Concerning Power And Energy Storage Batteries! MIIT Accelerates Anti‑Involution Measures As Institutions Expect Supply‑Demand Structure Improvement

On November 25, The Ministry Of Industry And Information Technology Convened A Symposium With Manufacturing Enterprises In The Power And Energy Storage Battery Sector, Aiming To Regulate Competitive Order And Promote High‑Quality Industry Development While Soliciting Company Briefings And Suggestions.

At The Meeting, Minister Li Lecheng Stated That The Industry’s Situation Must Be Assessed Comprehensively And Objectively, With Firm Implementation Of The Central Government’s Decisions On Rectifying Involution‑Style Competition. He Called For Accelerated, Targeted Policies; Lawful Governance Of Irrational Competition In Power And Energy Storage Batteries; Strengthened Capacity Monitoring, Early Warning, And Regulation; Enhanced Supervision Of Production Consistency And Product Quality; Crackdowns On Intellectual Property Violations; Guidance For Scientific Capacity Planning And Orderly International Expansion; And A Full Push Toward High‑Quality Development.

Li Lecheng Emphasized That The Sector Should Uphold Innovation Leadership, Increase R&D Investment, Address Shortcomings, And Enhance Core Competitiveness. He Urged Stronger Industrial Chain Collaboration, Deeper Cooperation, And Leveraging Synergistic Gains To Elevate Autonomy And Control Across The Supply Chain And Shape New Advantages. The Ministry Of Industry And Information Technology Will Scientifically Compile The “15th Five‑Year” Industry Development Plan, Strengthen Support For Technological Innovation, Reinforce Standardization As A Guiding Force, And Improve Modernized Industry Governance To Foster A Favorable Environment For High‑Quality Growth.

Currently, Chinese Battery Manufacturers’ Capacity Utilization Rates Remain Elevated. According To The Latest Data From GGII (Gaogong Lithium Battery), The Top 15 Domestic Energy Storage Battery Enterprises Have Fully Loaded Their 314 Ah Cell Production Lines, With Orders Generally Scheduled Through 2026. First‑ And Second‑Tier Manufacturers Have Raised Utilization To 70%–80%, While Third‑Tier Firms Have Exceeded 65%.

Brokerage Analyses Indicate A Relatively Optimistic Outlook For Demand Absorbing Future Capacity. On One Hand, Rising Electrification Penetration Coupled With Significant Increases In Battery Capacity Per Vehicle Is Expected To Support Steady Growth In Global Power Battery Demand. On The Other Hand, New Capacity Additions Remain Concentrated Among A Few Key Enterprises, Focused On High‑End Products And Overseas Facilities.

CITIC Securities Judges That By 2026, The Overall Supply‑Demand Structure In The Lithium Battery Industry Is Likely To Further Improve. Benefiting From This Shift, Prices Across The Industrial Chain Are Expected To Stabilize And Rebound, With High‑End Products Poised To Capture Greater Technological Premiums.

In Parallel, A New Lithium Battery Technology Cycle Centered On Solid‑State Batteries Is Rapidly Approaching Its Industrialization Inflection Point. At The Recently Held “2025 World Power Battery Conference,” It Was Clarified That All‑Solid‑State Batteries Are Accelerating From Laboratory To Pilot Stage. Multiple Enterprises Have Initiated Hundred‑Megawatt‑Level Pilot Lines, Focusing On Tackling Bottlenecks In Material Systems, Manufacturing Processes, And Costs. Institutions Believe That Faster Solid‑State Battery Industrialization Could Unlock Investment Opportunities Across Batteries, Materials, And Equipment.

Regarding The Investment Dimension, Guotai Haitong Securities Stated That As Verification Of Sulfide/Oxide Systems Deepens And Core Processes Such As Dry Electrodes And Solid Electrolyte Film Formation Enter Engineering Validation, New Equipment Demand From Solid‑State Production Lines Is Emerging First. Automakers And Battery Firms Have Established A “Joint Technology Development + Scenario Validation” Model, With Plans For Scaled Demonstration Lines Accelerating. The Equipment Segment Is Expected To Benefit From Orders And Process Iteration As Pilot Lines Transition Toward GWh‑Level Production.