his week, the Chicago Summit clarified the industry timeline: oxide electrolytes will be prioritized for deployment within 2–3 years, while all‑solid‑state sulfide batteries will be delayed until 2028–2030. The Baihu Lake Laboratory achieved a breakthrough in boride‑based solid‑state batteries with 400 Wh/kg, wide temperature range, and low‑pressure operation, targeting low‑altitude economy and robotics applications.

[SMM Solid-State Battery Weekly Analysis: Summit Sets the "Oxide First, Sulphide Delayed" Tone; Capital and Projects Accelerate in Resonance on the Eve of Mass Production] This week, the Chicago summit set the industry pace: oxide electrolytes are expected to be deployed first within 2-3 years, while sulphide all-solid-state batteries are postponed to the period from 2028 to 2030. Baima Lake Laboratory's boride solid-state battery has broken through 400 Wh/kg, operating over a wide temperature range and under low pressure, and targeting low-altitude economy and robotics scenarios. Sichuan Advanced Battery Innovation Center will be delivered at the end of August, Shandong Chuanglu's 100 mt-class production line will enter mass production, and De'er Co., Ltd.'s PACK pilot line was completed. Ruizhi New Energy and Guxin Energy raised a combined total of more than 100 million yuan, a joint laboratory for robot batteries was established, and solid-state batteries have fully transitioned from the laboratory to mass-production-driven development.

[SMM Lithium Battery Anode Raw Material Market Weekly Review: Demand Expectations Improve; Anode Raw Material Coke Prices Stabilize at Highs] August 13: This week, China's anode material raw material coke market prices maintained a stable trend.

[SMM Solid-State Battery Weekly Analysis: China’s First Sulphide All-Solid-State Real-Vehicle Road Test Completed and 30 Gwh-Level Projects Intensively Rolled Out] This week (July 31 – August 6, 2026), the solid-state battery industry saw a triple resonance of technology verification, capacity implementation, and capital influx. Zhongke Yuanben completed China’s first sulphide all-solid-state battery real-vehicle road test, demonstrating full-stack technology integration capability. Guoci Materials built a sulphide electrolyte mass production line; Ronbay Technology’s demand for cathode materials is nearing the 100-mt level. Tuoyi Guneng’s 6 billion yuan, 30 Gwh project settled in Inner Mongolia, while WELION New Energy initiated a Pre-IPO fundraising at a valuation of 20 billion yuan. Outside China, Solid Power advanced its continuous electrolyte production line, and Factorial, together with SK On, explored leveraging existing lithium-ion production lines to advance the industrialisation of solid-state batteries. 2026, a critical window for industrialisation breakthroughs, is shifting from “single-point breakthroughs” to “systematic advancement.”

Recently, Qingdao Haida Ruiyuan New Energy Technology Co., Ltd. announced its plan to construct a lithium battery anode material expansion project utilizing existing completed factory facilities. The project is located east of Liugezhuang Village, Tianzhuang Town, Pingdu City, Qingdao, Shandong, with a total investment of 117 million yuan. The site covers a total area of 14,777.5 square meters, with a building area of 14,777.5 square meters. Main production equipment includes mechanical mills, roller mills, reactors, and tunnel kilns. The project primarily uses petroleum coke (needle coke), calcined petroleum coke, and asphalt as raw materials, which undergo pelletizing, roasting, and other processes to produce lithium battery anode materials. The production capacity is 80,000 tons per year.

In recent years, China's lithium battery industry, leveraging mature technology systems and well-established industry chain support, has long underpinned the rapid development of the new energy industry in China and even globally, serving as the mainstay of the current energy storage and power battery markets. To further optimize the battery industry structure and diversify new-type battery technology pathways, relevant new policies in China have recently clarified that battery consumption tax will be levied on lithium batteries in phases, while sodium-ion batteries will be exempt from the battery consumption tax from September 1 this year through the end of 2028, in order to further cultivate the sodium-ion battery industry, which is still in its early growth stage. The 2%–4% tax rate differential over 28 months creates a critical window of opportunity to accelerate the large-scale deployment and commercialization of sodium-ion batteries.