More than ten standard projects are promoting the acceleration of the industrialization process of all solid state batteries
With the large-scale expansion of the new energy vehicle industry and the accelerated rise of the low altitude economy, the demand for technological iteration of high-performance batteries as the core power support is becoming increasingly urgent. Solid state batteries, with outstanding advantages such as high safety, high energy density, and long cycle life, have effectively broken through the performance bottleneck of traditional liquid lithium batteries and have rapidly grown into the core development direction of the global high-performance battery field.
On September 10-11, the Chinese Society of Automotive Engineers held a review meeting for 10 solid state battery group standards, including "Mold Battery Assembly Method for Solid State Battery Material Evaluation", and a kickoff meeting for 5 standard projects, including "Evaluation Method for Hydrogen Sulfide Gas Production of Sulfide Solid State Batteries", in Beijing. The standardization and normalization process of the solid-state battery industry is further advanced.
According to Morgan Stanley's prediction, the global solid-state battery market is expected to reach $120 billion by 2030, with China accounting for an estimated 40% of the market. Capacity building is accelerating comprehensively.
Standard guidance: filling gaps and regulating industry development
The all solid state battery industry has long faced challenges; All solid state "; " Semi solid state; The problems of vague concept definition, inconsistent product specifications, and divergent technical definitions and production standards among different manufacturers have led to confusion in market awareness and hindered the healthy development of the industry. Now, from '; Judgment Method "; To '; Specifications and Dimensions; From material evaluation and safety assessment, the standard system for all solid state batteries is continuously improving, laying a solid foundation for industrialization.
In August, the group standard for "Specification and Dimensions of All Solid State Battery Cells for Electric Vehicles" was officially established, focusing on key indicators such as packaging methods, specification dimensions, and tolerances of all solid state battery cells, and clarifying core requirements such as soft pack three edge packaging.
The person in charge of Funeng Technology pointed out in an interview with China Industry News that the group's standardization of the external dimensions and tolerances of battery cells will promote industrialization from three aspects: first, to clarify the design direction for enterprises, reduce exploratory investment, and concentrate resources to break through core technologies such as electrolytes and electrodes; The second is to provide clear input conditions for battery pack design, enabling parallel development of battery cell research and downstream application development, and shortening the industrialization cycle; The third is to promote enterprises to align their processes and equipment with standards, form industrial synergy effects, and avoid; Each fighting on their own;.
After the standard is implemented, Funeng Technology believes that enterprises need to adjust around two aspects: the technical end needs to optimize the cell structure design according to uniform dimensions to ensure that the product meets tolerance requirements; On the production capacity side, it is necessary to adapt to standard size production equipment, and some old production lines may need to be upgraded and renovated. At the same time, cooperation with car companies and equipment manufacturers is needed on the supply chain side to ensure that the entire chain meets standard specifications.
Previously, on May 22nd, the Chinese Society of Automotive Engineers released the group standard "Determination Method for All Solid State Batteries" (T/CSAE434-2025), which for the first time clarified that "; All solid state battery; Definition: It is required that ion transfer is completely achieved through solid electrolytes, forming a strict technical boundary with mixed solid-liquid electrolyte batteries. The introduction of this standard provides a unified standard for technology research and development, product certification, and market application, effectively eliminating the need for; Pseudo all solid state "; The product confuses the public, safeguards consumer rights and industry order, and provides practical support for the subsequent development of national standards for all solid state batteries.
According to a research report by Xingye Securities, the release of industry standards for solid-state batteries marks a new stage of standardized development for solid-state batteries, which will have a profound impact on technology research and development, industrial ecology, and market order. In the next two years, the solid-state battery industry will enter an important stage of establishing the material competition pattern.
Policy Dongfeng: Multi party collaboration to build a development ecosystem
The national level attaches great importance to the development of the all solid state battery industry and has issued numerous policies to safeguard the industry.
