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China tests mass production of new advanced EV batteries
China’s first high-capacity all-solid-state battery production line has begun small batch tests, marking a step toward wider adoption of the technology in the EV sector.
The line, built by automaker GAC Group, can produce batteries above 60 ampere-hours, a threshold considered suitable for vehicles.
Most current batteries for vehicles have capacities of 20 to 40 ampere-hours.
Chinese authorities are reportedly preparing more policy and financial support to boost research and development of all-solid-state batteries.
These batteries are seen as a potential upgrade over lithium-ion batteries, with possible benefits in energy density, safety, and charging speed.
GAC plans small-batch vehicle tests by 2026, with gradual mass production between 2027 and 2030.
BYD, China’s largest EV maker, aims to start small-scale production of sulfide-based all-solid-state batteries by 2027, and to use them in mainstream models by 2030.
Industry insiders expect small-batch installation in EVs to start as early as 2027, but broad commercialization may not begin until after 2030.
🔗 Source: China Daily
🧠 Food for thought
Implications, context, and why it matters.
GAC’s 60 Ah claim lacks independent validation of true solid-state architecture
- GAC’s pilot line makes 60+ Ah cells with 7.7 mAh/cm² areal capacity (charge per unit electrode area), but no independent validation appears in reporting 1. It describes a hybrid solid-state electrolyte of oxides and sulfides (ceramic ion conductors) 2, yet no third-party data confirms residual liquid, and some polymer-composites still keep around 3% 3.
- Energy density is 400 Wh/kg (watt-hours per kilogram) 2, with a claimed 1,000 km range on the China Light-Duty Vehicle Test Cycle (CLTC) 4. CLTC ratings trend about one-third higher than U.S. EPA figures, so real-world range likely sits near 650–750 km 4. Cycle-life, fast-charge, and independent safety data are missing, which complicates evaluation.
Equipment vendors can target China’s 2026-2027 pilot line build-out window
- China’s solid-state battery sector heads into industrialization, with pilot line commissioning and prototype tests in 2026, then small-scale vehicle integration in 2027 5. Lead Intelligent Equipment has shipped tools with repeat orders 5. Orders cover dry electrode coating systems (solvent-free coating), sulfide handling in dry inert gas due to sulfides’ moisture sensitivity 3, and high-pressure assembly equipment 6.
- Non-original equipment manufacturer vendors can supply dry rooms and gloveboxes (sealed, inert-gas enclosures for moisture-sensitive sulfides 3). Watch tenders from EVE Energy’s Chengdu base (Phase I December 2025, Phase II December 2026) 6 and other pilot expansions 6. Shipments by 2028 could reach 160 GWh for semi-solid and 13.5 GWh for all-solid cells 5. Semi-solid keeps some liquid electrolyte while all-solid removes liquid.
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