According to Zhitong Finance APP, the 2025 Suining International Lithium Battery Industry Conference will be held from September 19 to 20. It is reported that the Ministry of Industry and Information Technology will deepen supply-side structural reforms and consolidate the advantages of the industrial chain. In response to the medium- and long-term development trends of the new battery industry, the &#34;14th Five-Year&#34; New Battery Industry Development Plan will be researched and formulated to strengthen the overall planning and systematic layout of industrial development. Actively explore regional coordinated development models, guiding various regions to carry out lithium battery industry planning and layout in a differentiated and characteristic manner according to local conditions.
Industry insiders stated that the Ministry of Industry and Information Technology's statement not only clarifies the national strategic importance attached to this industry but also releases a clear signal to prevent low-level repeated construction and optimize industrial layout.
Data shows that from 2025 to 2030, the global lithium battery demand compound annual growth rate will remain above 25%, with the market size expected to exceed 1.5 trillion yuan. Under the dual drive of policy and demand, enterprises with resource advantages, technological barriers, and regional collaborative advantages will stand out.
In terms of policy, on September 5, the Ministry of Industry and Information Technology and the State Administration for Market Regulation jointly issued the &#34;Action Plan for Stable Growth of the Electronic Information Manufacturing Industry 2025-2026,&#34; clearly stating that &#34;from 2025 to 2026, the average growth rate of the added value of large-scale computer, communication, and other electronic equipment manufacturing industries will be 7%, and with the addition of lithium batteries, photovoltaics, and component manufacturing, the annual revenue growth rate of the electronic information manufacturing industry will reach over 5%.&#34; This policy provides clear development goals and policy support for the lithium battery industry, undoubtedly enhancing market confidence in the long-term development of the industry.
Recently, the Ministry of Industry and Information Technology and eight other departments also jointly issued the &#34;Automobile Industry Stable Growth Work Plan (2025-2026),&#34; proposing to strive for an annual automobile sales volume of about 32.3 million units in 2025, including about 15.5 million units of new energy vehicles, which also provides a broad market space for the lithium battery industry. In addition, the China Association of Automobile Manufacturers released the &#34;Payment Norms Initiative for Automotive Complete Vehicle Enterprises' Suppliers,&#34; requiring that the payment period should not exceed 60 days from the date of acceptance, stabilizing the order expectations of lithium battery enterprises, which is beneficial for capacity planning and raw material procurement.
In terms of market demand, the current demand for the power battery market, energy storage market, and new energy vehicle market has exceeded expectations, providing a solid foundation for the lithium battery industry. In addition, the acceleration of the solid-state battery industrialization process also brings new growth points for the lithium battery industry.
Currently, the domestic solid-state battery industrialization process has significantly accelerated and has entered the &#34;technical verification period.&#34; Several automakers plan to achieve mass production of all-solid-state batteries around 2027, and the intensive landing of related pilot lines will promote technological upgrades in the industry. For instance, companies like CATL have made technological breakthroughs (with pilot line yield rates exceeding 90%), accelerating the industrialization process. It is reported that solid-state batteries, as the next-generation battery technology, have a significantly higher lithium consumption per unit than traditional liquid batteries. This characteristic will directly drive the structural growth of high-end lithium resource demand, especially against the backdrop of accelerated vehicle installation volume in 2026, which will bring broader development space for the lithium battery industry.
Xinda Securities stated in its investment advice that Lithium Battery Main Line: Demand for energy storage and commercial vehicles continues to exceed expectations, with both volume and price expected to rise in 2025-2026. Focus on leading battery companies such as CATL, EVE, and Xinwangda. Materials: Pay attention to Tianci Materials, Dofluorid, Putailai, Shengtai Technology, and Fulinh Precision. Solid-State Batteries: High certainty in equipment, with advantages in both complete lines and individual products. The direction of materials such as lithium sulfide, lithium metal, and aluminum-plastic film is relatively certain. It is recommended to focus on CATL, XianDao Intelligent, Naconor, Honggong Technology, Liyuanheng, Haichen Pharmaceutical, Huasheng Lithium Battery, Shanghai Xiba, Xiamen Tungsten New Energy, and Zhongyi Technology.
Industrial Securities believes that the lithium battery sector is currently experiencing a dual benefit of price stabilization and a slowdown in capacity expansion. Market pessimism is gradually being digested. With the advancement of cost reduction and efficiency improvement measures by enterprises and the arrival of the traditional peak season in the second half of the year, industry profitability has shown signs of stabilization and upward elasticity. At the same time, new technologies such as solid-state batteries are accelerating their implementation, which is expected to reshape the competitive landscape of the industry. Companies with advantages in new technology layout may be the first to welcome a rebound.