On February 10th, the Ministry of Industry and Information Technology and eight other departments jointly issued the "Action Plan for High Quality Development of New Energy Storage Manufacturing Industry", which clearly listed all solid state batteries as a key research direction, supported the development of lithium batteries and sodium batteries towards solid-state technology, and proposed to build 3-5 global leading enterprises by 2027.
On April 8th, the Ministry of Industry and Information Technology released the "2025 Industrial and Information Technology Standards Work Points", proposing to establish and improve a standard system for all solid state batteries, and to build high-quality service industry development with high-level standards.
On April 28th, the Ministry of Industry and Information Technology released the "2025 Automotive Standardization Work Points", which proposed to accelerate the development of standards for in service testing of all solid state batteries, power batteries, and power battery identification labels, and continuously optimize the performance requirements of power batteries.
On September 4th, the Ministry of Industry and Information Technology and the State Administration for Market Regulation jointly issued the "Action Plan for Stable Growth of Electronic Information Manufacturing Industry from 2025 to 2030", supporting basic research on cutting-edge technologies such as solid-state batteries and strengthening the construction of innovation platforms.
Local governments have also actively responded, forming a '; Central direction and local resources; The collaborative pattern. The "Action Plan for Promoting High Quality Development of Low altitude Economy Industry in Beijing (2024-2027)" issued on September 30, 2024, points out the need to accelerate the research and development of solid-state lithium batteries and other technologies; Shanghai plans to establish a complete industrial chain covering the upstream and downstream of solid-state batteries by 2030, and build an industrial ecosystem through tax incentives and research and development subsidies; Zhuhai City has released the "Action Plan for Promoting the Development of Solid State Battery Industry in Zhuhai City (2025-2030) (Draft for Comments)", which clarifies the goal of forming an industrial cluster by 2027 and achieving mass delivery by 2030. The three-dimensional policy support system has created a favorable environment for the development of the all solid state battery industry; The Action Plan for Promoting Low altitude Airspace Management Reform and High quality Development of Low altitude Economy in Chongqing (2024-2027), released on September 26, 2024, also proposes to support universities, research institutions, key enterprises, and others to actively create high-level research and development platforms in the low altitude field, striving to achieve technological breakthroughs in aviation solid-state batteries, hydrogen fuel cells, and other fields.
On July 29, 2025, the Department of Industry and Information Technology of Gansu Province revised and issued the "Implementation Plan for Enhancing the Resilience of the Industrial Chain and Promoting Stable Growth of the Equipment Manufacturing Industry in Gansu Province (2024-2025)", strengthening the management of new energy equipment manufacturing projects, focusing on energy storage product projects such as lithium iron phosphate batteries, solid-state lead batteries, and supercapacitors, and accelerating the extension and strengthening of the industrial chain. In addition, the People's Government of Qinghai Province emphasized the development of key technologies such as solid-state batteries in the "Implementation Plan for Promoting Industrial Green Transformation in Qinghai Province", proposed to plan and layout future industries such as energy storage and solid-state batteries, and promote the integration, clustering, and ecological development of strategic emerging industries.
The existing group standards and cultivation policies are gradually addressing some fundamental issues, but the industrialization of enterprises still faces many challenges.
To further reduce risks and promote high-quality development of the industry, Funeng Technology suggests improving supporting measures from three aspects: firstly, prioritizing the development of national mandatory testing standards, unifying key indicators such as thermal runaway and cycle life, and establishing a third-party authoritative certification platform to avoid enterprises' "; Different standards; The resulting lack of market trust; Secondly, for the research and development of high priced core materials and key equipment such as sulfide electrolytes, it is recommended that the government provide subsidies to promote large-scale production to reduce costs and alleviate investment pressure on enterprises; Finally, through government led demonstration projects in high-end electric vehicles, energy storage, electric aviation and other fields, application data will be accumulated and included in industry shared databases to reduce repeated trial and error by enterprises. In addition, it is necessary to accelerate the patent approval process, strengthen intellectual property protection, and respond to the challenges of international patent competition.
