Recently, China’s Ministry of Industry and Information Technology (MIIT), National Development and Reform Commission (NDRC), State Administration for Market Regulation (SAMR), and National Energy Administration (NEA) jointly issued a notice titled ‘On Regulating the Development Order of the Lithium Battery Industry,’ aiming to guide healthy and orderly industrial growth and curb blind expansion and low-end repetitive construction. The notice stresses that local governments should scientifically assess their regional resource and environmental carrying capacities and rationally plan lithium battery production capacity to avoid herd-like investment and overcapacity. Enterprises are required to enhance technological capabilities, strengthen quality and safety management, and promote coordinated development across the upstream and downstream supply chain. Additionally, the four departments will establish a dynamic monitoring mechanism to closely supervise enterprises with low capacity utilization or outdated technologies and encourage industry consolidation and restructuring to optimize resource allocation. This move is expected to shift China’s lithium battery industry from scale-driven expansion toward high-quality development, bolster its global competitiveness, and support the sustainable growth of strategic emerging sectors such as electric vehicles and energy storage.
近日，工业和信息化部、国家发展改革委、市场监管总局、国家能源局四部门联合发布《关于规范锂电池产业发展秩序的通知》，旨在引导产业健康有序发展，遏制盲目扩张与低水平重复建设。通知强调，各地应科学评估本地资源环境承载能力，合理布局锂电池产能，避免一哄而上、产能过剩。同时，要求企业提升技术水平，加强质量安全管理，推动产业链上下游协同发展。此外，四部门将建立动态监测机制，对产能利用率低、技术落后的企业进行重点督导，并鼓励行业兼并重组，优化资源配置。此举有助于推动我国锂电池产业由规模扩张向高质量发展转型，增强国际竞争力，支撑新能源汽车和储能等战略性新兴产业的可持续发展。
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