Zhong Guo Xin Wen Wang·2026-02-11 00:38Core Insights - Nanning is rapidly developing its new energy battery industry, aiming to become a significant player in the global market by 2026 with projects like the Fudi three-module and Ningfu New Energy's second factory [1][2] - The city has attracted major companies such as BYD and DFL, establishing a complete industrial chain that includes battery cell manufacturing, materials, and components, with a cumulative output value exceeding 130 billion RMB [1][2] - The new energy battery sector is seen as a key driver for Nanning's economic growth, with plans to enhance the lithium battery supply chain and expand into new battery products [3] Industry Development - By 2025, DFL's "Fluorine Core Battery Full Industry Chain" project will add 100 GWh of battery capacity, contributing an estimated 30 billion RMB in output value [2] - The total planned capacity for DFL's Nanning base will reach 120 GWh, with an expected annual output value exceeding 36 billion RMB [2] - The Dragon Electric Huaxin project for lithium battery copper foil is set to invest 12 billion RMB, with a production capacity of 25,000 tons expected by June 2026 [2] Economic Impact - Nanning's new energy battery industry is projected to have over 200 GWh of planned capacity and more than 100 GWh of operational capacity, placing it among the top tier in China [2] - The industry is not only boosting local economic development but also supporting the broader Guangxi new energy vehicle supply chain, facilitating exports to markets in ASEAN, North America, Europe, and the Middle East [2]