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Sector radar / Batteries and storage
Sector brief: what Chinese policy is doing in this sector, how it treats foreign firms, who is named, and what China sells abroad. Every figure links to its documents. Goods: Lithium-ion accumulators (8507.60).
EU target: Net-Zero Industry Act, Regulation (EU) 2024/1735: batteries and energy storage are strategic net-zero technologies; benchmark: at least 40% of annual deployment needs made in the EU by 2030. China supplies 90% of the EU's imports of these goods from outside the EU (2025; imports, not consumption).
Next five years: named in 15 of the 15 15th Five-Year Plan outlines held (18.0 mentions per 100k characters), against 6 of 7 14th-plan outlines (6.8): 2.6× as dense; up in 4 and down in 0 of the 4 places with both. Yibin: “成为全省新能源汽车及动力电池等重点产业链主要承载地，人工智能、新能源等重点产业链协同发展地，白酒、纺织入选全省重点发展优势产业链。” (outline) Plan watch.
Documents held, so collection shapes the curve; the momentum ratio is relative to the corpus.
| Heading | world | growth/yr | EU-27 | EU since 2023 | share of EU imports |
|---|---|---|---|---|---|
| Lithium-ion accumulators 850760 | $76.8bn | 34% | $29.3bn | 25% | 90% |
EU price and volume: imports from China €16.86/kg against €29.83/kg from other suppliers in 2025 (-43%; -30% in 2023). Volume since 2023: China 87%, others 19%.
| Date | Central document | provinces | median lag | |
|---|---|---|---|---|
| 2021-07-15 | 国家发展改革委 国家能源局关于加快推动新型储能发展的指导意见 Guidance from the National Development and Reform Commission and the National Energy Administration on Accele… 发改能源规〔2021〕1051号 |
9 | 886 d | trace → |
| 2022-01-29 | 国家发展改革委 国家能源局关于印发《“十四五”新型储能发展实施方案》的通知 Notice from the National Development and Reform Commission and the National Energy Administration on the Issu… 发改能源〔2022〕209号 |
5 | 549 d | trace → |
| 2022-05-24 | 国家发展改革委办公厅 国家能源局综合司关于进一步推动新型储能参与电力市场和调度运用的通知 Notice from the General Office of the National Development and Reform Commission and the General Department o… 发改办运行〔2022〕475号 |
4 | 895 d | trace → |
| 2025-08-27 | 关于印发《新型储能规模化建设专项行动方案(2025—2027年)》的通知 Notice on the Issuance of the ‘Action Plan for the Large-Scale Development of New Energy Storage (2025–2027)’ 发改能源〔2025〕1144号 |
2 | 146 d | trace → |
| 2024-04-02 | 国家能源局关于促进新型储能并网和调度运用的通知 Notice from the National Energy Administration on Promoting the Grid Connection, Dispatch and Utilisation of … 国能发科技规〔2024〕26号 |
1 | 272 d | trace → |
| 2022-04-26 | 国家能源局综合司关于加强电化学储能电站安全管理的通知 Notice from the General Department of the National Energy Administration on Strengthening Safety Management a… 国能综通安全〔2022〕37号 |
1 | 923 d | trace → |
| 2026-05-15 | 新能源汽车废旧动力电池回收和综合利用管理暂行办法 Interim Measures for the Management of the Recycling and Comprehensive Utilisation of Waste Power Batteries f… |
1 | 10 d | trace → |
| 2025-10-09 | 商务部 海关总署公告2025年第58号 公布对锂电池和人造石墨负极材料相关物项实施出口管制的决定 Announcement No. 58 of 2025 by the Ministry of Commerce and the General Administration of Customs: Announceme… 商务部公告2025年第58号 |
0 | none held | trace → |
Across all State Council directives the median lag to a province's implementing document is about 151 days (middle half 84–259).
