Under the dual drive of global energy transformation and industrial upgrading, China's lithium battery industry is entering a new round of high-quality development cycle. In the first eight months of this year, the planned investment for the entire industry chain reached 400 billion yuan, and the investment direction shifted from simple capacity expansion to technological upgrading and global layout, demonstrating the strategic intention of China's lithium battery industry to actively seize the future technological high ground while consolidating its existing advantages.

1、 Optimizing investment structure, emerging fields are highly favored

From the perspective of investment composition, mature fields and emerging tracks show different development trends. The lithium battery sector continues to maintain its dominant position with 54 projects and an investment of over 40%, demonstrating the sustained demand for high-quality production capacity in the market. At the same time, emerging technologies such as solid-state batteries and sodium batteries are rapidly emerging, with solid-state batteries becoming the most promising direction with 23 projects and an investment of approximately 35 billion yuan.

This trend of differentiation reflects the inherent logic of industrial development: in mature fields such as lithium batteries and negative electrode materials, enterprises pay more attention to accelerating the landing of production capacity, and the number of projects started is significantly more than newly signed projects; In cutting-edge fields such as solid-state batteries and sodium batteries, the proportion of new contracts is higher, indicating that capital is actively laying out the future industrial pattern.

2、 The differentiation of investment entities and the presentation of different development patterns in various segmented fields

In terms of investment entities, each link in the industrial chain exhibits distinct characteristics:

The mature stage is led by top enterprises, with leading companies such as CATL, BYD, and Enjie continuing to lead the expansion wave in the fields of lithium batteries, positive electrode materials, separators, and more

Emerging tracks have become hotbeds for innovation, with startups such as Doktes and Juyuan Power signing multiple multi billion yuan industrialization projects in the field of solid-state batteries

Cross border investment is becoming more rational, and enterprises are paying more attention to industrial chain collaboration and deepening their main business

Of particular note is that in the field of negative electrode materials, Zhongke Electric has invested 8 billion yuan to build a 200000 ton negative electrode integrated base in Oman. Companies such as Putailai and Betray are also promoting production capacity construction in Indonesia and Sweden, marking a new stage in the overseas layout of Chinese lithium battery enterprises.

3、 Deepening regional layout and accelerating global network construction

From a regional distribution perspective, China's lithium battery industry is forming a more complete regional layout:

Relying on the chemical infrastructure and supporting advantages of the Yangtze River Delta and Shandong, the East China region continues to consolidate its core position in materials and battery manufacturing

Central China, represented by Hubei and Hunan, has gradually formed an industrial cluster that deeply integrates "resources+manufacturing". Among them, Jingmen in Hubei has built a complete industrial chain, with an output value exceeding 60 billion yuan by 2024

In terms of international layout, Malaysia has attracted investments from companies such as EVE Energy and Zhuhai Guanyu by leveraging its geographical advantages and friendly policies; The European market has benefited from the demand for electrification, prompting companies such as BYD to accelerate their localization layout. BYD's European headquarters and R&D center have settled in Hungary, demonstrating the company's determination to deeply cultivate the global market.

4、 Leading key projects and continuously optimizing industrial structure

The launch of several billion dollar projects is particularly noteworthy:

Guizhou Phosphating United China Nuclear Titanium Dioxide and other enterprises invested 33.1 billion yuan to build a 600000 ton iron phosphate/lithium iron phosphate project

Qingshan Group and Huayou Holdings invest 24.3 billion yuan in Bijie, Guizhou to lay out 500000 tons of iron phosphate and lithium iron phosphate

Yuntu Holdings invests 15.9 billion yuan in Guigang, Guangxi to build a 300000 ton integrated iron phosphate/lithium iron phosphate base

These major projects not only drive investment in lithium iron phosphate and upstream links exceeding 80 billion yuan, but also promote the overall upgrading of the industrial chain and the coordinated development of regional economy. Keywords: lithium battery, solid-state battery, energy storage news

With the gradual implementation of 400 billion yuan investment, China's lithium battery industry is undergoing a profound qualitative change. The overall competitiveness of the industrial chain is constantly improving, from consolidating advantages of top enterprises, to the rise of emerging technologies, from optimizing domestic regional layout, to accelerating the construction of global networks. This industrial upgrade guided by technological innovation and high-quality development will not only reshape the global lithium battery landscape, but also lay a solid foundation for China to gain greater voice in the global green energy transformation. Editor/Xu Shengpeng