통합형 배터리와 혁신적 배터리 기술(2026년)

Power Battery Research: Sales of High-Capacity Vehicles Keep Rising, and Solid-State Batteries Begin to Be Installed in Vehicles

I. Sales of High-Capacity Vehicles Sustain Growth, and Those with A Cruising Range of Over 400 Kilometers Account for Over 50%.

According to data from the China Industry Technology Innovation Strategic Alliance For Electric Vehicle and the China Passenger Car Association (CPCA), in 2025, the cumulative installed capacity of power batteries in new energy vehicles in China reached 769.7 GWh, a year-on-year increase of 40.4%, of which the cumulative installed capacity of ternary batteries was 144.1 GWh, accounting for 18.7% of the total, and increasing by 3.7%; the cumulative installed capacity of lithium iron phosphate (LFP) batteries was 625.3 GWh, or 81.2% of the total, up by 52.9%.

In terms of cruising range (working condition method, kilometers), according to the full-year sales of new energy vehicles in 2025, vehicles with a range below 300 kilometers accounted for 45% of the total sales, a proportion down from 50.6% in January 2025 to 43.5% in December 2025; vehicles with a range of over 400 kilometers took up 49%, up from 44.8% in January 2025 to 51.4% in December 2025; vehicles with a range of over 700 kilometers made up 7%, up from 6.3% in January 2025 to 9.7% in December 2025.

From the perspective of battery packaging forms, CTP (Cell To Pack) remains the mainstream. Although CTC (Cell to Chassis) and CTB (Cell To Body) technologies have great advantages in space utilization and comprehensive cruising range, their maintenance costs are still 2-3 times that of CTP. Battery suppliers and OEMs tend to improve the comprehensive range of new energy vehicles by increasing charging rates and promoting the application of new battery technologies such as solid-state batteries.

II. Rapid Penetration of Superfast Charging Batteries Combined with Accelerated Deployment of Supercharging Stations Greatly Alleviate Users' "Range Anxiety".

Seen from the development trend of the new energy vehicle market, the improvement of charging rate is an inevitable trend. On the one hand, as battery technology advances, the cruising range of new energy vehicles has been on the rise, which makes users' demand for fast charging increasingly urgent. On the other hand, the gradual improvement of infrastructure such as charging piles has provided strong support for increasing charging rates.

Generally, a charging rate of 3C or above is defined as ultra-fast charging. Although the current 800V high-voltage architecture falls short of ultra-fast charging, the realization of ultra-fast charging requires its support. The 800V architecture is rapidly penetrating into 60kWh~80kWh new energy models, growing fast in 800V models priced below RMB200,000, and expected to be available to models below RMB150,000.

In April 2025, CATL launched the second-generation Shenxing Super-Fast Charging Battery. This LFP battery features a peak charging rate of 12C and a power output of 1.3 megawatts. It can deliver a range of 520 kilometers with a 5-minute charge (i.e., 2.5km per second of charging), and only takes 15 minutes to charge from 10% to 80% at -10°C.

In March 2026, BYD released the Second-Generation Blade Battery and grouped Flash charging technology. With innovations such as the "Full-Chain Ion Flash Technology System", it only takes 5 minutes to charge from 10% to 70% and 9 minutes from 10% to 97%.

BYD also launched a flash charging pile with a maximum output power of 1,500kW, and reduced the impact on the power grid through an energy storage system, which greatly improves charging efficiency. By the end of 2026, BYD plans to build and complete 20,000 flash charging stations in China, including 18,000 "Flash Charging Stations-in-Stations" and 2,000 "Highway Flash Charging Stations". On April 3, 2026, BYD revealed at its performance briefing that its 5,000th flash charging station and the first batch of national highway flash charging stations have been put into operation, and it is accelerating the implementation of its "Flash Charging China" strategy.

Li Auto has boasted about 1,100 highway ultra-fast charging stations by the end of 2025, and plans to build 1,680 highway ultra-fast charging stations by the end of 2026. XPeng plans to put into operation 4,500 ultra-fast charging stations by the end of 2026. Huawei plans to build 2,000 ultra-fast charging stations by the end of 2026. As of late February 2026, Geely's self-built charging system has had a total of 2,103 self-built charging stations nationwide, including 1,216 ultra-fast charging stations (5,468 charging piles). Geely recently released a set of charging data: the Lynk & Co 10 equipped with a 900V ShenDun Golden Battery only takes 4 minutes and 22 seconds to charge from 10% to 70%, 5 minutes and 32 seconds from 10% to 80%, and 8 minutes and 42 seconds from 10% to 97%.

