Solid-State Batteries Accelerate Mass Production, Sodium-Ion Batteries Installed in Vehicles: A New Path for Industry Development?

In early September 2025, the American battery company QuantumScape and the Volkswagen Group completed the world's first real-world demonstration of an electric vehicle powered by QS solid-state lithium metal batteries. This Ducati V21L race-specific electric motorcycle, equipped with solid-state batteries, demonstrated an energy density of 844Wh/L and a fast-charging speed of just 12 minutes. Meanwhile, the Korea Institute of Energy Research announced the development of a new solid-state battery technology with an energy density of up to 900Wh/kg.Solid-state battery technology is rapidly transitioning from the laboratory to industrialization, marking a swift development in power batteries.

Solid-state batteries are coming to real vehicle applications.

In recent years, solid-state battery technology has made significant progress. Compared to traditional lithium batteries, the core advantages of solid-state batteries are mainly reflected in three aspects: a revolutionary improvement in safety, a substantial increase in energy density, and a significant extension of cycle life. Solid-state batteries use solid electrolytes instead of liquid electrolytes, fundamentally addressing the risk of battery combustion.

Leading global companies are also actively investing in solid-state batteries. Japan's Toyota plans to achieve small-scale mass production of all-solid-state batteries by 2025, while South Korea's Samsung SDI is building a demonstration production line. Several Chinese companies have launched semi-solid-state battery products and have begun vehicle trials. Gotion High-Tech’s first all-solid-state pilot line has officially been completed, and the “Jinshi” all-solid-state battery is currently in the pilot mass production stage, with a yield rate of 90%. The company has officially started the design work for the first-generation 2GWh all-solid-state battery mass production line.

Behind this technological breakthrough is the collaborative innovation of the global industrial chain.The "China New Energy Commercial Vehicle Technology Conference," organized by EVResources, has been an important platform witnessing and promoting this process, continuously focusing on the evolution of power battery technology over the years.In past conferences, leading companies such as Furui Battery and CATL have shared key insights and solutions around commercial vehicle battery technology paths and core user pain points. In 2025, China's leading power battery enterprises will once again gather on this platform to provide deeper analysis and elaboration on new industry trends and technologies.

Parallel development of multiple technological pathways

Continued policy attention has also contributed to the development of power batteries.Currently, China’s policies on power batteries are advancing around the dual cores of safety and development.The Ministry of Industry and Information Technology has issued the 2025 national safety standards for power batteries, mandating that battery systems must not catch fire or explode after thermal runaway, and introducing a new bottom impact test. These standards will take effect in July 2026. Eight government departments have jointly launched a plan to stabilize growth in the automotive industry, supporting the renewal of new energy vehicles and power batteries, and extending the purchase tax reduction policy. The new energy storage construction plan aims for an installed capacity of over 180 million kilowatts by 2027, opening up new markets for lithium-ion batteries. Policies are guiding the orderly development of the industry, strengthening quality management, and promoting the high-quality development of the power battery sector.

At the same time, power battery technology is showing a trend of diversified development.There are four projects related to sodium-ion batteries, with a total announced investment of 5.539 billion yuan. These include Namei Technology’s 1GWh sodium-ion battery cell and 2GWh power system project with an investment of 500 million yuan, and Jingzheng Group’s 5GWh power and energy storage sodium-ion battery project with an investment of 2.1 billion yuan, among others.

There are five projects related to solid-state batteries, all of which are battery manufacturing projects, with a total announced investment of 3.05 billion yuan. These include Shengquan New Energy’s 850 million yuan solid-state battery production project, Heisitong New Energy’s 200 million yuan solid-state battery project, and others.

In this context, the "2025 China New Energy Commercial Vehicle Technology Conference" will be held on September 15th in Shangrao, Jiangxi. The conference, themed "Technological Breakthroughs · Scenario Implementation," will gather leading power battery companies such as EVE Energy to jointly explore the rapid development path of power batteries in the commercial vehicle sector.

The 2025 China New Energy Commercial Vehicle Technology Conference will provide the industry with a comprehensive platform to discuss the current status and future development of power battery technology. Through in-depth communication and collaboration across all segments of the industry chain, the application of power batteries in the commercial vehicle sector is expected to expand.

At present, power batteries are at a critical stage, transitioning from technological breakthroughs to large-scale implementation. The 2025 China New Energy Commercial Vehicle Technology Conference provides a key communication platform for the industry, bringing together leading enterprises across the value chain to jointly discuss technological breakthroughs and scenario-based applications of power batteries. Multiple technological routes, such as solid-state batteries and sodium-ion batteries, are developing in parallel, achieving significant advances in energy density, charging speed, and safety. Driven by both policy support and market demand, the power battery industry is accelerating technological iteration and commercial deployment. Through deep integration of industry, academia, and research, as well as collaborative innovation across the industrial chain, power battery technology will continue to push performance boundaries, providing core momentum for the large-scale development of new energy commercial vehicles and promoting the green and low-carbon transformation of the transportation sector.