The current energy storage cell industry faces serious risks of structural overcapacity. Industry data shows that this year’s planned capacity expansion exceeds 800GWh, with an expected completion of production capacity reaching 1.2TWh to 1.5TWh by the end of the year. Total production capacity will exceed 2TWh, far exceeding the real global market demand. Regulatory authorities have clearly stated that blind capacity expansion and low-price competition are eroding the industry’s sustainable development foundation, and competitive situations characterized by homogenization and internal strife need to be addressed. The Ministry of Industry and Information Technology and the State Administration for Market Regulation have included the energy storage cell sector in their policy guidance framework. Companies cannot unilaterally advance new capacity expansions; they must follow the approval process. In the future, the production capacity of old energy storage cells with a capacity of less than 314Ah will gradually be phased out and replaced. By orderly eliminating outdated capacity, the production capacity of the new generation of batteries will better match market demand.
Department of Electronic Information, Ministry of Industry and Information TechnologyLiu MinState Administration for Market RegulationTian QingjunVision Technology GroupWang Shijiang
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Vision Technology Group1
Tian Qingjun1
Department of Electronic Information, Ministry of Industry and Information Technology1
“Energy storage cells face the risk of structural overcapacity, and the industry expects capacity清理 to occur in the next few years. Tian Qingjun, senior vice president of Envision Technology Group, said that this year’s planned capacity expansion for energy storage cells has exceeded 800GWh, with an expected capacity of around 1.2TWh–1.5TWh by the end of the year. The total planned capacity will exceed 2TWh, significantly exceeding the real global market demand. Regulatory authorities point out that the risk of structural overcapacity cannot be ignored, and efforts to address homogeneous and competitive practices are urgently needed. Wang Shijiang, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, and Liu Min, chief engineer of the State Administration for Market Regulation, emphasized that blind capacity expansion and low-price competition are eroding the industry’s sustainable development foundation, and some aspects will be included in comprehensive rectification efforts. The field of energy storage cells has been included in policy guidance, and companies cannot unilaterally expand their capacity without following approval procedures. Capacity of old energy storage cells below the 314Ah specification will gradually be phased out, and after the outdated capacity is orderly cleared, the supply of new-generation batteries will better meet market needs.”