Solid-state & advanced batteries claims multiply; CATL sodium-ion mass production; FAW semi-solid production
Key Questions
What is the range achieved by FAW's semi-solid-state battery pack?
FAW installed a 142 kWh semi-solid-state battery pack in the Hongqi EH7, delivering over 620 miles of range on a single charge with 500 Wh/kg energy density. This marks a concrete production milestone for semi-solid-state technology in a vehicle.
How does CATL's sodium-ion battery contract compare to traditional options?
CATL has secured a 60 GWh sodium-ion contract positioned as cheaper and safer for entry-level EVs. Sodium-ion cells from companies like Hina are reaching Tesla-like performance levels with strong production uniformity, though they retain weaknesses in cold weather.
What real-world data exists on LFP battery longevity?
Real-world testing of EVE LF304 LFP cells after four years of daily use provides concrete insights into degradation and capacity retention. Additional data from Recurrent shows 95% retention rates in similar advanced packs.
What unknowns remain for the new 500 Wh/kg semi-solid-state cells?
While FAW's pack achieves high density and range, details on cycle life, cold-weather performance, fast-charging capability, and overall cost are still unknown. Greater Bay's solid-state cells have passed stress tests with no fires reported.
Are solid-state and advanced battery claims accelerating in China?
Multiple developments include CATL modular Bedrock packs, BYD Blade 2.0 improvements, and 350 Wh/kg semi-solid cells alongside AI-based BMS for state-of-health monitoring. BYD is facing battery supply constraints due to rising flash-charge demand.
CATL 60 GWh sodium-ion contract (cheaper/safer for entry-level); Hina sodium-ion cells reach Tesla-like performance with production uniformity (cost advantage, cold-weather weakness). FAW installed 142 kWh semi-solid-state pack in Hongqi EH7, unlocking 620+ miles range – concrete production milestone. New details: 500 Wh/kg density, but cycle life, cold weather, fast charging, and cost remain unknowns. CATL modular Bedrock/solid-state-like packs; LFP survives cut; BYD Blade 2.0 teardown; semi-solid-state 350 Wh/kg cells; BMS/AI SOH; Recurrent 95% retention. BYD faces battery crunch from flash-charge demand. Real-world LFP degradation data from EVE LF304 cells after 4 years shows concrete longevity insights. Today: Greater Bay claims solid-state EV battery with 621 miles, no liquid electrolyte, passed abuse tests – but missing context on testing standard, production volume, OEM commitments. Aligns with skepticism from past delays.