Solid state battery mass production accelerates China companies lead breakthroughs in three major technical routes
Our reporter Doubao September 26, 2025
Lithium battery technology iteration has ushered in a critical breakthrough period. With the official establishment of the group standard "Specifications and size of All-Solid-State Battery Units for Electric Vehicles", Qingtao Energy, Ningde Times and other companies have launched mass production plans, marking the transition from laboratory to commercialization of solid-state batteries. At present, the energy density of mainstream products has exceeded 360Wh/kg, which is more than 40% higher than that of traditional lithium batteries. It has passed the 200 ° C extreme safety test to completely solve the risk of thermal runaway.
China companies are leading the parallel development of multiple technology routes. Ganfeng Lithium Industry has built the world's only mass production base covering the three major electrolytes of oxides, sulfides and polymers. The mass production cost of its sulfide electrolytes is 40% lower than that of similar products in Japan; Ningde Times has deployed a 5GWh sulfide pilot test line in Hefei., the energy density of condensed battery reaches 500Wh/kg, and small batch production is planned in 2027; BYD's Xi'an 30GWh blade solid-state battery base is about to be put into production, using the "super iron phosphorus" system to achieve a volumetric energy density of 600Wh/L.
Upstream materials companies have simultaneously benefited from technological upgrades. Shanghai Shiba's LLZO oxide electrolyte has a yield rate of 98%, which is exclusively supplied to BYD projects; the 95% ultra-high nickel cathode developed by Dangsheng Technology has a cycle life of more than 2500 times, and has reached a joint development agreement with Weilan New Energy; leading intelligent solid-state battery coating and hot-pressing equipment won 2 billion orders from South Korea, with a market share of 70%. However, industry sources remind that the current cost of solid-state batteries is still 2.3 times that of traditional products, and semi-solid transition solutions may be the mainstream before 2026.
