China-Kazakhstan Perovskite PV and All-Solid-State Energy Storage Center Unveiled in Ordos

[SMM Analysis: Expert Opinions Clash – Semi-Solid-State Battery Mass Production Year Begins, All-Solid-State Still Building Momentum] 2026 is widely regarded by the industry as the "mass production year" for semi-solid-state batteries. However, expert opinions on the industrial positioning and time pace of semi-solid-state and all-solid-state batteries are markedly divided. SVOLT Energy Technology Chairman Yang Hongxin and Huang Xuejie from the Institute of Physics, Chinese Academy of Sciences, among others, lean toward the view that "semi-solid-state will be the long-term mainstream," while CATL Chairman Zeng Yuqun and Gotion High-tech Chief Scientist Zhu Xingbao remain cautiously optimistic about all-solid-state batteries from the perspectives of technological maturity and cost.

The Sinowei Lithium Mine (Dechelongba Spodumene Mine) has retained resources of 24.924 million mt of ore, with an average Li2O grade of 1.34%. Designed for open-pit mining, it has a capacity of 1.5 million mt/year. The project has now entered the environmental impact assessment (EIA) acceptance stage, and construction is progressing as planned. SMM believes that the capacity release pace of this mine meets market expectations, as the market has already fully priced in the commissioning pace of such large mines. The subsequent real marginal variables remain the actual mining progress and the pace of profit recovery in the lithium chemical processing segment.