2026-01-19 14:49:02
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The Chinese battery industry and new energy industry have achieved deep synergy and integration, forming an industrial ecosystem centered on power batteries, extended by energy storage systems, and supported by full lifecycle management. In 2024, China's power battery production exceeded 1000 GWh, with a global vehicle loading share exceeding 60%. Companies such as CATL (Contemporary Amperex Technology) and BYD (BYD Company Limited) dominate the global market, and the technological path has evolved from ternary lithium to lithium iron phosphate, solid-state batteries, and sodium-ion batteries. New energy vehicles and energy storage systems share a battery platform, achieving a closed loop of 'vehicle use - energy storage - recycling' through universal design, standardized cascade utilization, and AI-based life prediction. In 2024, new energy storage installations reached 73.76 million kilowatts, with new energy-equipped energy storage accounting for 42% and equivalent utilization hours increasing to 766 hours. At the policy level, the 'Interim Measures for the Management of Recycling and Comprehensive Utilization of Waste Power Batteries from New Energy Vehicles' was officially implemented in January 2026, strengthening the extended producer responsibility system. AI and big data are reshaping the research and development paradigm. CATL, Baidu, BYD, and ByteDance have jointly established an 'AI+Lithium Battery' joint laboratory to accelerate the discovery of new materials and process optimization. The integration scenario has expanded to low-altitude economy, electric ships, virtual power plants, and smart microgrids, promoting the integrated upgrade of the energy system from 'source-grid-load' to 'source-grid-load-storage-intelligence'.