| Province | documents (36 m) | leans | with money | favouring | local-only programmes | |
|---|---|---|---|---|---|---|
| Sichuan | 11 | ×2.7 | 3 | 0 | 8% of 451 | exposure → |
| Zhejiang | 7 | ×2.3 | 2 | 0 | 3% of 417 | exposure → |
| Inner Mongolia | 6 | ×1.8 | 0 | 0 | 1% of 154 | exposure → |
| Jilin | 5 | ×4.2 | 0 | 0 | 4% of 116 | exposure → |
| Guizhou | 5 | ×4.0 | 1 | 0 | 1% of 209 | exposure → |
| Shanghai | 4 | ×0.6 | 4 | 0 | 15% of 620 | exposure → |
| Guangdong | 3 | ×0.2 | 0 | 0 | 0% of 67 | exposure → |
| Anhui | 3 | ×1.8 | 0 | 0 | 0% of 26 | exposure → |
| Ningxia | 3 | ×4.8 | 0 | 0 | 2% of 50 | exposure → |
| Shaanxi | 3 | ×1.7 | 0 | 0 | 2% of 265 | exposure → |
| Beijing | 2 | – | 1 | 1 | 13% of 100 | exposure → |
| Fujian | 2 | – | 2 | 0 | 2% of 199 | exposure → |
| 2026-07-30 | 工信部公告：废止和修订新能源汽车废旧动力电池“梯次利用”相关政策标准以及规范有关行业活动 Document · 工信部 |
| 2026-05-15 | 新能源汽车废旧动力电池回收和综合利用管理暂行办法 Interim Measures for the Management of the Recycling and Comprehensive Utilisation of Waste Power Batteries f… |
| 2025-12-30 | 工业和信息化部办公厅关于开展汽车动力电池碳足迹申报工作的通知 Notice from the General Office of the Ministry of Industry and Information Technology on the Implementation o… 工信厅通装函〔2025〕551号 |
| 2025-10-09 | 商务部 海关总署公告2025年第58号 公布对锂电池和人造石墨负极材料相关物项实施出口管制的决定 Announcement No. 58 of 2025 by the Ministry of Commerce and the General Administration of Customs: Announceme… 商务部公告2025年第58号 |
| 2025-08-27 | 关于印发《新型储能规模化建设专项行动方案(2025—2027年)》的通知 Notice on the Issuance of the ‘Action Plan for the Large-Scale Development of New Energy Storage (2025–2027)’ 发改能源〔2025〕1144号 |
| 2025-02-19 | 工业和信息化部等八部门关于印发新型储能制造业高质量发展行动方案的通知 Notice from the Ministry of Industry and Information Technology and Seven Other Departments on the Issuance o… |
| 2025-02-10 | 工业和信息化部等八部门关于印发《新型储能制造业高质量发展行动方案》的通知 Notice from the Ministry of Industry and Information Technology and Seven Other Departments on the Issuance o… 工信部联电子〔2025〕7号 |
| 2024-09-14 | 交通运输部 工业和信息化部 公安部 商务部 应急管理部 市场监管总局 国家铁路局 中国民用航空局 国家消防救援局 中国国家铁路集团有限公司… Notice Issued by the Ministry of Transport, the Ministry of Industry and Information Technology, the Ministry… 交运发〔2024〕113号 |
| 2026-09-22 | 广东煜坤环保科技有限公司年处理30万吨废铅酸蓄电池、含铅废料等多金属资源化综合处置利用项目生态环境影响报告书受理公告 Announcement on the Acceptance of the Environmental Impact Assessment Report for the Guangdong Yukun Environm… Guangdong Provincial Department of Ecology and Environment |
| 2026-08-17 | 宜宾市人民政府关于四川长江工业园区下一代高安全电池及全固态电池产业化定制厂房项目外部连接线划拨国有建设用地使用权的批复 Approval by the Yibin Municipal People’s Government on the Allocation of State-Owned Construction Land Use Ri… Yibin Municipal People's Government |
| 2026-07-31 | 广东煜坤环保科技有限公司年处理30万吨废铅酸蓄电池、含铅废料等多金属资源化综合处置利用项目环境影响报告书受理公告 Announcement on the Acceptance of the Environmental Impact Assessment Report for the Guangdong Yukun Environm… Guangdong Provincial Department of Ecology and Environment |
| 2026-07-31 | 宜宾三江新区科技创新局 宜宾三江新区动力电池局关于发布三江新区首批产业科研平台需求榜单的公告 Announcement by the Science and Technology Innovation Bureau and the Power Battery Bureau of Yibin Sanjiang N… 宜宾市三江新区科技创新局、宜宾三江新区动力电池局 |
| 2026-07-21 | 宜宾市人民政府关于宜宾市叙州区华润电力100MW/200MWh电化学储能电站划拨国有建设用地使用权的批复 Approval by the Yibin Municipal People’s Government regarding the allocation of state-owned construction land… Yibin Municipal People's Government |
| 2026-07-15 | 贵州省2026年老旧营运货车报废更新及新能源城市公交车（动力电池）更新补贴实施方案 Implementation Plan for Subsidies for the Scrapping and Replacement of Old Commercial Goods Vehicles and the … Guizhou Provincial Department of Transport |
| 2026-07-10 | 关于印发《上海市落实2026年国家新能源城市公交车及动力电池更新补贴政策实施细则》的通知 Notice on the Issuance of the ‘Implementing Rules for the Implementation of the 2026 National Subsidy Policy … 上海市交通委员会 |
| 2026-07-02 | 陕西省发展和改革委员会关于电网侧独立新型储能容量电价有关事项的通知 notice · Shaanxi Provincial Development and Reform Commission |
| 2026-06-25 | 关于公布四川省新能源汽车动力电池回收利用区域中心建设名单的通知 notice · 四川省环境和资源综合利用处 |
| 2026-05-25 | 关于开展废旧动力电池回收利用执法专项行动工作的通知 notice · 吉林省资源节约与综合利用处 |
| Measure | Group | Found | checked precision |
|---|---|---|---|
| Capital grant | Fiscal and financial support | 18 | 70% |
| Trade-in / scrappage subsidy | Fiscal and financial support | 4 | 50% |
| Operating subsidy | Fiscal and financial support | 3 | not checked |
| Guidance fund / state equity | Fiscal and financial support | 2 | 50% |
| Purchase subsidy | Fiscal and financial support | 2 | 80% |
| Land and sites | Fiscal and financial support | 2 | not checked |
| Interest subsidy | Fiscal and financial support | 1 | 90% |
| Credit guarantee | Fiscal and financial support | 1 | 90% |
Precision from the Data page: samples of ten, checked by the AI assistant; a human-coded sample is still to come.
