The global competition to develop solid-state batteries, a breakthrough energy storage technology, has entered a critical phase with China leveraging its industrial scale and innovation ecosystem to gain momentum. At the heart of this push is Chongqing, a southwestern metropolis rapidly transforming into a powerhouse for next-generation battery development.
In Chongqing's Liangjiang New Area, construction is underway on China's largest solid-state battery production base. Lithium industry leader Ganfeng Lithium has established its flagship facility and research institute here, aiming to strengthen supply chains for new energy vehicles (NEVs). The city's automotive giants, including Changan Automobile and Seres, further amplify its advantages. Changan's plan to transition fully to NEVs by 2030 could require millions of advanced batteries annually, creating a ready market for innovation.
While the United States, Japan, and South Korea pursue different technical paths through ventures like QuantumScape and Toyota's patented technologies, China's strategy combines state-backed enterprises with agile innovators. CATL and BYD are exploring sulfide-based solutions, while companies like WELION New Energy are making progress with semi-solid batteries. The country's dominance in conventional lithium batteries provides both technical expertise and cost advantages.
Analysts note China's unique strengths: a massive NEV market enabling rapid iteration, complete supply chains from raw materials to manufacturing, and strong government support for green technologies. However, challenges persist. Chongqing must still address gaps in specialized talent and advanced equipment to fully realize its ambitions.
As global automakers race to solve range and safety concerns through solid-state technology, the coming years will test whether China's systemic advantages can translate into sustained leadership in this pivotal sector.
