重磅！2025年中国及31省市锂电池行业政策汇总及解读（全）政策鼓励锂电池产业安全稳定发展

Core Insights - The lithium battery industry has undergone three main policy development phases: capacity expansion and technology foundation (2016-2018), forced technological upgrades and structural optimization due to subsidy reductions (2019-2020), and a focus on high-quality development and ecological restructuring driven by carbon neutrality goals (2021-2024) [1][3] Policy Development Phases - Phase 1 (2016-2018): National policies centered on subsidies, promoting energy density improvements in power batteries, with a focus on rapid capacity expansion and market penetration, albeit with risks of low-end repetitive construction [1] - Phase 2 (2019-2020): Gradual reduction of subsidies led to a push for technological upgrades and structural optimization, with lithium-ion batteries and related materials classified as key products in strategic emerging industries [1][7] - Phase 3 (2021-2024): Policies emphasize green manufacturing, recycling systems, and global layout, with requirements for carbon emission intensity and the establishment of recycling networks for used batteries [1][3] National Policy Summary - A series of national policies have been introduced to support the lithium battery industry, including regulations on battery recycling, safety in transportation, and technological innovation [3][4] - Key policies include the 2024 guidelines for the comprehensive utilization of used power batteries, which set minimum recycling capacities and investment requirements [4][5] Provincial Policy Overview - Local policies have shifted towards precise support, with provinces like Shanghai and Jiangsu focusing on high-end battery materials and collaborative industrial bases to reduce costs [10][11] - Specific targets have been set by provinces, such as Fujian aiming for a lithium battery production capacity of over 500 GWh by 2025, and Guizhou targeting a total output value of over 100 billion yuan [12][15] Industry Development Goals - The industry is moving towards high safety and long-life battery technologies, with significant investments in R&D for new materials and recycling processes [10][12] - The overall goal is to enhance the competitiveness of the lithium battery industry, with a focus on sustainable practices and technological advancements [14][15]