Capital

Publicly Disclosed Investment Projects Across the Entire China Lithium Battery Value Chain 2025 According to incomplete statistics from the GGII, the number of publicly disclosed investment projects the entire Chinaʼs lithium battery value chain - including lithium batteries and key materials, solid-state batteries, and sodium-ion batteries - exceeded 282 in 2025, with the total investment amount surpassing RMB 820 billion and registering a year-on-year growth rate of over 74%. Lithium batteries and their key materials remained the primary focus of investment, accounting for over 80% of the total investment volume.

Project Type

Number of Projects

Total Investment CNY 100 million)

YoY Growth Rate

Core Details

Lithium Batteries

Li-ion Batteries Key Materials

Not available

64 lithium battery projects RMB 348.5 billion, totaling over 1100 GWh capacity); 114 material projects (positive/negative electrodes, electrolyte, separator, etc., RMB 308.5 billion), dominated by leading enterprises and concentrated in East China and Central China

Solid-State Batteries

Total capacity of 189 GWh 23% YoY, mostly pilot and small-batch production lines; key players like SEMCORP and Jinlongyu layout electrolytes and core materials

Sodium-Ion Batteries

Over 1000

Significant Growth

Total capacity of over 290 GWh, suitable for energy storage and low-speed transportation; projects clustered in Jiangsu, Jiangxi and other industrial hubs

Others Recycling, Equipment, etc.)

Total

Source: GGII

Not available

Focus on battery recycling, e.g., the RMB 10.3 billion-level project by Jinsheng New Energy

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