Battery Industry Regulation and Competition
Policies and regulatory measures addressing competition, overcapacity, and pricing in the power and energy storage battery sectors.
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BYD and CATL Lead China's Top 500 Automakers
Ten Chinese automotive and auto parts firms made the 2026 Fortune Global 500, with BYD at #91 and CATL surging to #260. CATL’s profitability now exceeds most automakers, signaling a shift in EV value chains toward battery dominance.
EU Battery Passport Countdown Begins: Chinese Enterprises Face Major Compliance Challenge
Starting February 18, 2027, the EU will require all traction batteries sold in its market to carry a digital battery passport disclosing critical environmental and supply chain data. With Europe absorbing 42.1% of China’s battery exports, non-compliance risks major market exclusion.
LG Energy Solution Sues EVE Energy in the U.S. Over Cylindrical Battery Patent Infringement
LG Energy Solution has filed a patent lawsuit against EVE Energy in the U.S., targeting its high-rate cylindrical batteries used in power tools. The case, accompanied by an ITC investigation, could lead to import restrictions on EVE’s products in the American market.
MIIT Conducts Surprise Inspections of GAC Aion and XPeng Motors
China’s Ministry of Industry and Information Technology carried out unannounced inspections at GAC Aion and XPeng Motors, testing vehicle and battery compliance with national safety and production standards.
National Standard for Electric Vehicle Battery Durability Takes Effect
Starting July 2026, all new light-duty EVs in China must disclose battery health using the standardized SOCE metric under GB/T 46991.1-2025, ending inconsistent manufacturer claims and empowering consumers with clear, comparable data.
Fangchengbao Bao 7 Sales Surpass 200,000 Units in Just 10 Months
The Fangchengbao Bao 7 has sold over 200,000 units since its September 2025 launch, becoming the fastest boxy SUV to reach this milestone. Strong demand persists despite early battery supply constraints, with premium features and ultra-fast charging driving its success in China’s competitive NEV market.
Three Departments to Phase in Adjustments to Battery Consumption Tax
Starting September 2026, China will implement a phased consumption tax on batteries, exempting next-gen technologies like sodium-ion and solid-state batteries until end-2028 to accelerate commercialization and compliance.
GAC Aion and CALB Jointly Address Battery Failures with Extended Warranty and Direct Maintenance Support
GAC Aion and battery supplier CALB have launched a joint program offering an extended 8-year/300,000-km warranty for AION S fleet vehicles using CALB’s LFP batteries, alongside direct diagnostics and repair access—marking a strategic shift in EV supply chain accountability.
Geely Galaxy Unveils 16-in-1 Intelligent Electric Drive
Geely Galaxy has launched the world’s first 16-in-1 intelligent electric drive—dubbed Thunder—on its Galaxy TT model. The system integrates 16 core components into a 75 kg unit with 93.8% efficiency, achieving record-low energy consumption and earning two Guinness World Records.
All-New Li Auto L6 Launches at RMB 249,800 with L9-Level Tech and Extended Range
Li Auto unveils the refreshed L6 SUV priced at RMB 249,800, featuring a larger 51 kWh battery for 234 km WLTC range, optional quad-lidar intelligent driving system, and design updates aligning it closely with the flagship L9. The upgrade reinforces its position in China’s competitive mid-to-large NEV SUV market.
Zhongpai Battery Enters the Light-Duty Power Market with Sodium Iron Sulfate Breakthrough
Zhongpai Battery, a subsidiary of Zhongna Energy, has entered the light-duty electric vehicle market with its innovative sodium iron sulfate (NFS) battery technology. Offering high safety, superior low-temperature performance, long cycle life, and a cell cost of just RMB 0.45/Wh, NFS bridges the gap between lead-acid and lithium-ion solutions for two- and three-wheelers.
Bosch Launches Trial Production at Its First U.S. Semiconductor Fab
Bosch has begun trial production at its new $2 billion semiconductor facility in Roseville, California, focused on silicon carbide chips for electric vehicles. The plant, supported by $225 million in federal grants, is set to start mass production in late 2026 as part of Bosch’s broader $7.5 billion U.S. investment strategy through 2031.