In Q1 2026, the global power battery industry reached key turning points. China’s power battery market share worldwide exceeded 70%, and CATL hit a market cap of over two trillion yuan. Driven by breakthroughs in solid-state batteries, second-generation blade batteries and sodium-ion batteries, the sector enters a critical development period.

 

2026 is regarded as the first year for solid-state battery mass production. Major Chinese automakers and battery firms have made major progress: BYD’s sulfide all-solid-state battery passed automotive-grade tests with a 2GWh pilot line in operation; Chery launched high-energy-density solid-state batteries and plans mass launch in 2027; Greater Bay Technology developed zero-liquid electrolyte batteries; Changan also arranged relevant testing plans. Sulfide, oxide and polymer electrolyte technologies advance together. New national battery standards will take effect in July 2026 with unified strict testing rules. Chinese enterprises dominate global solid-state battery patent applications.

 

BYD released its second-generation Blade Battery in 2026. With new composite cathode and silicon-carbon anode materials, its energy density rose by about 40%. It achieves ultra-fast charging and excellent low-temperature resistance. BYD will build 20,000 super charging stations nationwide, and the long-cycle battery will further weaken the competitiveness of Japanese and Korean battery brands.

 

CATL will start mass production of sodium-ion batteries in Q4 2026. It has solved core production difficulties, and its products feature ultra-low temperature resistance and long driving range. Sodium-ion batteries are expected to seize 30%-40% of the market, with BYD and other peers also accelerating layout.

 

China, the U.S. and EU show divided industrial strategies. Global industry policies have shifted from subsidies to standardized regulation, with carbon footprint rules and battery passports becoming mandatory thresholds. The EU and U.S. rolled out protectionist policies to restrict Chinese supply chains.

 

Chinese battery leaders keep strengthening their advantages. In 2026, global electric vehicle and energy storage demand will see strong growth, driving robust demand for power batteries. Though China leads in manufacturing and materials, Europe and the U.S. still control core R&D and industry standards. Green carbon compliance will become a key competitive factor for global battery enterprises in the future.