Overview
- CCTV reported a forthcoming national “15th Five‑Year” special plan for power batteries to accelerate new battery types, expanded application pilots such as battery swapping and vehicle‑to‑grid, and a carbon management policy framework.
- Yibin reaffirmed its role as a major battery cluster with planned capacity above 300 GWh and 210 GWh built, an integrated upstream‑to‑recycling chain, and roughly one in ten power batteries worldwide produced there.
- Sichuan Saike’s next‑generation high‑safety and all‑solid‑state project was commissioned in Yibin with a 0.5 GWh Phase 1 line toward a 4 GWh plan, citing 300–500 Wh/kg products and stated timelines of 2027 for demos and 2030 for initial industrialization.
- EVE Energy’s chairman emphasized maximizing lifecycle value and solving cold‑climate performance, noting higher recycling value for ternary chemistry versus LFP and the company’s new cold‑region application center in Shenyang.
- Related indicators showed momentum across the tech ecosystem: SMIC posted Q3 revenue of 171.62 billion yuan with net profit up 43% and guided 2025 sales above $9 billion; Tencent said AI materially lifted Q3 results with about half of ad growth from AI; Huawei QianKun set a November 20 ecosystem event in Guangzhou.