Solid-State Battery Weekly Analysis (May 29 – June 4, 2026)

Key Takeaways

• Industrialization: Heyuan Lichuang launched central China’s first solid-state battery line (20GWh Phase I) in Xiantao, Hubei. Languang New Energy started mass production of a 10,000-ton/year oxide electrolyte line in Liyang, Jiangsu.

• Technology: Ganfeng Lithium achieved >1,100 cycles on its 400Wh/kg solid-state cell; Sunwoda mass-produced semi-solid batteries for smartphones (10,000mAh).

• Applications: Shanghai Electric Storage and Anwa New Energy signed a deal to deploy high-safety semi-solid batteries in energy storage, marine electrification, and AI data centers (AIDC).

• Material Prices: Most solid-state battery materials declined. LPSC dropped 5.5% to RMB 7,280/kg, Li₂S fell 3.8% to RMB 1,530/kg, Li metal and LFP fell 1.7% and 1.4% respectively. Only P₂S₅ rose 2.6%. Oxide electrolytes (LATP, LLZO) were flat.

1. Industrialization Progress

Hubei’s first SSB line operational – On May 27, Heyuan Lichuang’s 20GWh Phase I plant in Xiantao rolled out its first cell. Using oxide technology, cells (250–400Wh/kg) target robots, drones, and e-bikes.
10,000-ton oxide electrolyte line – Languang New Energy started mass production in Liyang on May 31, signing strategic deals across the supply chain.

2. Technical Breakthroughs

• Ganfeng Lithium: 400Wh/kg cell exceeded 1,100 cycles, validated for scaling; world’s first 500Wh/kg 10Ah product in small-batch production.

• Sunwoda: Semi-solid phone battery (10,000mAh) mass-produced; 1st-gen semi-solid >300Wh/kg; 2nd-gen in pilot; 3rd-gen all-solid at 400Wh/kg design.

• Changan Auto: Patent for a solid-state battery module that applies active pressure to maintain interface stability, addressing volume expansion.

3. Industry Chain

• Shanghai Electric × Anwa: Signed on June 3 to co-develop semi-solid batteries for storage, ships, and AI data centers.

• Xinlv Era: Has production-ready solid-state battery box enclosures (announced June 1).

• Yuanli Tech: Completed multiple customer sampling of specialty polymers for solid-state electrolytes.

• Jiantu New Materials: Signed a project on interface improvement between solid electrolytes and lithium metal anodes (Huizhou, May 28).

4. Conclusion

The solid-state battery industry continues its commercial push, but progress has moderated. While several players have achieved technology iterations and small-scale production, a significant gap remains before mass-market commercialization can be realized. Semi-solid batteries are finding early adoption in consumer electronics and specialized equipment, yet all-solid-state systems still face major hurdles in cost, manufacturing yield, and cycle life.

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According to SMM forecasts, all-solid-state battery shipments will reach 13.5 GWh by 2028, while semi-solid-state battery shipments will reach 160 GWh. Global lithium-ion battery demand is projected to reach approximately 2,800 GWh by 2030, with the EV sector's lithium-ion battery demand showing a CAGR of around 11% from 2024 to 2030, ESS lithium-ion battery demand at a CAGR of about 27%, and consumer electronics lithium battery demand at a CAGR of roughly 10%. Global solid-state battery penetration is estimated at about 0.1% in 2025, with all-solid-state battery penetration expected to reach around 4% by 2030, and global solid-state battery penetration potentially approaching 10% by 2035.

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