2026年08月25日，国轩高科披露2026年半年报，其半年报全文链接：https://pdf.dfcfw.com/pdf/H2_AN202608240006746385_1.pdf?1787594850000.pdf
Solid-State Battery: Gotion High-Tech H1 Net Profit Reaches 1.386 Billion RMB, Solid-State Battery Production Line Design Completed — On August 25, 2026, Gotion High-Tech (002074) disclosed its 2026 semi-annual report, stating that its hybrid solid‑liquid “G‑Yuan” battery has been iteratively upgraded with a triple protection system that shifts safety management from passive protection to active risk prediction; its all‑solid‑state “Jinshi” battery has passed multiple authoritative safety tests, and the company is steadily advancing cost reduction and industrialization. Leveraging its eight global R&D centers and full‑chain self‑development system, Gotion accelerates breakthroughs in key solid‑state battery materials, having accumulated over 14,000 patent applications to build a strong moat. The company is pursuing a dual‑track strategy of “hybrid solid‑liquid first, all‑solid‑state in parallel.”
On August 25, 2026, Gotion High‑Tech released its semi‑annual report, with the full text available at: https://pdf.dfcfw.com/pdf/H2_AN202608240006746385_1.pdf?1787594850000.pdf
During the reporting period, the company achieved a net profit attributable to shareholders of 1.386 billion RMB, a year‑on‑year increase of 278.05%. In the solid‑state battery arena, the company upgraded its “G‑Yuan” hybrid solid‑liquid smart battery, leveraging a triple protection system to evolve safety management from passive protection to active risk prediction; the “Jinshi” all‑solid‑state battery successfully passed multiple authoritative safety tests, and the company is steadily advancing cost reduction efforts to accelerate industrialization. Gotion is intensifying R&D on key solid‑state battery materials to continuously break through industry technical barriers. Earlier, on July 16, 2026, Gotion High‑Tech had released its semi‑annual performance forecast, projecting attributable net profit of 1.2–1.55 billion RMB, representing a year‑on‑year growth of 227.31% to 322.77%. In the solid‑state battery segment, the company had already essentially completed the design work for its solid‑state battery production line, with industrialization progressing steadily.
I. Overall Overview
In its 2026 semi‑annual report, Gotion High‑Tech positions solid‑state batteries (including hybrid solid‑liquid and all‑solid‑state) as a core component of its multi‑technology roadmap, alongside lithium‑ion and sodium‑ion batteries. The company explicitly states its goal to “accelerate R&D on key solid‑state battery materials and continuously break through industry technical barriers,” and disclosed relevant latest progress at the 15th Science and Technology Conference.
II. Hybrid Solid‑Liquid Battery: G‑Yuan Hybrid Solid‑Liquid Smart Battery
Product Positioning: The company has iteratively upgraded its “G‑Yuan hybrid solid‑liquid smart battery.”
Core Upgrade Direction:
Leveraging a triple protection system, the battery’s safety management has been elevated from passive protection to active risk prediction.
Gotion’s hybrid solid‑liquid battery follows a semi‑solid/quasi‑solid technical route, which integrates solid‑state electrolyte components into conventional liquid lithium‑ion batteries, balancing existing production line compatibility with enhanced safety. The upgrade from passive to active protection implies that the company has incorporated more predictive safety algorithms into the battery management system (BMS), rather than relying solely on physical barriers and post‑thermal‑runaway responses.
III. All‑Solid‑State Battery: Jinshi All‑Solid‑State Battery
Product Positioning: “Jinshi all‑solid‑state battery”
Progress:
Successfully passed multiple authoritative safety tests;
Steadily advancing cost reduction and accelerating industrialization of cutting‑edge solid‑state technology.
The fact that “Jinshi” has passed multiple authoritative safety tests indicates that the product has completed the critical leap from laboratory to pilot‑scale verification. The report’s emphasis on “cost reduction” and “industrialization” shows that the company has moved all‑solid‑state batteries from the technology‑validation stage to engineering and commercial preparation—a pivotal shift from “can be made” to “can be sold.”
IV. Technology Layout and Strategic Significance
Multi‑Technology Parallel Development
The semi‑annual report explicitly states that the company will “orderly iterate cutting‑edge technologies such as hybrid solid‑liquid batteries” as a core strategy to enrich its multi‑chemistry product matrix. This indicates that Gotion is pursuing a gradual solid‑state transition path—first achieving industrial implementation with hybrid solid‑liquid batteries while simultaneously building all‑solid‑state technology reserves, forming a “mass production – R&D – reserve” technology pipeline.
Full‑Chain R&D Support
The company has established a full‑chain self‑development system covering mining, beneficiation, cathode, anode, separator, electrolyte, and auxiliary materials. Its eight global R&D centers (Shanghai, Hefei, Tsukuba in Japan, Singapore, Silicon Valley, Cleveland, etc.) comprehensively cover core areas including materials, products, structures, processes, testing, and validation. R&D on key solid‑state battery materials is a key priority within this system.
Intellectual Property Moat
As of the end of the reporting period, the company had accumulated 14,489 patent applications, including 6,564 invention patents (502 foreign patents), and had led or participated in the formulation of 29 standards. Patent layout in the solid‑state battery field is a critical moat for future commercial competition.
V. Summary
Gotion High‑Tech adopts a dual‑track strategy of “industrializing hybrid solid‑liquid first while simultaneously reserving all‑solid‑state technology.” The G‑Yuan hybrid solid‑liquid smart battery has completed iterative upgrades, with a focus on upgrading safety management from passive to active; the Jinshi all‑solid‑state battery has passed multiple authoritative safety tests, with cost reduction and industrialization on the agenda. Combined with the company’s strong financial performance—a 43.22% year‑on‑year revenue increase and a 278.05% surge in attributable net profit in the first half—the commercial rollout of solid‑state batteries is expected to become a significant growth engine for the company’s next phase.
**Note:** For further details or inquiries regarding solid-state battery development, please contact:
Phone: 021-20707860 (or WeChat: 13585549799)
Contact: Chaoxing Yang. Thank you!
![[Solid-State Battery: Ganfeng Lithium's 500 Wh/kg-Class 10 Ah Product in Small-Batch Mass Production]](https://imgqn.smm.cn/usercenter/IpglC20251217171727.jpg)
