power and energy‑storage battery industry
Key Points
- Meeting: MIIT (工业和信息化部) convened a symposium on Nov 28, 2025 with Minister Li Lecheng 李乐成 and Vice Minister Xin Guobin 辛国斌, attended by representatives from 12 leading enterprises including 宁德时代, 亿纬锂能, 中创新航, 欣旺达, 容百科技.
- Main goals: curb irrational competition, strengthen intellectual property protection, and steer the sector toward high-quality, sustainable growth using targeted policies and legal/regulatory tools.
- Expectations for firms: prioritize R&D, ensure production consistency and quality control, and shore up IP — MIIT will draft a 15th Five‑Year industry development plan to support innovation.
- Market impact: a policy pivot from permissive scale-at-all-costs to governed, quality-focused development; aggressive low-price expansion or weak IP practices may face stricter oversight and enforcement.

Quick summary: why this meeting matters for the power and energy‑storage battery industry
The Ministry of Industry and Information Technology (MIIT, Gongye he Xinxihua Bu 工业和信息化部) convened a high‑level symposium on November 28, 2025 to address market disorder in the power and energy‑storage battery industry.
The meeting focused on curbing irrational competition, protecting intellectual property, and steering the sector toward high‑quality, sustainable growth.
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Who showed up and what they brought to the table
MIIT Party Secretary and Minister Li Lecheng (Li Lecheng 李乐成) attended and delivered remarks.
MIIT Party member and Vice Minister Xin Guobin (Xin Guobin 辛国斌) presided over the meeting.
Representatives from 12 leading enterprises across the power and energy‑storage battery supply chain exchanged views on production, technology R&D, market competition, and IP protection.
Companies briefed the meeting on their basic conditions, current difficulties, and policy suggestions.
Minister Li listened, exchanged views, and asked MIIT departments to study and act on suggestions item by item.
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Key takeaways from Minister Li’s remarks
- Central leadership priorities: the government places high importance on the development of the power and energy‑storage battery industries.
- Industry strengths: China now enjoys global competitive advantages in market scale, innovation capacity, and industrial system.
- Existing challenges: despite strengths, the sector faces significant problems that require objective, comprehensive responses.
- Policy direction: MIIT will speed up targeted policy measures and use legal and regulatory tools to curb irrational competition.
- Enforcement and monitoring: priorities include capacity monitoring, early warning systems, production consistency checks, and IP protection enforcement.
- Overseas expansion: MIIT will guide enterprises toward orderly and responsible overseas strategies.
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What MIIT expects from enterprises and associations
Enterprises were urged to promote entrepreneurial spirit and to firmly resist irrational competitive practices.
Firms should persist in innovation‑led development, increase R&D spend, and shore up weak links to enhance core competitiveness.
Industry associations were asked to deepen monitoring, strengthen self‑discipline, and help build a cooperative, win‑win ecosystem.
MIIT committed to drafting a scientifically grounded 15th Five‑Year industry development plan and increasing support for technological innovation.

Participants: notable companies represented
Attendees included MIIT departments, provincial industry authorities, and industry association leaders.
Representative companies mentioned in the meeting included:
- Contemporary Amperex Technology Co., Limited (Ningde Shidai 宁德时代, CATL)
- EVE Energy (Yiwei Lineng 亿纬锂能, EVE Energy)
- Zhongchuang Xinhang (Zhongchuang Xinhang 中创新航)
- Sunwoda (Xinwanda 欣旺达)
- Rongbai Technology (Rongbai Keji 容百科技)

MIIT’s concrete priorities going forward
- Targeted policies: formulate and roll out measures to discourage irrational competition and market disorder.
- Legal enforcement: use laws and regulations to enforce fair competition and protect intellectual property rights.
- Capacity monitoring: enhance monitoring, early warning, and macro control to avoid overcapacity and price destabilization.
- Quality oversight: increase supervision of production consistency and product quality to raise industry standards.
- Standards & innovation: support standards development, technology innovation, and more scientific overseas expansion strategies.

Why investors, founders, and operators should care
This meeting signals a clear shift from permissive scale‑at‑all‑costs expansion toward governed, quality-focused development in the battery sector.
Companies that prioritize R&D, product consistency, IP protection, and orderly capacity planning are likely to benefit from both regulatory favor and long‑term competitiveness.
Market players pursuing aggressive, low-price expansion or weak IP practices may face stricter oversight, inspections, and legal consequences.
Industry associations and local authorities are now expected to play a more active role in monitoring and self‑discipline — which changes the rules for partnership, M&A, and overseas deals.

Actionable takeaways for companies in the power and energy‑storage battery value chain
- Audit your capacity plans: match expansion to realistic demand signals and avoid contributing to oversupply and price wars.
- Invest in consistency: prioritize production consistency checks and quality control systems to meet strengthened supervision.
- Protect IP: audit IP portfolios, tighten protections, and prepare to defend core technologies legally and operationally.
- Coordinate on standards: engage with standards bodies and industry associations to influence and align on technical rules.
- Plan overseas growth responsibly: consider political, legal, and operational implications to avoid regulatory pushback.

Closing thought
MIIT’s symposium highlights a policy pivot toward disciplined, innovation‑led growth in the power and energy‑storage battery industry.
Companies that adapt to higher standards, stronger IP enforcement, and smarter capacity planning will be better positioned to win in this new environment.
power and energy‑storage battery industry






