[2025 Information Weekly] The Next Battleground in the New Materials Sector
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Currently, several domestic automakers have announced their timelines for the commercialization of all-solid-state batteries or updates on their research and development progress. In recent years, solid-state batteries have emerged as a force to be reckoned with, becoming the most promising \"next-generation power batteries\". Many battery manufacturers have embarked on the research, development, and production of solid-state batteries. They continue to introduce new products, announce timelines for commercialization and progress in R&D, and are expanding the applications of these batteries from traditional passenger vehicles to emerging fields such as the \"low-altitude economy,\" which has drawn widespread attention from the market and intense interest from investors.
Foreign companies are also making continuous efforts in the field of solid-state batteries. As one of the leading companies in the development of solid-state batteries, Toyota of Japan has achieved several key breakthroughs in this field, thanks to its extensive technical expertise and substantial investments in research and development. The company plans to conduct on-vehicle tests of all-solid-state batteries in 2027, with mass production set to begin after 2030. South Korean company Samsung SDI has developed a 5Ah sulfide full-solid-state battery with an energy density of 900 Wh/L. Mass production is expected to begin in 2027, with plans to introduce it in the drone market by 2028. On May 20, 2025, the BMW Group announced that the world’s first BMWi7 test vehicle equipped with a full-solid-state battery began road testing in Munich. This vehicle is fitted with large-sized full-solid-state cells supplied by SolidPower, utilizing a sulfide-based electrolyte and an innovative module design; the tests focus on aspects such as cell expansion management, operating pressure control, and temperature regulation. Mercedes-Benz is also applying solid-state battery technology in the testing of production models. Foreign companies are making steady progress in the research, development, and commercialization of solid-state batteries, which has a significant impact on the global market landscape for these batteries.
Since 2025, several solid-state battery-related projects in China have gone into operation. Meanwhile, there are frequent partnerships being formed in the field of solid-state batteries, with companies from various stages of the industry chain working together to complement each other’s strengths and accelerate the industrialization of solid-state batteries.
●On March 24, Huzhou Degar Energy’s world’s first mass-production project for 1GWh high specific energy solid-state batteries was put into operation. This project focuses on solid-state batteries that can operate across a wide temperature range, offer long endurance, low costs, and high safety levels; such batteries are used in various applications including humanoid robots, the low-altitude economy, power systems, and consumer electronics.
●In April, Guangdong’s first semi-solid-state energy storage battery production line was successfully put into operation in Zhuhai. This line is the first in the world to mass-produce high-capacity 314Ah semi-solid-state battery products; it utilizes nanosolid-state electrolyte technology, which significantly enhances the safety of these batteries. Such batteries can be used in various applications such as energy storage for power grids, 5G base stations, and industrial and commercial use.
●In April, a pilot production line for high-performance 20Ah vehicle-mounted sulfide all-solid-state batteries was set up and put into operation in the Jufeng Optical Medical Devices Industrial Park in Laoshan District. It is capable of producing 10 units of 20Ah batteries per month, marking an important step forward for Qingdao in the industrialization of sulfide all-solid-state batteries.
●On April 25, Ganfeng Lithium announced that it had signed a \"Framework Cooperation Agreement\" and a \"Strategic Cooperation Agreement\" with the People’s Government of Gongshu District in Hangzhou, Zhejiang Province, as well as Hangzhou Energy Group Co., Ltd. The aim is to invest in the establishment of a R&D and industrialization facility for high-energy-density solid-state batteries in Gongshu District, Hangzhou.
●On May 14, Rouzhen Technology, a subsidiary of Jiemei Technology Holdings, signed a Strategic Cooperation Framework Agreement with a solid-state battery manufacturer; the two parties will work together to design and develop \"highly safe and lightweight composite current collectors\".
●On May 7, the Management Committee of Yuxi High-Tech Zone signed a contract with Yunnan Enshin New Materials Co., Ltd. for a project to produce sulfide solid electrolyte materials. With a total investment of 300 million yuan, once the project is fully completed and put into operation, it is expected to have an annual production capacity of 1,000 tons of sulfide solid electrolyte materials.
●On May 15, Lanqiao Solid Electrolyte unveiled its technologies and products for high-energy-density solid battery packs, including oxide solid electrolytes, sulfide solid electrolytes, and lithium (sodium) battery electrolytes. Lanqiao Solid Electrolyte is a subsidiary and supplier of Weilan New Energy; it is currently building a production facility in Shaoxing with an annual capacity of 10,000 tons of solid electrolytes.
●On May 21, Easpring Material Technology stated on an interactive platform that it has established a close strategic partnership with Qingtao Energy. Easpring’s high-nickel cathode materials hold the top market share in China. Its related sulfide solid-state electrolytes and high-nickel ternary cathode materials have been adopted by solid-state battery customers such as Qingtao Energy and Weilan New Energy.