On July 1, 2026, GB 38031-2025 " Electric Vehicles Traction Battery Safety Requirements", known as the "strictest battery safety standard in history", was implemented. For fast-charging batteries with a 20%-80% charging time of no more than 15 minutes, the new national standard requires an external short-circuit test after 300 fast-charging cycles, and "no fire, no explosion", compared with the previous 2020 national standard that requires "an alarm signal provided 5 minutes before fire or explosion".

In fact, for car users, when the charging time is within 15 minutes, the marginal benefit of a further improvement of 1 minute or 10 seconds has dropped significantly, and the extremely short charging time will not attract much attention from consumers. Most OEMs or suppliers have focused on innovative power battery technologies.

III. Solid-State Batteries (Semi-Solid-State Batteries) Begin to Be Installed in Vehicles in 2026, and Come into Mass Production and Use in the Next Two Years.

Solid-state battery-equipped vehicles have entered the road test stage in 2026. In late December 2025, Hongqi's first all-solid-state battery pack was successfully installed in the Tiangong 06 model which was also trail-produced and rolled off the production line; in January 2026, Geely announced that its all-solid-state battery pack is expected to be rolled off the production line, and verified on vehicles in 2026.

Many OEMs and battery companies have clarified the mass production time of all-solid-state batteries. For example, GAC Group plans to achieve installation of all-solid-state batteries in 2026, first equipping Hyptec models; SAIC Motor plans to start mass production of all-solid-state batteries in the fourth quarter of 2026; Changan plans to complete verification of all-solid-state batteries on vehicles in 2026 and phase in mass production in 2027; battery companies such as CATL, EVE Energy, CALB, SVOLT Energy, Farasis Energy, and FinDreams Battery also plan mass production of all-solid-state batteries from 2027 to 2030.

Although the mass production of solid-state batteries by leading OEMs and battery suppliers is concentrated in the period from 2026 to 2028, the large-scale installation and application of solid-state batteries in vehicles are still affected by many factors such as battery materials, battery processes, engineering technologies, and mass production costs. The time window has now opened, and it all depends on the technological stability, industry chain collaboration, and implementation capabilities of each enterprise.

