China is racing to ensure that all-solid-state batteries become the next extension of its battery sector advantages, turning the nation into a leader in the industry, experts said.专家表示,中国正加紧推动全固态电池延续本国电池产业优势,力争成为该领域的全球领军者。 They made the comments as seven government authorities — including the Ministry of Industry and Information Technology — unveiled last week a plan that set 2030 as the target for the initial large-scale deployment of all-solid-state batteries. The strategy also targets batteries for a much wider application than cars, to now include ships, aircraft, intelligent robots, machinery, power grids, industrial parks and data centers.工信部等七部门上周发布一份规划,提出 2030 年实现全固态电池初步规模化应用,专家作出上述表态。该规划将电池应用场景拓展至汽车以外更多领域,涵盖船舶、航空器、智能机器人、工程机械、电网、工业园区以及数据中心。 It calls the 2026-30 period a "strategic window" to consolidate China's global competitive advantages in advanced batteries, while acknowledging weaknesses ranging from insufficient original and disruptive innovation to overcapacity, disorderly competition and gaps in standards and intellectual property.规划将 2026 至 2030 年定义为巩固中国先进电池全球竞争优势的 “战略窗口期”,同时也正视现存短板:原始颠覆性创新不足、产能过剩、无序竞争,以及标准与知识产权方面存在缺口。 Nan Cewen, an academician at the Chinese Academy of Sciences and a professor at Tsinghua University, described the plan as a change in the industry's "competitive paradigm".中国科学院院士、清华大学教授南策文表示,这份规划重塑了行业的 “竞争范式”。 "It marked the first time China had systematically mapped out the development of the emerging battery industry at the level of a national five-year plan. It signaled a shift in competition from expanding production capacity toward broader rivalry over product value, corporate competitiveness and modernization of the industrial chain. The plan also takes a full-chain approach, covering new battery mechanisms, materials, structures and manufacturing processes," Nan said.南策文说:“这是我国首次在国家五年规划层面系统布局新兴电池产业发展。这标志着竞争重心从产能扩张,转向产品价值、企业竞争力与产业链现代化的综合比拼。这份规划采用全产业链思路,覆盖电池新机理、新材料、新结构以及制造工艺。” Industry investment is already running far ahead of commercial deployment. China announced about 60 new solid-state battery projects in 2025, representing 189 gigawatt-hours of planned capacity and around 67.7 billion yuan ($10.1 billion) of investment, said the Gaogong Industrial Research Institute.高工产业研究院称,产业投资进度已大幅超前于商业化落地。2025 年国内新公布固态电池项目约 60 个,规划产能 189 吉瓦时,投资额约 677 亿元人民币(折合 101 亿美元)。 In the first half alone, more than 40 solid-state battery and related materials projects were announced, with planned investment exceeding 50 billion yuan.仅上半年,就有超 40 个固态电池及其配套材料项目对外公布,规划投资额超 500 亿元。 All-solid-state batteries replace the flammable liquid electrolyte versions used in conventional lithium-ion cells with solid materials. In theory, it could improve both safety and energy density, allowing an electric vehicle to travel farther with the same battery weight.全固态电池采用固态材料替代传统锂离子电池中易燃的液态电解液。理论上,该技术可同时提升安全性与能量密度,同等电池重量下,让电动汽车续航更远。 Chinese battery makers are increasingly clustering around the same commercialization timetable.国内电池企业的商业化落地时间表日趋趋同。 CATL has said it is targeting small-scale production of all-solid-state batteries around 2027, while cautioning that the technology remains several stages away from full maturity.宁德时代表示,目标在 2027 年前后实现全固态电池小规模量产,同时提醒,这项技术距离完全成熟还有多个发展阶段。 BYD has pointed to 2027 for initial vehicle demonstrations, followed by broader deployment around 2030.比亚迪计划 2027 年开展整车初步示范应用,2030 年前后扩大落地规模。 Gotion High-Tech has disclosed all-solid-state cells with energy density of around 400 watt-hours per kilogram and is developing a 2-gigawatt-hour production line, while EVE Energy this year rolled out new solid-state battery cells from its Chengdu base in Sichuan province as part of its engineering validation program.国轩高科公布能量密度约 400 瓦时每千克的全固态电芯,正在建设 2 吉瓦时生产线;亿纬锂能今年在四川成都基地下线新型固态电芯,用于工程验证项目。 CALB, another major Chinese battery producer, has been developing higher-energy-density solid-state batteries aimed at cars, robots and aircraft, alongside dedicated pilot production capacity.国内另一电池大厂中创新航,正在研发面向汽车、机器人、航空器的更高能量密度固态电池,并配套建设专用中试产线。 Ouyang Minggao, an academician at the Chinese Academy of Sciences, said some test vehicles equipped with all-solid-state batteries could emerge between late 2026 and 2027, but that large-scale production would "most likely still take another three to five years".中国科学院院士欧阳明高表示,搭载全固态电池的部分测试车辆有望在 2026 年底至 2027 年间问世,但大规模量产 “大概率还需要 3 至 5 年”。 China is explicitly looking beyond cars. Its battery plan identifies robots, aviation, shipping, and deep-space and deep-sea applications as potential markets for advanced batteries, reflecting expectations that solid-state technology could first gain traction where high energy density is worth paying for.中国的布局明显不止局限于汽车领域。这份电池规划将机器人、航空、航运、深空深海装备列为先进电池潜在应用市场,体现业界预期:固态电池技术会率先在愿意为高能量密度买单的场景实现落地。 Liu Wenqiang, Party secretary of the China Center for Information Industry Development, said after the plan was released that China's scale advantage did not guarantee long-term leadership.中国电子信息产业发展研究院党委书记刘文强在规划发布后表示,规模优势并不能保证中国长期保持行业领先地位。 As Chinese battery makers move closer to the technological frontier, there are fewer mature technologies left to improve upon, Liu said, meaning companies will increasingly need to define tech pathways themselves rather than rely on expansion and incremental upgrading.刘文强称,国内电池企业逐步逼近技术前沿,可以借鉴改良的成熟技术越来越少,企业需要更多自主定义技术路线,不能单纯依靠产能扩张与渐进式升级。 electrolyte /ɪˈlektrəlaɪt/n. 电解液deployment /dɪˈplɔɪmənt/n. 部署,应用academician /əˌkædəˈmɪʃn/n. 院士incremental /ˌɪŋkrəˈmentl/adj. 递增的;渐进的