Zheng Quan Ri Bao·2025-06-23 16:29Core Viewpoint - The solid-state battery sector is experiencing significant growth, driven by multiple companies announcing production plans, indicating a rapid industrialization process that boosts investor confidence and sector valuations [1][4]. Company Developments - Jiangxi Ganfeng Lithium has achieved small-scale production of its first 500Wh/kg 10Ah solid-state battery, with a cycle life of over 800 times for its 400Wh/kg battery [2]. - Contemporary Amperex Technology Co., Ltd. (CATL) is committed to solid-state battery technology and aims for small-scale production by 2027 [2]. - Guoxuan High-Tech has completed its first solid-state battery pilot line and is conducting road tests for its battery pack system [2]. - Shenzhen Yinghe Technology has delivered core solid-state battery equipment to a well-known domestic battery company [2]. - Fuxin Del Automotive Parts aims to complete its pilot line for solid-state batteries by the end of 2025 and plans to establish production capacity for 1GWh and 5GWh [2]. Automotive Manufacturers' Plans - SAIC Motor plans to launch over 10 models globally within three years and aims to implement solid-state batteries in vehicles by 2027 [3]. - Changan Automobile intends to complete a 50GWh battery cell production capacity investment by 2026, with solid-state battery validation expected in 2026 and gradual mass production by 2027 [3]. - Xiaomi Automotive has filed a patent related to solid-state battery composite electrodes [3]. Industry Outlook - Solid-state batteries are recognized for their high energy density and safety, with ongoing policy support accelerating their industrialization [4]. - New national standards for electric vehicle batteries will take effect in July 2026, emphasizing safety requirements that will facilitate the transition from laboratory to mass production [4]. - The solid-state battery industry is projected to mature due to policy support, technological innovation, and growing market demand [4]. Market Potential - The global solid-state battery market is expected to exceed 200 billion yuan by 2030, with rapid growth anticipated in the domestic market starting in 2027 [5]. - The upgrade of battery technology is seen as a key driver for expanding end-user demand, with solid-state batteries positioned as the next-generation technology [5].