Talent & Ecosystem Maturity

Chinaʼs Battery Industry: Geographical Evolution & Strategic Shift

YANGTZE RIVER DELTA The Innovation & High-End Engine YANGTZE RIVER DELTA

From 2020 to 2025, China's battery industry shifted from coastal concentration to a balanced national layout. The Yangtze and Pearl River Deltas remain innovation hubs, while the Central and Southwest regions emerged as growth leaders leveraging mineral wealth and green energy. By 2025, effective capacity reached 1.7 TWh, driven by LFP dominance and vertical integration. Supported by "Double Carbon" policies, the industry now moves high-energy production West while maintaining R&D in the East, providing a blueprint for global expansion by leaders like CATL and BYD. CENTRAL CHINA CLUSTER Resource-to-Industry Bridge

Yichun ("Lithium Capital of Asia") Wuhan/Jingmen EVE/CALB Changsha Cathode Materials)

Driven by "Rise of Central China". Specializes in cathode materiais & Lithium salt extraction. Green Energy & Mineral Hotspot (fastest growing)

Bohal Rim

Northeast

North,RRD

Graphite)

Changzhou 94% chain complete, CATL/CALB/SVOLT/SK Ningbo (Chery) Hefel VW investment in Gotion)

Most Mature Chain. Dominates Mid-stream & Materials Leads Solid-state/sodium-ion batteries.

PEARL RIVER DELTA Industrial Transfer

Northwest

Sait Lakes) Shenzhen ("Battery Capital" BYD) Huizhou (EVE Energy)

Yibin (“Power Battey Cityˮ CATL partnership) Chongging (Automotive Heritage, 150 GWh goal)

Guangzhou (Great Power, ESS)

Powered by Hydro & Minerals. Focus on Upstream Mining & Mass Scale Cell Mfg.

Resources Drive West High-energy manufacturing shifts to cheaper, cleaner hydropower.

Regional Agglomeration & Multi-point Expansion Past: Coastal Concentration

Present(2025): Balanced National Layout

Shift from coastal hubs to Central/Western regions leveraging resources &lower costs.Easl/South remain high-tech/transformation leaders. Source: 1. 北京伊维碳科管理咨询有限公司, 2. GGII

Highest Enterprise Density. Focus on System Integration & Recycling GEM,Brunp).

Tech Diversification Support

Capacity Expansion

Policy Global Integration Top players CATL.BYD

1.7 TWh Late 2025 LFP Cost/Safety) Dominant vs. High-Nickel Temary High-End). Next-Gen: Sodium-ion pilot 2023 Solid-state progress.

Massive Capacity. Trend toward Vertical Integration Mines to Battery).

Innovation Leads East R&D &Standards remain in Yangtze/Pearl River Deltas.

"Dual Credit" Policy Forcing E Carbon Neutrality accelerating ESS. Strict Recycling "White List".

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