On March 10, GEM Co., Ltd. disclosed during an investor exchange event that the company has been strategically positioned in the solid-state battery field for some time. Since 2019, it has been developing high-nickel ternary cathode materials and lithium-rich manganese-based cathode materials specifically for solid-state batteries. Currently, shipments of these material systems have reached ton-level quantities.

Eastman Auto & Power has opened an 800 MW solar module manufacturing facility in Sonipat, Haryana, advancing its 'Make in India' footprint. The plant supports the company's strategy to provide integrated solar solutions, combining its newly manufactured PV modules with its existing portfolio of grid-tie, off-grid, and hybrid inverters, as well as energy storage batteries. By complying with domestic content requirement (DCR) rules and MNRE standards, the locally produced modules are eligible for government-supported programs, including the PM Surya Ghar Muft Bijli Yojana, which aims to accelerate residential rooftop solar deployments across the country.

The era of 'cheap imported batteries' is ending for the US energy storage sector as heavy tariffs and the OBBBA's strict sourcing requirements force a rapid shift toward domestic manufacturing. While storage fared better than solar under the new policy landscape, developers are grappling with rising upfront costs, long interconnection wait times, and revenue unpredictability. This high-risk environment led to the cancellation of 20 GWh in planned manufacturing capacity and 79 GW of battery storage projects in 2025. Industry leaders warn that a conservative shift in capital—favoring established multinationals over startups—threatens early-stage domestic innovation and risks ceding the US competitive edge to China.

This week，the solid-state battery industry showed a dual-engine momentum driven by "intensive breakthroughs on the technology front and targeted solutions on the policy front." CATL disclosed a sulphide patent, Zhongkeyuanben's 20Ah all-solid-state battery passed third-party detection, and Dreame Technology released a 450Wh/kg product; Guangdong took the lead in incorporating diversified solid-state battery technology routes and eVTOL scenarios into provincial-level action plans.

On March 10, Tinci Materials released an announcement regarding investor relations activities. Sulfide solid-state electrolytes are currently at the kilogram-scale pilot and sample delivery stage. The hundred-ton lithium sulfide and solid-state electrolyte pilot production line is expected to commence operation in the third quarter of 2026. UV adhesive frames for supporting solid-state batteries have achieved small-batch sales.

[SMM Lithium Battery Electrolyte Market Weekly Review: Electrolyte Prices Remained Temporarily Stable This Week (2026.3.9-3.12)] From March 9 to March 12, 2026, electrolyte prices remained temporarily stable. Considering the overall trend in cost-side changes and the supply-demand pattern, electrolyte prices were expected to remain temporarily stable in the short term.

On March 10, 2026, SMM learned that Paixiaozu, a subsidiary of Wisdom Frontier, initiated a tripartite partnership with Dechuang Environmental Protection and Rhino Green Energy to develop a coordinated industry chain deployment centered on the application of sodium-ion battery technology in the two-wheeler rental scenario, jointly building a new ecosystem for sodium-ion battery-powered two-wheeler leasing and promoting the transition of sodium-ion battery technology from isolated technical trials to systematic operational practice. As a digital service platform for two-wheeled electric vehicle leasing, Paixiaozu had already established systematic management capabilities across the entire process, including asset management, order management, risk control, and fund settlement. This collaboration incorporated sodium-ion batteries into a unified operational framework, enabling visualized management of sodium-ion battery assets, data coordination, and controllable risk, thereby laying the foundation for the standardized implementation of sodium-ion batteries in rental scenarios.

In early 2026, NIO accelerated its layout in the core power battery sector by signing an agreement with Anting Town, Shanghai, to establish a new battery R&D base. Following the establishment of Anhui Battery Co. in 2022, this creates a "Shanghai R&D + Anhui Manufacturing" dual-platform structure. NIO holds 1,382 battery patents and has pioneered the integration of semi-solid-state batteries with swap stations. The company plans to scale solid-state battery technology after 2027 to strengthen independent control over core EV components.

Recently, the groundbreaking ceremony for the Jingshan 200 MW/400 MWh power-grid-side standalone ESS project, located in Duruan Town, Pengjiang District, was successfully held, marking the full commencement of construction on this key provincial and municipal new-type ESS power station project. As the province’s first energy storage project approved for national policy-based financial instruments, and also the country’s first 100-megawatt-class technical demonstration project for colloidal LFP ESS batteries, the Jingshan energy storage project has a total investment of over 500 million yuan, a total installed capacity of 200 MW/400 MWh, and covers an area of approximately 50 mu. It is located on the north side of the 220 kV Jingshan substation in Duruan Town. The commencement of the Jingshan energy storage project is an important measure by Pengjiang District to actively integrate into the city’s “13158” new-type industrial system.

[SMM Weekly Survey of the Aluminum Downstream Sector: Downstream Aluminum Operating Rate Continued to Rebound to 61.9%, with High Prices Suppressing the Peak "Golden March" Season] This week, the weekly operating rate of leading downstream aluminum processing enterprises in China rose 2.4 percentage points MoM to 61.9%, overall extending the post-holiday recovery trend, with all segments rebounding MoM, and the industry as a whole entering a normal production pace.