Plan targets 2030 battery industry scale and standards
The Ministry of Industry and Information Technology and six other departments issued the New Battery Industry Development 15th Five-Year Plan on September 28, 2026, setting out the direction for the next five years of the sector.
The plan states that by 2030, China's new battery industry scale should continue to grow steadily, all-solid-state batteries should achieve initial large-scale application, and long-life lithium batteries should reach a cycle life of 15,000 times.
The plan calls for optimizing lithium battery industrial layout based on regional clustering and concentration of leading players, supporting corporate mergers and acquisitions, and continuing to implement capacity warning and control measures and regulate price competition.
It also calls for advancing standard development in key areas including all-solid-state batteries and sodium batteries, and filling gaps in product safety grades, performance grading and rapid testing standards. By 2030, leading companies should reach a product defect rate at the PPB level.
Capacity utilization thresholds already revised in 2024
In June 2024, MIIT revised the Lithium-ion Battery Industry Standard Conditions, which explicitly requires reducing manufacturing projects that simply expand capacity and requires companies applying for standard announcement to have actual output in the previous year no lower than 50% of actual capacity.