The industrialization process of solid-state batteries is accelerating, and new energy companies have disclosed new developments.

Since May, listed companies in the lithium battery industry chain have been holding performance briefing sessions intensively. Journalists have found that the application and research progress of solid-state batteries are still hot topics of concern for investors. In terms of application, companies such as Funeng Technology, Haimuxing, and Ganfeng Lithium are optimistic about the early application of solid-state batteries in the low-altitude economy field; however, it will still take some time for solid-state batteries to be mass installed in cars. In terms of research and development, companies such as Xiamen Tungsten Industry and Tianqi Lithium are actively promoting the development of key materials for solid-state batteries such as lithium sulfide and lithium metal anode from their own industrial foundation. According to Gao Gong Lithium analysis, unlike the general market expectation of leading the electric vehicle market, solid-state batteries have achieved small batch delivery ahead of time in diversified scenarios such as drones, eVTOL, robots, and energy storage. This marks a substantial step forward for solid-state batteries on the commercialization path. These early commercialization attempts will accumulate key data and experience for the technology iteration, cost control, and eventual entry into the broader electric vehicle and energy storage market. The competition landscape of solid-state batteries is gradually shifting from research and development competition to market validation.