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In 2026, as a crucial year for the iteration of domestic electric vehicle power battery technology and the upgrading of industry standards, the new energy battery industry is facing a combination of multiple positive factors. The core battery technology of leading enterprises has made intensive breakthroughs, the mass production process of sodium ion batteries has accelerated, and large capacity long-lasting batteries for two - and four-wheel electric vehicles have been launched in bulk. In addition, new regulations for the recycling of waste batteries have been implemented, and the new national standard GB38031-2025 for electric vehicle batteries will be officially implemented in July. The domestic electric vehicle battery market has completely bid farewell to the three major industry pain points of range anxiety, safety hazards, and disorderly recycling. The national electric travel has officially entered a new development stage of long range, high safety, low cost, and recyclability. The foundation for high-quality development of the new energy industry continues to solidify.

In the core battery technology innovation track, domestic power battery enterprises have achieved a leapfrog breakthrough, and multiple cutting-edge technologies have completed industrialization preparations, completely breaking the bottleneck of traditional lithium battery development. The technology layout of leading enterprises in power batteries has been comprehensively accelerated. Among them, CATL has fully overcome the four core technical difficulties in the mass production of sodium ion batteries, and has determined to achieve large-scale production of sodium ion batteries by the end of 2026. The new generation of sodium batteries perfectly solves the industry's stubborn problems such as reduced winter endurance and low-temperature performance degradation of traditional lithium batteries, with ultra-high safety properties such as non ignition and non explosion, while getting rid of high dependence on lithium mineral resources and effectively avoiding market risks caused by fluctuations in raw material prices. BYD's third-generation sodium ion battery has also completed small-scale trial production, focusing on adapting to diverse application scenarios such as economical new energy passenger vehicles, two wheeled electric vehicles, and large-scale energy storage, highlighting its cost-effectiveness advantages. At the same time, high-end technologies such as condensed matter batteries and large cylindrical battery cells continue to be deployed. After the mass production and application of the third-generation Kirin battery, the range of new energy passenger vehicles easily exceeds 1000 kilometers, and the flagship model version can reach a range of 1500 kilometers. Aerospace grade battery technology has officially become widely used in civilian applications.

The two wheeled electric vehicle battery market has ushered in a comprehensive upgrade, with automotive grade lithium battery technology fully sinking into the civilian travel market, completely rewriting the short distance cycling experience. In response to the core needs of daily commuting and cross city cycling of the general public, BYD has launched the Riding Fortress series of high-capacity dedicated lithium batteries. The top of the line specification is 76V96Ah, with a storage capacity of up to 7.3 kWh. Two wheeled electric vehicles equipped with this battery can easily exceed a comprehensive range of 300 kilometers, with over 3000 battery charging and discharging cycles. The official standard 5-year warranty service is provided, and the overall design service life is up to 10 years, greatly improving durability and practicality. The new energy safety brand under CATL, which focuses on the field of two wheel travel batteries, has simultaneously launched the E30P large cylindrical lithium battery, which is compatible with mainstream flagship electric motorcycle models such as the No. 9. It has strong power performance, with a normal riding range of 195 kilometers on full charge, balancing power output and range performance. Compared to traditional lead-acid batteries, the new long-lasting lithium battery has a smaller volume, lighter weight, and doubled service life, completely solving the pain points of people's livelihood such as frequent replacement of old batteries, reduced battery life, and charging bulges.

The industry standard system has been synchronously improved, and the implementation of dual regulations has strengthened the defense line of battery safety and green recycling. The industry has entered a new stage of standardization and regulation development. Starting from April 1st this year, the new regulations for the management of waste electric vehicle battery recycling in China have been officially implemented, clarifying the main responsibilities of battery production enterprises, car companies, dealers, and maintenance stores for the entire recycling chain. A standardized waste battery recycling and transportation system has been established, and the chaos of private dismantling and unauthorized modification, arbitrary disposal of waste and old batteries, and illegal reselling have been severely cracked down on. This promotes the industrial development of waste battery recycling and material regeneration, which not only reduces the cost of raw materials for new battery production, but also effectively protects the safety of the ecological environment. The new national standard GB38031-2025 for electric vehicle batteries, which will officially come into effect on July 1st, further refines the safety standards for battery cells, waterproof and explosion-proof levels, and charging protection specifications. It comprehensively tightens the requirements for the entire process of electric vehicle battery production, assembly, and factory testing, eliminates outdated low safety lead-acid batteries and inferior non-standard lithium battery products, and forces the industry to eliminate low-end production capacity and overall improve the safety protection level of electric vehicle batteries.

From the perspective of the overall development pattern of the industry, the growth momentum of the new energy battery industry will continue to shift in 2026, and the energy storage battery market will grow rapidly, forming a two-way coordinated development pattern with power batteries. According to industry statistics in the first quarter, the shipment volume of domestic energy storage lithium batteries reached 215 GWh, a significant increase of 139% year-on-year. The annual growth rate is expected to exceed 35%, and the growth rate of the energy storage track is 3.26 times that of the power battery track. Energy storage has replaced traditional power batteries as the core growth pole of the battery industry. Industry professionals analyze that with the large-scale production of sodium batteries, the popularization of flash charging technology, and the comprehensive implementation of new national standards, the electric vehicle market will achieve a new development pattern of oil and electricity same speed energy replenishment, free choice of long and short range, and full coverage of safety and compliance. The penetration rate of the new energy vehicle market is expected to steadily increase, and the travel experience of two wheeled electric vehicles will continue to be optimized, further accelerating the popularization process of electric travel for all.

Industry experts have stated that the current domestic electric vehicle battery technology has achieved independent controllability and overtaking on bends, without relying on high cost solid-state battery research and development. By optimizing the existing liquid battery technology and breakthroughs in sodium battery new technology, a comprehensive upgrade in the three dimensions of safety, cost, and range can be achieved. With the continuous mass production of new technologies, strict implementation of new regulations, and continuous improvement of the recycling system, the electric vehicle battery market will bid farewell to the extensive development model and steadily move towards high-end, safe, green, and affordable directions, providing solid support for the high-quality development of green and low-carbon travel for all and the new energy industry.