[SMM Analysis: Highly Likely False Rumor: The Official Launch of a Major Manufacturer's Solid-State Battery] July 27, 2026, recently, the online rumor claiming that "BYD's solid-state battery has officially launched, with an energy density of 480 Wh/kg, and will debut in the facelifted Denza N7" is untrue. Please refer to the official announcement for updates on BYD's solid-state battery business.

Qichacha shows that recently, Jiangsu Yili Technology Co., Ltd. (referred to as Yili Technology) completed a Series A financing round, with investors including Zhejiang Chuangwei Emerging Industry Venture Capital Partnership (Limited Partnership), Yixing Environmental Science Park Industrial Development Equity Investment Partnership (Limited Partnership), and Yuanhang Precision (920914). At the same time, Yili Technology’s registered capital increased from 5.3001 million yuan to 7.2082 million yuan, an increase of approximately 36%.

[SMM Analysis: Jiuwu Hi-Tech's LATP Solid-State Electrolyte Passes 4.62V Extreme Overcharge Test, Ceramic Membrane Giant's Dual-Track Solid-State Battery Layout] Jiuwu Hi-Tech's LATP solid-state electrolyte was applied in NCM811 pouch batteries and passed the extreme overcharge (4.62V) and over-discharge (0V) tests according to GB38031-2020, with no smoke, fire, or explosion throughout the process, a temperature rise of ≤5°C, and a significantly improved safety margin. The company has adopted a dual-track layout of oxides (LLZO/LATP) and sulphides, achieved mt-level mass production and supplied leading battery cell enterprises, while advancing a hundred-mt-level pilot scale-up. Leveraging nearly 30 years of ceramic membrane technology expertise, it is positioning itself in the key materials segment for solid-state batteries.

[Solid-State Battery: Huashang Zhongke Successfully Completes Pilot Trial of 99.95% High-Purity Lithium Sulphide; Multiple Enterprises in Shandong Deploy Lithium Sulphide] On July 22, 2026, information from Huashang Zhongke’s official account. Qingdao Huashang Zhongke New Energy Technology Co., Ltd. announced that its pilot-produced lithium sulphide was tested by the National Power Battery Innovation Center of the Guolian Automotive Power Battery Research Institute (with CMA/CNAS qualifications), and the product purity reached 99.95%. Relying on technology from the Chinese Academy of Sciences, the company overcame barriers such as anhydrous and oxygen-free sealed synthesis and multi-stage deep purification, and has completed construction of a pilot R&D production line with an annual capacity of 60 mt of sulphide solid-state electrolyte. Huashang Zhongke is a participating drafting unit of the national standard for solid-state batteries. Enterprises in Shandong that have deployed lithium sulphide include Ruifu, Taihe, Dayao, Wanrun Co., Ltd., Yifeng New Material, Zhongke Yuanben, etc.

[SMM Analysis: Expert Opinions Clash – Semi-Solid-State Battery Mass Production Year Begins, All-Solid-State Still Building Momentum] 2026 is widely regarded by the industry as the "mass production year" for semi-solid-state batteries. However, expert opinions on the industrial positioning and time pace of semi-solid-state and all-solid-state batteries are markedly divided. SVOLT Energy Technology Chairman Yang Hongxin and Huang Xuejie from the Institute of Physics, Chinese Academy of Sciences, among others, lean toward the view that "semi-solid-state will be the long-term mainstream," while CATL Chairman Zeng Yuqun and Gotion High-tech Chief Scientist Zhu Xingbao remain cautiously optimistic about all-solid-state batteries from the perspectives of technological maturity and cost.

[SMM Analysis: New Battery Consumption Tax Policy Takes Effect: Sodium-Ion Batteries Exempt, Lithium Batteries Taxed, Sodium-Ion Batteries Enter a "Tax Exemption Dividend Period"] SMM, July 21: The Ministry of Finance, the General Administration of Customs, and the State Taxation Administration recently jointly issued an announcement on the adjustment of the battery consumption tax policy. For the first time, lithium-ion batteries and similar products are included in the scope of consumption tax collection, while sodium-ion batteries, solid-state batteries, fuel cells, and others are listed in the exemption catalog. This "tax-and-exempt" design has garnered widespread attention across the sodium-ion battery industry chain...