COMPANY PROFILE / Solid-State Battery
Dongfeng Motor Corporation
“First semi-solid, then fully solid” and explicitly states its procedures itself, a centrally state-owned automobile manufacturer
The reason why Dongfeng Motor’s name comes up in the discussion of full-solid batteries is that It announced that it will mass-produce and install 350Wh/kg solid batteries in the second half of 2026from here. However, the responsible person of the solid-state battery department at the company stated in an article published on the official website ‘We will first try with semi-solid and then challenge full-solid.’and explicitly states. That is to saywhether the products currently heading towards mass production are fully solid or not cannot be determined from primary information. This article will not conceal this point and will limit the scale of the automotive industry to a minimum.
- Understand Dongfeng Motor in 30 seconds and its position with solid-state batteries
- About the logo and company name
- Where is this company in the world of solid-state batteries
- Company size (automotive industry is concise)
- Resources invested in solid-state batteries
- Previous efforts
- Future plans
- What is this company aiming for with solid-state batteries?
- Mapping of collaborations in the field of all-solid-state batteries
- Techniques and methods adopted
- Risks faced by this company
- Glossary / References / Claims and Corresponding References Table
1. Understanding Dongfeng Motor in 30 seconds and its position with solid-state batteries
Limited CompanyEnglish name: Dongfeng Motor Corporation. Formerly known as Dongfeng Motor Company
Central EnterpriseThe parent company itself is not listed. It was established in 1969 as the Second Automobile Manufacturing Plant
(China, Central State-Owned)Not a battery specialist or startup
Range over 1,000 kmAnnounced mass production and installation in the second half of 2026
Next, all-solidExplanation by the solid-state battery room manager
compositecombining oxide-based solid electrolytes and polymer electrolytes
Companies working on solid-state batteriesAutomotive manufacturers, battery manufacturers, and startupsare divided into three types. Dongfeng Motor is one of theseAutomotive manufacturersand alsois a centrally owned state-owned enterprise (SOE) that the Chinese government directly owns. fact. The difference from many other automobile manufacturers is,they do not buy batteries from outside and develop the battery pack from materials themselves.and they explicitly state this point. In an article on their official website, the person in charge says,‘100% self-research rate’.
And here is the most important note to keep in mind when reading this article. The person in charge of Dongfeng’s solid-state battery room in the same article says, ‘Dongfeng will take a step-by-step approach. First, we will handle semi-solid, and then move on to fully solid.’and states fact. That is to saythe company has not said that the 350Wh/kg products they are mass-producing are ‘all-solid’.. The company only uses the term ‘solid-state battery (solid battery)’. In this article, we willnot assert that it is all-solid and treat it as ‘undetermined’. Unconfirmed / Future。
2. Regarding logo and company name display
The Dongfeng Motor logo is the trademark of the company. In this article, we will not recreate it using generated images.
images obtained from the official websiteare img/dongfeng_logo.png displayed as
Note on notation: When ‘Dongfeng Motor’ is mentioned in this field, it actually refers tothree separate legal entitiesare mixed. (1)Dongfeng Motor Corporation Limited(Dongfeng Motor Corporation, a non-listed central enterprise. The main actor of this article), (2)Dongfeng Motor Group Company Limited(Dongfeng Motor Group Company Limited, listed in Hong Kong 0489. (1) subsidiary), (3)DFAC(DFAC, Shanghai A-share 600006. (2) subsidiary). The research and development department of (1) announced the development of solid-state batteries.)
Official website:https://www.dfmc.com.cn/zoujindf/qiyegaikuang/qiyejieshao.html3. Among the world of all-solid-state batteries, where is this company located?
4. Company Size (Automotive Business is Briefly Covered)
The automotive business itself is not the main topic of this article, so we will only focus on its size. fact. The amount isstill in Chinese Yuan (CNY) and no exchange rate conversion has been made.Due to the different nature of disclosure between the parent company (non-listed) and listed subsidiaries, they are divided into two parts.
