到2026年8月，我国固态电池产业正处在从实验室走向量产的关键“产业化攻坚期”。行业普遍认为，2026年是“半固态电池商业化元年”，而2027年则被多数头部企业视为“全固态电池小批量量产或示范装车”的关键节点。
一、当前进展的概要
技术路线：三种主流路线并行，硫化物被长期看好
当前固态电池主要分为三种技术路线，各有侧重：
--“硫化物路线”：离子电导率最高，最适配车载高能量密度与快充需求，被认为是全固态电池的长期终极方向。国内头部企业如“宁德时代、比亚迪”等正重点布局。
--“氧化物路线”：机械强度和化学稳定性好，是当前“半固态电池”过渡期的优选方案。“清陶能源”等企业已有装车验证。
--“聚合物路线”：柔韧性好，但室温电导率低，多用于特定柔性场景。
产业化提速：头部企业密集布局，重大项目落地
从实验室到产线，产业化进程正在全面加速：
--“中试线密集投产”：众多企业已从研发迈入中试验证阶段。
“比亚迪”：硫化物全固态电池已通过车规验证（能量密度400Wh/kg），其2GWh中试线已投产。
“国轩高科”：“金石”全固态电池能量密度突破400Wh/kg，其首条中试线已投产。
“宁德时代”：全球首条硫化物全固态电池中试线已于2025年投产。
“东风汽车”：350Wh/kg的固液混合电芯已中试下线，并在多款车辆上搭载。
“亿纬锂能”：“龙泉二号”全固态电池已于2025年下线。
--“重大项目签约”：2026年8月13日，“中国科学院物理研究所”在苏州签约启动“先进方形全固态电池产业化项目”，正式进入中试阶段。该项目首期将建设“0.2GWh电芯中试线”和“4GWh PACK产线”，目标产品锁定电动航空、重载无人机、新能源汽车、具身智能等领域。
--“车企装车计划明确”：多家车企已公布固态电池的上车时间表。
2026年：“东风”计划量产装车；“广汽”计划启动小批量装车实验；“上汽”计划实现量产交付。
2027年：“长安、吉利”计划实现规模化量产；“广汽”计划小规模落地。
二、政策与资本：双向驱动，全力护航
--“政策强力扶持”：
“国家级战略”：工信部将固态电池列为重点攻关方向。
“税收优惠”：财政部明确“2026年9月至2028年底”对固态电池“免征消费税”。
“标准制定”：我国首个车用固态电池国家标准《电动汽车用固态电池第1部分：术语和分类》已征求意见，另有17项行业标准已下达计划。
“资本市场热捧”：仅2026年上半年，固态电池领域的投资项目就已“超过40个”，资本正加速涌入这一赛道。
三、 科研突破：能量密度屡创新高
--“高能量密度”：清华大学团队实现“604 Wh/kg”的聚合物软包电池；中科院金属所研发的固态锂金属电池能量密度达“451.5Wh/kg”。
--“关键瓶颈攻克”：中科院物理所团队开发出“自修复”技术，一举突破了全固态电池界面接触的关键瓶颈。
--“低温性能提升”：清华大学团队研发的新材料使固态电池在“-30℃”低温下仍能稳定循环超过“7000小时”。
四、挑战与展望：道阻且长，行则将至
尽管前景光明，但固态电池的全面商业化仍面临不少挑战：
“成本与良率”：目前全固态电池成本约“2-4元/Wh”，远高于传统锂电池；同时产品良率较低，进一步推高了成本。
“核心技术瓶颈”：“固-固界面接触”问题仍是长期核心难题，全固态电池从“产线建成”到“稳定装车”仍需漫长的工艺调试。
“产业链不成熟”：上游高纯度原材料和专用设备、下游车规级验证体系都存在空白。
综合来看，我国固态电池产业正沿着“半固态先行，全固态突破”的路径稳步前进。市场普遍预计，“全固态电池的大规模商业化可能要到2030年之后”。
总结
当前我国固态电池产业正处在从实验室走向量产的关键攻坚期，政策、资本与技术形成合力，产业化进程显著提速。虽然全固态电池的大规模应用尚需时日，但半固态电池的商业化已拉开序幕，一个属于固态电池的新能源时代正在加速到来。
俊风公司将跟进固态电池的进展，用“销售拉倒行业技术进步”的战略思维优先推广装载半固态、固态电池的车辆，让科技成果早日造福人类，让海内外用户提前享受科技进步带来的利好。
By August 2026, China's solid-state battery industry is in a critical "industrialization battle period" from laboratory to mass production. The industry generally believes that 2026 is the "first year of commercialization of semi-solid state batteries", while 2027 is regarded by most leading companies as a key node for "small-scale production or demonstration installation of all solid state batteries".
1、 Overview of current progress
Technical route: Three mainstream routes are parallel, and sulfides are highly regarded in the long run
Currently, solid-state batteries are mainly divided into three technological routes, each with its own focus:
--The "sulfide route": with the highest ion conductivity, it is most suitable for the high energy density and fast charging needs of vehicles and is considered the long-term ultimate direction of all solid state batteries. Domestic leading enterprises such as CATL and BYD are focusing on their layout.
