In 2026, the correction in lithium carbonate prices drove up lithium battery production costs. Coupled with uncertainties in lithium resources supply, cost pressure across the new energy industry became increasingly prominent. Leveraging the advantages of abundant sodium resources, balanced distribution, and controllable costs, sodium-ion batteries have leapt from being a “backup option” for lithium batteries to a key direction for industry breakthrough...

Solid-state batteries were a hot topic at the 2026 Two Sessions, where delegates noted that the industry is at a critical inflection point, moving from “samples” to “products.”

In January 2026, the value of newly signed lithium battery production equipment orders by Hymson exceeded 1 billion yuan at once, covering mainstream domestic clients and the overseas market.

This week (February 27, 2026–March 5), more players entered the solid-state battery industry, with various parties “riding” the hype: Sunstone Development and TONZE stated that their sulphide projects were still in the early R&D stage; QingTao’s Wuhai 2 billion yuan project released its EIA public notice, and a 3.5 GWh production line in Taizhou commenced operations; Suzuki acquired Kanadevia’s solid-state battery business

This week (January 30 to February 5, 2026), the scaling of Tesla’s dry electrode process represented a revolutionary breakthrough in manufacturing, while Light-Year Engine’s “launch-to-production” approach marked a bold declaration on the product front. Both point to the core challenges of industrialisation —engineering and cost.

The Quanzhou Municipal People's Government and CATL have officially signed a cooperation agreement for the new energy battery production site project. Quanzhou Vice Mayor Lei Lianming and CATL Assistant to the Chairman and Director of Corporate Planning Department Qu Tao signed the agreement on behalf of both parties. According to the cooperation agreement, the two sides will engage in in-depth collaboration on the R&D and manufacturing of new energy batteries, utilizing advanced green manufacturing technologies to build intelligent, zero-carbon modern factories, improve the industry chain supporting facilities, drive coordinated development among upstream and downstream enterprises, and jointly strengthen the new energy industry ecosystem.