Twenty Plus Enterprises Compete, Solid Electrolyte Industrialization Accelerates

In solid-state battery systems, the solid-state electrolyte is the core component of the solid-state battery.Soul and FoundationIn batteries, it plays a critical role in lithium-ion transport, physical separation of the cathode and anode, suppression of lithium dendrites, and ensuring electrochemical stability, directly determining the energy density, rate capability, safety, and cycle life of solid-state batteries, and is even more pivotal for solid-state batteries.Core Bottlenecks and Technical Competition Focuses in Commercialization Success or FailureWithout high-performance solid-state electrolytes, the industrialization and large-scale application of solid-state batteries cannot be realized.

Currently, the industry and academia have formed four mainstream technical routes for solid-state electrolytes, each with its own advantages and disadvantages, jointly driving the iterative development of solid-state battery technology.

I. Polymer/Composite Polymer Route

Polymer electrolytes exhibit good flexibility, are easy to process into films, and are highly compatible with existing lithium battery manufacturing processes. However, their ionic conductivity at room temperature is relatively low, and they typically require operation at elevated temperatures above 60°C. Consequently, current industrialization efforts primarily focus on composite polymer electrolytes, which enhance performance by incorporating nanofillers into the polymer matrix.

II. Oxide Route

Oxide electrolytes possess high ionic conductivity and good chemical stability, but their shortcomings are also very obvious. The material is hard and brittle, with a "hard-to-hard" solid-solid contact with the electrodes, resulting in high interfacial impedance. The forming and processing difficulties are extremely high. Typical representative materials include LLZO garnet structure and perovskite structure, among others.

III. Sulfides

The sulfide-based route is currently the class of solid-state electrolytes with the highest ionic conductivity, and its conductivity is closest to that of liquid electrolytes, making it the mainstream direction for commercialization. However, the biggest challenge of this route is its extreme sensitivity to moisture; upon contact with water, it generates highly toxic hydrogen sulfide gas, imposing extremely high standards on production environments and battery packaging technologies, thereby significantly increasing manufacturing costs.

IV. Halides

The halide route, as an emerging direction that has attracted significant attention in recent years, is often regarded as a compromise between sulfides and oxides. Its ionic conductivity is typically higher than that of oxides, while its stability against moisture in air and oxide cathode materials is markedly superior to that of sulfides. However, its chemical stability still requires validation, and its long-term comprehensive performance and cost advantages are still under further evaluation, making it a current research hotspot in both academia and industry.

Solid-state battery industrialization is accelerating, and the electrolyte industry is entering a period of intensive deployment. According to relevant institutions, as of 2025, more than 75 companies in China have entered the solid-state electrolyte sector, with planned total capacity exceeding 100,000 tons and already commissioned capacity reaching the 10,000-ton scale. However, the industry as a whole remains in the capacity ramp-up phase, with most companies still at an early stage.Transition from laboratory to pilot scalestatus.

Below is a list of representative domestic solid electrolyte manufacturers for reference and evaluation in the industry.

1. Zhongke Guneng

Zhongke Guneng focuses on sulfide-based all-solid-state electrolyte materials. It produces various high-performance sulfide solid electrolytes suitable for different application scenarios, positioning itself as a national leader and industry frontrunner in the sulfide-based all-solid-state battery sector. Zhongke Guneng has successively established and put into operation its Central Research Institute and a sulfide all-solid-state electrolyte production base. Its product portfolio includes sulfide solid electrolytes and sulfide solid electrolyte membranes.

2. Easpring Material

Easpring is a leading enterprise in the lithium-ion battery materials industry, with its solid-state lithium battery products achieving industry-leading performance. Currently, Easpring has established a pilot production line for oxide-based solid-state electrolytes with an annual capacity of hundreds of tons, and a bench-scale production line for sulfide-based solid-state electrolytes with an annual capacity of several tons. The company is also advancing an industrialization project for solid-state electrolytes with an annual capacity of 3,000 tons.

3、Enjie Co.

As a globally leading lithium battery separator supplier, ENTECH launched a collaboration in 2021 between its subsidiary Hunan ENTECH and a university research team, successfully developing a sulfide-based solid-state electrolyte product that has been sent for validation to leading domestic and international battery manufacturers. Currently, ENTECH has completed the pilot production line for high-purity lithium sulfide and has commenced operations of a 10-ton-scale solid-state electrolyte production line, demonstrating its capability for commercial shipments.

