CATL(SZ:300750) Bei Ke Cai Jing·2025-12-01 10:21Core Viewpoint - The Ministry of Industry and Information Technology organized a meeting to discuss the regulation of the power and energy storage battery industry, aiming to promote high-quality development and address irrational competition in the sector [1][5]. Group 1: Industry Overview - The battery industry has been thriving this year, but the survival status of companies varies significantly. Leading battery manufacturers maintain a capacity utilization rate above 80%, while many smaller firms struggle with rates below 30% [2][8]. - In the first three quarters of this year, the lithium battery sector generated revenue of 1.78 trillion yuan, a year-on-year increase of 12.81%, with 78.85% of companies reporting positive growth [8][10]. Group 2: Key Participants and Discussions - The meeting included prominent figures from major companies such as BYD, CATL, and others, focusing on industry development, intellectual property protection, and international expansion [3][4]. - The discussions emphasized the need for a structured approach to industry growth, including the establishment of standards and the encouragement of technological innovation [6][7]. Group 3: Future Outlook and Recommendations - The Ministry plans to implement targeted policies to combat irrational competition and enhance production consistency and product quality [5][12]. - Industry experts suggest that the storage battery sector should avoid blind capacity expansion and focus on sustainable development to prevent supply-demand imbalances [10][11].