Overview
- China’s industry regulator said it will issue a special 15th Five‑Year plan to steer new battery development, expand applications beyond autos, support swap and vehicle‑grid interaction pilots, and study a carbon management policy for batteries.
- Yibin reported planned capacity above 300 GWh with 210 GWh already built, with local output accounting for roughly one in ten power‑battery cells produced globally.
- Saike Power began production in Yibin on its next‑generation high‑safety and all‑solid‑state battery project, launching a 0.5 GWh line with a claimed 300–500 Wh/kg energy density.
- The company expects sulfide all‑solid‑state cells to reach demonstration use by 2027 and initial industrialization by 2030, as conference data highlighted single‑cell energy density above 300 Wh/kg, 15‑minute fast charging, and average EV range over 500 km.
- EVE Energy stressed lifecycle economics and extreme quality control, saying ternary chemistries offer higher recycling value than LFP and targeting a defect rate shift from PPM to PPB, with a cold‑region research center established in Shenyang.