[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.

[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: Samsung SDI’s “Contrarian Big Bet” — 25 Trillion Won Staked on Next-Generation Batteries Could Rewrite Global Energy Landscape] Samsung SDI disclosed a regulatory filing on July 3, announcing an investment of approximately 16 trillion won (about 88 billion yuan) into its Ulsan plant by 2040, to build large-scale production sites for all-solid-state batteries, LFP batteries for ESS, and sodium-ion batteries. A day earlier (July 2), the company had announced an investment of 9 trillion won into its Cheonan plant, for setting up a mother production line for next-generation battery technology verification and R&D facilities. Combined, the two investments total 25 trillion won, spanning a period of 14 years and lasting until 2040.

[SMM Analysis: Impact on Solid-state Batteries of the Ministry of Commerce Adding 10 US Entities to the Export Control List] On June 22, 2026, the Ministry of Commerce issued an announcement and, effective immediately, formally implemented the "Export Control List (June 22, 2026)," which includes 10 US entities. This export control measure has almost no direct impact on China's solid-state battery industry, but attention should be paid to the indirect link of the rare earth supply chain. (1) China already has export controls on high-end batteries with an energy density exceeding 300 Wh/kg (including semi-solid and all-solid-state), and this measure targeting specific entities is an extension of the existing control framework rather than a new restriction specifically aimed at the solid-state battery industry. (2) The solid-state battery industry is still in the development stage and has not yet generated a significant export demand.

On June 5, 2026, Helios Horizon achieved the world’s first crewed fixed-wing flight powered by solid-state batteries. The test validated solid-state technology in real aviation conditions, showing a 60% energy density improvement (410 Wh/kg) and 15‑minute fast charging. While cost and certification remain challenges, the milestone recalibrates industry expectations and offers a clearer path forward for electric aviation.

Dongfeng’s new-generation solid-state battery (oxide-polymer composite) to start mass production in 2H 2026; demo vehicles logged >3.2 million km safely. Dongchi Energy’s semi-solid device shipped to Djibouti (offshore oil platform application). Aviation solid-state battery energy density exceeds 480Wh/kg, boosting eVTOL range by 65%+. Sun Xueliang’s team achieved low-cost Li₂S (cutting sulfide electrolyte cost by >86%) and Li-Te battery with 13,000+ cycles.