| Dongfeng Automobile Group Co., Ltd. (Parent Company – Non-Listed) | Numerical |
|---|---|
| Total Assets (as of the end of 2024) | 470.386 billion yuan |
| Number of Employees (as of the end of 2024) | 117,000 people |
| Sales Volume in 2024 | 2.48 million units (delivered 2.55 million units) |
| including new energy vehicles | 86,000 units (up by +64.4% from the previous year) |
| of which are branded products | 137,000 units (up by +34.8% from the previous year) |
| cumulative production and sales since establishment | over 620 million units (56 years) |
| number of effective patents held | 25,200 items |
| production facilities | Wuhan, Shiyan, Xiangyang, Guangzhou, Liuzhou, Zhengzhou, Chengdu, Dalian and more than 20 other cities |
| Dongfeng Motor Corporation Limited (Hong Kong 0489, listed subsidiary) | January to June 2025 | same period last year |
|---|---|---|
| sales revenue | 54,533 million yuan | 51,145 million yuan |
| gross profit | 7,599 million yuan | ― (Gross margin rate 11.6%) |
| Gross margin | 13.9% | 11.6% |
| Parent company attributable earnings | 55 million yuan | ― |
| Sales volume | Approximately 823,900 units (▲14.7%) | ― |
| including new energy vehicles | 204,400 units (+33.0%) | ― |
| Total Assets (June 30, 2025) | 317,786 million yuan | 325,052 million yuan |
The first point isfor the entire companyandThe numbers provided do not indicate the business scale of solid-state batteries. Foton Motor has not disclosed sales, investment amounts, or the number of dedicated personnel related to solid-state batteries.All of these have not been made public. Unconfirmed / Future。
Secondly, on February 13, 2026, the parent company andFoton Motor Group (Wuhan) Investment Co., Ltd.and listed subsidiary (0489) announced a joint resolution for the privatization of 0489, the distribution of VOYAH shares, and the delisting of 0489to propose a joint announcement that we have issued fact. If implemented, it willeliminate the information source of mandatory disclosure to the Hong Kong Exchange and Clearing Limited. For readers who follow the numbers in this field, it will bethe only material that comes from the official websiteand may have implications.
5. Resources invested in solid-state batteries
The amount and number are not disclosed, butorganization, equipment, industry-academia collaborationcan be specifically read from the articles on the official website.
| Resource types | Content | Classification |
|---|---|---|
| specialized organization (person) | Research and Development General Institute, Advanced Technology Research Institute (under preparation) Solid Battery Roomsuch a dedicated department exists, and the responsible person is Ms. Zhang Wei.established a solid-state battery project team in 2018is doing | fact |
| equipment | integrate the laboratory, prototype line, and pilot line (mid-scale production line)established a development production base in the Wuhan Economic and Technological Development Zone. The pilot line is0.2GWhand will start operation in June 2025 | fact |
| Collaboration with universities and research institutions | On May 8, 2026, Dongfeng Motor led the establishment of the ‘Hubei Province Solid Battery Industry Technology Innovation Alliance’ with a total of 18 universities and enterprises including Wuhan University and Huazhong University of Science and Technology | fact |
| Intellectual Property | We have overcome more than 10 key technologies.Applied for more than 180 invention patents. From electrodes to solid electrolytes, battery packs, and integrationSelf-research rate of 100%and explained | fact |
| Investment amount (in yen) | Investment amount for solid-state batteries and research and development expenses. The construction cost of the pilot line is also included, but there is no public disclosure of the amount | Not disclosed |
| Number of full-time staff | Number of personnel in the solid-state battery room. The existence of a dedicated organization has been disclosed, but the number of people is not mentioned | Not disclosed |
| Investment in external ventures | Investment and joint venture with startup companies related to solid-state batteries. Could not confirm any mention in the company’s official website or in the disclosure of 0489. | Unconfirmed |
| Production line scale | Capacity, location, and investment amount for production lines aimed at mass production by the end of the second half of 2026 | Unconfirmed |
The most practically heavy explanation in the wind description is,to have all three stages of laboratory, prototype line, and pilot line at one location.This description says. fact. Solid-state batteries arethe difference between making samples a few centimeters on a side in the laboratory and making hundreds of car-sized units every day is enormous.The process of evenly coating powder, drying it, and stacking it under pressure is completely different from making one at a time by hand.
0.2GWh this number isThe quantity for mass production of vehicle-mounted batteries is extremely smallin scale Calculations in this article. Generally, the capacity of a typical vehicle-mounted lithium-ion battery factory is discussed in terms of tens of GWh, so 0.2 GWh is not a mass production line The test line for tightening the engineering conditionsis more accurate to understand. Conversely, companies that skip this stage and rush directly into mass production are, in terms of procedures, a more rigid stance.
