China's semi-solid battery industry reached an inflection point in 2026. According to CAAM data, 2025 domestic semi-solid battery installations reached 31.7GWh, up 272% year-over-year. 2026 installations are expected to hit 82GWh, with 2030 projected to exceed 420GWh. Qingtao Power partnered with MG to bring semi-solid batteries to 100,000-yuan-class vehicles, transitioning from premium tech to mass-market accessibility.
Data Highlights: Semi-Solid Battery Installations Double in a Year
The latest CAAM data shows 2025 domestic semi-solid battery installations reached 31.7GWh, up 272% year-over-year. This growth rate far exceeds traditional lithium batteries, marking the official transition from proof-of-concept to mass production.
Accelerated Industrialization
Capacity expansion is explosive:
- GGII predicts 2026 domestic semi-solid battery shipments will exceed 15GWh
- In Q1 2026 alone, over 16 solid-state battery and material projects commenced production, construction, or signing
- 2026 installations expected to reach 82GWh, 2030 projected to exceed 420GWh, accounting for 26% of global power battery market
Cost reduction is the key breakthrough:
- Qingtao Power partnered with MG to bring semi-solid batteries to 100,000-yuan-class vehicles
- MG4 URBAN and other export models are among the first adopters
- Lab technology is entering an acceptable cost range
Technology Comparison
| Dimension | Semi-Solid Battery | Traditional Liquid Li-Battery |
|---|---|---|
| Safety | Significantly improved | Thermal runaway risk exists |
| Energy Density | Higher | Approaching theoretical limit |
| High Current Output | Shortcomings remain | Mature and stable |
| Production Cost | Rapidly declining | Stabilized |
| Commercialization | Accelerating penetration | Mainstream position |
Semi-solid batteries address safety and range issues, but high-current output capability remains a weakness. Academician Jin Yong suggests introducing "power capacitors" as a supplement, a technical path that could become key for high-end vehicle acceleration. In technology export solutions through EX1000.COM, semi-solid batteries have become a hot topic among Russian and Central Asian buyers.
