From BigGo Finance · BigGo Finance · · 1m 50s
China's solid-state battery stocks surge as 2027 mass production target nears
China's solid-state battery stocks rise 2.16% on Nov. 3 as analysts point to 2027 mass production breakthrough.
In brief
China's solid-state battery stocks rise 2.16% on Nov. 3 as analysts point to 2027 mass production breakthrough. China's solid-state battery stocks gained 2.16% on Nov. 3 with analysts forecasting mass production by 2027. Originally reported by BigGo Finance.
Stocks rally against market slump
China's A-share solid-state battery sector closed up 2.16% on Nov. 3, outperforming the Shanghai Composite Index by 3.73 percentage points.
Key stocks hit limit-ups
Shangshui Intelligent and Mengguli sealed 20% limit-ups with turnover rates of 27.56% and 11.97%, respectively.
CATL gains fourth straight day
CATL logged a fourth consecutive daily advance, closing up more than 3% on Nov. 3.
Southwest Securities timeline
Southwest Securities expects intensive pilot-line construction in 2026-2027, with small-batch production and vehicle validation in 2027.
Guotai Haitong mass production target
Guotai Haitong defines 2027 as the first year of solid-state battery mass production.
CATL pilot line progress
CATL's Yibin all-solid-state pilot line came online in August with sample energy density exceeding 500wh/kg.
BYD pilot line progress
BYD's 2gwh automotive-grade sulfide all-solid-state pilot line went into operation in February, with mass-production line scheduled for 2026.
Gotion High-tech progress
Gotion High-tech completed its first 0.2gwh pilot line in 2025 with products undergoing on-vehicle road testing.
15th Five-Year Plan timeline
China's 15th Five-Year Plan for New Battery Industry Development targets initial large-scale all-solid-state application by 2030.
Tax exemptions for solid-state batteries
Solid-state batteries will be exempt from consumption tax from sept. 1, 2026, through dec. 31, 2028.
Global shipment forecasts
Analysts forecast global all-solid-state battery shipments to rise from 1.87gwh in 2026 to 94.77gwh in 2030.
Market growth projections
Precedence Research forecasts the global solid-state battery market to reach $31.71 billion by 2035 with a 34.56% compound annual growth rate.
What it means
China's solid-state battery stocks gained 2.16% on Nov. 3 with analysts forecasting mass production by 2027.
