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2026-2030 Policy Pillars and Outlook for China’s Battery Industry Policy Pillars (The 15th 5-Year 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”新型电池产业发展规划》 防范低水平重复建设
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