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solid-state battery

Automotive Investment Logic Shifts: From Growth Premium to Structural Divergence

Automotive Investment Logic Shifts: From Growth Premium to Structural Divergence

2021 was regarded as the golden age for auto stocks, with the CSI New Energy Vehicle Index climbing 56.96% for the year. Yet from 2021 to 2025, China's NEV sales surged from 3.5 million to 16.49 million units — a nearly fourfold increase — while most auto stock investors failed to profit. The misalignment between industry growth and investment returns is prompting market participants to re-examine the valuation framework for the automotive sector.

29523 days ago
All-Solid-State Battery Packs: Smaller, Lighter, Safer

All-Solid-State Battery Packs: Smaller, Lighter, Safer

2026 is widely recognized as a pivotal year for solid-state battery industrialization. CATL's semi-solid-state batteries have achieved energy density exceeding 500Wh/kg, Sunwoda has announced its first-generation all-solid-state battery for 2026, and BYD's sulfide all-solid-state battery has passed vehicle-grade certification. With advantages of smaller volume, lighter weight, and higher safety, solid-state batteries are moving from laboratories to production lines, poised to fundamentally rewrite the competitive rules of electric vehicles.

53131 days ago
Electrified Powertrains & Thermal Management Enter Efficiency-Driven Era

Electrified Powertrains & Thermal Management Enter Efficiency-Driven Era

The 2026 Gasgoo Awards & China Automotive Industry Innovation Casebook reveals that as new energy vehicles enter mass adoption, competition in China's auto industry is shifting from electrification penetration to electrification capability. Electric powertrains are evolving from component-level optimization to system-level innovation, while thermal management is upgrading from basic cooling into integrated energy management systems covering batteries, electric drives, cockpits, and intelligent vehicle components.

21032 days ago
All-Solid-State Battery Safety Myth Shattered? Industry Experts Urge Consumer Rationality

All-Solid-State Battery Safety Myth Shattered? Industry Experts Urge Consumer Rationality

All-solid-state batteries have been widely regarded as the "ultimate solution" for power batteries by both industry and consumers, but their safety profile may be more complex than imagined. At the 2026 China Automotive Forum, FAW Group chief scientist Wang Deping issued a sober warning: once thermal runaway occurs in all-solid-state batteries, the consequences can be extremely severe. Academician Ouyang Minggao of the Chinese Academy of Engineering went further, telling consumers there is no need to wait for all-solid-state batteries. Japan's JISC released JIS C 8905-2 in May 2026, introducing mandatory thermal runaway propagation testing for solid-state batteries, while IEC 63254 entered CDV voting in April. Meanwhile, not a single vehicle claiming to use "solid-state batteries" in the 2026 market is actually "all-solid-state."

35734 days ago