# 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.
- Title: China's solid-state battery stocks surge as 2027 mass…
- Summary: 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…
- Keywords: solid-state batteries, catl, byd, gotion high-tech, shangshui intelligent, mengguli, fengyuan, longpan technology, southwest securities, guotai hai tong, 15th five-year plan, battery industry
- Source: BigGo Finance — https://finance.biggo.com/news/d07448ea-8cad-44dc-9286-9448b5e3232b
- Author: BigGo Finance
- Published: 2026-11-03T10:36:00+00:00
- Read time: 1 min
- Topics: solid-state batteries, catl, byd, gotion high-tech, shangshui intelligent, mengguli, fengyuan, longpan technology, southwest securities, guotai hai tong, 15th five-year plan, battery industry
## 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.
## Key takeaway

China's solid-state battery stocks gained 2.16% on Nov. 3 with analysts forecasting mass production by 2027.