Table of Contents

1 Overview of New Energy Vehicle Battery and Integrated Battery Industry

Definitions

• 1.1 Overview of New Energy Vehicle and Industry Overview
• Classification and Characteristics of New Energy Vehicle Batteries
• Classification of Ternary Lithium Batteries
• Advantages and Disadvantages of Ternary Lithium Batteries
• Classification of Lithium Iron Phosphate Batteries
• Advantages and Disadvantages of Lithium Iron Phosphate Batteries
• Principle and Composition of Solid-State Batteries
• Advantages and Disadvantages of Solid-State Batteries
• Comparison between Solid-State Battery Development Paths
• Evolution of Automotive Battery Technologies and Layout of New-Generation Battery Products of Battery Suppliers (1): CATL
• Evolution of Automotive Battery Technologies and Layout of New-Generation Battery Products of Battery Suppliers (2): FinDreams
• Evolution of Automotive Battery Technologies and Layout of New-Generation Battery Products of Battery Suppliers (3): CALB
• Evolution of Automotive Battery Technologies and Layout of New-Generation Battery Products of Battery Suppliers (4): EVE Energy
• Evolution of Automotive Battery Technologies and Layout of New-Generation Battery Products of Battery Suppliers (5): Sunwoda
• Evolution of Automotive Battery Technologies and Layout of New-Generation Battery Products of Battery Suppliers (6): Gotion High-Tech
• Evolution of Automotive Battery Technologies and Layout of New-Generation Battery Products of Battery Suppliers (7): Great Power Energy & Technology
• 1.2 Overview of Integrated Batteries and Industry Overview
• Definition of Automotive Integrated Batteries and Industry Development Background
• Evolution of Automotive Integrated Batteries
• China's Policies Concerning Battery Integration
• Impact of Battery Pack Integration on the Number of Parts and Grouping Efficiency
• Comparison of CTP, CTC, and CTB Battery System Integration Technologies
• Industry Chain of Integrated Battery Technology
• Summary of Technology Layouts of Integrated Battery Suppliers
• 1.3 Integrated Battery Technologies
• Definition of CTP
• CTP Technology Route
• Advantages of CTP Compared with Traditional Battery Packs
• Disadvantages of CTP and Impacts
• Definition of CTC
• CTC Technology Route
• Technical Difficulties and Integration Solutions of CTC
• Comparison between CTC and CTP Technologies
• Advantages and Disadvantages of CTC
• Status Quo of CTC Industry and Application Cases
• Impacts of CTC Technology on Industry Chain
• Definition of CTB
• Comparison between CTB and CTP Technologies
• Comparison between CTB and CTC Technologies
• Advantages and Disadvantages of CTB
• 1.4 New Energy Vehicle Battery Market Size
• Global Passenger Car and New Energy Passenger Car Sales (Overall, Continents), 2022-2030E
• China's Passenger Car and New Energy Passenger Car Sales (Exports, Local), 2022-2030E
• Proportion of New Energy Vehicle Batteries by Type, Capacity, and Cooling Mode (Statistics by Sales of Equipped Vehicles), 2024-2025
• Statistics for New Energy Vehicle Battery Sales (by Sales and Cruising Range of Equipped Vehicles), 2025
• China's Power Battery Installed Capacity (GWh) and Growth Rate, 2019-2025
• China's Monthly Power Battery Installed Capacity (GWh) and Growth Rate, 2024-2026
• China's Power Battery Installed Capacity by Vehicle Model, 2021-2025
• China's Power Battery Installed Capacity by Vehicle Model, 2025
• Competitive Landscape of China's New Energy Vehicle Battery Suppliers (Statistics by Sales of Equipped Vehicles), 2025
• Competitive Landscape of China's New Energy Vehicle Battery Suppliers by Installed Capacity (GWh), 2025
• China's New Energy Vehicle Integrated Battery Market Structure, 2025