6. Previous Efforts
| period | incident | Meaning |
|---|---|---|
| 2018 | Establish a solid-state battery project team. The goal is to develop ‘high safety, vehicle-grade high-energy density solid-state batteries’. | The starting point of the initiative. It is not in the faster category compared to Toyota or Nissan. |
| 2019 | The development of the first-generation solid-state battery system is completed. | Established stage as a system |
| December 2021 | Obtained the announcement (type approval) for China’s first solid-state battery passenger vehicle. Immediately followed by the deployment of 50 demonstration operation vehicles | . The first example recognized by regulatory authorities. The cumulative safe driving distance has exceeded 3.2 million kilometers since then |
| 2022 | Introduced the world’s first 50 solid-state battery vehicles. It is explained to have development capabilities from anode and cathode materials, separator, to modules | Demonstration phase |
| September 23, 2024 | At the Autumn Conference and the 9th Innovation Week for Technology,a solid-state battery pack with an energy density of 405Wh/kg was displayed.It is explained that it maintains over 80% capacity at 30℃. | Please note that this is a prototype and not a mass-produced item. |
| June 2025 | The solid-state battery laboratory will be completed and operational, with a pilot line of 0.2GWh being constructed and operational.The laboratory—trial line—middle trial line are all in place. | The company explains that the path from technology to mass production has been established. |
| January 14, 2026 | A test vehicle equipped with a 350Wh/kg solid battery departed from Wuhan to Mohe. Vice President You Zheng attended the departure ceremony. ▲30〜▲40℃ for over 70 tests | has entered the final verification phase before mass production |
| May 8, 2026 | Established the Hubei Province Solid Battery Industry Technology Innovation Alliance(led by Dongfeng, with Wuhan University and Huazhong University of Science and Technology among others) | Building a system involving industry and academia |
| June 2026 | The responsible person explained that the 350Wh/kg product is ‘mass-produced stably’. It passed a 170°C heat box test and has over 74% remaining capacity at -30°C | It claims to have passed the qualification under conditions significantly exceeding the national standard of 130°C |
7. Future Plans
Multi-stagePrepared with multiple grades in parallel
The company is developing the theme asfast-charging solid-state batteriesand, higher energy density vehicle-grade new battery technology fact. In addition, Deputy General Manager Yu Zheng views the development of solid-state batteries as ‘a strategic choice for Dongfeng during the 15th Five-Year Plan period’.
Next, all of these were not confirmed with primary information Unconfirmed / Future。
Mass production timing for solid-state batteries/ Mass production installation/ Model name/ Mass production line’s/ Capacity and location/ For solid-state batteriesinvestment amount／Number of full-time staff／price range/ Products to be mass-produced in the second half of 2026solid-state or semi-solid state. The last point is that the company’s representative has stated ‘first semi-solid, then solid-state’ and also mentioned this in the process explanation‘optimized the interface between the cell and electrolyte’and The text refers to electrolyte solutionsfrom which, this article ishighly likely to be in the form of a semi-solidbut as the company has not explicitly statedit remains uncertainand will be treated as such.
8. What does this company aim to achieve with solid-state batteries?
This part includes information that the company has not directly stated.Inferred from primary sources within the scope of what can be read.Along with the basis, I will write it down.
| What can be read | primary information | Classification |
|---|---|---|
| All-solid-stateis the destination and not the current location | The statement by the solid-state battery room manager, ‘First half-solid, then all-solid,’. The period for all-solid is not specified. | fact |
| battery tosell externally rather than install on our own vehiclesis the main purpose | The test vehicle is Dongfeng Yiqi, a brand under our company. There are no mentions of selling externally or supplying to other companies | speculation |
| Domestic production itself is part of the goalhas become | “Core technology 100% domestically produced” and “Self-research rate 100%” are repeatedly used expressions, with the phrase ‘contribution to national strategic technological strength’ being employed. | speculation |
| Safety is the primary selling point.are being placed | Among the disclosed values, the most emphasized is the passing of the 170°C heat box test (the national standard is 130°C) and the actions during compression deformation. | speculation |
| ProductsNot limited to one grade but multiple grades are producedpose | It is described as having a multi-stage product series ranging from 240Wh/kg to 500Wh/kg. | fact |
The article on the official website delves into the most technically detailed aspect, which is the following problem setting. fact。 ‘Solid electrolytes are hard solids and cannot fill the gaps inside cells like liquid electrolytes. If there is a gap between electrodes and solid materials, the resistance to current passage becomes large. High internal resistance leads to slow charging, significant heat generation, and power consumption issues, which in turn necessitate redesigns for both temperature control and electrical control of vehicles.’。
This accurately identifies the fundamental challenge of all-solid-state batteries. And among the countermeasures proposed by Dongfeng is Optimize the contact interface between cells and electrolyte to minimize internal resistanceThis description states. HereThe term ‘electrolyte’, which refers to a liquid, is usedwhich is the biggest basis for reading this article as ‘current products are semi-solid’. Unconfirmed / FutureHowever, in Chinese articles, ‘electrolyte’ can loosely refer to electrolytes in general, so we cannot conclude solely from this. It is a point that should await explicit statements from the company.
