On May 30, news broke that the Annual Conference of the China Automotive Power Battery Industry Innovation Alliance had commenced with great fanfare in Nanjing on May 29, 2025. The event was centered around the theme of "Intelligence, Low Carbon, and Globalization." During the conference, Sun Xueliang, a foreign academician of the Chinese Academy of Engineering, highlighted three major challenges currently confronting the power battery industry. Firstly, resource issues are prominent, marked by significant price fluctuations in key metals such as lithium and cobalt, a high dependence on imports, and an inadequate recycling system. Secondly, there is an urgent need to overcome technical bottlenecks. While lithium-ion batteries are increasing in energy density, they face challenges in terms of reduced safety and fast-charging performance. Furthermore, all-solid-state batteries still require improvements in interface impedance, batch consistency, operating pressure, and cost control. Lastly, international policy pressures are on the rise. Notably, the European Union's New Battery Regulation mandates that, starting from 2027, all exported power batteries must carry a "battery passport" detailing information such as carbon footprint and raw material sources, which will directly impact the export costs and competitiveness of China's power batteries.
