[Solid-State: EVE Energy Granted Patent for Halide Solid Electrolyte and All-Solid-State Battery Preparation]

[SMM Analysis: Solid-State Battery Industry Review During the National Day Holiday: Strong Policy Push but Slow Industrial Progress] During the National Day holiday, the solid-state battery sector showed a pattern of "hot policies, slow industry." The 15th Five-Year Plan from seven ministries targets full solid-state scale-up by 2030; Guoci's sulphide production line was completed, Chunli's GWh-class polymer line began production, a 100 GWh project was signed, and outside China, Samsung SDI/EcoPro cooperation and BMW real-vehicle validation moved forward. However, materials are seeing "rising volumes and falling prices," and moving from pilot to mass production still requires 2-3 years, with cost reduction, yield, and client validation remaining the three major hurdles yet to be overcome.

EcoPro BM announced on October 6 that it signed an MOU with Samsung SDI to develop materials for solid-state batteries. The collaboration covers cathode materials, cathode electrolytes and separator electrolytes. Samsung SDI will focus on battery cell development and mass-production technology, while EcoPro BM will develop core materials. The companies will cooperate on development, quality assessment and production readiness, targeting commercialisation of sulfide-based solid-state batteries in 2027.

[SMM Analysis: Solid-State Battery Next Decade Series, 7 of 9: Global Competitive Landscape—The "Patent Shadow War" and Industrialisation Race Among China, Japan, and South Korea] Is the development of global solid-state batteries measured by patents, determining the endpoint of each country's technological route? Currently, the global competition features China leading in quantity, while Japan and South Korea hold key patent positions. China is pursuing a dual-track approach, with solid-liquid batteries already in mass production and all-solid-state batteries catching up; Japan is doubling down on sulphide, South Korea is targeting dual markets, and Europe and the US are adopting technology imports plus local manufacturing. 2027-2028 is a critical window, with patents, industrialisation speed, and lithium sulphide capacity deciding the outcome.