9. Mapping of solid-state battery collaborations
10. Technology Approach Used
East Wind Automobile is specifying the electrolyte systemamong the few automobile manufacturers that are specifically named. fact。
| Item | The content that has been made public. |
|---|---|
| Electrolyte route | oxide-polymer compositeto focus on. Combining oxide-based solid electrolytes and polymer electrolytes, adjusting the mixture as we go. |
| development procedures | first semi-solid, then fully solid(according to the explanation of the solid battery room manager) |
| energy density | products heading towards mass production350Wh/kg. The exhibition items in September 2024405Wh/kg. The product line is configured to 240〜500Wh/kg |
| range | fully chargedover 1,000 km. It is explained that it can cover the distance from Beijing to Shanghai with just one recharge in between. |
| safety | hot box test at 170°Cno smoke or fire (the national standard test is at 130°C). It operates stably even when compressed to half its size and deformed |
| low-temperature performance | Low-temperature performance improved by more than 10%.At -30°C, remaining capacity exceeds 74%.(The display items in 2024 will maintain a capacity retention rate of over 80%, as explained.) |
| Weight | Battery pack overall compared to conventional lithium batteries30% lighter |
| Test results | Cells and systemsExceeding 120 items of national standards and industry standardsCompleted the tests. In cold regions, more than 70 items |
| Countermeasures for the process | Combining directional pressure relief and exhaust, thermoelectric separation, new insulation materials to reduce internal resistance, implementing interface optimization for optimal performance |
Solid electrolytes are broadlyclassified into sulfide-based, oxide-based, halide-based, and polymer-based Oxide-based materials are chemically stable and do not burn easily, butSince it is ceramic, it is hard and will not bond the particles together unless fired.. Polymer-based materials are soft and easy to process, butthey move ions at room temperature.. East Wind collectsoxide-polymer compositeis a combination that cancels out these two weaknesses Unconfirmed / Future。
should be noted is that East Winddid not choose the sulfide systemit is. The sulfide system has the highest ion conductivity, and many, such as Toyota, regard it as a top priority on the other hand, because it releases hydrogen sulfide when it comes into contact with moisture, so it must be manufactured in an extremely dry environmentthis has significant restrictions. The oxide-polymer system has smaller restrictionsExisting battery factory extension for easy productionHowever, it is likely to be disadvantageous at the upper limit of performance.
“350Wh/kg for 1,000km” is indeed a higher standard compared to current vehicle-mounted lithium-ion batteries (generally around 200-300Wh/kg level). HoweverThe difference between 405Wh/kg (sample) and 350Wh/kg (mass production-oriented) is due to whatis not explained Unconfirmed / Future. There is a possibility that the judgment to lower performance for mass production was made, but this is the interpretation of this article.
11. The risks this company faces
| Risks | Content | Classification |
|---|---|---|
| The time period of all-solid is not indicated | The mass production timing and target performance of solid-state batteries are not announced solely based on the order of ‘after semi-solid’. | fact |
| Misunderstanding with semi-solid | The company uses the term ‘solid-state battery’ without distinguishing it from ‘semi-solid’, making it easy for outsiders to misread it as solid-state | speculation |
| Small production scale | Only a pilot line with 0.2GWh capacity is announced. The scale of the mass production line is not announced | fact |
| The information source is narrowing. | A privatization and delisting of subsidiary company 0489 has been proposed, and if implemented, it would result in the loss of mandatory disclosure to the Hong Kong Stock Exchange. | fact |
| The opposite of doing everything in-house. | While having a self-research rate of 100% is an advantage, there are few ways for a battery specialist manufacturer to acquire mass production knowledge from outside. | speculation |
| Performance upper limit of oxide and polymer systems | Easier to manufacture but less favorable in terms of ion conductivity compared to sulfide systems | speculation |
| Source of the numbers | The values such as 350Wh/kg are based on articles published on the official website and not on legally disclosed information. Third-party verification has not been conducted. | Unconfirmed / Future |
12. Glossary
- All-Solid-State Battery (All-Solid-State Battery)
- A battery that uses a solid rather than liquid electrolyte. In Chinese, it is referred to as “all-solid-state.