--The "oxide route" has good mechanical strength and chemical stability, and is currently the preferred solution for the transition period of "semi-solid state batteries". Companies such as "Qingtao Energy" have already undergone vehicle installation verification.
--Polymer route ": good flexibility, but low room temperature conductivity, often used in specific flexible scenarios.
Industrialization acceleration: intensive layout of top enterprises, landing of major projects
The industrialization process is accelerating comprehensively from the laboratory to the production line
--Intensive production of pilot lines ": Many enterprises have moved from research and development to the stage of pilot testing and certification.
BYD: The sulfide all solid state battery has passed the vehicle specification verification (energy density 400Wh/kg), and its 2GWh pilot line has been put into operation.
Guoxuan High tech: The energy density of Jinshi's all solid state battery has exceeded 400Wh/kg, and its first pilot line has been put into operation.
Ningde Times: The world's first sulfide all solid state battery pilot line has been put into operation in 2025.
Dongfeng Motor: The 350Wh/kg solid-liquid hybrid battery cell has been tested and produced, and has been installed in multiple vehicles.
Yiwei Lithium Energy: The "Longquan No.2" all solid state battery will be produced in 2025.
--"Major project signing": On August 13, 2026, the "Institute of Physics of the Chinese Academy of Sciences" signed a contract to launch the "Advanced Square All Solid State Battery Industrialization Project" in Suzhou, officially entering the pilot phase. The first phase of the project will construct a "0.2GWh battery cell pilot line" and a "4GWh PACK production line", with target products targeting electric aviation, heavy-duty drones, new energy vehicles, embodied intelligence, and other fields.
--Clear installation plan for car companies: Several car companies have announced the schedule for the installation of solid-state batteries.
2026: Dongfeng plans to mass produce and load vehicles; Guangzhou Automobile Group plans to launch small-scale loading experiments; SAIC plans to achieve mass production and delivery.
2027: "Chang'an, Geely" plan to achieve large-scale production; The "Guangzhou Automobile Group" plan has been implemented on a small scale.
2、 Policy and capital: mutually driven, fully escorting
--Strong policy support:
National Strategy: The Ministry of Industry and Information Technology has listed solid-state batteries as a key research direction.
Tax incentives: The Ministry of Finance has clarified that solid-state batteries will be exempt from consumption tax from September 2026 to the end of 2028.
Standard formulation ": China's first national standard for solid state batteries for vehicles," Solid state batteries for electric vehicles - Part 1: Terminology and classification ", has solicited opinions, and plans have been issued for 17 other industry standards.
Capital market hype: In the first half of 2026 alone, there have been "over 40" investment projects in the field of solid-state batteries, and capital is accelerating its entry into this track.
3、 Scientific breakthrough: Energy density repeatedly reaches new highs
--High energy density: A team from Tsinghua University has achieved a polymer soft pack battery with a capacity of 604 Wh/kg; The solid-state lithium metal battery developed by the Institute of Metals, Chinese Academy of Sciences has an energy density of 451.5Wh/kg.
--Key bottleneck overcome: A team from the Institute of Physics, Chinese Academy of Sciences has developed a "self-healing" technology, which has broken through the key bottleneck of interface contact in all solid state batteries in one fell swoop.
--Low temperature performance improvement: The new material developed by the Tsinghua University team enables solid-state batteries to cycle stably for over 7000 hours even at low temperatures of -30 ℃.
4、 Challenge and Outlook: The road is long and blocked, but the journey is approaching
Despite the bright prospects, the comprehensive commercialization of solid-state batteries still faces many challenges:
Cost and yield: Currently, the cost of all solid state batteries is about 2-4 yuan/Wh, which is much higher than traditional lithium batteries; At the same time, the low product yield further increases costs.
Core technology bottleneck: The problem of solid solid interface contact remains a long-term core challenge, and all solid state batteries still require lengthy process debugging from "production line construction" to "stable installation".
Immature industrial chain: There are gaps in the upstream high-purity raw materials and specialized equipment, as well as in the downstream vehicle specification verification system.
Overall, China's solid-state battery industry is steadily advancing along the path of "semi-solid first, breakthrough in all solid state". The market generally expects that the large-scale commercialization of all solid state batteries may not be achieved until after 2030.
Summary
At present, China's solid-state battery industry is in a critical period of transitioning from laboratory to mass production, with policies, capital, and technology forming a joint force, and the industrialization process significantly accelerating. Although the large-scale application of all solid state batteries still requires time, the commercialization of semi-solid state batteries has begun, and a new energy era belonging to solid state batteries is accelerating.
Junfeng Company will follow up on the progress of solid-state batteries and prioritize the promotion of vehicles equipped with semi-solid and solid-state batteries with the strategic thinking of "sales pulling down industry technological progress", so that technological achievements can benefit humanity as soon as possible and users at home and abroad can enjoy the benefits of technological progress in advance.