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

Key takeaway upfront: A Q4 spike is unlikely, but we do expect continued moderate growth. Monthly output is likely to settle in the 9–10 tonne range – a modest step-up from Q3, not an explosive leap.

[SMM Analysis: August Battery-Grade Lithium Sulphide Production Analysis: Will Q4 See a Surge?] In August, China's lithium sulphide production was 7.79 mt, up 3.6% MoM and up 143% YoY. Will lithium sulphide production surge in Q4? Based on downstream demand, this is currently relatively unlikely, but a mild volume expansion will continue. Average monthly production is expected to reach the 9-10 mt range, edging up from Q3 rather than jumping explosively.

August 2026 marked a critical juncture for the solid‑state battery industry, with multiple signals converging.On the policy front, the world’s first international standard for solid‑state batteries was successfully approved project  at the IEC, while the exemption from consumption tax officially took effect on 1 September, elevating the institutional framework from “national standard” to “international yardstick.”