In 2025, it's time for lithium battery new energy enterprises to comply with the new rules of the game

The global industry and supply chains are undergoing restructuring, with technological transformations deepening continuously. In 2025, all lithium battery new energy enterprises have recognized a severe issue: surviving in this "Squid Game" is becoming increasingly difficult.

As Ray Dalio, the founder of Bridgewater Associates, has said, the old order is crumbling. In the upstream and downstream sectors of the lithium battery industry, including lithium resources, materials, and batteries, many enterprises, though not yet incurring losses, are facing internal and external challenges, with going global and breaking through as key words describing the current survival status of enterprises.

Frequent major moves within the industry reflect the typical characteristics of the transition between the old and new cycles of the new energy industry. Enterprises are trying to shed the burdens of the previous expansion cycle and penetrate the new cycle. The new energy industry in 2025 is destined to be a life-or-death struggle marked by polarization.

China's lithium battery industry shines amidst the global supply chain reshaping.

However, it's not all bad news. Chinese enterprises have consistently demonstrated innovation and competitive spirit. China's efforts in industrial upgrading and manufacturing transformation have compelled the world to reevaluate the true status of the former "world's factory."

In the lithium battery industry chain, spanning from mineral mining to battery manufacturing, China dominates almost every link: over 85% of global battery anodes, more than 75% of cathodes, and 75% of battery cells are produced in China. Additionally, China is a major producer of various key raw materials for lithium batteries, with more than half of the world's lithium, cobalt, graphite, etc., being processed in China.

Batteries are currently the hard currency of the global industry. From new energy vehicles to energy storage systems, from robotics to aerospace, few emerging industries can operate without batteries as their power core. Represented by CATL and BYD, Chinese enterprises have forged an unbreakable "Chinese domain" in the global battery industry.

Great transformations often originate from the darkest moments. Under the new circumstances, China's lithium battery new energy enterprises must re-strategize as soon as possible to adapt to changes and reshape the new order.

From May 15-17, 2025, an industry event, CIBF, will provide a final prediction for the 2025 new energy elimination round. At the CIBF2025 Advanced Battery Frontier Technology Symposium, themed "Green Energy Driving the Future," multiple academicians, industry benchmarks, and leading figures will engage in close-range dialogues with battery industry elites to jointly envision the future of energy.

At the CIBF2025 exhibition, achievements in solid-state battery technology, sodium-ion battery applications, ultra-fast charging, energy storage technology, intelligent battery management, and recycling will be showcased, vividly demonstrating the technological wave propelling China's battery industry towards low-carbonization, efficiency, and intelligence.

Currently, leading industry players such as CATL, BYD, CALB, Gotion High-tech, Sunwoda, EVE, Farasis Energy, SVOLT Energy Technology, REPT Battero, Great Power Energy, and BAK Battery have confirmed their participation.

Bidirectional Breakthroughs in Technological Depth and Scenario Insights

Looking back through the mists of history, it becomes evident that regardless of how geopolitical narratives evolve, new technologies always bring about benefits.

When examining the innovative points of domestic battery enterprises, CATL's Shenxing battery, Zeekr's Golden Brick battery, SVOLT's short blade battery, and Sunwoda's Xinxingchi battery each excel in areas such as fast charging and safety. In the first quarter of this year, China's power battery industry witnessed another round of technological breakthroughs. On March 17th, BYD officially unveiled the "Megawatt Flash Charging" technology for its new-generation blade battery. During the same period, BAK Battery officially launched its new all-tab 1865 D series products, featuring comprehensive performance upgrades. EVE introduced new all-tab cylindrical batteries and "automotive-grade" large-format 46-series cylindrical battery cells.

Battery technology is demonstrating a trend of bidirectional breakthroughs in both technological depth and scenario insights. The focus of enterprise competition has shifted from "single-technology leadership" to the multiplicative effect of "technological breadth + scenario understanding." In the future, the enterprise that can leverage the same technological core/foundation to incubate the most commercial scenarios will secure a dominant position in the next industrial cycle.

CIBF has always been the preferred platform for top new energy enterprises to launch new products, witnessing technological breakthroughs and scientific advancements in the lithium battery and new energy sector. When Chinese innovative technologies take center stage at CIBF2025, they may not only drive orders but also influence the global industrial rule-making process.

As the dust settles, the world may usher in a new, more diverse and balanced order. CIBF will continue to empower and explore more possibilities for China's lithium battery and new energy sector. Riding the winds and breaking through the waves, China's lithium battery and new energy industry is embarking on an exciting journey.