Latest Developments in Solid-State Batteries as of September

Recent allSolid-state batteryThe commercialization process has indeed achieved several milestone breakthroughs, with the pace of technological iteration and industrial implementation significantly accelerating.

On September 30, Zhongwei Co., Ltd. announced that the company signed a "Strategic Cooperation Framework Agreement" with Xiamen Tungsten New Energy Materials Co., Ltd. (hereinafter referred to as "XTC New Energy") on September 29, 2025. The cooperation between the two parties focuses on the supply chain of key battery materials in emerging fields such as consumer electronics, power batteries, low-altitude economy, AI, and robotics. It mainly covers high-growth products like ternary materials, lithium cobalt oxide, solid/semi-solid lithium battery materials, and lithium-rich manganese-based materials, extending to precursors, recycling, lithium products, and global resource development. The collaboration aims to fully leverage the advantages of both parties in technology, engineering, resources, production lines, and capacity to achieve mutual benefits.

On September 28, the Ministry of Industry and Information Technology and seven other departments jointly issued the "Growth Stabilization Work Plan for the Non-Ferrous Metal Industry (2025-2026)." The plan proposes to enhance the application level of rare metals by focusing on emerging industries such as integrated circuits, industrial mother machines, low-altitude economy, humanoid robots, and artificial intelligence, and to accelerate the application verification of high-end products such as high-purity gallium, tungsten carbide, and all-solid-state battery materials.

On September 27, Zhiguang Electric announced that its controlling subsidiary, Guangzhou Zhiguang Energy Storage Technology Co., Ltd. (hereinafter referred to as "Zhiguang Energy Storage"), recently signed a "Procurement Contract" with China Energy Engineering Group Guangdong Electric Power Design Institute Co., Ltd. (hereinafter referred to as "Guangdong Institute") for an amount of RMB 163.56 million. Guangdong Institute will procure high-voltage cascade semi-solid-state lithium iron phosphate energy storage systems from Zhiguang Energy Storage.

On September 26, Wanxiang Qianchao disclosed that Wanxiang 123 has achieved a breakthrough in the safety of semi-solid-state batteries. They passed the cell-level full needle penetration test and the pack-level thermal runaway test and developed a highly safe solid-state electrolyte coating. This coating can withstand long periods of high-temperature baking without deformation or shrinkage, demonstrating strong manufacturability. The 330Wh/kg semi-solid-state cells produced using this technology can achieve 5C continuous charging and 7C continuous discharging, offering high safety features alongside high-rate performance. These are mainly targeted at high-end application scenarios such as Formula 1, drones, robots, and energy storage.

On September 25, Funeng Technology stated on the investor interaction platform that the current shipment volume of the company's semi-solid-state batteries has reached the GWh level, with a relatively high proportion of semi-solid-state battery shipments. The company's second-generation semi-solid-state batteries have an energy density of up to 330-350Wh/kg and a cycle life exceeding 4,000 cycles, positioning them at the forefront of the industry.

On September 24, it was reported that Professor Zhang Qiang's team from the Department of Chemical Engineering at Tsinghua University proposed a new design strategy for "anion-rich solvation structures" and successfully developed a novel fluorinated polyether electrolyte, achieving a high safety polymer battery with an energy density of 604 Wh kg⁻¹. The research results, titled "Regulating the Solvation Structure of Polymer Electrolytes to Achieve 600 Wh kg⁻¹ Lithium Batteries," were published online in Nature on September 24. This research provides new ideas and technical support for the development of practical high safety and high energy density solid-state lithium batteries.

September 24th,Desay BatteryIn response to investors' inquiries, the company stated that it is conducting research and development on in-situ polymer electrolytes and oxide electrolytes for solid-state batteries, with related products still in the development process. In July of this year, Desay Battery precisely addressed industry safety demands with its "Prophet Chip" technology, becoming one of the first companies to achieve mass production of active warning technology at the cell level. The "Active Safety Cell·System" it launched innovatively embeds a temperature and pressure sensor within the cell, which can detect gas changes and temperature anomalies caused by microscopic side reactions in real-time, thereby providing early warning before thermal runaway occurs.

On September 23, Hai Muxing stated in the investor relations activity record that the equipment for lithium metal solid-state batteries is currently being delivered in batches. In the "sulfide + silicon-carbon anode" technology route, Hai Muxing has also received pilot line orders from several leading global new energy technology companies.

