China's EV Surge: Solid-State Battery Warnings & GWM Tease

In late December 2025, China's electric vehicle (EV) sector faces a mix of caution and excitement. Experts are challenging overhyped safety claims for solid-state batteries (SSBs) amid aggressive development timelines from FAW, GAC, Dongfeng, SAIC, and Chery, while Great Wall Motor (GWM) teases a retro-inspired model under a potential sixth brand. Against the backdrop of the U.S. launching its AI 'Genesis Mission' with 24 tech giants like OpenAI and Google to supercharge scientific breakthroughs—including battery tech—this news underscores intensifying global competition in EV innovation.

Solid-State Batteries: Hype Meets Harsh Reality

At the 2025 World Power Battery Conference, Chinese researchers poured cold water on claims that SSBs are 'absolutely safe.' While SSBs promise higher energy density (up to 350 Wh/kg) and better safety margins by replacing liquid electrolytes with solids, fundamental risks persist.

• Thermal Runaway Risks: Lithium metal anodes, common in SSBs, can react with cathodes sans oxygen, sparking reactions up to 2,500°C—even in discharged states.
• Dendrite Issues: Microscopic gaps in solid electrolytes allow lithium dendrites to form, risking internal short circuits.
• Material Instability: High-nickel cathodes and silicon anodes boost energy but heighten thermal risks.

China's 2026 power battery safety standard (effective July 1) mandates no fire or explosion in abuse tests within 5 minutes, but it applies to all batteries, not just SSBs. Experts warn that portraying SSBs as a silver bullet for fires distorts realities.

These timelines highlight the rush, but underscore the need for rigorous validation.

Great Wall Motor's Bold New Moves

GWM is shaking up its lineup with a teaser for a retro-inspired model, hinting at a sixth brand distinct from Haval (SUVs), Tank (off-road), Wey (luxury), Ora (EVs), and Poer (pickups). Chief Engineer Li Fei posted Weibo images showing a rounded body, large chrome bumper, and elongated design—positioned as a 'completely new product series.'

GWM's momentum is strong:

• November 2025 sales: 133,200 units (+4.57% YoY)
• 2025 cumulative (Jan-Nov): 1,199,700 units (+9.26% YoY, record high)
• NEV sales: 40,113 units in Nov (+11.43% YoY); 243,500 cumulative
• Exports: 57,309 in Nov (+32.70% YoY); 368,700 cumulative

Plus, GWM's 'Ultra Luxury Vehicle Business Group' targets 1M+ yuan ($142K+) models, led by Chairman Wei Jianjun.

U.S. AI 'Genesis Mission': A Wake-Up Call for Chinese EVs?

The U.S. Energy Department's 'Genesis Mission'—dubbed an AI Manhattan Project—unites OpenAI, Google, Nvidia, Microsoft, and 21 others with 17 national labs (e.g., Los Alamos, Argonne). Goals include AI-accelerated nuclear fusion, materials science, and quantum computing by 2030, aiming to double U.S. scientific productivity.

Key integrations:

• Google's Gemini 3 for fusion simulations, climate modeling.
• OpenAI's models for hard sciences.
• Nvidia GPUs powering lab supercomputers like Frontier.

This 'AI national OS' shifts AI from consumer apps to strategic R&D, directly threatening China's battery and EV edge.

Why This Matters: Global Implications for Chinese EVs

China dominates EV production, but U.S. AI-driven science could leapfrog in battery materials and energy tech, intensifying U.S.-China tech rivalry. SSB safety scrutiny protects consumers amid hype, while GWM's diversification bolsters China's export growth (now 30%+ YoY). For global markets, expect Chinese EVs to prioritize verified safety and premium segments to counter Western AI advantages.

Looking Ahead

By 2027, SSB-equipped EVs from Dongfeng and others could hit 1,000 km ranges—if safety hurdles clear. GWM's sixth brand may debut retro EVs, fueling NEV sales past 300K annually. Watch U.S. Genesis outputs; they could redefine battery breakthroughs, forcing Chinese firms like BYD and CATL to accelerate AI integration. China's EV lead endures, but innovation speed will decide the winner.