2 Tier 1 Suppliers of Battery Integration and Innovative Technologies

• 2.1 CATL
• Overall Layout and Technological Evolution of Automotive Batteries
• Automotive Battery Technology Route Layout and Evolution Strategy
• Profile
• Global Layout
• Power Battery System Integration Technology Roadmap
• Development History of CTP Technology
• Integrated Battery Technology Solutions
• Automotive Battery Technology Solutions (1)
• Automotive Battery Technology Solutions (2)
• Automotive Battery Technology Solutions (3)
• Automotive Battery Technology Solutions (4)
• Automotive Battery Technology Solutions (5)
• Automotive Battery Technology Solutions (6)
• Innovative Automotive Battery Technology Layout (1)
• Innovative Automotive Battery Technology Layout (2)
• Innovative Automotive Battery Technology Layout (3)
• Production Capacity Layout
• Key Customers of Automotive Batteries and 2025 Sales of Key Vehicle Models Supported
• Strategic Cooperation
• 2.2 SVOLT Energy
• Global Layout
• Automotive Battery Flying Stack Technology
• Integrated Battery Technology Solutions
• Cell Product Solutions
• Automotive Battery Technology Solutions (1)
• Automotive Battery Technology Solutions (2)
• Automotive Battery Technology Solutions (6)
• Innovative Automotive Battery Technology Layout (1)
• Innovative Automotive Battery Technology Layout (2)
• Innovative Automotive Battery Technology Layout (3)
• Key Customers of Automotive Batteries and 2025 Sales of Key Vehicle Models Supported
• 2.3 CALB
• Overall Layout and Technological Evolution of Automotive Batteries
• Automotive Battery Technology Route Layout and Evolution Strategy
• Profile and Customers
• Development Route and Product Layout
• Summary of Battery Products
• Integrated Battery Technology Solutions
• Automotive Battery Technology Solutions (1)
• Automotive Battery Technology Solutions (2)
• Automotive Battery Technology Solutions (3)
• Automotive Battery Technology Solutions (4)
• Innovative Automotive Battery Technology Layout
• Key Customers of Automotive Batteries and 2025 Sales of Key Vehicle Models Supported
• Strategic Cooperation
• 2.4 Envision AESC
• Global Layout and Production Capacity Layout
• Power Battery Technology Route
• Power Battery Products and Cooperative Customers
• Solid-State Battery Patents
• 2.5 LG Energy Solution
• Global Layout
• Product Layout
• Cell Product Solutions
• Module Product Solutions
• Integrated Battery Technology Solutions (1)
• Integrated Battery Technology Solutions (2)
• Innovative Automotive Battery Technology Layout (1)
• Innovative Automotive Battery Technology Layout (2)
• Future Technology Development Path
• 2.6 SK On
• Manufacturing Engineering
• Core Technologies
• Integrated Battery Technology Solutions
• Innovative Automotive Battery Technology Layout (1)
• Innovative Automotive Battery Technology Layout (2)
• Innovative Automotive Battery Technology Layout (3)
• 2.7 Farasis Energy
• Global Layout
• Automotive Battery Technology Solutions (1)
• Automotive Battery Technology Solutions (2)
• Innovative Automotive Battery Technology Layout
• 2.8 EVE Energy
• Overall Layout and Technological Evolution of Automotive Batteries
• Automotive Battery Technology Route Layout and Evolution Strategy
• Automotive Power Battery Product Layout
• Automotive Battery Technology Solutions (1)
• Automotive Battery Technology Solutions (2)
• Automotive Battery Technology Solutions (3)
• Automotive Battery Technology Solutions (4)
• Innovative Automotive Battery Technology Layout
• Key Customers of Automotive Batteries and 2025 Sales of Key Vehicle Models Supported
• Strategic Cooperation
• 2.9 Sunwoda Mobility Energy Technology (SEVB)
• Overall Layout and Technological Evolution of Automotive Batteries
• Automotive Battery Technology Route Layout and Evolution Strategy
• Global Layout
• Automotive Battery Technology Solutions (1)
• Automotive Battery Technology Solutions (2)
• Automotive Battery Technology Solutions (6)
• Innovative Automotive Battery Technology Layout
• Key Customers of Automotive Batteries and 2025 Sales of Key Vehicle Models Supported
• 2.10 REPT BATTERO
• Global Industrial Layout
• Cell R&D Route
• Summary of Power Battery Products
• Automotive Battery Technology Solutions (1)
• Automotive Battery Technology Solutions (2)
• Automotive Battery Technology Solutions (3)
• Automotive Battery Technology Solutions (4)
• Integrated Battery Technology Solutions
• Cooperative Cases of Integrated Battery Technology Solutions
• Innovative Automotive Battery Technology Layout
• Key Customers of Automotive Batteries and Key Vehicle Models Supported
• 2.11 FinDreams Battery
• Overall Layout and Technological Evolution of Automotive Batteries
• Automotive Battery Technology Route Layout and Evolution Strategy
• Industry and Industry Chain Layout
• Integrated Batteries
• Automotive Battery Technology Solutions (1)
• Automotive Battery Technology Solutions (2)
• Automotive Battery Technology Solutions (3)
• Innovative Automotive Battery Technology Layout
• Key Customers of Automotive Batteries and 2025 Sales of Key Vehicle Models Supported
• 2.12 BAK Power
• Automotive Battery Technology Solutions (1)
• Automotive Battery Technology Solutions (2)
• Innovative Automotive Battery Technology Layout (1)
• Innovative Automotive Battery Technology Layout (2)
• 2.13 Lishen Battery
• Integrated Battery Technology Layout: CTP
• Innovative Automotive Battery Technology Layout (1)
• Innovative Automotive Battery Technology Layout (2)
• 2.14 Greater Bay Technology (GBT)
• Cell Material System Technology Route
• Cell Solutions (1)
• Cell Solutions (2)
• Battery Pack Solutions
• Automotive Battery Technology Solutions (1)
• Automotive Battery Technology Solutions (5)
• Innovative Automotive Battery Technology Layout
• 2.15 Gotion High-Tech
• Overall Layout and Technological Evolution of Automotive Batteries
• Automotive Battery Technology Route Layout and Evolution Strategy
• Layout of Research Bases
• Key Customers of Automotive Batteries and 2025 Sales of Key Vehicle Models Supported
• 2.16 Great Power Energy & Technology
• Overall Layout and Technological Evolution of Automotive Batteries
• Automotive Battery Technology Route Layout and Evolution Strategy

