According to the data from the National Energy Administration, in 2025, the historical consumption of the whole society in China exceeded 10 trillion kWh, reaching 10.4 trillion kWh, up 5% year on year.

This figure set a record of electricity consumption in a single country in the world, which is more than twice the annual electricity consumption of the United States and exceeds the total annual electricity consumption of the four economies of the European Union, Russia, India and Japan.

This not only demonstrates the strong kinetic energy of China's economic development, but also reveals the profound changes in energy structure and industrial ecology.

It is worth noting that the lithium battery industry, with the role of one of the important carriers of green energy, is becoming a "key hub" in series with the upgrading of the tertiary industry, the transformation and upgrading of energy and the competition of global emerging industries ", its supporting role is not only reflected in the structural transformation of the domestic economy, but also extends to the frontier track of global science and technology.

Lithium battery as the core: the energy cornerstone for the high-quality development of the tertiary industry

data show that in 2025, the electricity consumption of China's tertiary industry reached 1994.2 billion kWh, with a year-on-year growth rate of 8.2 percent, accounting for nearly 20 percent of the country's annual electricity consumption.

Among them, the electricity consumption growth rate of the charging and switching service industry is close to 50%, reaching 48.8 percent; The electricity consumption growth rate of information transmission, software and information Polytechnical services reaches 17.0 percent. This shows that the popularity of new energy services, digital economy, artificial intelligence and other fields has become the main reason for driving the growth of electricity consumption in the tertiary industry.

Industry insiders pointed out that high-growth areas such as charging and exchanging electricity and intelligent computing centers are not only the main source of market demand for lithium batteries, but also energy carriers (power batteries and energy storage batteries) for lithium batteries. It provides important support for the rapid development of these fields.

Charging and switching services and power battery technology development promote each other

in 2025, the production and sales volume of new energy vehicles in the domestic market exceeded 16 million, and the penetration rate of new vehicles exceeded 50%, driving the power battery installation to exceed 700GWh, building a solid basic disk of lithium battery application scenarios. At the same time, charging and switching services provide power for power batteries to optimize energy efficiency and broaden their own application scenarios.Support.

The explosive growth of the charging and switching circuit is essentially a "two-way rush" between the demand of the power battery market and the service upgrading of the tertiary industry ".

With the continuous upgrading of lithium batteries to the direction of high specific energy, high magnification, long cycle and high safety, the threshold of new energy services has been lowered and the electric transformation of travel, logistics and transportation, construction machinery and other industries has been accelerated.

At the same time, with the popularization of 360kW-800kW super-charging piles, the increase of megawatt super-charging piles and the promotion of standardization of power exchange have also driven the continuous expansion of the charging and power exchange battery market.

This virtuous circle of "demand traction technology research and development, technology feeding industry upgrading" promotes the dual breakthrough of scale effect and efficiency improvement of power battery industry chain.

Computing power revolution has become a new growth pole of lithium battery industry

at this stage, the AI computing power revolution has opened up a "new blue ocean" for the lithium battery industry ". The high growth rate of the information transmission service industry in 2025 is actually a mapping of the energy demand of the global AI industry power-hungry.

This trend promotes the distribution and storage of intelligent computing centers from "optional" to "just needed", while lithium battery energy storage relies on the advantages of long cycle and low cost, it has gradually become one of the core energy facilities of the computing power revolution.

Meanwhile, lithium battery energy storage upgrade to long-term, wide temperature range, and high security. You can supply power to the Intelligent Computing Center to further support AI a large model training and intelligent computing power expansion, so as to form a spiral upgrade of "computing power demand-energy storage support-AI iteration" and help China seize the first opportunity in the global science and technology competition.

Lithium battery industry jumped to the strategic anchor point of the game of productivity in big countries

institutions generally predict that during the "15th Five-Year Plan" period, the average annual growth rate of electricity consumption of the whole society in China is between 4.2% and 5.6%.. If GDP grows at an average annual rate of 5%, according to the power elasticity coefficient, the growth rate of electricity consumption in the whole society is about 5.5 percent, and it is expected to exceed 13 trillion kWh by 2030."

under this background, it is expected to fully activate the market demand of new energy batteries and promote the industry from scale competition to value competition.

At present, in the upstream link, high-pressure solid lithium iron phosphate cathode material has become a must-fight Highland. The fourth generation of products have been robbed by the market, and the fifth generation of products of head enterprises have entered the pilot stage; High nickel, silicon-based anode, high-end materials such as ultra-thin fluid collection will also be upgraded and iterated.

In the middle reaches, high-ratio hybrid solid-liquid batteries and sodium batteries with resource advantages are expected to achieve new breakthroughs in power, energy storage and other markets this year.

At present, Ningde era, Fredi battery, Guoxuan Gaoke, Yiwei Lithium Energy, Zhengli Xinneng, Funeng technology, Ruipu Lanjun, honeycomb energy, Zhongqi Xinneng, Zhongke Haina, Weike technology, Na Chuang new energy, many battery enterprises such as Hua Yu sodium electricity, Zhong na energy, green sodium technology and so on all add codes in the field of mixed solid-liquid batteries or sodium batteries to grasp new market opportunities.

In the downstream link, the global AIDC construction will speed up in 2026, which will drive the rapid growth of battery distribution; The new energy vehicle market continues to expand; Low-altitude Economy, electric ships, space computing power and other fields, it will also gradually increase the market demand for new energy batteries.

Musk recently revealed that its Giwa super computing cluster Colossus 2 has been put into operation, and the upgrade target is 2GW, which shows the potential of AIDC's large-scale demand for lithium batteries. Under the background of the rapid growth of global AIDC power consumption, Lithium Energy storage is expected to become the hub of competition in emerging industries.

According to the report "energy and artificial intelligence" of the International Energy Agency, the growth rate of power consumption in data centers has accelerated significantly. By 2030, the total global consumption will reach 945TWh, accounting for more than 20% of the global electricity demand growth, among them, artificial intelligence has become the leading factor of energy consumption growth.

Energy has become the core resource of productivity in various countries. To be able to leverage more green energy and empower the development of emerging strategic industries, so that the lithium battery industry will no longer be a simple supporting link for new energy, it is a "strategic anchor point" for the competition between the "energy center" of the game of upgrading the productivity of large countries and the emerging industries of various countries".

This "energy competition" has surpassed the market competition at the enterprise level and has become a strategic game related to the long-term competitiveness of various countries. Lithium battery industry will not only activate trillions of green economic kinetic energy, but also may reshape the global industrial division of labor pattern and continuously inject "green power" into the development of emerging strategic industries ".