2025 China Solid State Battery Industry Report
When Hui Neng Technology announced 57mS/cm ionic conductivity, and Ningde Times self-generated anode exceeded 1000Wh/L, China solid state battery officially entered the “golden inflection point” of industrialization.
I. China’s battery performance revolution: the triple crushing advantages of Chinese technology
1. Intrinsic safety mechanism
- non-flammable electrolyte: sulfide system completely eliminates the risk of thermal runaway, passing the 200°C hot box test (liquid batteries >80°C will fail)
- structural resistance: BYD blade batteries are subjected to 46 tons of heavy trucks crushing without leakage, and the temperature of the surface of the pinch is <60°C.
2. Battery energy density leap roadmap
A, Semi-Solid State Battery –>Scinto Energy 330Wh/kg –> Full Solid State Battery –> Voron Technology 500Wh/kg
B, Semi-Solid State Battery–>Scinto Energy 330Wh/kg –> Full Solid State Battery –> Tai Lan Lithium Metal Negative 720Wh/kg
Note: Phonon SF-Ceramion™ achieves the world’s highest room-temperature ionic conductivity (57 mS/cm), up to 6 times that of liquid electrolytes.
3. Extreme environmental adaptability
-20℃ low temperature: discharge efficiency＞90% (liquid battery＜50%)
4C fast charging: Ningde Times technology realizes charging to 80% in 15 minutes SOC
II. Process Innovation: Breaking Point for Chinese Equipment Dealers
Core equipment localization matrix
| process link | disruptive technology | Mass Production Indicator | Chinese company |
|---|---|---|---|
| Dry Electrodes | Solvent-free roll forming film | Negative speed＞80m/min | Pilot Intelligence/Qingyan Nako |
| Lamination accuracy | Thermal Composite Flying Stack | ±0.2mm alignment error | Beehive Energy/Li Yuan Heng |
| Interfacing | Cold isostatic densification | Pressure > 600MPa | Kawanishi Machine |
| plastic frame encapsulation | UV Precision Printing | Micron-sized insulation seals | Delong Laser/Matsui Corporation |
Dry Electrode Mass Production Threshold (2025)
- Width: 800mm → 2026 Target >1000mm
- Compaction density: Silicon based negative electrode >1.6g/cm³, ternary positive electrode >3.5g/cm³
III. Technology Route: Sulfide Locked in Victory
China’s industry-university-research consensus path
2025 China’s All-Solid Technology Route Share
“Sulfides” : 68
“Oxides” : 25
“Polymers” : 7
Data source: Academician Ouyang Minggao’s forum speech
Stage Target
- 2025-2027: graphite/low-silicon anode, energy density 300Wh/kg (Guoxuan Hi-Tech’s “Goldstone Battery” is under validation)
- 2027-2030: high-silicon anode, energy density 400Wh/kg (Tsingtao’s mass production in 2027)
- 2030 onwards: lithium-metal anode, energy density 500Wh/kg (Ningde Times’ lab breakthrough) 500Wh/kg (Ningde Times lab breakthrough)
IV. Application Detonation: Two Trillion-Dollar Scenarios Led by China
1. eVTOL (core engine of low-altitude economy)
- Energy density: >400Wh/kg (Xinjie Energy has reached 480Wh/kg)
- Commercialization process:
- Yihang EH216-S equipped with solid-state batteries to achieve 48-minute range, certified for mass production at the end of 2025
- Peak Flight Aviation receives strategic investment from Ningde Times, joint research and development of aviation batteries
- Market increment: China’s low-altitude economy will be 1.5 trillion yuan in 2025, with aviation batteries accounting for 20%.
2. Humanoid robots (the ultimate battlefield of the energy revolution)
- Endurance pain point solution:
- GAC GoMate robots are equipped with all-solid-state batteries with 6 hours of endurance (80% reduction in energy consumption)
- TaiLan New Energy’s 720Wh/kg batteries support all-weather operation
- Safety redundancy: Solid-state electrolyte improves impact resistance by 300%, 0 leakage risk
- Demand forecast: Global solid-state battery demand in humanoid robotics >20GWh in 2030
V. Industrial Ecology: Global Breakout of Chinese Model
Phonon Technology’s fourth-generation technology landing model:
1. Vertical division of labor:
- Pfizer provides the core chemistry system (Inlay)
- Partners complete the packaging and end-use applications.
2. Regional Manufacturing:
- Dunkirk Superfactory in France to start production in 2028 (EU localized supply chain)
3. Patent sharing:
- License core processes (e.g., dry film formation) to equipment vendors
Strategic Window for Equipment Vendors
Pilot Intelligence and other companies occupy 28% of global solid-state equipment chain value through whole-line output, and Korean order delivery in 2025 to validate international competitiveness
When the cost of all-solid-state battery mass production drops to $150/kWh (2030), the existing liquid battery system will only have a cost advantage. Layout process know-how and patent ecology in advance, in order to seize the high point of the energy revolution.
