중국의 배터리 시장 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the China battery market was valued at USD 38.75 billion in 2025 and expected to grow from USD 44.16 billion in 2026 to reach USD 83.73 billion by 2031, at a CAGR of 13.65% during the forecast period (2026-2031).

This report is Segmented by Type (Primary Battery and Secondary Battery), Technology (Lead-Acid Battery, Lithium-Ion Battery, and Other Technologies), Form Factor (Cylindrical, Prismatic, and Pouch), and Application (Automotive, Energy Storage Systems, Industrial Batteries, Portable Electronics, and Others). The Market Sizes and Forecasts are Provided in Terms of Value (USD).

China Battery Market Trends and Insights

Nationwide NEV Mandates Driving Lithium-Ion Demand Surge In Tier-2 And Tier-3 Cities

Tier-2 and Tier-3 municipalities now match coastal EV adoption targets, propelled by 2024 subsidies that cover up to 15% of battery pack costs. Sixty percent of China's vehicle sales occur in these cities, making infrastructure pivotal; 120,000 public fast-charging stations deployed in 2025 eliminated range anxiety and unlocked an estimated 50 GWh of new cell demand. Automakers responded with sub-USD 15,000 models fitted with 40-50 kWh LFP packs, delivering total-cost-of-ownership parity with internal-combustion cars. Battery makers strategically position gigafactories near local assembly lines, shrinking logistics costs and compressing delivery cycles. This localization fragments market share, allowing smaller suppliers to secure captive contracts and challenge incumbents outside coastal hubs.

Grid-Scale Storage Boom Triggered By 30% Renewable Curtailment Targets

Curtailment rates reached 30% in renewable-rich provinces during 2024, prompting mandatory co-located storage for projects above 100 MW. Utility-scale battery installations hit 73.76 GW in 2024 and are on course for 180 GW by 2027. CATL's Tener LFP system delivers 6,000 cycles, matching 15-year power-purchase agreements and lowering coal-peaking reliance. Adoption of pouch cells improves thermal management and shrinks container footprint by 20% compared with prismatic equivalents. Enforcement of GB 44240-2024 safety norms in August 2025 accelerates modern system uptake, as legacy installations failed propagation tests.

Imminent overcapacity risk from 1.3 TWh cell plants depressing margins

Planned capacity outstrips 2026 demand of 600 GWh, implying sub-50% utilization and a price ceiling near USD 70/kWh that could trigger distress among thinly capitalized producers. Policy barriers restrict export relief, and anti-dumping tariffs in the United States and Europe narrow outlets for surplus cells. Larger incumbents can carry negative margins temporarily, but smaller firms risk liquidity crunches by 2027. The dynamic echoes the solar shakeout of the 2010s, where overbuild forced consolidation. Asset sales and restructurings are likely once creditors enforce covenants.

Other drivers and restraints analyzed in the detailed report include:

1. Price Parity Of LFP Packs Accelerating Lead-Acid Replacement
2. Vertical Integration By CATL And BYD Reducing Supply-Chain Bottlenecks And Costs
3. Regulatory Cap On New Coal-Power For Cathode Processing Limiting Energy Cost Advantage

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Secondary batteries occupied 92.1% of the Chinese battery market share in 2025, expanding at a projected 13.9% CAGR as NEV penetration hit 38% of passenger-car sales. Primary batteries remain niche, constrained by regulatory disposal costs and miniaturization of energy-harvesting devices. CATL's Qilin cell guarantees 1.5 million km, extending vehicle service life to 15 years and improving total ownership economics. Second-life programs turn retired automotive packs into stationary assets, doubling revenue per kilowatt-hour harvested from each cell.

Lead-acid's decline accelerates as LFP cycle life multiples erase remaining cost advantages. Electric two-wheelers retrofit lithium packs that pay back within 18 months, and industrial battery suppliers recorded 25% sales falls in 2025. The secondary segment's CAGR is therefore chemistry-substitution driven rather than pure demand growth, underscoring the need for strategic positioning as legacy chemistries fade.

Lithium-ion retained 75.5% share in 2025 and is forecast to grow at 14.8% through 2031, reinforcing its leadership in the Chinese battery market. Within lithium-ion, LFP captured roughly 70% of automotive cell shipments, buoyed by lower costs and cobalt-free bills of material. Blade and M3P variants extend LFP's range applicability, eroding the nickel-rich chemistry share.

Sodium-ion commercial shipments started in 2025 at 160 Wh/kg, positioning the chemistry for sub-USD 10,000 vehicles and stationary storage where volumetric density is less critical. Solid-state remains pilot-scale due to IP disputes and manufacturing yields. Together, emerging chemistries diversify supply risk, though lithium-ion's economic moat holds firm through 2031.