On September 23, Xinwanda stated on the interactive platform that the company's solid-state battery research and development is progressing smoothly, and they are actively exploring commercialization solutions. Xinwanda has been laying out its plans in the solid-state battery field for a long time, having begun research as early as 2015 and planning for the first generation 400Wh/kg and the second generation 500Wh/kg all-solid-state batteries. In a phone conference at the end of August, the company indicated that the first generation semi-solid-state battery has completed development, achieving an energy density of over 300Wh/kg; the cell samples for the second generation semi-solid-state battery have begun pilot testing; and the third generation all-solid-state battery has completed product scheme and process verification for the 400Wh/kg model.

On September 19, at the 2025 Suining International Lithium Battery Industry Conference, Chongqing Lide Energy Technology Co., Ltd. officially signed an agreement to invest 5.5 billion yuan in a project for 5,000 tons of solid-state battery composite metal lithium anode materials, which will be located in the Suining Shehong City Lithium Battery Industrial Park in Sichuan Province. The project will establish a 400-acre full-range lithium metal industrial base in Suining, and its products will meet the application needs of industries such as solid-state batteries, controlled nuclear fusion, and aerospace.

On September 19, Fengshan Group announced that it has reached a cooperation intention with Tsinghua University (National Key Laboratory of Chemical Engineering and Low-Carbon Technology). The two parties will collaborate on research and development, pilot testing, and intermediate testing in the fields of high-end fine chemical new materials and electronic chemical new materials. The aim is to complete the technical development of sodium-ion battery electrolytes and electrolytes for solid-state lithium-ion batteries through complementary resources from enterprises and higher education institutions, promoting the implementation of development achievements and enhancing the company's core competitiveness. The total funding for the cooperative project, including taxes, amounts to RMB 2,000,000.

On September 18, regarding the field of solid-state batteries, Del Company announced that it has established a solid-state battery sample trial production line in Shanghai, which is currently capable of producing various types of samples. The company can customize corresponding solutions for customers based on different application scenarios and technical requirements. Del Company is currently accelerating the construction of the pilot production line project. After the pilot line is operational, Del Company will implement the construction of mass production lines according to customer needs, product development progress, and market demand.

On September 17, EVE Energy stated on the investment interaction platform that the company has been making technical arrangements in the field of solid-state batteries and has developed relevant industrial plans. It aims to achieve a breakthrough in the production process of all-solid-state batteries by 2026 and launch a high-power, high-environmental-resistance, and absolutely safe all-solid-state battery, primarily for use in hybrid power fields.

On September 17, Enjie Co., Ltd. stated in its investor relations activity record that in terms of the semi-solid battery separator business layout, Jiangsu Sanhe Battery Material Technology Co., Ltd., a subsidiary of Enjie Co., Ltd., has the capability for mass production and supply of semi-solid battery separators and is actively exploring the market. In the area of all-solid-state battery material layout, Hunan Enjie Frontier New Material Technology Co., Ltd., a subsidiary of Enjie Co., Ltd., is focused on the research and layout of high-purity lithium sulfide, sulfide solid electrolytes, and sulfide solid electrolyte membrane products. The pilot line for high-purity lithium sulfide products has been completed, and the 10-ton production line for solid electrolytes has been put into operation, with shipping capability. A kiloton-level production line is planned in Yuxi.

On September 16, SK On announced that the company held a completion ceremony for its all-solid-state battery pilot plant on September 15 at the Future Technology Research Institute in Yuseong District, Daejeon Metropolitan City, South Korea. The focus will be on advancing the research and trial production of sulfide-based all-solid-state batteries. Some production lines will also be used to develop lithium metal batteries—a technology that replaces the traditional graphite anode with a lithium metal anode, significantly increasing battery energy density by reducing the weight and volume of the anode material. SK On has moved its commercialization target for all-solid-state batteries from 2030 to 2029. Currently, the company is committed to developing all-solid-state batteries with an energy density of 800Wh/L and plans to achieve a breakthrough of 1000Wh/L in the long term.

On September 12, Zhenhua New Materials stated on the investor interaction platform that the company has always placed a high emphasis on research and development innovation, continuously investing resources in the field of solid-state battery materials, and focusing on the technological development of cathode materials and solid electrolytes for solid-state batteries.

