CSICPCL(SH:600482) Zhong Guo Qi Che Bao Wang·2025-05-30 07:12Core Viewpoint - The China Automotive Battery Innovation Alliance held its annual conference, highlighting significant achievements in the past year and discussing future development strategies for the automotive battery industry in China [5]. Group 1: Industry Achievements - In 2024, China's power battery installation volume is projected to reach 548.4 GWh, accounting for over 60% of the global market, maintaining a leading position [6]. - The shipment volume of energy storage batteries also ranks first globally, showcasing China's strong competitiveness in the global power battery market [6]. - Key materials' self-sufficiency rate exceeds 90%, ensuring supply chain security and stability [6]. Group 2: Technological Innovations - Breakthroughs in battery technology include a 10%-20% increase in energy density for lithium iron phosphate batteries and the mass production of semi-solid batteries with energy densities exceeding 360 Wh/kg [6]. - AI-driven battery management systems have been developed to intelligently adjust charge and discharge strategies, reducing usage risks [6]. - The industry is focusing on the development of solid-state batteries, lithium-sulfur batteries, and ultra-fast charging technologies to enhance battery performance [10]. Group 3: Challenges Facing the Industry - Resource issues are becoming more prominent, with significant price fluctuations for key metals like lithium and cobalt, and a high dependence on imports [9]. - The industry faces technical bottlenecks, particularly in developing high energy density, fast-charging, and safe solid-state batteries [9]. - International policy pressures are increasing, with the EU's new battery law requiring all exported batteries to have a carbon footprint record by 2027, impacting China's export costs and competitiveness [9]. Group 4: Future Strategies - The industry aims to enhance technological leadership and innovation to address challenges, focusing on low-carbon development and improving the battery lifecycle carbon footprint management system [10]. - There is a push for expanding open cooperation with international enterprises and research institutions to tackle global technological challenges and market risks [10]. - The emerging low-altitude economy is expected to create new opportunities for the power battery industry, with demand projected to exceed 100 GWh by 2035, leading to a trillion-level market scale [11].