- Half-solid-state battery (half-solid battery)
- A battery where part of the electrolyte is liquid or gel, distinct from all-solid-state batteries and should not be confused with them.
- Oxide-based solid electrolyte
- Ceramic-based solid electrolyte. Stable and difficult to ignite but hard, making it difficult to adhere to electrodes.
- Polymer electrolyte
- Electrolyte made of polymers. Soft and easy to process at room temperature, but ions move slowly.
- Pilot line
- A small-scale verification line between the laboratory and production line used to fine-tune process conditions.
- Thermal box test
- Safety test to see if batteries ignite or emit smoke when placed in a box at high temperatures. In China’s national standards, it is 130°C.
- Central Enterprises
- State-owned enterprises directly invested by the Chinese government and supervised by state council-affiliated organizations. Dongfeng is one of them.
- Announcement (Type Announcement)
- Listing on the list of types required for selling vehicles in China, published by the Ministry of Industry and Information Technology.
AI-generated conceptual diagram13. Source
- Dongfeng Motor Corporation Limited Official website Information Focus ‘Dongfeng’s New Solid-State Battery Still Works at -30°C’ (Published on June 10, 2026, with full text reprint from the June 6, 2026 issue of Hubei Daily). Explanation by the solid-state battery room leader: ‘First semi-solid, then fully solid’, ‘oxide-polymer composite route’. Specifications: 350Wh/kg, over 1,000km range, 170°C heat box test, residual capacity over 74% at -30°C, pack is 30% lighter, project established in 2018, first generation development in 2019, announcement obtained in December 2021 with 50 units deployed and cumulative 3.2 million km, laboratory and 0.2GWh pilot line in June 2025, Hubei Province Solid-State Battery Industry Technology Innovation Alliance established on May 8, 2026, self-research rate of 100%, next-generation battery deployment in 2027. https://www.dfmc.com.cn/news/zixunjujiao/news_20260610_1307.html
- Dongfeng Motor Corporation Limited Official website Corporate News ‘DFM Launches Prototype Vehicle Equipped with Solid-State Batteries with a Specific Energy of 350Wh/kg for Winter Testing’ (January 16, 2026, source is the company’s internal newspaper “DFM Automobile News”). Departure of the cold-weather test vehicle on January 14, 2026, statement by Deputy General Manager You Zheng, completion of material and electrochemical system verification, mid-term milestone, over 120 items of testing, over 70 items at temperatures between -30°C and -40°C, product series from 240 to 500Wh/kg, more than 10 key technologies and over 180 invention patents filed. https://www.dfmc.com.cn/news/company/news_20260116_1246.html
- Dongfeng Motor Corporation Limited Official website Information Focus ‘New Solid-State Battery Offers Easy Range of Over 1000 Kilometers’ (published on September 27, 2024). Display of a solid-state battery pack with a specific energy of 405Wh/kg at the 9th Annual Science and Technology Innovation Week in September 2024, over 80% capacity retention at temperatures above 30°C, world’s first public disclosure in 2022 with 50 units. https://www.dfmc.com.cn/news/zixunjujiao/news_20240927_1023.html
- Dongfeng Motor Corporation Limited Official Website Company Introduction. It is a central enterprise in the commercial sector, with its predecessor being the Second Automobile Manufacturing Plant established in 1969. As of the end of 2024, it has total assets of 470.386 billion yuan and 117,000 employees. In 2024, it sold 2.48 million vehicles, including 860,000 new energy vehicles (NEVs) and 1.37 million units of its own brand. It has cumulative sales exceeding 62 million vehicles, with 25,200 effective patents. It also includes production bases, relocation of headquarters, and the history of its name change and reorganization. https://www.dfmc.com.cn/zoujindf/qiyegaikuang/qiyejieshao.html
- Dongfeng Motor Group Company Limited 2025 Interim Report (Submitted to Hong Kong Stock Exchange on August 22, 2025). Sales for the first half of 2025 were 54.533 billion yuan, gross profit was 7.599 billion yuan, with a gross margin rate of 13.9%. Parent company attributable earnings were 550 million yuan. Sales amounted to approximately 823,900 vehicles, including 204,400 new energy vehicles (NEVs). Total assets were 317.786 billion yuan. https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0822/2025082202324.pdf
