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China's FAW Group just unveiled a solid-state battery with 500 Wh/kg energy density—double that of Tesla. It offers a 1,000km real-world range and is hitting the road this year. Meanwhile, Beijing is set to release the "GB/T" national standard in July, forcing global automakers to play by China's rules.

【Episode Summary】
In this episode of Asia Tech Macro, Alex (ex-Hedge Fund Analyst) and Maya (Tech Founder) break down the "Solid-State Shock" coming out of China. We analyze the technical specs of FAW's new battery, discuss why BYD's "infinite cycle" chemistry changes everything, and explain how the upcoming GB/T National Standard is a regulatory weapon against legacy auto.

【Key Action Items for Investors】

Short Legacy Auto: Avoid GM/Ford. If they can't match 1,000km range at parity prices by 2027, their EV transition is dead.

Long China Battery Leaders: Buy CATL/BYD. They are writing the GB/T standard and building the factories. It's a "pick and shovel" play on the winner.

Commodity Watch: Monitor High-Purity Manganese. The new "Lithium-Rich Manganese-Based" cathodes will drive massive demand.

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