Main content:
Solid state batteries are a new type of battery that uses solid electrolytes instead of traditional liquid electrolytes. According to the degree of electrolyte solidification, they can be divided into semi-solid batteries (liquid content 5% -10%), quasi solid state batteries (liquid content 0% -5%), and all solid state batteries (no liquid electrolyte).
The innovation of solid-state battery technology has solved the safety issues of traditional lithium-ion batteries, while improving energy density and cycle life, bringing new development opportunities for fields such as new energy vehicles, consumer electronics, and energy storage.
This article will discuss the support of Chinese policies for the solid state battery market, the scale of the solid state battery market, as well as the technology roadmap, business trends, and other related information of solid-state batteries, in order to help readers interested in solid-state batteries understand more about the current information of China's solid state battery market.
Chinese policies support the solid state battery market
Since 2020, China's national policies have continuously promoted the technological development of solid-state batteries and further expanded the solid state battery market through policy guidance.
In January 2023, China proposed to strengthen the research on the standard system of solid-state batteries and promote the large-scale application of new energy storage technologies and products. In February 2024, China further standardized the performance requirements for solid-state battery products in the solid state battery market at the national level, with a single battery high energy density of ≥ 300Wh/kg. In February 2025, China designated solid-state batteries as a key research direction and supported the solid-state development of lithium and sodium batteries.
In addition to policy support at the national level, there are also supportive policies in the Chinese region. For example, Shenzhen in Guangdong Province provides a maximum subsidy of 30 million yuan for investment in solid-state battery equipment, Guangzhou offers an additional deduction of up to 200% for research and development investment in solid-state battery enterprises, and Dongguan supports solid-state battery material enterprises by offering land incentives and tax reduction policies.
Scale of the Chinese solid state battery market
The scale of China's solid state battery market in 2023 is approximately 3.438 billion yuan, accounting for about 35% of the global market size. It is expected that the scale of China's solid state battery market will reach 17.2 billion yuan by 2030, accounting for an estimated 20% -25% of the global market. The shipment volume of solid-state batteries in China has increased from 2.5 GWh in 2023 to 7 GWh in 2024, and is expected to reach 10 GWh by 2025.
The "In depth Analysis and Development Trend Forecast Report of China's Solid State Battery Industry Market from 2025 to 2030" released by the China Academy of Commerce Industry Research shows that the shipment volume of solid state batteries in China will be about 7GWh in 2024. 2027 will be a turning point for the solid-state battery industry to move from the initial stage of market development to a period of rapid growth, and solid-state batteries will enter a period of rapid growth. It is predicted that the shipment of solid-state batteries in China will reach 18GWh in 2027 and 30GWh in 2028.
The technological roadmap of solid-state batteries in China
Semi solid state batteries have achieved GWh level small-scale applications, mainly used in the fields of new energy vehicles and energy storage.
All solid state batteries are expected to achieve small-scale mass production from 2027 to 2028, with sulfide and oxide as the main technological routes.
The mass production of solid-state batteries accounts for about 60% of the production capacity of leading companies such as CATL and BYD, focusing on oxide/sulfide all solid state batteries and targeting the high-end automotive market. Enterprises such as Qing Tao Energy and Welion specialize in semi-solid state batteries, which are suitable for consumer electronics and special application scenarios, with a more segmented production capacity layout.
Solid state battery technology and commercialization trends
With the innovation of electrolyte materials, solid-state battery technology will gradually mature, and the cost will also decrease, promoting its widespread application.
For example, Solid Power's dry electrode technology can reduce costs by 30% and is expected to achieve large-scale production lines by 2030.
The commercialization process of solid-state batteries is accelerating. Between 2025 and 2027, the first batch of solid-state battery products will enter the market, and it is expected to achieve large-scale application by 2030, opening a new chapter in the field of electric vehicles and energy storage. For example, CATL has achieved small-scale production of solid-state batteries and aims to achieve large-scale commercial use by 2025.
With the continuous advancement of technology and the gradual reduction of costs, solid-state batteries are expected to achieve large-scale production and commercial applications in the next few years, injecting new vitality into the development of the new energy vehicle industry. Major domestic vehicle manufacturers are also accelerating the adoption of solid-state batteries and actively cooperating with emerging enterprises to promote vehicle validation and production line construction.
Conclusion
China's solid-state batteries are further expanding, and the technological roadmap for solid-state batteries is gradually becoming clear, with sulfides and oxides becoming the mainstream development direction. In 2027, the mass production of battery enterprises in China's solid state battery market will reach a critical value. Enterprises need to focus on technology, capital, policies, optimize layout, and promote breakthroughs in the solid state battery market.
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