Multi departmental deployment to further standardize the competitive order of the power and energy storage battery industry
2026-01-09
On January 8th, the reporter learned from the Ministry of Industry and Information Technology that the Ministry of Industry and Information Technology, the National Development and Reform Commission, the State Administration for Market Regulation, and the National Energy Administration jointly held a symposium on the power and energy storage battery industry to study and deploy further measures to regulate the competitive order of the power and energy storage battery industry, including strengthening market supervision and optimizing capacity management. The meeting pointed out that China's power and energy storage battery industry is developing rapidly and has achieved a phased competitive advantage on a global scale. At the same time, due to various factors, there are blind construction situations and irrational competitive behaviors such as low price competition in the industry, which disrupt the normal market order and weaken the sustainable development ability of the industry. Therefore, it is necessary to regulate and govern them. The meeting called for strengthening market supervision, enhancing price enforcement inspections, increasing supervision and inspection of production consistency and product quality, and cracking down on intellectual property violations. We need to optimize capacity management, improve capacity monitoring and grading warning mechanisms, strengthen macroeconomic regulation, and prevent the risk of overcapacity. We should support industry self-discipline, leverage the role of industry associations, guide enterprises to scientifically layout production capacity, and promote the construction of a market order with high quality, good price, and fair competition. We need to strengthen regional collaboration, enhance the coordination and linkage between the central and local governments, implement comprehensive policies, provide guidance to local enterprises, strictly control redundant construction, and promote the healthy and orderly development of the industry. It is worth mentioning that this is not the first time that the ministry has emphasized the standardization of the competition order in the power and energy storage battery industry. On November 28, 2025, the Ministry of Industry and Information Technology organized a symposium for manufacturing enterprises in the power and energy storage battery industry, focusing on regulating the competitive order of the power and energy storage battery industry, promoting high-quality development of the industry, and listening to the introduction and opinions of relevant enterprises. At the symposium, Li Lecheng, Minister of Industry and Information Technology, stated that it is necessary to comprehensively and objectively understand the development situation of the industry, conscientiously implement the decision and deployment of the Party Central Committee on comprehensively rectifying "internal competition", accelerate the introduction of targeted policy measures, govern irrational competition in the power and energy storage battery industry in accordance with laws and regulations, strengthen capacity monitoring, early warning and regulation, increase production consistency and product quality supervision and inspection efforts, crack down on intellectual property violations, guide enterprises to scientifically layout production capacity, reasonably and orderly "go global", and fully promote high-quality development of the industry. Analysis suggests that issues such as intensified competition and prominent homogenization in the power and energy storage battery industry market deserve attention. The "Outlook for the Development of China's New Battery Industry in 2026" recently released by CCID Research Institute believes that the high growth expectations of the new battery industry have attracted a large influx of capital and enterprises, and market competition has extended from technological innovation to multi-dimensional aspects such as capacity expansion and price competition. Most enterprises suffer from severe homogenization in terms of production capacity layout, product performance, and application scenarios, while there is insufficient supply of customized products for specific scenarios such as low-temperature resistant power batteries and long cycle life energy storage batteries. It is recommended to encourage local governments to combine resource endowment with industrial foundation, study differentiated and distinctive development routes, and avoid low-level redundant construction. Guide enterprises to balance cutting-edge breakthroughs and industrialization feasibility in their technological innovation layout, and develop phased and feasible paths for technology development and industrialization. (New Society)
Edit:Momo Responsible editor:Chen zhaozhao
Source:Economic Information Daily
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