CITIC Construction Investment believes that the lithium battery sector has already realized the logic of exceeding market demand expectations by 2025. The current core contradiction in the sector has shifted to whether the demand expectation for 2026 can be further revised upward based on a 20% growth rate. Future attention should be paid to three major signals: First, the energy storage bidding situation in the fourth quarter, which will reflect the installation data for 2026; second, the battery companies' bidding at the end of November corresponding to the demand expectations for 2026. Although some battery companies have already provided guidance for 2026 that will significantly exceed market expectations, the confidence level is still questioned, and future negotiations based on price have credibility; third, the continuation of policies such as vehicle trade-in for 2026 and lithium battery production scheduling information. Despite significant expectation gaps, energy storage exceeding expectations driven by economic factors may accelerate next year, and a second wave of market activity may occur at any time with increased attention.
Related Hong Kong Stock Companies:
Tianqi Lithium (09696): Recently, research institutions EVTank and the Yiwei Economic Research Institute, in collaboration with the China Battery Industry Research Institute, jointly released the &#34;China Metal Lithium Industry Development White Paper (2025).&#34; According to the white paper, leading solid-state battery companies around the world have begun to layout and develop metal lithium for solid-state battery anode materials. With the large-scale commercialization of all-solid-state batteries and the rising penetration rate of metal lithium anodes, a huge incremental market will be opened up for metal lithium. Tianqi Lithium has a production capacity of 600 tons of metal lithium, with an additional 1,000 tons under construction, ranking second globally.
Ganfeng Lithium (01772): Ganfeng Lithium stated on the interactive platform that the company's energy storage cells have achieved large-scale mass production and have established long-term stable supply cooperation with several leading companies in the industry. Currently, the company's energy storage cell production capacity is fully utilized. Against the backdrop of the current explosion in energy storage demand, the company ensures stable delivery to customers through its integrated layout. In addition, Ganfeng Lithium stated that it continues to develop in the field of power batteries, with solid-state batteries already being trial-installed and mass-produced in some vehicle models, and applied to well-known drone and eVTOL companies. The company is accelerating its industrialization process in the fields of new energy vehicles and consumer electronics
Zhongchuang Xinhang (03931): In mid-September, Xiniu Securities released a research report stating that driven by economies of scale and cost reduction and efficiency improvement, it maintains a positive profit forecast for Zhongchuang Xinhang (03931), maintains a &#34;Buy&#34; rating, and raises the target price to HKD 29.50 per share. The group has raised its shipment forecast for next year, with new projects in power batteries and demand for energy storage batteries providing support for the group. In particular, the group's energy storage batteries are currently in a state of supply shortage, and after capacity is released, they will be able to contribute more significantly to the group. In terms of cost reduction, the group's input-output ratio and yield rate have significantly improved, offsetting the impact of increased R&amp;D expenses.
CATL (03750): In late September, Citi released a research report stating that during a visit to CATL to attend the 2025 World Energy Storage Conference, it learned that its current production of electric vehicles and ESS is at full capacity, with strong demand, especially in the overseas ESS market. Assuming a 10% increase in battery shipments from 2026 to 2027, the firm raised its earnings per share forecast for 2026 and 2027 by 9% each. Citi raised the target prices for CATL's A and H shares from RMB 390 and HKD 535 to RMB 490 and HKD 670, respectively, reiterating an Outperform rating

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The Ministry of Industry and Information Technology will formulate the "14th Five-Year" New Battery Industry Development Plan to promote the development of the lithium battery industry. It is expected that from 2025 to 2030, global lithium battery demand will maintain a compound annual growth rate of over 25%, with the market size expected to exceed 1.5 trillion yuan. Policy support will enhance market confidence and promote the rise of companies with resource advantages and technological barriers

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Lithium Battery

CATL

Ganfeng Lithium

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Hong Kong Stock Concept Tracking | Good news for the lithium battery sector! The Ministry of Industry and Information Technology will formulate the "14th Five-Year" new battery development plan. These targets are worth paying attention to (including concept stocks)