Yibin factory becomes the first zero-carbon factory of "Ningwang". The competition of power battery has been upgraded from production capacity to "green" supply chain.

South Korea's NEV market is recovering from the slump at year-end 2025, but the current rebound is still dominated by HEVs, rather than being driven solely by BEVs. Although BEV share has rebounded, the sustainability of the recovery remains to be confirmed. For South Korean battery enterprises, it has become difficult to gauge demand recovery simply by relying on domestic EV sales and export data. In contrast, driven by South Korea’s policy demand and utility-scale energy storage projects in North America, ESS is becoming a clearer growth channel.

Pasar NEV Korea sedang pulih dari kelemahan akhir 2025, tetapi pemulihan masih dipimpin HEV alih-alih didorong BEV. Pangsa BEV telah meningkat, namun pemulihannya masih kurang konsisten. Bagi produsen baterai Korea, data penjualan EV domestik dan ekspor saja tidak lagi cukup menjadi indikator pemulihan permintaan. ESS, didukung oleh permintaan kebijakan domestik dan proyek skala utilitas di Amerika Utara, muncul sebagai jalur pertumbuhan yang lebih jelas.

Menurut hasil evaluasi seleksi peserta program penyebaran kendaraan listrik (EV) Korea Selatan yang diumumkan oleh Kementerian Iklim, Energi, dan Lingkungan pada 30 Juni, delapan dari 35 produsen dan importir, termasuk BYD Korea, didiskualifikasi.