Solid-state battery materials break through the critical point China accelerates the construction of a full chain of independent ecology

[February 1, 2026] Driven by the urgent demand for high‑safety, high‑energy‑density batteries in the electric‑vehicle sector, solid‑state batteries are transitioning from a laboratory concept to their inaugural year of industrialization. According to the latest report of the China Automotive Power Battery Industry Innovation Alliance, China has made key progress in the three solid electrolyte systems of oxides, sulfides and polymers in 2025. Among them, the oxide route has entered the stage of vehicle regulation level verification, and many enterprises have announced the start of GWh production line construction in 2026.

The core bottleneck-interface impedance and cost issues are being gradually overcome. The "gradient doped LLZO ceramic electrolyte" developed by the Tsinghua University team has a room temperature ionic conductivity of 1.2 mS/cm, which is close to the level of liquid electrolyte. Ganfeng Lithium Industry has reduced the manufacturing cost of single cell by 35% through the integration process of dry electrode and composite electrolyte. What is more noteworthy is that the material-battery cell-vehicle collaborative development model is taking shape: Weilai ET9 is equipped with a semi-solid battery pack to achieve 1000 kilometers of battery life, behind which is the in-depth customization of Weilan New Energy and Qingtao Energy in the material links such as positive electrode coating and negative electrode pre-lithiation. The Ministry of Industry and Information Technology's Action Plan for High-Quality Development of New Energy Storage Manufacturing (2025-2030) clearly states that by 2027, 3-5 pilot platforms for solid-state battery materials will be built to support the localization of key materials such as high-purity lithium sulfide, lithium lanthanum zirconium oxygen (LLZO) and composite solid-state electrolyte membranes. The industry expects that around 2028, all-solid-state batteries are expected to take the lead in commercialization in the field of high-end electric vehicles and aviation electrification, and the autonomous control of the material system will become the main battlefield of competition.