The article reviews China's solid-state battery industrialization.
Summary
The article reviews China's solid-state battery industrialization. On October 20, EVE Energy held a new-product launch and offline ceremony at its Chengdu base, where three products came off the line at once: the Longquan 3.0 all-solid-state battery, a poly-oxygen all-solid-state battery and a solid-liquid battery, with the Longquan 3.0 focused on brain-computer interface applications. In early October, Chery released a solid-state battery equipment procurement project covering R&D, preparation and testing, and the article says Chery has invested more than 5 billion yuan in solid-state batteries; Boliwei and Qiulong Technology also held a delivery ceremony for semi-solid (hybrid solid-liquid) battery packs for a leading global electric off-road motorcycle brand. On the hybrid solid-liquid route, Dongfeng completed winter testing of its oxide battery in early 2026 on the eπ007, with range exceeding 1,000 km, and plans mass-production installation this year; GAC will begin small-batch installation validation on its Hyptec high-end models this year; Qingtao Energy says its batteries are mounted on more than 30 models, Gotion says it is talking with several automakers with output organized to market demand, and Joyson says it won an A-supply nomination with mass production expected in the fourth quarter; industry analysis expects a 100,000-unit-scale hybrid installation node in 2026. On all-solid-state, CATL's first sulfide pilot line is in production, EVE's Longquan 3 and 4 sulfide cells have come off the line, Gotion's 2GWh Jinshi line is under construction, and Farasis has moved from laboratory to pilot; BYD, SAIC, Chery and Seres collectively anchor small-batch demonstration installation on vehicles in 2027. CITIC Securities calculates 2030 global solid-state battery (including hybrid solid-liquid) shipments of 643 GWh and CICC forecasts 808 GWh. Key constraints remain solid-solid interfaces and cost: lithium sulfide fell from about 2 million to about 1.3 million yuan per ton yet stays more than 10 times battery-grade lithium carbonate.
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