
← CD Voice8 Oct · 5 min
英语新闻丨固态电池为行业注入增长动能
China is racing to ensure that all-solid-state batteries become the next extension of its battery sector advantages, turning the nation into a leader in the industry, experts said.
专家表示,中国正加紧推动全固态电池延续本国电池产业优势,力争成为该领域的全球领军者。
They made the comments as seven government authorities — including the Ministry of Industry and Information Technology — unveiled last week a plan that set 2030 as the target for the initial large-scale deployment of all-solid-state batteries. The strategy also targets batteries for a much wider application than cars, to now include ships, aircraft, intelligent robots, machinery, power grids, industrial parks and data centers.
工信部等七部门上周发布一份规划,提出 2030 年实现全固态电池初步规模化应用,专家作出上述表态。该规划将电池应用场景拓展至汽车以外更多领域,涵盖船舶、航空器、智能机器人、工程机械、电网、工业园区以及数据中心。
It calls the 2026-30 period a "strategic window" to consolidate China's global competitive advantages in advanced batteries, while acknowledging weaknesses ranging from insufficient original and disruptive innovation to overcapacity, disorderly competition and gaps in standards and intellectual property.
规划将 2026 至 2030 年定义为巩固中国先进电池全球竞争优势的 “战略窗口期”,同时也正视现存短板:原始颠覆性创新不足、产能过剩、无序竞争,以及标准与知识产权方面存在缺口。
Nan Cewen, an academician at the Chinese Academy of Sciences and a professor at Tsinghua University, described the plan as a change in the industry's "competitive paradigm".
中国科学院院士、清华大学教授南策文表示,这份规划重塑了行业的 “竞争范式”。
"It marked the first time China had systematically mapped out the development of the emerging battery industry at the level of a national five-year plan. It signaled a shift in competition from expanding production capacity toward broader rivalry over product value, corporate competitiveness and modernization of the industrial chain. The plan also takes a full-chain approach, covering new battery mechanisms, materials, structures and manufacturing processes," Nan said.
南策文说:“这是我国首次在国家五年规划层面系统布局新兴电池产业发展。这标志着竞争重心从产能扩张,转向产品价值、企业竞争力与产业链现代化的综合比拼。这份规划采用全产业链思路,覆盖电池新机理、新材料、新结构以及制造工艺。”
Industry investment is already running far ahead of commercial deployment. China announced about 60 new solid-state battery projects in 2025, representing 189 gigawatt-hours of planned capacity and around 67.7 billion yuan ($10.1 billion) of investment, said the Gaogong Industrial Research Institute.
高工产业研究院称,产业投资进度已大幅超前于商业化落地。2025 年国内新公布固态电池项目约 60 个,规划产能 189 吉瓦时,投资额约 677 亿元人民币(折合 101 亿美元)。