近几个月以来，固态电池产业迎来工程化标志性节点。

　　产业链头部企业固态电池小试线、中试线建设，呈现“多点开花”态势，并与核心材料创新，形成技术路线分化与上下游协同验证的共振格局。

　　业内人士表示，固态电池很可能在2026-2027年，迎来中试验证的关键期。

01

固态电池小试、中试验证加快

　　现阶段，一场围绕固态电池小试、中试线的技术竞速，正在悄然上演。

　　近期，吉利旗下浙江绿色智行科创有限公司(简称“绿色智行”)，对2026—2027年度固态电池电芯研发物料进行采购招标。据市场消息，绿色智行规划投资7100万元，建设其固态电池及关键材料工艺放大验收项目，以验证电池稳定性、阻抗性以及使用寿命，摸索最佳数据，为规模化生产提供依据。

　　11月末，广汽集团在国内建成其首条大容量全固态电池中试产线，向2026年全固态电池搭载昊铂车型迈出关键一步。

　　国轩高科近期在投资者平台表示，今年上半年，其全固态电池中试线已投产，并完成内部装车验证;全固态电池中试线下线电芯良品率可达90%;目前已在推进2GWh量产线的设计工作，力争今年年底前完成相关设计定型工作。

　　欣旺达10月发布了“欣·碧霄”聚合物全固态电池，并披露，其计划在今年年底建成0.2GWh，具备更高兼容性的固态电池中试线。

　　今年9月，亿纬锂能固态电池研究院成都量产基地正式揭牌，目前其“龙泉二号”10Ah全固态电池已成功下线。

　　孚能科技也曾表示，其硫化物全固态电池中试线，预计将于今年年底建成。

　　车企与电池企业加速固态电池中试验证，对上游材料也提出更高要求，这既是在材料研发过程中，需要面对的严峻挑战，也是推动固态电池技术突破的关键要素之一。

02

中试验证：固态电池材料量产的“准入密钥”

　　12月11日，国家工业和信息化部召开制造业中试创新发展座谈会。会议指出，中试是紧密连接创新链、技术链和产业链的关键环节，是畅通技术创新到市场应用的“中间站”。

　　会议强调，要系统推进制造业中试创新发展。要发挥科技创新的引领带动作用，部署先进中试能力，促进中试数字化、网络化、智能化、绿色化、融合化发展。要贯通全链条资源优化发展生态，深化产融合作和产教融合，激发中试创新动能。

　　从产业链上下游协同角度看，材料企业向电池企业送样验证，是材料量产的核心前置环节。电池企业验证的结果，对材料企业产品量产的启动时机、工艺标准与市场拓展，都将产生重要影响。

　　首先，中试验证过程，倒逼材料企业多轮送样迭代。一般来说，验证过程中，电池企业会反馈，材料在实际生产中是否适配的问题，这将倒逼材料企业优化工艺，从而形成“验证-调整-再验证-优化”的良性循环。

　　12月8日，当升科技表示，其固态电解质产品已在头部客户进入批量验证阶段。2025年前三季度，其全固态电池用关键材料，已实现20吨级以上批量供货。这也佐证了，其产品获得相关客户认可。

　　其次，中试验证是材料量产的核心准入门槛。送样验证，本质是材料企业接受电池企业，对其产品的工程化考核。

　　如今年11月，新宙邦表示，其参股的新源邦，已建立全体系固态电解质材料研发、测试及生产平台，相关产品客户反馈良好，其已实现百吨级量产和销售，也正与下游客户合作推进产业化应用，并将按照客户未来需求，对自身产能进行布局，以应对市场的挑战和机遇。

　　再者，中试验证可以为材料量产，提供明确的工艺与产能依据，验证结果还决定着材料企业的产能规划。

　　当前，头部电池企业加速GWh级中试线招标，头部材料企业从小规模试产，也逐步斩获从百公斤级，到吨级、十吨级材料订单，材料产能按需提升。

　　此外，验证结果将影响材料企业的市场订单与行业地位。通过头部电池企业中试验证的材料企业，更容易抢占量产订单先机。反之，若验证滞后，材料企业可能错失合作机会和市场机遇。

　　值得一提的是，通过验证的材料企业，其工艺标准也可能成为行业参考，从而将巩固企业量产阶段的竞争优势。

　　不可否认的是，尽管固态电池中试进展显著，不过中试验证仍面临多重挑战。固-固界面接触问题导致阻抗升高，硫化物电解质的空气不稳定性，锂金属负极枝晶生长风险等难题，仍需要通过中试验证加以调整，从而逐步突破。

　　同时，不同技术路线的差异化，导致设备兼容性、材料通用性等问题凸显，增加了中试验证的复杂度;成本控制这一关键考验，也需通过中试验证持续探索降本路径。

　　政策层面，我国已经将固态电池列为重点发展领域之一。市场层面，低空经济、具身智能、新能源汽车等领域，对高安全、高能量密度的电池需求日益增长，固态电池有望成为下一代电池技术的主流选择之一。而随着固态电池中试验证的不断深入，这一阶段积累的工艺数据、材料配方，将为固态电池未来产业化，提供有力支撑。

In recent months, the solid-state battery industry has reached a landmark engineering milestone.

The construction of solid-state battery small and pilot lines by leading enterprises in the industrial chain presents a "multi-point flowering" trend, and forms a resonance pattern of technological route differentiation and upstream and downstream collaborative verification with core material innovation.

Industry insiders say that solid-state batteries are likely to enter a critical period of pilot testing certification in 2026-2027.

