工信部将研究编制新型电池产业发展规划，满足市场多元化需求

Group 1 - The Ministry of Industry and Information Technology of China is planning to develop the "14th Five-Year" new battery industry development plan, focusing on regional coordinated development and preventing low-level repeated construction in the lithium battery industry [1] - According to Dongxing Securities, the global new energy storage installed capacity is expected to reach 165.4 GW in 2024, with lithium battery storage accounting for 161.3 GW, representing 98% of the total and an increase of 82.3% year-on-year [1] - In China, the lithium battery storage installed capacity is projected to reach 76.0 GW in 2024, a year-on-year increase of 126.5%, which will account for 47.1% of the global lithium battery storage capacity, up by 9.2 percentage points year-on-year [1] Group 2 - The new battery industry in China is experiencing rapid growth driven by strong demand in the electric vehicle and energy storage markets, with accelerated technological innovation and enhanced industry chain collaboration [3] - The industry is expected to maintain a high growth trajectory, focusing on new technological breakthroughs and industrial applications while aiming to improve performance and reduce costs to meet diverse market demands [3] - Challenges such as raw material supply-demand imbalance, price volatility, technological iteration risks, and environmental pressures are present, requiring measures like strengthening raw material security, promoting technological innovation, and enhancing international cooperation to ensure sustainable development [3]