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[BUSINESS] · China · 8 sources

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China unveils 15th Five-Year Plan for new battery industry development

Seven Chinese government departments, including the Ministry of Industry and Information Technology and the National Development and Reform Commission, have released the '15th Five-Year Plan for the Development of the New Battery Industry'. The strategic roadmap focuses on accelerating the transition from current lithium-ion technologies to next-generation systems, specifically targeting the large-scale commercial application of all-solid-state batteries by 2030.

Key technical objectives for 2030 include achieving a cycle life of 15,000 for long-life lithium batteries and reducing product defect rates for leading manufacturers to the parts-per-billion (PPB) level. The plan emphasizes a diversified supply system involving lithium-ion, sodium-ion, and flow batteries, while expanding applications beyond electric vehicles into aviation, maritime, robotics, and energy storage for data centers.

To support this transition, the government has announced tax exemptions for sodium-ion, all-solid-state, and fuel cell batteries through the end of 2028. While major companies like Geely, CATL, and GAC are targeting small-scale testing or production as early as 2027-2028, industry experts note significant challenges remain, including high manufacturing costs—currently 3 to 5 times higher than traditional LFP cells—and technical hurdles regarding solid-state interface stability.

Entities

CATL · China · Geely · Ministry of Industry and Information Technology · National Development and Reform Commission

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