4、Shanghai Xibar

Shanghai Xibai's solid electrolyte products have been delivered to multiple manufacturers for testing, with some entering the product validation phase. The testing and validation results meet the design and technical requirements. The company has signed product cooperation development and sales intention agreements with the relevant R&D entities of some new energy enterprises. Some product collaborations have already entered the key customer C-sample matching, validation, and introduction phase.

5. Heavenly-Given Materials

2024In 2023, Tianci Materials announced its solid electrolyte development strategy, leveraging its existing liquid lithium salt production platform to develop solid electrolytes based on the lithium sulfide route. Currently, Tianci Materials' sulfide-route solid electrolytes are in the pilot testing phase, and the company is primarily conducting material technical verification with downstream battery customers.

6. Research First New Materials

Starting in 2020, Ranyi New Materials has established a solid-state battery materials development platform, continuously investing in process R&D of sulfide solid electrolytes and their key raw materials. Currently, it has achieved mass production readiness in terms of cost control and comprehensive performance, and has successfully completed a large-scale trial production. Ranyi New Materials stated that its independently developed sulfide solid electrolyte has achieved mass stable production, with the first production line designed to have an annual capacity of 500 tons.

7. Xiamen Gunah New Energy

The company has a solid technical layout in key materials for solid-state electrolytes, including oxide solid-state electrolytes, lithium sulfide, sulfide solid-state electrolytes, and new lithium additives. Its core product is phosphate solid electrolyte (LATP) material. It has completed the construction of a 100-ton per year LATP powder production line, and the second phase of a 2000-ton per year intelligent production line has been initiated, expected to be put into operation by mid-2026.

8、Chengdu Yixuan

Chengdu Yixuan will be established in the Xinjin Economic Development Zone of Chengdu in October 2025. It will start producing high-purity solid-state electrolyte materials in March 2026, with a production capacity of 80 tons per year. It will also build a supporting production line for high-purity antimony targets and other electronic functional materials, with an annual output of 40 tons. It has already reached procurement cooperation with multiple leading companies in the new energy sector.

9. Shanghai Yili

Yili TechnologyA research and pilot production base for sulfide-based all-solid-state batteries and key materials has been established in Lingang, Shanghai; a kiloton-scale sulfide electrolyte production facility is being developed in Changzhou, Jiangsu; a 500 MWh consumer battery production base has been completed in Ganzhou, Jiangxi; and in August 2025, the subsidiary Jiangsu Yicai’s 30-ton electrolyte production project will officially commence operations.

10. Ruigu New Materials

Ruigu New Materials was founded in 2023, focusing on the research, development, production, and sales of key materials for solid-state batteries—particularly high-performance sulfide-based solid electrolytes. In June 2025, Ruigu New Materials held the commissioning ceremony for its sulfide-based solid electrolyte factory in Longyou, Quzhou, Zhejiang Province. The Phase I production line—with an annual capacity of 100 tons—has officially commenced operations, while construction of the Phase II production line—with an annual capacity of 1,000 tons—is progressing rapidly.

11. Shenzhen Xinyuanbang

Shenzhen Xinyuanbang was established in 2022, with prestigious shareholders including Xinbangzhou, Xingyuan Technology, and Tianai Technology.The company possesses a complete R&D closed-loop system encompassing formula design, process exploration, material characterization, battery validation, and safety testing.Electrolytes primarily consist of two product series: sulfides and oxides. Currently, approximately 30 tons of solid-state electrolytes are produced monthly.Ship the goods.

12. QINGTAO Energy
Qingtao Energy has long been focused on the research, development, and production of solid-state batteries and key materials. In February, the Wuhai Qingtao 500-ton solid electrolyte material production line project was launched in Wuhai, Inner Mongolia, with a total investment of RMB 1 billion, primarily for the construction of a 500-ton solid electrolyte material production line.

13、Putailai

Committed to becoming a global leader in integrated solutions for key materials and automation equipment for new energy batteries, the company has now completed pilot-scale production of solid-state electrolytes LATP (lithium aluminum titanium phosphate) and LLZO (lithium lanthanum zirconium oxide).

14、Hefei Qianrui

Gotion High-Tech's wholly-owned subsidiary, in January, the Hefei Ecological Environment Bureau released the "First Environmental Impact Assessment Announcement for Hefei Qianrui Technology Co., Ltd.'s 10,000 tons/year Sulfide Solid Electrolyte Material Project." After the project is completed, it will achieve an annual production capacity of 10,000 tons of sulfide solid electrolyte materials, including 2,000 tons/year of lithium phosphorus sulfur chloride as the main product, 6,000 tons/year of lithium phosphorus sulfur chloride bromide, and 2,000 tons/year of lithium phosphorus sulfur chloride iodide.

