News & InsightsTrendingIn-Depth
2026年1月23日
Market Trends: Solid-State & Supply Chain
As technology continues to evolve, enterprise digital transformation enters a new phase. This report analyzes the most noteworthy digital transformation trends of 2024.
Market Trends: Solid-State & Supply Chain
- Solid-State Battery Commercialization: The industry is moving past the "hype" phase. Ganfeng Lithium has already mass-produced semi-solid state batteries (400 Wh/kg) in March 2026. CATL has a 1 GWh all-solid-state pilot line running, with small-batch vehicle installation planned for 2027.
- Supply Chain Boom: May 2026 marks a peak in production. Domestic battery production in China hit 172.4 GWh in May alone (up 65% YoY). Driven by demand and supply tightness, lithium carbonate prices are expected to rise, signaling a strong recovery for the sector.