Enterprise layout: Seize the opportunity and accelerate the industrialization process
With the release of favorable policies, all solid state battery related enterprises have accelerated their layout, and the entire industry chain is showing a vigorous development trend.
Upstream equipment supplier Pioneer Intelligence (300450. SZ) announced on the interactive platform that the company has successfully completed the entire production process of all solid state batteries, becoming one of the few companies in the world with the ability to deliver all solid state battery equipment. Its entire line of products can flexibly adapt to various electrolyte material systems such as polymers, oxides, sulfides, etc., achieving full coverage of key equipment in solid-state battery manufacturing from solid-state electrode preparation to high-voltage electrochemical capacity division.
Yinghe Technology (300457. SZ), one of the first listed companies in the domestic lithium battery equipment industry, has performed outstandingly in the solid-state battery field. It is reported that the company's solid-state wet coating equipment, solid-state wet mixing equipment, solid-state roller pressing equipment, and solid-state electrolyte transfer equipment have been delivered to multiple leading battery companies in China, marking that the entire production process equipment of Yinghe Technology's solid-state battery front-end has passed the actual project inspection, achieving the goal of; Technology Research and Development - Industrialization Delivery - Scenario Application; The closed-loop capability.
On the material side, due to the lack of a clear technology roadmap for all solid state batteries, mainstream manufacturers generally choose a multi technology layout and are currently in the stage of sample delivery or small batch supply.
In terms of electrolyte materials, Tianci Materials (002709. SZ) mainly focuses on solid-state electrolyte routes for sulfides and oxides. In the investor relations activity record table, the company introduced that the solid-state electrolyte of the sulfide route is currently in the pilot stage, mainly cooperating with downstream battery customers for material technology verification. At the same time, the construction of the pilot production line is also being continuously promoted. The company plans to complete the construction of the pilot production line next year and have the ability for pilot production; Shenzhen Xinyuanbang Technology Co., Ltd., a joint venture of Xinzhoubang (300037. SZ), stated on its investor relations platform that the company has established a solid electrolyte material research and development, testing, and production platform. Currently, oxide electrolytes have reached the stage of mass production and sales, while other types of electrolyte technologies have also been reserved and produced. The company is actively planning future production capacity based on customer demand; Rongbai Technology (688005. SH) is accelerating the progress of its sulfide electrolyte pilot line, which is expected to be completed in the fourth quarter of this year and put into mass production in early 2026.
In the field of positive electrode materials, Rongbai Technology has achieved ton level shipments of high nickel and ultra-high nickel all solid state positive electrode materials, and customer evaluations can meet the development needs of 400Wh/kg battery cells. At the same time, high-energy density lithium rich manganese based materials have been developed for all solid state batteries, and hundreds of kilograms of products have been shipped and bulk orders have been obtained; When Sheng Technology (300073. SZ) rich lithium manganese based materials are in the pilot stage, the capacity can reach 280mAh/g, and the cycle retention rate is 80%. The planned production capacity for 2026 is 5000 tons, and the key customer import and development have been completed, achieving shipments in the 100kg range; Xiamen Tungsten New Energy (688778. SH) has achieved supply of positive electrode materials for oxide based solid-state batteries, while maintaining close communication and cooperation with downstream customers in the field of sulfide based solid-state battery positive electrode materials in technology research and development. The company revealed on the investor platform that it will simultaneously promote the production capacity construction of related positive electrode materials and lithium sulfide based on the industrialization process and market situation of solid-state batteries.
In terms of negative electrode materials, Shanshan Co., Ltd. (600884. SH) has currently developed graphite and silicon carbon products for solid-state batteries and has conducted multiple rounds of testing at customer sites; Developing solid electrolyte composite negative electrode materials, which can be directly used for dry electrode introduction into solid-state batteries in the future. At the same time, we are independently establishing an evaluation system for solid-state battery negative electrode materials, accelerating the research and development of new negative electrode materials specifically for solid-state batteries; Betray (835185. BJ) has developed the industry's first lithium carbon composite negative electrode material that matches all solid state batteries, featuring low volume expansion and long cycle life; Zhongke Electric (300035. SZ) has laid out products such as silicon carbon negative electrode and lithium metal negative electrode for solid-state batteries. Among them, the silicon carbon negative electrode has completed the pilot production line, and some products have entered the stages of customer evaluation and platform development.