3 OEMs' Layout of Integrated Batteries and Innovative Battery Technologies

• 3.1 Leapmotor
• Iteration Process of Battery Technology
• Integrated Battery Technology Solutions (1)
• Integrated Battery Technology Solutions (2)
• Integrated Battery Technology Solutions (3)
• Summary and Comparison of Integrated Battery Technologies
• Integrated Battery Technology Applied Models
• 3.2 BYD
• Progress in Battery Technology
• Integrated Battery Technology Solutions (1)
• Integrated Battery Technology Solutions (2)
• Integrated Battery Technology Solutions (3)
• Automotive Battery Technology Solutions (1)
• Automotive Battery Technology Solutions (2)
• Automotive Battery Technology Solutions (3)
• Innovative Automotive Battery Technology Layout (1)
• Innovative Automotive Battery Technology Layout (2)
• Innovative Automotive Battery Technology Layout (3)
• 3.3 Li Auto
• Battery Technology Solutions
• Battery System Suppliers
• 3.4 SAIC Motor
• Automotive Battery Technology Solutions (1)
• Automotive Battery Technology Solutions (2)
• Innovative Automotive Battery Technology Layout (1)
• Innovative Automotive Battery Technology Layout (2)
• Innovative Automotive Battery Technology Layout (3)
• Innovative Automotive Battery Technology Layout (4)
• 3.5 JAC
• Integrated Battery Technology Application Cases (1)
• Integrated Battery Technology Application Cases (2)
• Integrated Battery Technology Application Cases (3)
• 3.6 Great Wall Motor
• Global Layout of Battery R&D Institutions
• Battery Technology Solutions
• Innovative Battery Technology Layout
• 3.7 Changan
• Integrated Battery Technology Solutions
• Integrated Battery Application Cases
• New Battery Technology Solutions and Cooperation
• Innovative Battery Technology Layout
• 3.8 FAW
• Integrated Battery Technology Solutions
• Integrated Battery Technology Cooperation Cases
• Innovative Automotive Battery Technology Layout (1)
• Innovative Automotive Battery Technology Layout (2)
• 3.9 GAC Group
• Integrated Battery Technology Solutions and Application Cases
• Automotive Battery Technology Solutions
• Innovative Automotive Battery Technology Layout
• 3.10 XPeng
• Integrated Battery Technology Solutions
• Integrated Battery Technology Applied Models
• Battery Technology Solutions
• Innovative Battery Technology Layout
• Battery Suppliers for On-Sale Models
• 3.11 Chery
• New Battery Technology Solutions and New-Generation Battery Technology Layout
• Cooperation and Application Cases in New Battery Technology Solutions
• 3.12 Geely
• Integrated Battery Technology Solutions
• Integrated Battery Technology Applied Models
• Battery Technology Solutions
• Innovative Battery Technology Layout
• 3.13 NIO
• Integrated Battery Technology and Application Cases
• 3.14 Xiaomi Auto
• Integrated Battery Technology and New-Generation Battery Technology Layout
• Battery Solution of Xiaomi SU7
• 3.15 AVATR
• Integrated Battery Technology and Application Cases
• Shenxing 4C Super Hybrid Battery
• 3.16 Harmony Intelligent Mobility Alliance (HIMA)
• Automotive Battery Technology Solutions
• 3.17 Voyah
• Automotive Battery Technology Solutions
• 3.18 BAIC BJEV
• Automotive Battery Technology Solutions
• 3.19 Tesla
• Integrated Battery Technology Solutions
• Automotive Battery Technology Solutions
• Innovative Automotive Battery Technology Layout (1)
• Innovative Automotive Battery Technology Layout (2)
• 3.20 Nissan
• Battery Design of Third-Generation LEAF
• Third-Generation LEAF
• e-POWER Technology
• All-Solid-State Battery
• 3.21 BMW
• Automotive Battery Technology Solutions
• Sixth-Generation Battery System Integration Solutions
• 3.22 Ford
• Integrated Battery Technology Patents
• Integrated Battery Technology Cooperation and Applied Models
• Innovative Battery Technology Layout
• 3.23 Volkswagen
• Integrated Battery Technology Layout