Complete Report Scope:

• By Type
  • Primary Battery
  • Secondary Battery
• By Technology
  • Lead-acid Battery
  • Lithium-ion Battery
  • Other Technologies (Ni-MH, Zinc-air, Sodium-ion, Solid-State Prototype)
• By Form Factor
  • Cylindrical
  • Prismatic
  • Pouch
• By Application
  • Automotive (Passenger Electric Vehicles and Commercial Electric Vehicles)
  • Energy Storage Systems (Utility-Scale and Commercial and Industrial)
  • Industrial Batteries
  • Portable Electronics
  • Others (Medical Devices, Defence, Marine)

List of Companies Covered in this Report:

1. Contemporary Amperex Technology Co. Limited (CATL)
2. BYD Co. Ltd.
3. CALB Group Co. Ltd.
4. EVE Energy Co. Ltd.
5. Gotion High-Tech Co. Ltd.
6. SVOLT Energy Technology Co. Ltd.
7. Farasis Energy Inc.
8. Sunwoda Electronic Co. Ltd.
9. Guoxuan High-Tech Power Energy Co. Ltd.
10. Tianjin Lishen Battery Joint-Stock Co. Ltd.
11. Hithium Energy Storage Technology Co. Ltd.
12. REPT Battero Energy Co. Ltd.
13. Great Power Energy & Technology Co. Ltd.
14. Narada Power Source Co. Ltd.
15. Tianneng Power International Ltd.
16. Panasonic Energy Co. Ltd.
17. LG Energy Solution Ltd.
18. Samsung SDI Co. Ltd.
19. Tesla Inc. (Shanghai Gigafactory Battery Operations)
20. COSMX Battery Co. Ltd.
21. Microvast Holdings Inc.
22. Ampace Technology Ltd.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Nationwide NEV Mandates Driving Lithium-Ion Demand Surge in Tier-2 & 3 Cities
  • 4.2.2 Grid-Scale Storage Boom Triggered by 30 % Renewable Curtailment Targets
  • 4.2.3 Price Parity of LFP Packs (Below USD 80/kWh) Accelerating Lead-acid Replacement
  • 4.2.4 Vertical Integration by CATL & BYD Reducing Supply-Chain Bottlenecks and Costs
  • 4.2.5 Provincial Recycling Quotas Creating Secondary Raw-Material Stream for New Cells
  • 4.2.6 Preferential VAT Rebate on Domestic Battery Materials Boosting Local Production
• 4.3 Market Restraints
  • 4.3.1 Imminent Overcapacity Risk from 1.3 TWh Announced Cell Plants Depressing Margins
  • 4.3.2 Regulatory Cap on New Coal-Power for Cathode Processing Limiting Energy Cost Advantage
  • 4.3.3 Critical Mineral Import Volatility amid Indonesia & DRC Export Policy Shifts
  • 4.3.4 Intensifying IP Litigation on Solid-State Electrolyte Patents Delaying Commercialization
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Outlook
• 4.6 Technological Outlook
• 4.7 Porters Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry
• 4.8 PESTLE Analysis

5 Market Size & Growth Forecasts

• 5.1 By Type
  • 5.1.1 Primary Battery
  • 5.1.2 Secondary Battery
• 5.2 By Technology
  • 5.2.1 Lead-acid Battery
  • 5.2.2 Lithium-ion Battery
  • 5.2.3 Other Technologies (Ni-MH, Zinc-air, Sodium-ion, Solid-State Prototype)
• 5.3 By Form Factor
  • 5.3.1 Cylindrical
  • 5.3.2 Prismatic
  • 5.3.3 Pouch
• 5.4 By Application
  • 5.4.1 Automotive (Passenger Electric Vehicles and Commercial Electric Vehicles)
  • 5.4.2 Energy Storage Systems (Utility-Scale and Commercial and Industrial)
  • 5.4.3 Industrial Batteries
  • 5.4.4 Portable Electronics
  • 5.4.5 Others (Medical Devices, Defence, Marine)

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves (M&A, JVs, Funding, PPAs)
• 6.3 Market Share Analysis (Market Rank/Share for key companies)
• 6.4 Company Profiles (includes Global-level Overview, Market-level Overview, Core Segments, Financials, Strategic Information, Products & Services, Recent Developments)
  • 6.4.1 Contemporary Amperex Technology Co. Limited (CATL)
  • 6.4.2 BYD Co. Ltd.
  • 6.4.3 CALB Group Co. Ltd.
  • 6.4.4 EVE Energy Co. Ltd.
  • 6.4.5 Gotion High-Tech Co. Ltd.
  • 6.4.6 SVOLT Energy Technology Co. Ltd.
  • 6.4.7 Farasis Energy Inc.
  • 6.4.8 Sunwoda Electronic Co. Ltd.
  • 6.4.9 Guoxuan High-Tech Power Energy Co. Ltd.
  • 6.4.10 Tianjin Lishen Battery Joint-Stock Co. Ltd.
  • 6.4.11 Hithium Energy Storage Technology Co. Ltd.
  • 6.4.12 REPT Battero Energy Co. Ltd.
  • 6.4.13 Great Power Energy & Technology Co. Ltd.
  • 6.4.14 Narada Power Source Co. Ltd.
  • 6.4.15 Tianneng Power International Ltd.
  • 6.4.16 Panasonic Energy Co. Ltd.
  • 6.4.17 LG Energy Solution Ltd.
  • 6.4.18 Samsung SDI Co. Ltd.
  • 6.4.19 Tesla Inc. (Shanghai Gigafactory Battery Operations)
  • 6.4.20 COSMX Battery Co. Ltd.
  • 6.4.21 Microvast Holdings Inc.
  • 6.4.22 Ampace Technology Ltd.

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment