The battery industry in China is going through a period of change. In view of the growing risks of excessive strain, specialized agencies have begun a comprehensive analysis of current and planned excess strain.. In the meantime, the production of battery cells is ongoing, and new projects, which are still at the planning stage and have not yet begun to proceed, are now being slowed down in the restricted permissions.
According to the words of representatives of Galusia, this is not an external development, but rather timely regulation. Further time will lie in the face of the real market supply, which will allow you to dynamically adjust the policy.
Excessive exertion is a real threat.
The situation is causing concern among key market players. Tian Qingjun, senior vice president of Envision, noted that the planned expansion of production capacity for battery cells has already exceeded 800 GW per year. It turns out that by the end of the day the actual power consumption will reach 1.2–1.5 TW year, and the target capacity will reach 2 TW year. This significantly outweighs the actual needs of the lighting market.
“The production of battery cells will require continuity. When pressures become excessive, companies will inevitably engage in price wars in order to survive,” explained Tian Qingjun, blaming the dangers of dumping.
Regulatory deadlines for market stabilization.
This situation is not a problem for regulators. The order is already in place to regulate competition in Galusia.
On November 28, 2025, the Ministry of Industry and Information Technology (MIIT) held a survey of manufacturers of batteries for electric vehicles and storage energy, where the need was clearly stated.
On September 7, 2026, MIIT together with the National Development and Reform Commission (NDRC), the State Administration for Market Regulation (SAMR) and the National Energy Administration (NEA) held another meeting. The purpose was to discuss and plan approaches to further align the competitive order in Galusia.
On June 30, 2026, the start of the development of the group standard “Ground regulations for the development of battery performance for electric vehicles and storage energy” was announced..
This has become an important juncture for the transition of companies from the blind pursuit of price to more sophisticated operational management, avoiding the “internal” and “external” spiral of competition, associated.
This is a time to learn about a systematic approach to the growing problem of excessive efforts and unfair competition, directing efforts to ensure the well-established development of the battery market.
Dzherelo: https://www. ithome. com/0/998/947. htm New battery manufacturing projects have been launched in China, read on the HiTech website. Expert.