Core Viewpoint - SK On has officially completed its all-solid-state battery production line in Daejeon, marking a significant step from laboratory research to customer validation, intensifying the global competition for all-solid-state battery commercialization [3][4]. Group 1: SK On's Developments - The production line's operation allows SK On to advance its commercialization target from 2030 to 2029, with initial energy density goals of 800Wh/L and a long-term aim of 1000Wh/L [4]. - The company focuses on sulfide-based all-solid-state batteries, leveraging high ionic conductivity as a key pathway for achieving high-performance batteries [5]. - SK On plans to introduce warm isostatic pressing (WIP) technology in its production line, which applies uniform pressure to electrodes to enhance energy density and battery lifespan [5]. - The Daejeon production line heavily relies on partnerships, particularly with Solid Power, which provided design and installation based on its Colorado facility [6]. Group 2: Competitors' Strategies - Samsung SDI has already established Korea's first all-solid-state battery pilot production line in Suwon, with a larger area than SK On's, and aims for mass production by 2027 [6][7]. - Samsung SDI has begun delivering B samples to automakers, including BMW, which are produced using future mass production processes for real vehicle assembly and performance evaluation [8]. - Samsung SDI's technology also focuses on sulfide systems but differentiates itself with a "no anode" design to maximize energy density, targeting 900Wh/L [9]. - LG Energy Solution (LGES) adopts a more cautious approach, planning to build a pilot production line by 2025 and aiming for commercialization by 2030, emphasizing open innovation and collaboration with academia [11]. Group 3: Government Support - The South Korean government plans to invest 182.4 billion KRW by 2028 to support sulfide, polymer, and oxide solid-state technology routes [13]. - The policy aims to ensure that South Korea maintains a leading position in the global next-generation battery industry, regardless of which technology path achieves breakthroughs first [14].

Battery - Anfu Technology announced the termination of the "300MWh sulfide-based all-solid-state battery pilot project" due to significant uncertainties regarding the operational stability and performance capability of its partner, Gao Neng Times [2] - Del's solid-state battery has passed the UN38.3 certification, laying the foundation for expanding into international markets. The company is actively advancing the construction of its solid-state battery pilot line and plans to develop mass production lines based on customer and market demand [3] - The Ministry of Industry and Information Technology, along with other departments, held a meeting to promote the monitoring of new energy vehicle product prices and to strengthen supervision and inspection of the industry [4] Materials - Enjie Co., Ltd. is developing a pilot line for sulfide solid electrolytes with a capacity of thousands of tons in Yunnan. The company is also expanding its market presence in semi-solid battery separators and has invested in the research and production of lithium sulfide, solid electrolytes, and solid electrolyte membranes [7] Equipment - Youyou Green Energy announced plans to invest up to 800 million yuan in the construction of an intelligent manufacturing base for new energy charging and discharging equipment in Shenzhen, expected to be completed by December 31, 2029 [9] Overseas - Kuvimba Mining House, a state-owned mining company in Zimbabwe, plans to start construction of a lithium processing plant with an annual capacity of 600,000 tons of lithium concentrate, with a total investment of 270 million USD, expected to be operational by early 2027 [11] - Singapore's renewable energy developer Vanda RE signed a framework supply agreement with CATL to procure a total of 2.2GWh of battery energy storage systems for a solar and storage development project in Indonesia [12]

Core Viewpoint - The article discusses the launch of Zhuhai's long-term development plan for the solid-state battery industry, highlighting key companies and their technological focuses, indicating a significant push in this emerging field in China [1][2]. Summary by Sections Key Companies - Xinjie Energy focuses on oxide solid electrolytes and lithium metal anode technology, achieving an impressive energy density of 480Wh/kg for its "Falcon" lithium metal solid-state battery, with plans to produce a 5GWh production line this year [2]. - Gaoneng Times is developing sulfide solid-state batteries, having completed the development of a 20Ah solid-state cell and plans to establish a 300MWh pilot production line in collaboration with Nanfu Battery by 2025 [2]. - Zhuhai Guanyu has not publicly disclosed its solid-state battery technology but has indicated promising safety and cycle life in its laboratory samples, warranting future attention [3]. Development Goals - The plan aims to cultivate semi-solid batteries with energy densities exceeding 350Wh/kg and all-solid batteries over 400Wh/kg, promoting applications in various sectors including energy storage and consumer electronics [3][4]. - The strategy emphasizes innovation through "solid-state battery + new scenarios" to expand application ranges [4]. Technological Focus - The plan highlights the need to overcome challenges in the mass production of ultra-thin solid electrolyte membranes and to develop low-energy, low-cost, high-performance production equipment [5]. - Key equipment mentioned includes dry coating devices and high-pressure formation equipment, with a forward-looking approach to next-generation battery production technologies [5]. Phased Development Approach - Short-term goals (by 2027) include focusing on key materials and technologies, establishing research centers, and nurturing influential solid-state battery companies [5]. - Long-term goals (by 2030) aim for significant breakthroughs in industrialization, enhancing the technology level of key materials and equipment, and achieving mass product delivery [5]. Financial Support - Zhuhai plans to attract various investment institutions to provide comprehensive financial services for solid-state battery companies, encouraging financing through accounts receivable and inventory pledges [6]. - The action plan serves as a model for other regions in China, aiming to enhance the role of solid-state batteries in the energy sector [6].

Core Viewpoint - Anfu Technology announced a joint venture to establish a new battery pilot platform aimed at developing and commercializing all-solid-state battery technology, positioning itself for future growth opportunities in the battery industry [1][2]. Group 1: Joint Venture Details - Anfu Technology's subsidiary, Nanfu Battery, will partner with Nanping Green Industry Investment Fund and High Energy Times to create a joint venture with a registered capital of 50 million yuan [1]. - The ownership structure of the joint venture includes Nanfu Battery holding 19% (9.5 million yuan), Nanping Green Industry Fund holding 30% (15 million yuan), and High Energy Times holding 51% (25.5 million yuan) [1]. Group 2: Project Goals and Timeline - The joint venture has set specific milestones for product samples: - By December 2026, samples for 3C consumer and small electric two-wheeler solid-state batteries will be completed - By December 2027, samples for home energy storage solid-state batteries - By December 2028, samples for robotics and electric vehicle power solid-state batteries - By December 2030, samples for large-scale energy storage solid-state batteries [2]. Group 3: Strategic Implications - This investment represents Anfu Technology's expansion into new battery technologies beyond traditional consumer batteries, potentially opening new avenues for industrial collaboration and future revenue growth [2].