As a key link driving the all solid state battery industry chain, battery factories have made significant progress in industrialization since the beginning of this year.
The Chengdu Mass Production Base of EVE Energy (300014. SZ) Solid State Battery Research Institute has been officially unveiled; Longquan No.2; The all solid state battery has been successfully produced, with an energy density of up to 300Wh/kg and a volumetric energy density of 700Wh/L. It is mainly used in high-end equipment applications such as humanoid robots, low altitude aircraft, and AI.
Guoxuan High Tech (002074. SZ) also announced that the all solid state battery - Jinshi Battery pilot line has been fully connected, with a designed production capacity of 0.2 GWh and a yield rate of up to 90%. At the same time, the company has initiated the design work for the mass production line of all solid state batteries.
One of the leading companies in the global ternary soft pack power battery industry, Funeng Technology (688567. SH) is advancing two technological routes in parallel: oxide/polymer composite systems and sulfides. At present, the company has achieved mass production of the first generation of semi-solid state batteries, and the second generation of semi-solid state batteries will be mass-produced in the second half of 2025. Significant breakthroughs have also been made in the research and development of all solid state batteries, and plans to deliver small batches of 60Ah sulfide all solid state batteries to strategic partners by the end of 2025.
In addition, CATL (300750. SZ) has previously stated that it will achieve small-scale production of all solid state batteries by 2027; The second generation semi-solid state battery cell samples of Xinwangda (300207. SZ) have started pilot testing, and the third generation all solid state battery has completed 400Wh/kg product scheme and process validation.
In the core cost composition of solid-state batteries, there is significant room for further exploration in the electrolyte and negative electrode material links. Funeng Technology analyzes that electrolytes (especially sulfides) and silicon-based negative electrodes are expensive. Cost reduction can be achieved through optimizing material manufacturing processes, improving material output rates, and expanding production capacity to achieve economies of scale. It is expected that this cost reduction process will still take some time.
According to the "2025 Blue Book for High Quality Development of Solid State Batteries" released by the Forward looking Industry Research Institute, significant progress has been made in the research and industrialization of solid-state batteries since 2022. However, there are still unresolved issues such as ion conductivity, solid solid interface, and cycling performance. It is expected that the industrialization timeline will be around 2030. It is expected that by 2030, the global shipment of solid-state batteries will reach 614.1 GWh, and the market size of all solid state batteries will reach 17.2 billion yuan.
In response to the industry goal of achieving a shipment volume of 614.1 GWh by 2030, Funeng Technology has proposed a specific roadmap: at the technical level, it is necessary to overcome the challenges of interface impedance and cycle life of all solid state batteries by 2027, and increase the energy density of semi-solid state batteries to 400 Wh/kg; In terms of cost, sulfide electrolytes need to be reduced from 1.5 million yuan/ton to 300000 yuan/ton, the production cost of silicon-based negative electrodes needs to be reduced by 50%, equipment investment needs to be reduced by 2/3, and the manufacturing yield exceeds 85%; On the demand side, new energy vehicles need to collaborate with emerging fields such as drones and humanoid robots to achieve mass production and delivery by 2030.
Although significant progress has been made in the layout of enterprises in the all solid state battery industry chain, the industry as a whole is still in the early stage of development. Funeng Technology reminds the industry to be alert to three major uncertainty risks: first, fluctuations in lithium prices may push up the cost of sulfide electrolytes; Secondly, policy support may weaken or affect the enthusiasm of enterprises to invest; Thirdly, intensified international competition may also squeeze the market space of domestic enterprises, requiring a joint response from the entire industry.
Information source: China Industrial News Network
