Top 10 Rankings of Lithium Batteries, Sodium Batteries, Solid-State Batteries, and More Released! New Changes This Year!

On the afternoon of the 11th, Wu Hui, General Manager of the Research Department of the Yivi Economic Research Institute and Director of the China Battery Industry Research Institute, released the annual competitiveness brand list for the year 2025, covering ten categories including cathode materials, anode materials, electrolytes, separators, lithium batteries, new energy vehicles, charging piles, energy storage batteries, solid-state batteries, and sodium batteries in the Chinese battery new energy industry at the forum.

ABEC 2025 | The 12th China (Suzhou) Battery New Energy Industry International Summit Forum

Battery Hundred People Conference - Battery Network, November 11 (Xiao He, Suzhou, Jiangsu, Live Report)From November 11 to 13, the 12th China (Suzhou) International Summit Forum on Battery New Energy Industry (ABEC 2025) will be held in Xiangcheng, Suzhou. It is organized by the Zhongguancun New Battery Technology Innovation Alliance and the ABEC organizing committee, with joint sponsorship from Battery Network, Hairong Network, I Love Electric Vehicles Network, Energy Finance Network, and the Battery Hundred People Association.

The forum is themed "Innovation and Adaptation: Reshaping Value - Resilience and Strength in China's Battery New Energy Industry Reshuffle Cycle." It brings together over 500 elite representatives from various sectors including government, industry, academia, research, finance, services, and application within the global battery new energy industry chain. Through multidimensional exchanges of ideas and sharing of frontier insights, the attendees collectively explore development paths in the new cycle, promote value dialogue and precise resource matching, and jointly chart a new growth curve for high-quality development of the industry, injecting sustainable development momentum into the global battery new energy industry.

Wu Hui, General Manager of the Research Department at the Yiwei Institute of Economic Research/Director of the China Battery Industry Research Institute

On the afternoon of the 11th, Wu Hui, General Manager of the Research Department of Yiwei Economic Research Institute/Director of the China Battery Industry Research Institute, released the 2025 annual list of the top ten competitive brands in the Chinese battery new energy industry, including cathode materials/anode materials/electrolyte/separator/lithium battery/new energy vehicles/charging piles/energy storage batteries/solid-state batteries/sodium batteries.

"The principles of evaluation that have been adhered to for many years in this list are 'not only one scale, not only one capacity, not only one system.' A comprehensive evaluation model of enterprise competitiveness is constructed through multiple dimensions such as production capacity, sales data, customer structure, financial status, profitability, overall reputation, company credit, product quality, technological strength, operational mechanisms, and media disclosures. This model, combined with qualitative indicators like expert assessments, ultimately selects the top ten enterprises in each sub-sector of the industrial chain. The aim is to objectively evaluate the long-term core competitive strength of industrial chain enterprises from multiple dimensions, through data analysis and research, to identify truly valuable companies for long-term investment. This serves as a reference for local governments, investment institutions, industrial chain enterprises, and academic institutions in selecting cooperation partners."

Wu Hui introduced that the competitive brand ranking list was jointly released by EVTank, Hairoda.com, Battery.com, Yiyi Economic Research Institute, and China Battery Industry Research Institute. Since its first release at the ABEC 2014 forum, the list has been published for 12 consecutive sessions.

Regarding the "2025 China Lithium Battery Industry Power Battery Annual Competitiveness Brand Ranking," Wu Hui analyzed that the competition landscape has changed significantly from the early stage of subsidies to the current market-oriented development. After so many years of development, the competitiveness of the second-tier power battery companies has gradually increased, posing a considerable challenge to the top two companies. This year, many new companies have gradually entered the top ten of the ranking, with a notable example being the dark horse Chunan. This company initially positioned itself in the energy storage sector and has now made significant progress in power battery installation volume. Although it has not entered the top ten based on installation volume, its rapid progress reflects its development potential. The ranking considers not only scale but also a broader range of comprehensive competitiveness.

