China’s LFP Cathode Shipments Hit 3.94 Mt in 2025 as Market Share Nears 80%
China’s demand for LFP materials is expected to reach 6 million tonnes in 2026, with overall industry growth expected to remain in the 40%–50% range.
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China’s demand for LFP materials is expected to reach 6 million tonnes in 2026, with overall industry growth expected to remain in the 40%–50% range.
Li Auto experienced a net loss in Q3 2025, primarily due to recall costs, while facing intense industry competition and future strategy challenges.
SAIC Motor’s solid-state battery aims for full production integration, with mass delivery planned by 2027.
The so-called semi-solid-state battery introduces partial solid electrolytes into traditional liquid electrolyte systems—a transitional solution toward all solid-state batteries.
In the first half of 2025, the company’s power battery shipments reached 16.08 GWh, a year-on-year increase of 93.04%.
With major interface challenges now being resolved, China’s solid-state battery development is shifting from early exploration to real industrial progress.
Sunwoda is set to become the third Chinese power battery company—after CATL and EVE Energy—to achieve dual A-share and H-share listings.