Gotion High-Tech plans to achieve a production capacity of 50,000 tons for lithium sulfide and 100,000 tons for solid-state electrolytes by 2030.

At the 15th Global Technology Conference, Gotion High-Tech officially announced its mass production plan for key materials of solid-state batteries, directly addressing the industry's biggest pain point—high costs, aiming to propel solid-state batteries into the 1 RMB/Wh era.

Pan Ruijun, the company's Senior Director, broke down the cost structure on site: 70%-80% of the cost of sulfide solid-state batteries comes from the electrolyte, and 70%-80% of the electrolyte cost comes from lithium sulfide. Therefore, cost reduction must start with a breakthrough in upstream materials.

I. Lithium Sulfide Capacity Plan (Core Raw Material)

2026: 300 tons/year (Start of Mass Production)

2027: 20,000 tons/year (Scale Ramp-up)

2030: 50,000 tons/year, sufficient to meet the demand for 150 GWh of solid-state batteries and supply the entire industry externally

II. Solid-state Electrolyte Capacity Plan (Core Material)

2026: 2,000 tons/year

2027: 10,000 tons/year

2030: 100,000 tons/year, capable of supporting the manufacturing of 100 GWh solid-state batteries

III. Cost Reduction Targets

Pan Ruijun clarified the cost inflection point: when lithium sulfide drops to 500,000 RMB/ton and solid-state electrolyte drops to 300,000 RMB/ton, solid-state batteries will usher in a window for large-scale commercial application at 1 RMB/Wh, aligning with the cost of current liquid batteries.