- Dongfeng Motor Group Company Limited Voluntary Announcement — Flash Report on Production and Sales Volume for November 2025 (Hong Kong Stock Exchange submission, December 8, 2025). Sales of listed companies in the first 11 months of 2025: 1,697,025 units; sales by parent company Dongfeng Motor Corporation: 2,204,092 units; positioning of subsidiary DFAC. https://www.hkexnews.hk/listedco/listconews/sehk/2025/1208/2025120800855.pdf
- East Wind Automobile Group Co., Ltd. and others Joint Announcement — Proposed Conditional Privatisation / Proposed Distribution of VOYAH Shares / Proposed Withdrawal of Listing (Hong Kong Stock Exchange submission, February 13, 2026). Proposal for private acquisition and delisting of shares, corporate relationship among three companies. https://www.hkexnews.hk/listedco/listconews/sehk/2026/0213/2026021301477.pdf
The numerical values regarding solid-state batteries in this article are based onarticles published on the official website, not on the legal disclosurebasis fact. Source1 and Source3 areA retransmission of an article from Hubei Daily by Dongfeng Motor Corporation with an editor’s note on their official website.、 Source2 isThe article in the internal newspaper “East Wind Auto News”is. As all of these are officially announced on the company’s official website, the company is responsible for the content, but they are not audited documents like a financial report submitted to the Hong Kong Stock Exchange.
In the statutory disclosure submitted to the Hong Kong Exchanges (source 5-7), there was no mention of solid-state batteries.. Therefore, the technical values in this article arebased on company announcements that have not been verified by a third party.Please read it with the premise that they are company announcements that have not been verified by a third party.
14. Table of Correspondence between Claims and Sources
| Main Argument in the Body | Classification | Sources |
|---|---|---|
| Official name, headquarters (Wuhan), being a centrally managed commercial first-class state-owned enterprise, and its predecessor was the Second Automobile Manufacturing Plant in 1969 | fact | Source 4 https://www.dfmc.com.cn/zoujindf/qiyegaikuang/qiyejieshao.html |
| Total assets 470.386 billion yuan, employees 117,000, sales in 2024: 2.48 million units – NEVs 860,000 units – autonomous brand 1.37 million units, cumulative over 62 million units, effective patents 25,200 | fact | Source 4 https://www.dfmc.com.cn/zoujindf/qiyegaikuang/qiyejieshao.html |
| The sales, gross profit, net profit, number of units sold, and total assets of the listed subsidiary 0489 for the first half of 2025 | fact | Source 5 https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0822/2025082202324.pdf |
| DFAC (600006), which is a parent company of Dongfeng Motor Corporation Limited, is also a subsidiary of 0489. | fact | Source 6 https://www.hkexnews.hk/listedco/listconews/sehk/2025/1208/2025120800855.pdf |
| A proposal was made on February 13, 2026, to privatize 0489, distribute shares of VOYAH, and delist it from the stock exchange. | fact | Source 7 https://www.hkexnews.hk/listedco/listconews/sehk/2026/0213/2026021301477.pdf |
| ‘Challenging first with semi-solid, then fully solid,’ ‘The oxide-polymer composite route,’ as explained by the solid-state battery room’s responsible person | fact | Source 1 https://www.dfmc.com.cn/news/zixunjujiao/news_20260610_1307.html |
| 350Wh/kg, range over 1,000km, passed 170℃ thermal box test, residual capacity over 74% at -30℃, 30% lighter pack, 100% self-research rate | fact | Source 1 https://www.dfmc.com.cn/news/zixunjujiao/news_20260610_1307.html |
| Establishment of the project in 2018, development of the first generation in 2019, acquisition of the announcement in December 2021 and deployment of 50 units with a cumulative mileage of 3.2 million km, establishment of the laboratory and the pilot line with 0.2 GWh capacity in June 2025 | fact | Source 1 https://www.dfmc.com.cn/news/zixunjujiao/news_20260610_1307.html |
| On May 8, 2026, Dongfeng led the establishment of the Hubei Province Solid Battery Industry Technology Innovation Alliance involving 18 institutions such as Wuhan University and Huazhong University of Science and Technology | fact | Source 1 https://www.dfmc.com.cn/news/zixunjujiao/news_20260610_1307.html |