| Provision | How | Disadvantages |
|---|---|---|
| “依托在京能源央企在技术创新、应用场景和资金方面的优势，强化央地合作，推动能源央企与市区两级政府、在京储能相关企业在股权、创新、场景等方面的合作，助力北京新型储能产业发展。”
北京市经济和信息化局关于印发《北京市新型储能产业发展实施方案（2024—2027年）》的通知 京经信发〔2024〕65号 · 2024-12-05 |
SOE or private-firm preference | private firms |
| “发布实施《锂离子电池行业规范条件（2024年本）》和《锂离子电池行业公告管理办法（2024年本）》，强化锂电池安全和质量管理相关要求。”
交通运输部 工业和信息化部 公安部 商务部 应急管理部 市场监管总局 国家铁路局 中国民用航空局 国家消防救援… 交运发〔2024〕113号 · 2024-09-14 |
Eligibility catalogue / whitelist | foreign-owned firms |
| “”宋向清建议，加速推动氢能产业化、规模化、品牌化、标准化进程，尽快出台国家氢能产业发展规划、国家氢能行业标准，建立国家氢能产业发展基金，加快加氢站布局，扶持一批自主知识产权领先的氢能产业龙头企业，支持氢能企业上市融资。”
完善顶层设计 加快氢能储能产业发展 · 2022-03-30 |
Ownership, own-brand or own-IP test | foreign-owned firms |
Keyword and model screens: leads to check against the document, not findings. Newest first, one per document.
| 2027-01-01 | 工业和信息化部办公厅关于开展汽车动力电池碳足迹申报工作的通知 General Office of the Ministry of Indus… |
| 2026-12-01 | 关于印发《开展锂电产业项目评价促进高质量发展的实施方案（试行）》的通知 Mianyang Municipal People's Government |
| 2026-12-31 | 贵州省2026年老旧营运货车报废更新及新能源城市公交车（动力电池）更新补贴实施方案 Guizhou Provincial Department of Transp… |
| 2026-12-31 | 关于印发《上海市落实2026年国家新能源城市公交车及动力电池更新补贴政策实施细则》的通知 上海市交通委员会 |
| 2026-12-31 | 关于印发《中国（上海）自由贸易试验区临港新片区推动新型储能示范应用引领产业创新发展实施方案》的通知 Shanghai Municipal People's Government |
| 2027-01-20 | 自治区发展改革委关于进一步规范2026年电网侧电化学储能项目管理的通知 宁夏回族自治区新能源处 |
| 2027-09-04 | 内蒙古自治区能源局关于蒙西地区2024—2025年独立储能电站接网工程（包头威俊150万千瓦独立储能电站500千伏汇集站）核准的批复 Inner Mongolia Autonomous Region Bureau… |
| Firm | Ownership | Listings |
|---|---|---|
| 华电源有限公司公司 | State-owned | 7 |
| 广东富皇环保科技有限公司 | unclassified | 5 |
| 骆驼集团蓄电池广东销售有限公司东莞分公司 | unclassified | 5 |
| 技有限公司 | unclassified | 4 |
| 惠州市宏裕晟环境科技有限公司 | unclassified | 4 |
| 湛江鑫达环保科技有限公司 | unclassified | 4 |
| 广东恒美生态环境工程有限公司 | unclassified | 3 |
| 湛江市金南再生资源有限公司 | unclassified | 3 |
| 广东升隆电源有限公司 | unclassified | 3 |
| 广东奥克莱集团有限公司 | unclassified | 3 |
| 骆驼集团华南再生资源有限公司中山分公司 | unclassified | 3 |
| 广东煜坤环保科技有限公司 | unclassified | 2 |
94 documents whose title matches 储能|动力电池|锂电|蓄电池|电池产业, plus 23 in the topic tree storage; 97 together. Goods: HS 850760. Measures and preference provisions are screen output; open each document for the clause.