History

20262030 Policy Pillars and Outlook for Chinaʼs Battery Industry Policy Pillars The 15th 5Year Plan Proposal) Overall

Emphasize original innovation in technology and construction of a new energy system that is clean, low-carbon, safe and efficient.

Power System Modernization

Increase renewable energy share and ensure an orderly transition away from fossil fuels.

Advanced Storage & Grids

Strengthen the system's overall coordination, flexibility, security, and resilience by strategically planning pumped-storage projects, vigorously advancing new forms of energy storage, and accelerating the deployment of smart grids and microgrids.

End-use Electrification

Promote green, low-carbon energy consumption and optimize market pricing mechanisms for energy.

Outlook for China's Battery Industry Demand Scale

Exceeding 2 TWh by 2030 Storage batteries will outpace power batteries as the primary growth engine.

Global Footprint

Accelerated Expansion: Deepening manufacturing and tech deployment in Europe, SE Asia, and Latin America.

Tech Iteration

Rapid technology iteration: Semi-solid/solid-state, LMFP/Mn-rich chemistries, and SIB commercialize more quickly; LFP and NCM remain dominant for EVs, while LFP leads in stationary storage.

Frontier Apps

Beyond EVs: Surging demand from AI Hardware, Humanoid Robots, and Low-altitude Mobility (eVTOL).

Grid Integration

V2X Assets: EVs evolving into mobile storage units via V2G Vehicle-to-Grid) applications.

Consolidation

Survival of the Fittest: Market consolidation favoring firms with massive scale and R&D capability.

Source: China's 15th 5 year plan, 工信部:研究编制《“十五五ˮ新型电池产业发展规划》 防范低水平重复建设

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