| The issue is set as the increase in internal resistance due to the hardness of solid electrolytes and their inability to fill gaps, and the description ‘optimized the contact interface between the cell and the electrolyte’ | fact | Source 1 https://www.dfmc.com.cn/news/zixunjujiao/news_20260610_1307.html |
| Departure of the cold region test vehicle on January 14, 2026, statement by Deputy General Manager Youzheng, over 120 items of testing, product series with energy density of 240 to 500 Wh/kg, more than 180 invention patents filed | fact | Source 2 https://www.dfmc.com.cn/news/company/news_20260116_1246.html |
| The display items on September 23, 2024 had a capacity retention rate of over 80% at ▲30℃ with an energy density of 405 Wh/kg, and the world’s first public disclosure of 50 units in 2022 | fact | Source 3 https://www.dfmc.com.cn/news/zixunjujiao/news_20240927_1023.html |
| Classification of three types of all-solid-state batteries (Automotive / Battery / Startup) | Calculations in this article | This article provides an overview. Company names are examples from the companies covered in this series. |
| A 0.2GWh capacity is considered extremely small for mass production of vehicle batteries. | Calculations in this article | Comparison with the fact that general vehicle battery factories have capacities in the tens of GWh range. Explanation provided by this article. |
| Sales, investment amounts, and number of dedicated personnel for solid-state batteries | Unconfirmed / Future | All are not disclosed. This article does not estimate either. |
| Will the products to be mass-produced in the second half of 2026 be fully solid or semi-solid? | Unconfirmed / Future | The company has not explicitly stated. This article reads that there is a high possibility it will be semi-solid, but does not make a definitive statement https://www.dfmc.com.cn/news/zixunjujiao/news_20260610_1307.html |
| Production timing and target performance for fully solid batteries | Unconfirmed / Future | Neither of the entries in references 1-3 https://www.dfmc.com.cn/news/zixunjujiao/news_20260610_1307.html |
| Production model name, production line capacity and location, investment amount for solid-state batteries, price range | Unconfirmed / Future | Not mentioned in references 1-3. Do not adopt values based on news reports. https://www.dfmc.com.cn/news/company/news_20260116_1246.html |
| Solid-state battery-related startup investments and joint ventures | Unconfirmed / Future | Could not confirm any mention in references 1-7. Cannot definitively state that it does not exist. https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0822/2025082202324.pdf |
| The difference between the demonstration product at 405Wh/kg and the mass-produced product at 350Wh/kg is due to what? | Unconfirmed / Future | Not explained in references 1-3. This article will not estimate. https://www.dfmc.com.cn/news/zixunjujiao/news_20240927_1023.html |
| From mentioning ‘electrolyte’, it can be read that the current product is semi-solid. | speculation | The interpretation of this article regarding the process description in reference 1 |
| The main purpose is to install it on our own vehicles rather than for external sales | speculation | The interpretation based on the fact that the test vehicle is a brand under our company and there is no mention of external sales |
| The interpretation that domestication itself is part of the goal, with safety being the primary selling point | speculation | The interpretation regarding the repetition of ‘100% domestic core technology’ and the content emphasized in the public announcement |
| The reason for not choosing a sulfide system (the trade-off between ease of manufacturing and performance limits) | speculation | Explanation based on the general properties of solid electrolytes in this paper |
| The risk of not being able to incorporate external mass production knowledge as a reverse of having a 100% self-research rate | speculation | Interpretation of this paper from the lack of confirmed business relationships |
Last Updated: September 23, 2026 / Troy Technical
All the numbers in this paper are based on articles published on Dongfeng Motor’s official website and documents submitted to the Hong Kong Stock Exchange. We have not used estimates by research firms or figures based on media reports that the company has not officially disclosed. The amounts are in Chinese Yuan (CNY) without currency conversion. The ‘estimated’ parts of this paper are interpretations derived from primary information, not what the company has officially reported.