Regarding the "2025 Annual Competitiveness Brand List of Energy Storage Batteries in China's Lithium Battery Industry," Wu Hui predicts that next year, the shipment volume of energy storage batteries may surpass that of power batteries, especially with the development of independent energy storage (including DC energy storage for AI data centers), which will have a significant impact on the competitive landscape of the entire energy storage industry. This year's energy storage list has also seen some companies making rapid progress, such as Yiwei Lithium Energy, which has ranked very high in shipment volume, and Chuangneng, which has also made significant advancements.

Wu Hui introduced the "2025 China Solid-State Battery Industry Annual Competitiveness Brand List," noting that there have been noticeable changes in the field of traditional liquid batteries. CATL's position is not ranked very high, primarily due to the assessment of the future competitive landscape of the entire solid-state battery industry. The next phase of industrialization of solid-state batteries may lead to changes in the competitive landscape of lithium batteries between China, Japan, South Korea, or Western countries, which will certainly also lead to significant changes in the competitive landscape among companies. Wu Hui believes that the only opportunity to surpass the industry leaders may arise from some changes during the new technological iteration process.

Regarding the "2025 China Sodium Ion Battery Industry Annual Competitiveness Brand Ranking," Wu Hui stated that sodium batteries have garnered significant attention in recent years, especially with the rising prices of lithium carbonate, which has brought new development opportunities for sodium batteries. If lithium battery prices continue to rise due to cost pressures, the cost advantages of sodium batteries may gradually become apparent. In addition to traditional lithium battery companies, new companies focused on sodium ion batteries are also emerging on the ranking list, such as Zhongke Haina, Wuxi Pangu, and NME.

Wu Hui analyzed the "2025 Annual Competitive Brand List of Cathode Materials in China's Lithium Battery Industry," stating that this year, due to the rapid increase in the shipments of lithium iron phosphate, the top two positions on the cathode materials list are mainly occupied by lithium iron phosphate companies. As shipments increase, the rankings of ternary material and high-nickel material companies may return to the forefront.

Wu Hui introduced the "2025 China Lithium Battery Industry Anode Material Annual Competitiveness Brand List," stating that this year's list of anode materials focuses on silicon-carbon anodes. Silicon-based anode materials include not only silicon-carbon but also silicon-oxygen, and their shipment volumes have rapidly increased. Among them, semi-solid or solid-state anodes are equipped with silicon-based anode materials. The list considers not only traditional graphite anodes and emerging silicon-carbon anodes but also takes into account the relevant situations in overseas markets after the country implemented regulatory measures on the anode material industry chain.

Wu Hui stated regarding the "2025 Annual Competitiveness Brand List of China's Lithium Battery Industry Separator" that due to the recent demand for high energy density and high rate, the shipment volume of wet process separators has seen significant growth. The changes in separator companies over the past few years have not been substantial, but the shipment volumes of new entrants have increased significantly, potentially leading to considerable changes in the future landscape.

Regarding the "Annual Competitiveness Brand List of Electrolytes in China's Lithium Battery Industry for 2025," Wu Hui mentioned that the electrolyte has recently gained significant attention due to rising prices. The leading solvent company, Shida Shenghua, has seen its shipment volume rise to the forefront. In the future, the involvement of major chemical companies in electrolyte products may lead to significant changes in the landscape of electrolyte enterprises.

Wu Hui believes that charging stations are no longer the bottleneck restricting the development of electric vehicles. On highways during holidays, there might be long waiting times for charging, but this issue is almost non-existent at other times. As an important segment of new infrastructure, the construction of charging stations has seen the entry of numerous private enterprises, state-owned enterprises, including China National Petroleum Corporation, Sinopec, and State Grid Corporation of China. The changes in the future landscape are worth noting.

Regarding the "2025 Annual Competitiveness Brand Rankings of China's New Energy Passenger Car Industry," Wu Hui analyzed, "The last category is pure electric passenger cars, why is it singled out? Because we believe this is a consumer-facing product. Among the ten companies on the list, the first category can be divided into state-owned enterprises, such as Changan Automobile and SAIC-GM Wuling, as well as private companies like BYD and Seres, along with new car-making forces like Xiaomi, Leap Motor, and NIO. There are also noticeable changes compared to last year. This year, Xiaomi has experienced many safety incidents recently, which have had a significant impact on it. Among the state-owned enterprises, Changan is growing very quickly. The changes in XPeng and Li Auto also reflect their product competitiveness."