--- title: "Leading companies seize the beachhead, capital increases, solid-state batteries ignite a new narrative for lithium batteries" type: "News" locale: "en" url: "https://longbridge.com/en/news/282945184.md" description: "Recent annual reports from listed companies in the lithium battery industry chain show that solid-state batteries have become a high-frequency term. The chairman of Ganfeng Lithium stated that the company is actively promoting the commercialization of solid-state batteries, while Tianqi Lithium referred to it as the new battery technology closest to industrialization. Contemporary Amperex Technology Co., Limited (CATL) values the research and development of solid-state batteries but still faces engineering challenges. Multiple companies are increasing their investments, and solid-state battery projects are attracting capital attention. QingTao Energy has submitted a prospectus to the Hong Kong Stock Exchange, with the investment amount for solid-state battery projects reaching 17.68 billion yuan in the first quarter" datetime: "2026-04-16T05:50:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282945184.md) - [en](https://longbridge.com/en/news/282945184.md) - [zh-HK](https://longbridge.com/zh-HK/news/282945184.md) --- # Leading companies seize the beachhead, capital increases, solid-state batteries ignite a new narrative for lithium batteries A review of the recent annual reports and earnings meetings of listed companies in the lithium battery industry chain shows that "solid-state batteries" have become one of the high-frequency terms. "Currently, the contribution of solid-state batteries to the company's performance is still relatively small, but the company remains optimistic about the application potential of solid-state batteries." On April 15, Li Liangbin, Chairman of Ganfeng Lithium, stated at the company's earnings meeting that the company is actively promoting the commercialization process of solid-state batteries. Ganfeng Lithium previously stated in its 2025 annual report that the company is actively laying out solid-state batteries and is conducting research and development and industrialization construction of solid-state lithium batteries, with the first generation of solid-liquid hybrid batteries having achieved preliminary mass production. Tianqi Lithium, known as the "lithium mining duo" alongside Ganfeng Lithium, clearly stated at its earnings briefing in early April that solid-state batteries are currently the most certain and closest next-generation battery technology direction to industrialization. The company's positioning is to provide key basic materials and functional materials for the next generation of batteries, and it has continuously invested in research and development in recent years, with corresponding layouts in the main components of solid-state batteries, including positive electrodes, negative electrodes, and (solid) electrolytes. In addition to upstream mineral raw material companies, midstream battery and supporting material companies are also actively participating in this technological leap. CATL stated at its earnings meeting in March that the company places great importance on solid-state battery technology, having over ten years of research and development accumulation in the field of solid-state batteries, and has formed an industry-leading research and development team, continuously increasing investment in the solid-state battery field. However, CATL also pointed out that there are still some engineering issues to be resolved, and industrialization and commercialization will take some time. Lithium battery cathode material company Amperex Technology also stated at its earnings meeting on April 15 that the mass production application and continuous iteration of solid-state batteries is an inevitable trend. In October last year, Amperex Technology announced plans to build a production line for solid-state electrolyte materials with an annual output of 3,000 tons in Changzhou Jintan. This arms race betting on the future of lithium batteries has also attracted capital entry. Leading solid-state battery companies Qingtao Energy and Weilan New Energy are both advancing towards listing, with Qingtao Energy having submitted a prospectus to the Hong Kong Stock Exchange in early April. According to statistics compiled by Battery Network, among 12 solid-state battery projects included in the first quarter, 8 projects announced their investment amounts, with a total investment of approximately 17.68 billion yuan. Additionally, according to statistics from Great Wall Securities, there have been 7 public financing events in the domestic solid-state battery industry chain since the beginning of 2026, along with 2 core financing events overseas, and after excluding projects with undisclosed amounts, the total financing scale has exceeded 1.5 billion yuan. Policy levels have also released positive signals for the development of solid-state batteries. At the beginning of last year, the Ministry of Industry and Information Technology and eight other departments jointly issued the "Action Plan for High-Quality Development of New Energy Storage Manufacturing Industry," proposing to focus on advanced energy storage lithium battery products, including solid-state batteries for energy storage, in response to the demand for new energy storage applications. At the end of December last year, the first national standard for solid-state batteries—"Solid-State Batteries for Electric Vehicles Part 1: Terms and Classification"—was publicly solicited for opinions. According to Beike Finance reporters' inquiries to the National Standard Information Public Service Platform, this standard is currently under review and is expected to be implemented on January 1, 2028. Dongguan Securities research report pointed out that since early 2026, the industrialization progress of domestic solid-state batteries has been continuous. Semi-solid batteries have entered the small-scale mass production stage. 2026 is a key node for the vehicle verification of all-solid-state batteries, and the layout of pilot production lines is expected to be densely implemented Beijing News Shell Finance reporter Zhu Yueyi, editor Chen Li, proofreader Zhao Lin ### Related Stocks - [002460.CN](https://longbridge.com/en/quote/002460.CN.md) - [01772.HK](https://longbridge.com/en/quote/01772.HK.md) - [002466.CN](https://longbridge.com/en/quote/002466.CN.md) - [09696.HK](https://longbridge.com/en/quote/09696.HK.md) - [300750.CN](https://longbridge.com/en/quote/300750.CN.md) - [300073.CN](https://longbridge.com/en/quote/300073.CN.md) - [002939.CN](https://longbridge.com/en/quote/002939.CN.md) - [06806.HK](https://longbridge.com/en/quote/06806.HK.md) - [002799.CN](https://longbridge.com/en/quote/002799.CN.md) - [HCCD.SG](https://longbridge.com/en/quote/HCCD.SG.md) - [03750.HK](https://longbridge.com/en/quote/03750.HK.md) - [00218.HK](https://longbridge.com/en/quote/00218.HK.md) - [000166.CN](https://longbridge.com/en/quote/000166.CN.md) ## Related News & Research - [13:34 ETMiddle River Power Marks 10 Years of Growth, Execution, and Innovation in the Energy Transition](https://longbridge.com/en/news/284429930.md) - [UEFA SET TO HIT €5 BILLION REVENUE MILESTONE WITH NEW TV DEALS - REPORT](https://longbridge.com/en/news/284774904.md) - [Romania set to launch grid capacity auctions this fall to fend off ‘speculators’](https://longbridge.com/en/news/284593753.md) - [02:48 ETSINEXCEL Powers Latvia's Largest Wind Farm Energy Storage Project with Advanced 1725kW PCS](https://longbridge.com/en/news/284327244.md) - [EMA calls for new power generation capacity to meet rising demand](https://longbridge.com/en/news/284691410.md)