SAIC Motor Maps Out Road to Commercialization for Solid-State Battery

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What’s new: SAIC Motor Corp. Ltd. (600104.SH) (上汽集团) said it plans to start mass producing solid-state batteries for electric vehicles (EVs) by 2026, which could make the Chinese state-owned automaker one of the world’s first to commercialize the potentially groundbreaking technology.

In a three-year plan announced at a company conference Friday, China’s largest automaker by sales said it aims to have established a solid-state battery production line by 2025, begin mass production in 2026 and launch models equipped with the batteries in 2027.

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SAIC plans to mass-produce solid-state batteries by 2026 and launch equipped EV models by 2027.
SAIC has partnered with QingTao Energy Development Co. to develop these batteries, aiming for over 400 Watt-hours per kilogram.
Solid-state technology promises longer range (>1,000 miles) and improved safety over current lithium-ion batteries but faces high costs and technical barriers.

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Who’s Who

SAIC Motor Corp. Ltd.: SAIC Motor Corp. Ltd. (600104.SH) plans to start mass-producing solid-state batteries for EVs by 2026, with aims to establish a production line by 2025 and launch battery-equipped models in 2027. Partnering with QingTao (KunShan) Energy Development Co. Ltd., the batteries promise over 400 Watt-hours/kg, advancing beyond current lithium-ion capabilities. China’s battery industry is pursuing these technologies for safer, longer-range EVs.

QingTao (KunShan) Energy Development Co. Ltd.: QingTao (KunShan) Energy Development Co. Ltd. is SAIC Motor Corp. Ltd.'s main partner in developing solid-state batteries. The carmaker established a joint venture with QingTao and invested additional funds in the battery startup in May 2023.

Beijing WeLion New Energy Technology Co. Ltd.: Beijing WeLion New Energy Technology Co. Ltd. is a major startup in the solid-state battery sector. In June, it shipped semi-solid state batteries with an energy density of 360 Watt-hours per kilogram to Nio Inc. These batteries are part of the ongoing developments in solid-state technology promising to power electric vehicles for significantly longer distances on a single charge.

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