my country's power battery industry has strong development momentum, and applications in many fields are accelerating.
From January to July 2026, my country's cumulative sales of power batteries increased by 37.1% year-on-year. The industry is transforming from a single automotive application to multiple fields such as energy storage and low-altitude economy.
Quick Look
- From January to July 2026, my country's cumulative sales of power batteries reached 790.4 GWh, a year-on-year increase of 37.1%.
- Chinese companies account for more than 70% of the global market share.
- The industry is transforming from core components of new energy vehicles to comprehensive applications in diverse fields such as energy storage, low-altitude economy and humanoid robots, and technological innovation and safety standards continue to improve.
AI-generated summary
Why It Matters
my country's power battery industry will maintain rapid growth in the first half of 2026, and a complete industrial system has been established. The industry is transforming from single new energy automobile parts to diversified application scenarios such as energy storage and low-altitude economy.
Since the beginning of this year, my country's power battery industry has developed strongly. The research team of the Equipment Industry Development Center of the Ministry of Industry and Information Technology recently released the power battery industry development index, which fully demonstrates the achievements of the power battery industry.
Cumulative sales of power batteries in my country increased by 37.1% year-on-year
The latest data shows that from January to July 2026, my country's power battery industry maintained a good growth trend, with cumulative sales reaching 790.4 GWh, a year-on-year increase of 37.1%. Judging from statistical data, my country's power battery industry has established a complete industrial system, and the comprehensive strength and international competitiveness of the industry continue to rise.
Qu Guochun, director of the Equipment Industry Development Center of the Ministry of Industry and Information Technology, said that in terms of corporate competitiveness, Chinese companies account for six of the top ten battery companies in the world in terms of installed capacity, with a total market share of more than 70%, an increase of 3 percentage points from last year. The supply of high-quality battery products has made a positive contribution to the steady development of global new energy vehicles and the green and low-carbon transformation of energy.
Not only that, my country's power battery industry chain companies have deeply integrated into the global industrial system through overseas construction of factories, establishment of R&D centers, and technical cooperation. Judging from the direction of the industrial development index, the future evolution of the global power battery industry will show a development trend in which Chinese enterprises will significantly accelerate the globalization process and create a new paradigm of "ecological overseas expansion".
Qu Guochun: In addition, power battery technology routes are developing in a diversified manner, and the research and development of cutting-edge technologies such as solid-state batteries continues to make breakthroughs. At the same time, full life cycle carbon management capabilities, industrial chain cost control levels, international compliance operations, and intellectual property layout have become key factors that determine the future competitiveness of enterprises.
China's power batteries have made multiple breakthroughs, accelerating the industry's new development
The reporter noticed that while China's power battery industry is leading the way, it has also made many new breakthroughs in safety, testing and verification, and new technologies, accelerating the industry's new development.
The battery packs of new energy vehicles are arranged at the bottom of the car body. The safety of battery cells in undercarriage, rear-end or side collision scenarios has always been of concern to consumers. This automobile manufacturer can effectively ensure the safety of the battery through the integrated design of the battery pack shell and the body.
Gu Jie, chairman of the Embodied Technology Committee of Xpeng Group: This solution can effectively absorb the impact force in the event of a serious side collision and minimize the force acting directly on the cells in our battery pack.
Not only is it a new breakthrough in safety, the China Automotive Engineering Research Institute has recently teamed up with more than a dozen vehicle and battery companies such as Huawei Terminal, CATL, and BYD to jointly tackle key issues. It breaks through the limitations of the traditional method of only testing new batteries, simulates the real state of the battery after long-term aging, and tracks the safety performance of the battery at each stage from new to old, making the evaluation results closer to actual usage scenarios.
Liu Jianing, a technical expert at the Battery Evaluation and Research Center of China Academy of Automotive Engineering: As of August 2026, we have conducted tens of thousands of power battery-related tests and accumulated millions of real test data. Research based on these practical experiences and transform them into methods that can be used by the entire industry to provide the most professional support for technological progress.
The person in charge of the Equipment Industry Development Center of the Ministry of Industry and Information Technology said that accelerating the industry's new development is also reflected in: my country's power battery technology iteration speed is relatively fast, and technologies such as high safety, long life, new battery structure, and high-efficiency system integration continue to make breakthroughs.
Qu Guochun, director of the Equipment Industry Development Center of the Ministry of Industry and Information Technology: For example, cobalt-free batteries and sodium-ion batteries have been industrialized one after another. At the same time, the industrialization of advanced technologies continues to advance. Hybrid solid-liquid batteries have completed small-scale vehicle installation verification, and all-solid-state batteries have moved from laboratory research and development to the pilot stage.
Power batteries accelerate towards a new stage of application in multiple fields
The reporter also noticed that power batteries are moving from being single-used as core components of new energy vehicles in the past to a new stage of development with comprehensive applications in multiple fields and industries, injecting new momentum into the green and low-carbon transformation of the entire society.
The reporter learned that the power battery demand structure, which was previously dominated by one vehicle, is changing, and a new industrial structure is accelerating to take shape. Among them, the energy storage track has become the core new engine for the growth of the power battery industry with its extremely high growth rate. The relevant person in charge of this company told reporters that in the first half of this year, their power battery installation volume increased by more than 40%, while energy storage batteries increased by 197% year-on-year.
Yang Hongxin, Chairman of Honeycomb Energy Technology Co., Ltd.: It mainly reflects the general trend of global application of lithium batteries in multiple fields. Led by various energy changes and AI, energy storage batteries have shown explosive development.
Not only energy storage, but also the rapid development of low-altitude economy has also put forward new demands for power batteries. High safety, high energy density, high-speed fast charging batteries have begun to be applied in batches.
Liang Rui, Senior Vice President of Sunwoda Electronics Co., Ltd.: We have now launched a new aviation battery with an energy density of 360 watt-hours per kilogram, which is at least 30% higher than the energy density of our current automotive power batteries.
The reporter noticed that power batteries are accelerating towards a new stage of application in multiple fields, and a variety of new systems are also emerging technically. For example, the energy storage scenario takes long-life, low-cost, and large-capacity batteries as the core research and development direction. Emerging intelligent tracks such as humanoid robots focus on overcoming the technical problems of lightweight and wide-environment adaptability.
Experts said that my country's power battery industry is entering a new era of multi-field applications and is becoming an important supporting force for my country to promote green and low-carbon transformation and cultivate new productivity.
Ma Dejun, Chairman of the China Battery Industry Association: It should be said that after so many years of development, the battery industry is now at a crossroads in industry development. One very distinctive feature is that the power battery industry is transforming from the core components of electric vehicles to the universal basic unit of new energy. I think the advantages of the battery industry chain include technological advantages, production capacity advantages, and a combination of advantages with scenarios.
Open Questions
- Timetable for large-scale commercial application of all-solid-state batteries
- The specific impact of trade barriers in overseas markets on Chinese companies going overseas





