Nissan Begins Solid-State Battery Development, Aims to Reduce Costs with Sulfur-based Materials

[SMM Solid-State Battery Weekly Analysis: All-Solid-State Battery 100 mt-Level Production Lines Concentratedly Commissioned; 2027 Demonstration Vehicle Installations Become Industry Consensus] In the third week of July 2026 (July 10–16, 2026), the solid-state battery industry reached a critical turning point — at the sulphide material end, 100 mt-level production lines will be concentratedly put into operation in Q3, moving the industry from "kg-level transactions" to "mt-level transactions"; at the battery cell end, Zhongke Yuanben (342 Wh/kg), Farasis Energy (500 Wh/kg) and others intensively released new products; at the project end, Changzhou's 550 million yuan final assembly base was signed and Chery's 10 billion yuan R&D centre was established; at the capital end, FAW signed entire industry chain agreements with 10 entities, and Heyuan Lithium Creation completed hundreds of millions of yuan in Series A financing; outside China, Factorial and WeLion respectively expanded into the drone and Eastern Europe energy storage markets. The inaugural year of all-solid-state battery industrialisation verification begins, and 2027 demonstration vehicle installations have already become an industry consensus.

[Solid-state Battery: Dellner Completes Solid-state Battery PACK Pilot Line] On July 9, 2026, Dellner stated that the solid-state battery PACK pilot line had been completed, and it aims to complete the battery cell pilot line by the end of September 2026.

[SMM Analysis: In-Depth Analysis of Anode Prelithiation Technology Panorama and Industrialisation Progress] Anode prelithiation is a key technology that pre-supplements active lithium into silicon-based anodes to compensate for the irreversible capacity loss during the initial charge-discharge cycle, aiming to overcome the industrialisation bottleneck of low initial coulombic efficiency and poor cycling stability of silicon-based anodes.