At the beginning of 2025, the lithium battery market was brimming with vitality, and the commercialization of solid-stat

At the beginning of 2025, the lithium battery market was brimming with vitality, and the commercialization of solid-state batteries was accelerating

At the beginning of 2025, the lithium battery market showed multiple positive signals. On the policy front, the domestic policy of trading in old cars for new ones has been intensified, stimulating the demand for new energy vehicles. It is estimated that by 2025, the sales of new energy vehicles in China will reach 16.1 million units, driving the growth of lithium battery demand. In terms of market demand, the production scheduling of the industrial chain increased significantly from January to February. The production scheduling of products such as batteries and lithium iron phosphate cathodes rose sharply year-on-year. Enterprises have a strong willingness to replenish inventories. The development of the new energy vehicle and energy storage industries is the main driving force. In the process of technological innovation, the commercialization of solid-state batteries is accelerating. Byd plans to start batch demonstration and installation of all-solid-state batteries in vehicles in 2027. Changan Automobile has released the "Golden Bell Jar" solid-state battery with an energy density of 400Wh/kg. Domestic equipment manufacturers have also launched all-solid-state complete line solutions. Although they face technical and cost challenges, mass production is expected, which will promote the upgrading of lithium battery material systems.