Probably Fake News: Rumor of Official Launch of Solid-State Battery by a Major Manufacturer [SMM Analysis]

Published: Jul 27, 2026 13:52
[SMM Analysis: Highly Likely False Rumor: The Official Launch of a Major Manufacturer's Solid-State Battery] July 27, 2026, recently, the online rumor claiming that "BYD's solid-state battery has officially launched, with an energy density of 480 Wh/kg, and will debut in the facelifted Denza N7" is untrue. Please refer to the official announcement for updates on BYD's solid-state battery business.
SMM July 27 News:

Highlights: [Solid-State Battery · Rumor Debunked: BYD's Solid-State Battery Official Launch Likely False] July 27, 2026 — Recent online rumours claiming that ‘BYD's solid-state battery has officially landed, with an energy density of 480 Wh/kg, and the Denza N7 facelift will be the first to carry it’ are false. For progress on BYD's solid-state battery business, please refer to official announcements.

SMM believes that BYD’s second-generation blade battery and megawatt flash charging system have received authoritative recognition as a ‘National Key Project’ from the MIIT, reflecting its deep technological expertise. In the solid-state battery field, BYD is also advancing in an orderly manner with firm investment. Adhering to a spirit of craftsmanship, it will surely refine its products until mature before an official release; the market need not over-interpret unverified rumours.
As the 2027 demonstration period for all-solid-state battery vehicle installation approaches, market expectations are high. SMM reminds all parties to treat rumours rationally and await official authoritative releases.

Recently, there have been online rumours claiming that ‘BYD’s self-developed sulphide solid-state battery has fully passed the complete set of automotive-grade extreme safety certifications by CATARC, with an energy density as high as 480 Wh/kg, and has officially entered the mature stage of mass production and vehicle installation, with the Denza N7 facelift potentially being the first to carry it.’ After verification through multiple channels, SMM finds the above information contains numerous exaggerations and inaccuracies. For progress on BYD’s solid-state battery, please refer to official announcements.

1. Discrepancies Between Rumoured Core Data and Facts

The rumoured ‘energy density of 480 Wh/kg’ does not match public information. According to multiple media reports, the cell-level energy density of BYD’s sulphide all-solid-state battery that passed CATARC automotive-grade validation is actually 400 Wh/kg. A prototype vehicle equipped with this battery has a CLTC combined driving range of 1,218 km. The 480 Wh/kg figure may be a long-term laboratory target or a misinterpretation of pack-level data.

2. The Claim of ‘Having Entered Mass Production’ Is Inaccurate

BYD’s solid-state battery industrialisation has a clear pace: in February 2026, the first sulphide all-solid-state battery pilot production line at the Shenzhen Pingshan base officially commenced production, with a planned capacity of 2 GWh; the 20 GWh mass production line in Bishan, Chongqing, is expected to break ground in Q3 2026; small-scale vehicle installation will be achieved in Q1 2027. The current state is the pilot verification stage, not ‘having officially entered the mature stage of mass production and vehicle installation.’ BYD has also clearly stated that the sulphide solid-state battery is expected to achieve small-scale production in 2027.

3. ‘Denza N7 Facelift to Be the First to Carry It’ Is Pure Speculation

According to public information, the first car models to be equipped with solid-state batteries are the Yangwang U9 and a high-end version of the Han EV. The Denza N7 currently still uses BYD’s blade battery, and there is no official information confirming it will be the first to carry solid-state batteries. The online rumour that ‘the first model to feature it is very likely the Denza N7 facelift’ lacks any official basis.

4. BYD’s Official Response Is Cautious

In response to the rumour that ‘solid-state batteries have already achieved small-scale mass production,’ BYD stated on an investor interaction platform: ‘The company always adheres to using technological innovation to satisfy people’s aspirations for a better life, continuously delves into core consumer needs, and will duly launch products and technology solutions that combine market competitiveness with user value.’ It did not confirm the online information.

5. Similar Rumours Are Not Isolated Cases

It is worth noting that on July 7, 2026, the market also circulated news that ‘CATL’s first global all-solid-state battery large-scale mass production line in Yibin, Sichuan, commenced its first phase of production, with a planned capacity of 15 GWh.’ After verification by SMM, this news is also very likely false. Within a single month, two ‘production launch’ rumours targeting leading battery enterprises have emerged, both involving the sulphide all-solid-state technology route and both containing specific capacity and energy density data, showing obvious signs of hype.

SMM believes that BYD’s second-generation blade battery and megawatt flash charging system have received authoritative recognition as a ‘National Key Project’ from the MIIT, reflecting its deep technological expertise. In the solid-state battery field, BYD is also advancing in an orderly manner with firm investment. BYD CTO Sun Huajun previously disclosed that BYD will commence batch demonstration vehicle installation of all-solid-state batteries around 2027. Adhering to a spirit of craftsmanship, it will surely refine its products until mature before an official release; the market need not over-interpret unverified rumours.

As the 2027 demonstration period for all-solid-state battery vehicle installation approaches, market expectations are high, but industrialisation still needs to follow technological laws. CATL self-assesses its all-solid-state technology maturity at only 4 out of 9 points, and Chairman Robin Zeng even stated bluntly that ‘the likelihood of million-unit-level vehicle installation of all-solid-state batteries before 2030 is very small’ . As of July 2026, there is not a single mass-produced vehicle on the market that meets the national standard definition of an all-solid-state battery. SMM reminds all parties to treat rumours rationally and await official authoritative releases.

Note: This article is compiled from public information, company announcements, and industry analysis, and is intended for informational reference only, not constituting any investment advice. Solid-state battery technology is still developing rapidly; readers should refer to the latest official releases.
Note: For any additional details mentioned in this article or if you are interested in the development of solid-state batteries, please feel free to contact us using the information below:

Tel: 021-20707860 (or add WeChat 13585549799) Yang Chaoxing, thank you!

Related Information

— 2026-02-10

— 2026-02-09

— 2026-02-10

— 2026-02-10

— 2026-04-14

— 2026-04-29

— 2026-04-28

— 2026-02-28

— 2026-07-27 (Today)

— 2026-03-02

 

 

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

Images in this article contain AI-translated captions for reference only.

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Probably Fake News: Rumor of Official Launch of Solid-State Battery by a Major Manufacturer [SMM Analysis] - Shanghai Metals Market (SMM)