
Product Forms: Targeting two major scenarios – "micro power" (e.g., light EVs, drones, special-purpose vehicles) and "ESS" (e.g., household ESS, communication backup power) – the company is expected to provide products at different levels, from individual cells to modules, battery packs, and even system integration. Its cell forms may include prismatic stacked or pouch types to meet the spatial requirements of different applications.
LiPure Energy's all-solid-state batteries withstood extreme testing. After placing a deliberately breached battery in a 120°C vacuum drying oven at constant temperature for 6 hours, the measured mass loss rate was only 0.023%.

The advantages of LiPure Energy's all-solid-state batteries are: First, a "qualitative leap" in safety level, using non-flammable solid electrolyte, completely eliminating the risks of electrolyte leakage and thermal runaway. Second, a "multi-fold improvement" in cycle life, with the cycle life of a single battery exceeding 2,000 cycles, significantly increasing asset utilization and enhancing industrial sustainability. Third, a "significant expansion" in regional markets, as the battery can operate stably long-term at temperatures up to 85°C, suitable for high-temperature and high-humidity regional scenarios. Fourth, a foundational guarantee for battery recycling and reuse, with the recycling rate for all-solid-state battery packs and swapping cabinet bodies exceeding 90%, providing a solid foundation for a green, circular development industrial system.
The 50Ah all-solid-state cell, with its electrolyte-free design, completely eliminates the risk of combustion and explosion, and has a cycle life greater than 10,000 cycles.

III. Planned Capacity: 0.2GWh + 1GWh

Henan Lankao: A production site was established in August 2023 at the SPIC New Energy Industrial Park in Lankao County, focusing on all-solid-state lithium battery technology. In August 2024, China's first all-solid-state lithium battery mass production line was completed there, and in October of the same year, mass production of the 50Ah all-solid-state cell was achieved, marking a new stage of mass production for China in this field. The project's annual capacity reaches 200MWh. At full capacity, it can produce thousands of batteries daily, with expected annual revenue of approximately 200 million yuan.

Jiangxi Hukou: A production construction project for solid-state ESS batteries with an annual capacity of 1GWh. The environmental impact assessment was announced on December 2, 2025. The project investment is 150 million yuan, with a construction period of 12 months.
Vehicle Installation Plan: R&D work on all-solid-state power batteries for the automotive sector is advancing, expected to enter the small-scale trial stage in 2026 and proceed with vehicle validation in 2027.

IV. Patent Overview
Hukou LiPure Energy Co., Ltd. was established in 2024 and is a wholly-owned subsidiary of Beijing LiPure Energy Technology Co., Ltd. Patent Layout Will Focus On: Core Materials + Key Processes + Structural Design + Application Systems
Core Materials: Solid-state electrolyte formulations (polymer matrix, lithium chemicals, inorganic fillers), modification of high-performance cathode and anode materials.
Key Processes: Preparation technology for ultra-thin solid-state electrolyte membranes, integration processes for electrode and electrolyte layers (such as coating, stacking, hot pressing).
Structural Design: Unique battery cell structural design to improve interface contact and stress distribution.
Application and System: Module design, thermal management system, battery management system (BMS) algorithms, etc.

V. Company Updates
[Solid-State Battery: Chun Lithium New Energy Officially Signed Credit Agreement with China Merchants Bank] On January 3, 2024, solid-state battery enterprise Chun Lithium New Energy officially signed a credit agreement with China Merchants Bank. The credit support provided by China Merchants Bank will inject strong momentum into Chun Lithium New Energy's R&D in solid-state battery technology, capacity expansion, and market promotion.
[Solid-State Battery: Chun Lithium New Energy's 50Ah All-Solid-State Battery Cell and Pack Made a Splendid Debut] On March 27, 2025, the 2025 Zhongguancun Forum, themed "New Quality Productive Forces and Global Scientific and Technological Cooperation," grandly opened. At this global feast of technological innovation, Chun Lithium New Energy, a domestic enterprise that has mass-produced all-solid-state batteries, made a splendid debut with its independently developed 50Ah all-solid-state battery cell and Pack.
[Solid-State Battery: KanHoo and Chun Lithium New Energy Formed a Strategic Cooperation] On June 27, 2025, KanHoo (300340) stated that the company officially signed a strategic cooperation agreement with Beijing Chun Lithium New Energy, engaging in in-depth collaboration in various areas such as production equipment, cathode materials, and ESS market promotion in the field of all-solid-state lithium-ion batteries.
[Solid-State Battery: Chun Lithium New Energy Launched the "All-Solid-State Battery E-Bike Battery Swapping Pilot Project" in Beijing Yizhuang] On June 27, 2025, Chun Lithium New Energy held the launch ceremony for the "All-Solid-State Battery E-Bike Battery Swapping Pilot Project" in Beijing Yizhuang, officially releasing its first-generation all-solid-state battery product solution. CEO Yang Fan stated that Chun Lithium's all-solid-state battery products will first be applied in e-bike battery swapping and ESS scenarios.
[Solid-State Battery: Chun Lithium Solid-State Battery Product LFP102159265 Received Product Certification] On November 7, 2025, the solid-state battery product LFP102159265, developed by Beijing Chun Lithium New Energy Technology Co., Ltd., based on innovative solid-state electrolyte materials and battery structural design, performed excellently in the first authoritative evaluation of solid-state batteries organized by the Key Laboratory of Green Battery Evaluation and Analysis of the Ministry of Industry and Information Technology (relying on the construction of the CES Laboratory), successfully passed all test items, and received product certification. Overcharge Safety: Constant voltage overcharge above 4V for 7 hours, no fire, no explosion; Thermal Abuse Safety: 140°C hot box for 30 minutes, no fire, no explosion; Nail Penetration Safety: 5mm steel nail penetration maintained for 1 hour, no fire, no explosion. [Solid-State Battery: Pure Lithium 1 GWh Solid-State ESS Battery Project in Environmental Impact Assessment Stage] On December 2, 2025, the People's Government of Hukou County, Jiujiang City, Jiangxi Province, published a notice of intended acceptance for the environmental impact statement of the Hukou LiPure Energy Co., Ltd. Annual Production of 1 GWh Solid-State ESS Battery Construction Project. The Annual Production of 1 GWh Solid-State ESS Battery Construction Project has an investment of 150 million yuan and a construction period of 12 months. The project will utilize a leased, already-constructed standard factory building located on the north side of Haishan Erzhi Road in the Haishan Technology Innovation Test Zone of the Hukou County High-Tech Industrial Park, Jiujiang City, Jiangxi Province, for production. The project covers an area of 68,092.25 m². The project components include the main part of the project, auxiliary works, storage and transportation facilities, utilities, and environmental protection works.

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.

**Note:** For further details or inquiries regarding solid-state battery development, please contact:
Phone: 021-20707860 (or WeChat: 13585549799)
Contact: Chaoxing Yang. Thank you!