GAC Affiliate Targets GWh-Scale Production of Solid-State Batteries by End-2026

In March 2026, China’s phosphate ore imports reached 182,000 mt, up 88.2% MoM and 144.4% YoY, with an average price of $79.9/mt, down 7.2% MoM.Affected by Strait of Hormuz disruptions, Jordan halted supplies for the first time since September 2023. Imports mainly came from Egypt (170,000 mt) and Pakistan (12,000 mt), through Guangxi, Hubei and Fujian.

On the morning of April 18, the signing ceremony for Gotion Holding's 20,000-ton-per-year solid-state battery key material project was held in Anqing City, Anhui Province. The project has officially settled in Daguan District, marking the world's first industrial-scale project for solid-state battery key materials. It will build a 20,000-ton material base integrating research, development, and production. The production line is expected to be completed and operational next year.

Key takeaways: Rapid growth: LFP cathode materials (+60%), iron phosphate (+67%), and LiPF6 (+38%) saw significant production expansion, reflecting strong demand from power batteries and energy storage. New-type materials such as LMFP and composite sodium iron phosphate grew by over 90%, entering the commercialisation phase.