01

Solid state battery small-scale and medium scale tests have been proven to be accelerating

At present, a technological race is quietly unfolding around the small-scale and pilot lines of solid-state batteries.

Recently, Zhejiang Green Intelligent Technology Innovation Co., Ltd. (referred to as "Green Intelligent"), a subsidiary of Geely, conducted a procurement bidding for the research and development materials of solid-state battery cells for the years 2026-2027. According to market news, Green Intelligence plans to invest 71 million yuan to build its solid-state battery and key material process amplification acceptance project, in order to verify battery stability, impedance, and service life, explore the best data, and provide a basis for large-scale production.

At the end of November, Guangzhou Automobile Group completed its first high-capacity all solid state battery pilot production line in China, taking a crucial step towards equipping Haobo models with all solid state batteries by 2026.

Guoxuan High tech recently announced on an investor platform that its all solid state battery pilot line has been put into operation in the first half of this year and has completed internal vehicle installation verification; The yield rate of off line battery cells in the pilot line of all solid state batteries can reach 90%; We are currently advancing the design work for the 2GWh mass production line and striving to complete the relevant design finalization work by the end of this year.

Xinwangda released the "Xin Bixiao" polymer all solid state battery in October and disclosed its plan to build a 0.2GWh solid-state battery pilot line with higher compatibility by the end of this year.

In September this year, the Chengdu mass production base of EVE Energy Solid State Battery Research Institute was officially unveiled, and its "Longquan No.2" 10Ah all solid state battery has been successfully produced.

Funeng Technology has also stated that its sulfide all solid state battery pilot line is expected to be completed by the end of this year.

Automobile and battery companies are accelerating the testing and certification of solid-state batteries, which also puts forward higher requirements for upstream materials. This is not only a severe challenge that needs to be faced in the material research and development process, but also one of the key elements to promote breakthroughs in solid-state battery technology.

02

Experimental verification: "Access key" for mass production of solid-state battery materials

On December 11th, the Ministry of Industry and Information Technology of China held a symposium on pilot innovation and development in the manufacturing industry. The meeting pointed out that pilot testing is a key link that closely connects the innovation chain, technology chain, and industry chain, and is a "middle station" that facilitates the smooth application of technological innovation to the market.

The meeting emphasized the need to systematically promote pilot innovation and development in the manufacturing industry. To leverage the leading and driving role of technological innovation, deploy advanced pilot capabilities, and promote the digital, networked, intelligent, green, and integrated development of pilot projects. To connect the entire chain of resources, optimize the development ecology, deepen industry finance cooperation and integration of industry and education, and stimulate pilot innovation momentum.

From the perspective of upstream and downstream collaboration in the industrial chain, material companies sending samples for verification to battery companies is the core prerequisite for material mass production. The results of battery enterprise verification will have a significant impact on the timing, process standards, and market expansion of material enterprise product mass production.

Firstly, the pilot verification process has forced material companies to undergo multiple rounds of sample submission iterations. Generally speaking, during the verification process, battery companies will provide feedback on whether the materials are suitable for actual production, which will force material companies to optimize their processes, thus forming a virtuous cycle of "verification adjustment re verification optimization".

On December 8th, Dangsheng Technology announced that its solid-state electrolyte products have entered the batch validation stage for its top customers. In the first three quarters of 2025, the key materials for its all solid state batteries have achieved bulk supply of over 20 tons. This also confirms that its products have gained recognition from relevant customers.

Secondly, the pilot test certificate is the core entry threshold for material mass production. Sample verification essentially involves material companies accepting engineering assessments of their products from battery companies.

As of November this year, Xinzhoubang announced that its equity partner, Xinyuanbang, has established a full system solid electrolyte material research and development, testing, and production platform. Customer feedback on related products has been positive, and it has achieved mass production and sales of 100 tons. It is also working with downstream customers to promote industrial applications and will layout its own production capacity according to future customer needs to meet market challenges and opportunities.

Furthermore, pilot testing can provide clear process and production capacity basis for material mass production, and the verification results also determine the production capacity planning of material enterprises.

Currently, leading battery companies are accelerating the bidding for GWh level pilot lines, and leading material companies are gradually winning orders for materials ranging from 100kg to ton and ten ton levels through small-scale trial production, with material production capacity increasing as needed.

In addition, the verification results will affect the market orders and industry position of material companies. Material companies that have been tested and proven by leading battery companies are more likely to seize the opportunity of mass production orders. On the contrary, if verification lags behind, material companies may miss out on opportunities for cooperation and market opportunities.

It is worth mentioning that validated material companies may also use their process standards as industry references, thereby consolidating their competitive advantage in the mass production stage.

It cannot be denied that although there has been significant progress in the pilot testing of solid-state batteries, there are still multiple challenges in the verification of pilot testing. The problem of solid solid interface contact leads to increased impedance, air instability of sulfide electrolytes, and risks of dendrite growth in lithium metal negative electrodes, which still need to be adjusted through pilot testing to gradually overcome.

At the same time, the differentiation of different technological routes has highlighted issues such as equipment compatibility and material universality, increasing the complexity of pilot testing; The key test of cost control also requires continuous exploration of cost reduction paths through pilot testing.

At the policy level, China has listed solid-state batteries as one of the key development areas. At the market level, the demand for high safety and high energy density batteries is increasing in fields such as low altitude economy, embodied intelligence, and new energy vehicles. Solid state batteries are expected to become one of the mainstream choices for the next generation of battery technology. With the continuous deepening of experimental verification in solid-state batteries, the accumulated process data and material formulas in this stage will provide strong support for the future industrialization of solid-state batteries.