Recently, the industry received a blockbuster news: the first domestic production line for high-capacity all-solid-state batteries has been established by GAC Group and has entered the small-batch testing and production phase. This marks the official transition of all-solid-state batteries from the laboratory to industrialization, and a revolutionary technological revolution in power batteries has begun.

1. Technological breakthrough: Doubled energy density and significantly increased driving range

It is reported that this production line has taken the lead in achieving the conditions for mass production of automotive-grade all-solid-state batteries with a capacity of over 60 ampere-hours. GAC Group stated that the energy density of its developed all-solid-state batteries is nearly doubled compared to the current mainstream liquid lithium batteries, which can easily increase the range of vehicles from 500 kilometers to over 1,000 kilometers, fundamentally solving users' range anxiety.

According to the plan, GAC plans to carry out small-scale vehicle loading tests in 2026 and gradually achieve mass production between 2027 and 2030. This timeline closely aligns with industry consensus, indicating that 2026-2027 will be a concentrated window for large-scale vehicle loading tests of solid-state batteries, and full commercialization is expected by 2030.

II. Competition among automobile enterprises: the core strategic high ground for winning the future

With the penetration rate of the new energy vehicle market exceeding 50%, competition has shifted from "growth explosion" to "stock game". Battery technology has become the key to determining the survival and discourse power of automobile companies. Solid-state batteries, with their core advantages of high safety, high energy density, and long lifespan, have become a must-win battleground for global automobile companies to break through technological bottlenecks and escape the "price war".

Currently, mainstream automakers including GAC, BYD, Changan, SAIC, Dongfeng, Chery, and others have all made in-depth layouts and provided clear mass production timelines:

2026 · The pivotal year for verification: Dongfeng, SAIC, Changan, Chery, and other companies will intensively carry out mass production and prototype testing of solid-state batteries, with multiple supporting models targeting a range of 1,000 kilometers.

2027 · The Year of Scaled Application: SAIC, Changan, Chery, BYD, and other companies plan to advance the large-scale production of all-solid-state batteries, marking the official entry of the technology into a new phase of scaled application.

III. Industrial chain resonance: GWh-scale production line bidding kicks off, equipment segment benefits first

Driven by strong policy support and market demand, the activity level of the industry chain has far exceeded market expectations. Most notably, leading battery manufacturers have already initiated substantial capacity layouts.

According to the latest market feedback, CATL has begun to invite bids for GWh-scale production lines for solid-state batteries, involving core equipment such as isostatic pressing equipment and hybrid homogenization machines. This progress indicates that leading enterprises are making forward-looking capacity layouts for future large-scale production.

According to institutional estimates, the investment per GWh of equipment for solid-state battery production lines is as high as 250 to 300 million yuan, which is more than double that of liquid batteries. This technological revolution will bring huge market opportunities to lithium battery equipment companies and is expected to reshape the competitive landscape of the existing equipment market. Research firm EVTank predicts that by 2030, the global market size of solid-state battery equipment will exceed 100 billion yuan.

Conclusion: Embracing the Era of Achieving Both "High Safety" and "Long Endurance"

A 1000-kilometer range was once the dream of the electric vehicle industry. Nowadays, breakthroughs in all-solid-state battery technology are turning this dream into reality. More importantly, it eliminates the risk of thermal runaway from the electrolyte form, achieving a perfect unity of "high range" and "high safety".

The completion of production lines, car companies positioning themselves, and the initiation of tenders - all signals indicate that solid-state batteries are gaining momentum and their rise is imminent. On this racecourse that will determine the future industrial landscape, whoever can first overcome the challenges of mass production will win the right to lead in the next generation of power battery technology.