From：Internet Info Agency 2026-09-06 11:25:00
On September 3, the 2026 World Power Battery Conference was held in Yibin City, Sichuan Province. Qu Guochun, Director of the Equipment Industry Development Center at China’s Ministry of Industry and Information Technology, released the "Power Battery Industry Development Index (2026)" at the event. According to the data, global sales of new energy vehicles (NEVs) exceeded 20 million units in 2025, an increase of approximately 20% year-on-year, accounting for 25% of total new vehicle sales. China has ranked first globally in NEV production and sales for 11 consecutive years, with NEVs representing 47.9% of its domestic new vehicle market. In 2025, global installed capacity of power batteries reached 1,187 GWh, up 31.7% year-on-year, while China’s installed capacity hit 769.7 GWh, a 40.4% year-on-year increase, representing 64.8% of the global total. The "Power Battery Industry Development Index (2026)" comprises three components: a Global Index, a China Index, and an Enterprise Index. It offers a comprehensive evaluation across multiple dimensions—including industrial scale, innovation capability, supply chain completeness, and sustainable development—by analyzing factors such as markets, patents, resources, manufacturing capabilities, and green, low-carbon practices. The Global Index indicates that Asia remains the core competitive region for the power battery industry. China maintains a leading position in market scale, manufacturing, and industrial chain coordination, while South Korea and Japan demonstrate strong advantages in battery manufacturing and technological expertise. Regarding the China Index, Sichuan Province rose to first place, followed by Jiangsu and Fujian in second and third, respectively. On the Enterprise Index, the “one dominant leader with multiple strong contenders” structure persists: CATL remains in first place, while BYD and LG Energy Solution lead the second tier. Among the top ten global companies by installed capacity, six are Chinese firms, collectively holding over 70% of the market share. The index forecasts that the power battery industry will accelerate its transformation toward full electrification, diversified technology pathways, globalized operations, and comprehensive carbon management throughout the product lifecycle. Specific trends include expanding battery applications into emerging sectors such as low-altitude economy, humanoid robots, electric vessels, and construction machinery; continuously advancing liquid lithium-ion battery technologies; accelerating the deployment of sodium-ion and hybrid solid-liquid batteries in specific scenarios; and overcoming material, process, yield, and cost barriers for solid-state batteries. Additionally, companies are expected to shift from exporting products to establishing localized operations and overseas industrial clusters, while speeding up green electricity adoption, building zero-carbon factories, and improving carbon footprint accounting and battery recycling systems.
