For our global
#battery community - let me share a short summary of China's Five-Year Plan (2026–2030) - for all of us who work in this area, it is critically important to know 👇
The FYP officially designates batteries and energy storage as part of the "New Quality Productivity" (新质生产力). The plan moves beyond just expanding capacity to focus on a "triple closed loop" of energy
#infrastructure,
#application scenarios, and
#materials support.
1. The plan shifts significant R&D and industrial subsidies toward next-generation
#chemistries to reduce lithium dependency and increase
#energydensity.
All Solid-State Batteries (ASSB) is designated as a "critical breakthrough" area, supporting a move from
#pilot lines to mass
#manufacturing, specifically for high-end EVs and aerospace applications.
#Sodium-Ion Batteries are elevated to a strategic alternative to lithium. The goal is to establish a complete industrial chain by 2030, targeting grid-scale storage and low-to-mid-range EVs to mitigate lithium price volatility and supply risks.
Aqueous and Flow Batteries is
recommended for long-duration energy storage (
#LDES) to support the national grid's stability. (note that China's grid is not privatized)
2. The 15th FYP aims to solve the "curtailment" problem of wind and solar through a massive
#storagemandate.
Mandatory Pairing: New utility-scale renewable projects in "Sha-Gobi-Huang" (desert/barren) regions are generally required to pair with 20% to 30% storage capacity with at least 4-hour durations.
Pumped Hydro: A target to reach 100GW of operational pumped-storage hydropower by 2030.
New-Type Storage: Targeting over 80GW of "new-type" storage (batteries, compressed air, flywheels) by 2030, a significant jump from 2025 levels.
3. The "
#BatteryPassport" & Carbon Tracking - For the first time, a FYP explicitly links battery production to a national "Carbon Accounting System"
The plan mandates the establishment of carbon labeling and footprint
#standards for batteries. This is partly a response to international regulations (like the EU) to ensure Chinese exports remain competitive.
#Recycling &
#Circularity: Implementation of a "Triple Closed Loop" system that mandates high recovery rates for lithium, cobalt, and nickel. It encourages battery as a service and standardized
#batteryswapping modules to simplify recycling.
4. Integration & Infrastructure
Vehicle-to-Grid (
#V2G): Policies to incentivize EVs to act as mobile storage units, allowing owners to sell power back to the grid during peak demand.
Zero-Carbon Industrial Parks will serve as "
#sandboxes" for integrated solar-storage-charging
#microgrids, aimed at achieving 100% renewable energy use at the factory level. (and the plan is 100 such parks in the next five years)
Strategic
#MineralStockpiling:The plan emphasizes "sovereign digital stacks" and "resource security," calling for increased domestic exploration and overseas joint ventures for battery minerals.