Li-ion Battery China Monthly Report

Monthly Reports

Li-ion Batteries

China Li-ion (Lithium-Ion) Battery E-News provides you with real-time intelligence on China's lithium-ion battery market.

China's Li-ion battery market has developed at breakneck pace in recent years, fuelled by the rise of the mobile phone, the tablet, and more lately the electric vehicle and energy storage industries.

Up to this point, Chinese manufacturers have used cost advantages to grab market share from their competitors in Japan, Korea and the US, but their long-term future is still uncertain as they struggle to close the R&D gap between themselves and their international competitors. Industry consolidation is also sure to accelerate over the next few years.

China Li-ion Battery E-News will help you stay ahead of the game in this fast-changing market with real-time reporting on the entire Li-ion battery industry chain, from lithium ore and brine markets through anode and cathode materials and electrolyte to the downstream consumer electronics, EV and energy storage markets. This includes:

Breaking news from China and abroad
The latest market data, including price information for raw materials, intermediates and end products, import/export data, production, consumption, operating rates, etc.
In-depth analysis of market trends, Chinese government policy, the performance of leading Chinese producers, M&A, new technologies, and more
Expert commentary from industry insiders, including regular guest articles and interviews with insiders at leading Chinese manufacturers, associations and government organizations

China Li-ion Battery E-News is also available as a monthly newsletter, which can be downloaded in PDF format. For more information, you can download a free sample below, or get in touch with us directly by emailing econtact@cnchemicals.com or calling +86-20-37616606.

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China Li-ion Battery E-News 202503

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Published Date：1 Mar 2025

Table of Contents

Editor's Note

Published Date: 22 Jun 2026

CATL's 2024 revenue fell 9.70% YoY, while net profit rose 15.01% YoY. Power battery revenue declined with an unclear new growth path. Notably, energy storage batteries' gross profit surpassed that of power batteries for the first time.

Major market dynamics

On 21 March, Jiangsu Lopal Tech Co., Ltd. hosted the LOPAL DAY Global New Technology Launch Conference in Nanjing.
On 17 March, 2025, BYD Company Limited unveiled its "MW (Million Watt) Fast Charge" technology.
On 15 March, 2025, Contemporary Amperex Technology Co., Ltd. released its annual report for the year 2024.
On 5 March, 2025, Yunnan Energy New Material Co., Ltd. disclosed its production capacity layout in solid-state electrolytes.
On 3 March, 2025, the U.S. announced that from 4 March onwards, it would impose an additional 10% tariff on products imported from China, including Chinese-made Li-ion battery products.

The USD/RMB exchange rate in this newsletter is USD1.00=RMB7.1745 on 3 March, 2025, sourced from the People's Bank of China.

All the prices mentioned in this newsletter will include the VAT, unless otherwise specified.

If you would like to cover any specific topics or investigate any covered subjects in more details, please contact us on +86-20-37616606, or econtact@cnchemicals.com

Market Analysis

Published Date: 22 Jun 2026

Company Dynamics

Published Date: 22 Jun 2026

Upstream Dynamics

Published Date: 22 Jun 2026

Downstream Dynamics

Published Date: 22 Jun 2026

Import and Export

Published Date: 22 Jun 2026

Price Update

Published Date: 22 Jun 2026

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