4 Development Trends of New Energy Vehicle Batteries

• 4.1 Trend 1
• Ultra-Fast Charging Rates of Batteries from Mainstream Manufacturers, 2025
• List of Ultra-Fast Charging Rates of Mainstream Vehicle Models
• Automotive Ultra-Fast Charging Batteries (1)
• Automotive Ultra-Fast Charging Batteries (2)
• Automotive Ultra-Fast Charging Batteries (6)
• 4.2 Trend 2
• Ultra-Fast Charging Systems
• OEMs' Technical Planning of Self-Operated Ultra-Fast Charging Stations
• Comparison of Ultra-Fast Charging Technology Solutions between OEMs
• Comparison of Core Parameters and Technical Solutions of Megawatt Charging Piles between OEMs
• OEMs' Layout of Self-Operated Ultra-Fast Charging Stations/Piles
• Cases of OEMs' Self-Operated Ultra-Fast Charging Stations (1)
• Cases of OEMs' Self-Operated Ultra-Fast Charging Stations (2)
• Ultra-Fast Charging Products and Product Planning of Charging Facility Suppliers
• Cases of Ultra-Fast Charging from Charging Facility Suppliers (1)
• Cases of Ultra-Fast Charging from Charging Facility Suppliers (2)
• 4.3 Trend 3
• Major Manufacturers Have Made Layout in PHEV & REEV Batteries
• Business and Product Progress of Core Suppliers of REEV Batteries
• Ultra-Fast Charging Configuration of REEV Batteries
• PHEV & REEV Battery Products and Technology Trends (1)
• PHEV & REEV Battery Products and Technology Trends (2)
• PHEV & REEV Battery Products and Technology Trends (3)
• PHEV & REEV Battery Products and Technology Trends (4)
• Cases of PHEV & REEV Batteries (1)
• Cases of PHEV & REEV Batteries (5)
• REEV Batteries (1)
• REEV Batteries (2)
• REEV Batteries (3)
• REEV Batteries (4)
• HEV Battery Products and Technology Trends (1)
• HEV Battery Products and Technology Trends (2)
• HEV Battery Products and Technology Trends (3)
• HEV Batteries (1)
• HEV Batteries (2)
• HEV Batteries (6)
• 4.4 Trend 4
• Large Cylindrical Batteries
• Large Cylindrical Batteries Become the Development Direction of Ultra-Fast Charging Batteries
• Large Cylindrical Batteries Improve Market Competitiveness through Structural Innovation and New Material Application
• Major Suppliers' Mass Production Planning for Large Cylindrical Batteries (1)
• Major Suppliers' Mass Production Planning for Large Cylindrical Batteries (2)
• Installation Process of Large Cylindrical Battery Products
• Cases of Large Cylindrical Battery Products (1)
• Cases of Large Cylindrical Battery Products (2)
• Cases of Large Cylindrical Battery Products (3)
• Cases of Large Cylindrical Battery Products (4)
• 4.5 Trend 5
• Solid-State Batteries Enter the Road Test Stage in 2026
• Mass Production Time of Solid-State Batteries of Key OEMs and Suppliers (1)
• Mass Production Time of Solid-State Batteries of Key OEMs and Suppliers (2)
• Mass Production Time of Solid-State Batteries of Key OEMs and Suppliers (6)
• 4.6 Trend 6
• New Energy Battery Technologies Make Rapid Breakthroughs in the Commercial Vehicle Field, with Multiple Products Applied (1)
• New Energy Battery Technologies Make Rapid Breakthroughs in the Commercial Vehicle Field, with Multiple Products Applied (2)
• Summary of Products and Technologies of Core Suppliers of Commercial Vehicle Ultra-Fast Charging Batteries (1)
• Summary of Products and Technologies of Core Suppliers of Commercial Vehicle Ultra-Fast Charging Batteries (2)
• Status Quo of Commercial Vehicle Ultra-Fast Charging Batteries
• Cases of Commercial Vehicle Ultra-Fast Charging Batteries