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中文Following a high-level joint symposium by four Chinese ministries in early April, the lithium battery industry is officially transitioning from disorderly expansion into a phase of high-quality development.
Policy “Combo” Reshapes the Landscape
On April 9, 2026, authorities explicitly called for resolute resistance against unfair competition. This “anti-involution” policy has quickly improved supply-demand dynamics. Consequently, the A-share lithium battery sector surged on April 10, with giants like CATL leading the rally as the ChiNext Index hit four-year highs.
The Shift: Energy Storage Takes the Baton
As EV market growth slows, Energy Storage Systems (ESS) have become the new growth engine. Giants like LG Energy Solution and SK On are retrofitting EV lines to produce LFP batteries for ESS, driven by demand from the North American grid and AI data centers.
In China, Eve Energy announced expansions totaling over 230GWh. Data shows that in Q1 2026, ESS battery sales surged over 110% YoY, far exceeding EV battery growth. ESS is moving from “sidekick” to “protagonist”.
Tech Breakthroughs & Outlook
To support extreme fast charging (EFC), Yuanchi New Energy released a 4.8V high-voltage LNMO battery, offering a “third answer” beyond LFP and NCM for 1000V architectures.
Meanwhile, with global lithium supply tightening and prices rebounding from lows, analysts predict over 60% growth in global ESS installations in 2026. The industry’s prosperity is clearly rebounding.
Conclusion: 2026 marks a watershed moment where quality trumps quantity. The competition is shifting from low-price bidding to technological innovation and capturing the high-margin energy storage market.