On September 12, the Anhui Chuzhou Ecological Environment Bureau released the "Pre-Approval Public Notice of the Environmental Impact Report for the 3GWh Solid-State Battery R&D and Production Project by Xingke Energy Technology (Anhui) Co., Ltd." The information indicates that the first phase of the 3GWh solid-state battery R&D and production project by Xingke Energy Technology (Anhui) Co., Ltd. will cover an area of approximately 80.55 mu, with a total investment of 1 billion yuan. Upon completion, the project will have an annual production capacity of 0.6 GWh of solid-state batteries.

On September 10, it was reported that recently, Mercedes-Benz announced that a pure electric EQS test vehicle equipped with a solid-state battery completed a long-distance road test under real-world conditions. The solid-state battery cells in this EQS are provided by the American company Factorial Energy. The solid-state battery pack in the test vehicle achieves an industry-leading weight energy density of 450 Wh/kg, which is a 25% improvement over traditional lithium-ion batteries, while the weight and volume are comparable to mass-produced battery packs.

On September 8th, Shanshan Co., Ltd. stated on the investor interaction platform that the company is developing anode materials related products for solid-state batteries and composite anode materials with solid electrolytes, with some products already undergoing multiple rounds of testing with customers. At the same time, the company is independently establishing an evaluation system for anode materials for solid-state batteries to accelerate the research and development of new anode materials specifically for solid-state batteries.

On September 8th, Xiamen Tungsten stated in its investor relations activity record that in the field of solid-state batteries, the company is focusing on the layout of cathode materials and electrolytes: For solid-state battery cathode materials, it has achieved supply of cathode materials that match the oxide route solid-state batteries; in the sulfide route solid-state battery cathode materials, the company maintains close technical research and development exchanges and cooperation with leading domestic and international downstream enterprises, providing multiple batches of samples for verification; in terms of solid electrolytes, it has achieved ton-level production of oxide solid electrolytes with stable and reliable product performance, and has also developed a unique lithium sulfide synthesis process, with samples testing well on the client side.

On September 8, it was reported that Enjie Co., Ltd. disclosed that the commercialization of solid-state batteries will take a long time. In addition to technical issues related to interfaces and processes that need to be resolved, the higher cost of solid-state batteries does not offer advantages compared to existing liquid lithium batteries. Therefore, the future application scenarios for solid-state batteries will be in niche fields such as aerospace and military industries, where performance requirements are extremely high and price sensitivity is low. Solid-state batteries will coexist with liquid and semi-solid batteries in the long term. The company has built a 10-ton level sulfide solid electrolyte and has the capability to supply it.

On September 5th, Huayi Qing Innovation Materials Technology Co., Ltd. signed an agreement with the People's Government of Nanxi District to invest in the construction of a silicon-based anode material project for all-solid-state batteries in Nanxi District. The total investment for the project is 1 billion yuan, and it plans to build a production line with an annual capacity of 10,000 tons for silicon-based anode materials for all-solid-state batteries. Once completed, it will help improve the power battery industry chain in Nanxi District.

On September 5th, Zhuhai Gree announced in its investor relations activity record that the company's semi-solid-state batteries have begun mass production and shipment, and are gradually gaining recognition from more customers. The solid-state battery samples have demonstrated good safety performance and cycle life. At the same time, Zhuhai Gree is actively engaging with customers to develop all-solid-state batteries in order to promote their future mass production and commercial application.

On September 2nd, EVE Energy successfully launched the "Longquan II" all-solid-state battery. The "Longquan II" that was launched this time is a 10Ah all-solid-state battery with an energy density of up to 300Wh/kg and a volumetric energy density of 700Wh/L. It is mainly aimed at high-end equipment application fields such as humanoid robots, low-altitude aircraft, and AI.

On September 1, Del's shares stated in their investor relations record that the company's solid-state batteries primarily utilize oxide electrolyte technology, which offers high safety. They have passed third-party testing for puncture, heating, and overcharging, as well as the UN38.3 certification required for international shipping and land transport of lithium batteries. Furthermore, the company's solid-state batteries exhibit outstanding high-temperature performance, capable of continuous normal operation under high-temperature conditions relying on natural heat dissipation. The manufacturing process employs mature coating technology, making it simple and easy to produce in bulk.