[Solid-State Battery: Del Corporation Builds Solid-State Battery PACK Pilot Production Line]

[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.

[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.

[Solid-state Battery: Hundred-tonne Production Lines Begin Centralized Commissioning in Q3, Sulphide Market Encounters a “Tonne-level” Inflection Point for Volume Ramp-up in H2] July 14, 2026 news. In H1 2026, the sulphide solid-state battery industry chain focused primarily on “line construction, commissioning, and sampling,” with actual procurement volumes being minimal — only 37 mt of lithium sulphide and 49 mt of sulphide electrolytes. Entering H2, with multiple enterprises starting centralized commissioning of hundred-tonne-level and above production lines in Q3–Q4, the industry is set to transition from “kilogram-level transactions” to “tonne-level transactions,” as the sulphide market sees substantial volume ramp-up to align with the solid-state battery vehicle integration period in 2027.