History

20212025 Established Global Dominance in EVs and Batteries

2021 NEV Industry Development Plan 20212035) targeted 20% NEV penetration by 2025 (achieved early), guaranteeing downstream demand

2021 Volkswagen China became Gotion High-Tech's largest shareholder 24%, signaling global interest in Chinese battery tech. Driven by the lithium price surge, China prioritized sodium-ion battery R&D 20212023) as a strategic, low-cost alternative

2022 Guiding Opinions & Implementation Plan for New Energy Storage promotes diverse R&D in technologies like lithium-ion and flow batteries while accelerating the establishment of standards for project construction and operation. It emphasizes integrating storage with power grids to support renewable energy consumption, peak shaving, and frequency regulation

2022 As early EV batteries entered their retirement phase, the government and industry began exploring standardized recycling models. This included proposing the "Three-Flow Integration" management mechanism (unifying physical goods, transfer manifests, and invoices), though the system continues to face implementation challenges

2023 Guiding Opinions on High-Quality Charging Infrastructure enforces strict manufacturer liability and retroactive accountability for accidents. It also mandates optimizing battery performance, researching new battery systems, and advancing cascading recycling technologies. Export controls on synthetic graphite materials in retaliation for US advanced AI chip export controls to China

2023 Industry development focus transitions from Sodium-ion to Solid-State Batteries The "Next Frontier") The China All-Solid-State Battery Collaborative Innovation Platform CASIP was officially established in Beijing, uniting government, academia, and industry leaders to overcome technical bottlenecks and accelerate the commercialization of all-solid-state batteries by 2030.

Source: Chinaʼs New Energy Vehicle industrial Development Plan for 2021 to 2035,Battling for Batteries: Li-ion Policy and Supply Chain Dynamics in the U.S. and China

20242025 Anti-Unfair Competition Law takes effect, enforcing market order and supporting high-quality development Export controls expanded to lithium extraction technologies, cathode material processing technologies, lithium ion batteries 300Wh/kg), Li-ion manufacturing equipment, and graphite anode materials

20242025 The commercial acceleration of eVTOL (the "Low-Altitude Economy") and humanoid robotics unlocks critical new growth areas. These high-performance sectors demand specialized high-energy-density cells, prompting major manufacturers to diversify their revenue streams beyond the saturated traditional EV market

Extracted from the PDF; charts and images may read imperfectly.