Insights from Experts: Current Status and Market Development Trends of China's Lithium-Ion Battery Industry

Mar 26, 2025 11:04

Source:SMM

In 2024, the lithium battery industry faced severe challenges, with many global companies going bankrupt due to debt and market competition pressures, highlighting the high risks and intense competition in the sector. How will the lithium battery industry evolve in 2025?

From the perspective of battery installation changes, the demand for lithium batteries in China remains robust. According to statistics, China's power battery installations reached 548.4 GWh in 2024, up 41.5% YoY. Among them, LFP battery installations surged 56.7% YoY, accounting for 74.6% of total installations, reflecting the substitution trend of LFP batteries over ternary batteries.

In terms of technological routes, solid-state batteries have become one of the most noteworthy innovations in the lithium battery industry. With higher energy density, better safety performance, and superior low-temperature performance, solid-state batteries are regarded as the next "holy grail" of battery technology. Currently, several leading battery companies such as CATL and BYD have made significant breakthroughs in the field of solid-state batteries and plan to conduct vehicle technology verification in 2025. If solid-state batteries can prove their advancement and reliability in technology verification, their market size is expected to grow substantially.

Additionally, at the beginning of the Year of the Snake, robots quickly "broke out of the circle," with giants "rushing" into the robotics track. A series of news about lithium battery manufacturers, represented by CATL, entering the robotics field has become a focal point in the industry.

Besides solid-state batteries and humanoid robots, what other industries will become new growth directions for lithium battery demand and scale?

SMM Information & Technology Co., Ltd. (referred to as SMM) will launch the All-Solid-State Battery Forward-Looking Technology Forum at the CLNB 2025 New Energy Industry Expo from April 16-18, 2025. Mr. Liu Yanlong, former Secretary General of the China Industrial Association of Power Sources, will be invited as a keynote speaker to deliver a speech on the current development status and market trends of China's lithium-ion battery industry.

Keynote Speaker

Speech Topic: Current Development Status and Trends of China's Lithium-Ion Battery Industry

Liu Yanlong

Former Secretary General of the China Industrial Association of Power Sources

Liu Yanlong, Senior Engineer at the 18th Research Institute of China Electronics Technology Group Corporation. From December 2005 to December 2022, he served as the Secretary General of the China Industrial Association of Power Sources and the Secretary General of the Organizing Committee of the China International Battery Technology Exchange/Exhibition (CIBF). Since May 2009, he has been the Secretary General of the Chemical and Physical Power Sources Technology Branch of the Chinese Institute of Electronics and the Secretary General of the Battery Professional Committee of the China Electrotechnical Society.

Former Secretary General of the China Industrial Association of Power Sources

Liu Yanlong

Cordially invites you to participate in

CLNB 2025 (10th) New Energy Industry Expo

All-Solid-State Battery Forward-Looking Technology Forum

April 17

[13:30-14:00] New-Type Solid-State Materials - Progress in Ultra-Thin Lithium Strips and Lithium-Magnesium Alloys

Speaker: Sichuan Wanbang Shenghui New Energy Technology Co., Ltd.

[14:00-14:30] Key Manufacturing Processes and Equipment for Solid-State Batteries

Speaker: Du Yixian, Director of the Research Institute, Guangdong Liyuan Heng Intelligent Equipment Co., Ltd.

[14:30-15:00] Industrialization Technology and Engineering Challenges of Oxide Solid-State Batteries

Speaker: Lin Jiu, General Manager, Zhejiang Fengli New Energy Technology Co., Ltd.

[15:00-15:30] All-Solid-State Integrated Line Solutions, Advanced Production Technologies to Accelerate Mass Production of All-Solid-State Batteries

Speaker: Luo Yongheng, Chief Engineer of Dry Process Technology, Jiangsu Daojin Intelligent Manufacturing Technology Co., Ltd.

[15:30-16:00] Unlocking the Low-Altitude Economy Applications of High-Energy Solid-State Batteries

Speaker: Dr. Chen Lin, Chairman, Shenzhen Xinjie Energy Technology Co., Ltd.

[16:00-16:30] Current Development Status and Trends of China's Lithium-Ion Battery Industry

Speaker: Liu Yanlong, Former Secretary General of the China Industrial Association of Power Sources

[16:30-16:50] Prospects of Zirconates as Solid-State Electrolytes

Speaker: Dr. Roberto C. Dante, Chief Research Officer and CEO, 2Dto3D S.r.l.s.

[16:50-17:20] Analysis of Global Solid-State Battery Competition Landscape and Introduction of Technology Roadmap

Speaker: Zhu Jian, Senior Consulting Project Manager, SMM Information & Technology Co., Ltd.

More Exciting Summits

April 16, 2025

Opening Ceremony & Forum of Academicians and Top-Tier Entrepreneurs

Business Package

New Energy Industry Forum

SMM Sodium-Ion Battery Application Market Development Seminar

Invest in Poland·New Energy Strategy Forum

SMM New-Type Anode Material Innovation Seminar

International Cobalt Association Industry Salon

Sub-Forum 1: New Energy Mineral Exploration and Industry Development Forum

Gala Dinner & Awards Ceremony

April 17, 2025

Sub-Forum 2: Battery Raw Materials Forum

Sub-Forum 3: New Energy Battery Materials Forum

Sub-Forum 4: Hydrogen Energy Industry Development Forum Business Package

Sub-Forum 5: Lithium Battery Recycling Forum

Sub-Forum 6: All-Solid-State Battery Forward-Looking Technology Forum

Sub-Forum 7: Battery Auxiliary Materials Forum

Sub-Forum 8: New Energy PV ESS Forum

Sub-Forum 9: 2025 CLNB International Mining Investment and Development Summit Forum

April 18, 2025

Overseas Market Forum

Low-Altitude Economy Forum

Suzhou Virtual Power Plant Ecosystem Forum (3rd Edition)

CLNB 2025 New Energy Entire Industry Chain Expo

Date: April 16-18, 2025

Venue: Suzhou International Expo Center

This Exhibition Centers around the entire new energy industry chain, showcasing power batteries, ESS, raw materials, materials, equipment, mining, and battery recycling, providing you with a one-stop exhibition experience.

For queries, please contact William Gu at williamgu@smm.cn

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Insights from Experts: Current Status and Market Development Trends of China's Lithium-Ion Battery Industry

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