On November 6, the Ministry of Industry and Information Technology of China publicly released the "Action Plan for High-Quality Development of New Energy Storage Manufacturing Industry (Draft for Comments)" (hereinafter referred to as the "Draft").
On November 6, the Ministry of Industry and Information Technology of China publicly released the "Action Plan for High-Quality Development of New Energy Storage Manufacturing Industry (Draft for Comments)" (hereinafter referred to as the "Draft").
The Draft sets out clear development goals. By 2027, China's new energy storage manufacturing industry is expected to possess international competitive advantages throughout its entire value chain. There will be a stronger tier of leading enterprises, significant improvements in innovation capacity and overall competitiveness, and a realization of high-end, intelligent, and green development. The scale of new energy storage manufacturing will be in line with downstream demand, and the country aims to foster 3 to 5 ecosystem-leading companies with a scale of over one billion yuan.
The supply capability of safe, reliable, efficient, long-lasting, and economically viable new energy storage products will continuously improve. A concentrated industrial pattern and regional agglomeration will basically take shape, and the industrial cluster and ecological system will be continuously perfected. The resilience of supply chains will be significantly enhanced, along with improved standards systems, management structures, and market mechanisms.
In terms of new energy storage systems, energy conversion efficiency will see marked improvement. Risks such as thermal abuse and overcharging will be mitigated, with no fire or explosion hazards. Precise firefighting measures at the battery module level will ensure safety throughout their lifecycle. This initiative aims to better meet application demands in various sectors such as electricity generation, industry, energy distribution, transportation, construction, communication, and agriculture, providing solid material support for advancing the energy revolution towards carbon peak and neutrality.
The Draft also proposes implementing innovative actions for new energy storage technologies. It emphasizes diversified core technologies to meet short-term and long-duration power storage needs across multiple time scales and applications. At the same time, it accelerates diversification efforts to enhance product reliability, economic feasibility, and conversion efficiency. This includes speeding up iterations on mature technologies like lithium batteries and supercapacitors, supporting disruptive innovations, enhancing high-end product capabilities, promoting engineering applications for sodium batteries and flow batteries, developing compressed air long-duration storage technology, improving technical economics and system-level conversion efficiencies, exploring hydrogen-based ultra-long duration solutions, and encouraging mixed-storage technology developments based on application needs. It also backs foundational research into next-generation battery thermal management techniques.