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China Accelerates Next-Gen EV Batteries With New Plan, Standards Drive and First Transport Exemption

The coordinated steps link policy direction with on-the-ground pilots to cut logistics costs and speed commercialization.

Overview

  • Industry and regulators outlined a dedicated ‘15th Five‑Year’ power‑battery plan and carbon management work, while CAERC moved to codify battery types into solid‑state, solid–liquid hybrid and liquid categories.
  • Conference data highlighted recent gains including single‑cell energy density above 300 Wh/kg, 15‑minute fast replenishment and average driving range exceeding 500 km.
  • CATL became the first nationwide pilot granted a conditional road‑transport exemption, allowing its lithium batteries to ship by ordinary trucks without mandatory escort to reduce costs and ease capacity constraints.
  • Yibin’s battery hub reported planned capacity above 300 GWh with 210 GWh built, and officials said roughly one in ten power batteries worldwide is produced there.
  • Dongfeng said a 0.2 GWh solid‑state pilot line is running and it expects 350 Wh/kg cells to reach mass production and vehicle integration by September 2026, as Saike Power began first‑phase production on a 0.5 GWh high‑safety line with products claiming 300–500 Wh/kg.