[Solid-State: Gotion Holding's 20,000-Ton Solid-State Battery Key Material Project Lands In Anhui]

Material Prices: Most solid-state battery materials declined. LPSC dropped 5.5% to RMB 7,280/kg, Li₂S fell 3.8% to RMB 1,530/kg, Li metal and LFP fell 1.7% and 1.4% respectively. Only P₂S₅ rose 2.6%. Oxide electrolytes (LATP, LLZO) were flat.

Wu Kai, an academician of the Chinese Academy of Engineering and chief scientist of CATL, said at the 2026 Equipment Power Forum that the company will achieve mass production of a series of sodium-ion battery products this year. Compared with lithium-ion batteries, sodium-ion batteries have abundant raw material resources and lower costs. Looking ahead, lithium-air batteries will be CATL's future direction. Wu Kai explained that lithium-air batteries use lithium as the negative electrode and oxygen from the air as the positive electrode reactant, offering ultra-high theoretical energy density and representing the next global battleground for next-generation batteries.

​​​​​​​Industrialization accelerated sharply in May: SAIC MG 4X launched with a semi-solid battery (53.9kWh, 510km range). Gotion Hi-Tech unveiled its “Jinshi” all-solid-state battery (400Wh/kg) aiming for 1 yuan/Wh cost by 2030. Qingtao Energy’s 5-billion-yuan, 20GWh project advanced. MIIT started solid-state battery standards.