SMM Daily Review: Spot lithium carbonate price edged up on July 29

[SMM Analysis: Warm Isostatic Pressing Material Misalignment: The "Achilles' Heel" of Sulfide Solid-State Battery Mass Production] Warm isostatic pressing is the core process for solid–solid interface densification in sulfide all-solid-state batteries. However, the substantial differences in compressive modulus and plastic deformation among cathode and anode active materials, solid-state electrolyte, and copper and aluminum current collectors cause non-uniform creep and interlayer slip within the multi-layer structure under 600 MPa isotropic high pressure. This is tolerable in small laboratory cells, but when scaling up to large-capacity automotive-grade cells, the yield crashes. The solution priorities are clear: material modification (addressing the root cause) > process optimization (providing relief) > equipment upgrade (limited symptom treatment with a clear ceiling). The hardware gap for China's warm isostatic pressing equipment continues to narrow, but shortcomings remain in process databases and turnkey solutions. The industry is now in a window period for pilot-scale equipment procurement, and China's iteration pace is faster than that outside China. The long-term success of equipment suppliers depends on turnkey line solutions and partnerships with leading clients, while standalone machine performance is merely the entry barrier. Constrained by the material misalignment bottleneck, achieving full-scale solid-state battery integration at the million-unit level before 2030 is extremely difficult, with only small-batch demonstrations in high-end car models likely to appear from 2027 to 2029.

[China’s first all-electric car carrier heavy truck officially put into operation, FAW Jiefang drives green transformation of vehicle logistics] FAW Jiefang, targeting the round-trip vehicle transport scenario, has officially put into operation its independently developed all-electric central axle trailer transport vehicle, effectively filling the gap in new energy car carriers in this field. This is a key implementation move by FAW Jiefang to actively respond to the national “dual carbon” strategy and facilitate the new energy transformation and upgrading of the transportation industry. It also represents a breakthrough practice in building “Green Jiefang,” providing solid support for the low-carbon and highly efficient development of the logistics industry.

[BYD Grand Han EV Pure Electric Driving Range Can Reach Up to 1,008 km] The new Grand Han, the Dynasty 9-series flagship sedan, boasts a length of over 5.2 m, a wheelbase of over 3.1 m, a full-size D+ class body, and a driving range of up to 1,008 km.