2026 is defined by the industry as the "semi-solid-state inaugural year." SVOLT Energy announces September mass production of multiple models with 100kWh semi-solid packs; CATL's Qilin condensed battery launches H2 2026. Gotion's "Gold Stone" all-solid-state cell reaches 350Wh/kg, targeting year-end small-batch production.
Production Countdown: The Solid-State Era Officially Begins
CIBF2026 delivered a clear signal — solid-state batteries are no longer laboratory theory, but have achieved full-line linkage across materials, equipment, cells, and applications.
SVOLT Energy Chairman Yang Hongxin announced: 2026 is the "inaugural year" of semi-solid-state batteries, with September mass production of multiple 100kWh-equipped models.
CATL's Qilin condensed battery targets H2 2026 production launch.
Gotion High-Tech showcased its "Gold Stone" all-solid-state battery at 350Wh/kg, planning year-end small-batch production.
OEM Positioning: Dense 2026-2027 Production Timelines
OEMs are accelerating their positions:
- Changan: 2026 vehicle validation, 2027 gradual mass production at 400Wh/kg target
- SAIC: Next-gen semi-solid in new MG4; "Guangqi" all-solid-state battery in 2027
- GAC: All-solid-state on Hyper brand in 2026
- BYD: CTO Sun Huajun confirmed 2027 pilot rollout, large-scale around 2030
| Company | Tech Route | Energy Density | Production Time |
|---|---|---|---|
| SVOLT | Semi-solid | 100kWh pack | Sept 2026 |
| CATL | Condensed | ~300Wh/kg | H2 2026 |
| Gotion | All-solid "Gold Stone" | 350Wh/kg | End 2026 |
| Changan | All-solid | 400Wh/kg | 2027 |
| SAIC | Semi→All-solid | undisclosed | MG4 2026; all-solid 2027 |
| GAC | All-solid | undisclosed | 2026 (Hyper) |
| BYD | All-solid | undisclosed | 2027 pilot; 2030 mass |
Supply Chain Expansion: The 100GWh Investment Surge
GGII data shows that in the first four months of 2026, solid-state battery capacity expansion exceeded 100GWh, with planned investments over 30 billion yuan and total planned capacity approaching 600GWh.
Upstream beneficiaries include:
- Electrolyte: Sulfide electrolyte makers (Ganfeng, Tinci) fully booked
- Cathode: High-nickel ternary (NCM811/NCA) demand surging
- Anode: Silicon-carbon and lithium-metal anodes becoming new battlegrounds
- Equipment: Solid-state-specific dry electrode, isostatic pressing, and lithium deposition equipment in密集 delivery
Implications for Central Asian and Russian Buyers
For high-latitude, extreme-cold Central Asian and Russian markets, solid-state batteries mean revolutionary usage:
- Low-temp performance: Solid electrolyte maintains high ionic conductivity at -30°C, winter range loss controlled within 15% (vs. 30-40% for liquid cells)
- Safety: Eliminates liquid electrolyte leakage and combustion risks
- Charging speed: High conductivity supports megawatt flash charging, 10%-80% in under 8 minutes
- Lifespan: Cycle life exceeds 2,000 cycles, 50% improvement over conventional batteries
For buyers sourcing through EX1000.COM, solid-state models (expected 2027 for export volume) will become the "next-gen flagship" benchmark. Currently, SVOLT and CATL's semi-solid/condensed battery models already achieve flash charging with only 3 extra minutes at -30°C, making them pragmatic transition choices.