15. Star Source Materials

The global leader in the lithium battery separator industry, focusing on the research and development of new energy and new materials, has already mass-produced oxide electrolytes, while sulfide and polymer electrolytes are in the stage of small-scale supply. The separator technology is leading, and it is expanding horizontally to solid-state electrolytes, with a relatively comprehensive layout.

16、Ruiyi New Materials

Rayi New Materials was founded in 2022, leveraging the research team led by Professor Zhu Wen from Huazhong University of Science and Technology, focusing on technological innovation and advancement of key materials for solid-state batteries. The company has established a fully integrated industrial chain encompassing R&D, production, and sales of key materials for semi-solid and all-solid-state batteries, and is among the first enterprises in China to achieve a production capacity of solid electrolytes at the kiloton level.

17、Xiangxiang Fortune Enterprise New Materials

Xiangxiang Fuqi New Materials Co., Ltd. was established in 2021, focusing on the new energy and new materials fields. In February, the company released the Environmental Impact Assessment Report for its project of producing 1,000 tons of high-performance solid-state battery electrolyte materials per year. The project mainly produces lithium titanate aluminum phosphate solid electrolyte powder. After completion, it is expected to produce 1,000 tons of high-performance solid-state electrolyte materials annually.

FSPG Hi-Tech

Foshan Plastics Technology, in collaboration with Zijin Lithium Yuan and other companies, has established a project company to invest RMB 113 million in constructing a pilot-scale production line with an annual capacity of 100 tons of battery-grade lithium sulfide. This pilot platform aims to support the research and development and mass production of sulfide-based solid-state electrolytes, thereby accelerating the industrialization of all-solid-state batteries.

19、Hefei Yinshi New Materials

Hefei Yinshi New Materials Technology Co., Ltd. was co-founded by a team from Yanshan University and an industrialization executive team. It is a high-tech enterprise focused on high-performance, high-safety sulfide-based solid electrolytes. The company provides comprehensive solid-state battery material solutions, with core products including sulfide electrolytes and electrolyte membranes, which are used in solid-state lithium-ion batteries.

Jiuwu Hi-Tech

Jiuwu Hi-Tech possesses proprietary intellectual property rights.Oxide solid-state electrolytes (LLZO and LATP series powders)Novel preparation processes have been developed to optimize properties such as ionic conductivity and water stability, thereby enhancing the material's overall performance. LLZO and LATP oxide solid-state electrolyte products, benefiting from their excellent comprehensive properties, have already gained recognition from multiple downstream application companies and are being adopted.Continuous and stable small-batch deliveries have been achieved.。

21、Taizhou Flash Energy

The company focuses on the research and development, manufacturing, and sales of specialized battery materials featuring “high safety, fast charging capability, long cycle life, and wide operating temperature range,” with core expertise centered on lithium titanate (LTO) and its derivative technologies, as well as LATP solid-state electrolytes.

Shanghai Yuanchen Hangneng

Shanghai Yuanchen Hangneng Technology Development Co., Ltd. is supported by the research teams from Zhejiang University and Hangzhou Dianzi University, and possesses domestic leading R&D and production technologies for solid-state electrolytes. Focusing on the core technology of solid-state electrolytes, it is expected to complete equipment commissioning and start production by the end of 2026, accelerating the agglomeration of new energy industry.

23, Zhilidong

Zhidongli was established in 2004 and has been deeply involved in the consumer electronics field for many years. In the past two years, with industrial upgrading and the iteration of market demand, Zhidongli has embarked on a path of strategic transformation, listing the new energy business as one of the core directions for the company's future development. In March, itA 5,000-ton-per-year high-purity lithium sulfide production base has been established in Daying County, Suining City, Sichuan Province.

24、South University of Science and Technology Tianrun

The company is an innovative high-tech enterprise focusing on the research, development, pilot testing, and industrialization of core materials for solid-state batteries. It concentrates on the R&D of key materials such as sulfide/oxide solid electrolytes, solid-state cathodes, and metal anodes, and has laid out multiple core patents. The company is committed to providing high-safety, high-energy-density solid-state battery material solutions for new energy vehicles, advanced energy storage, and special equipment.