China's Lithium Battery Industry Will Accelerate Globalization In 2025, With Intensive Production Capacity Being Implemented In Southeast Asia and Europe.

2025 marks the entry of China's lithium battery industry globalization process into a new stage with "capacity landing" as the core, shifting from early strategic announcements to large-scale production in Southeast Asia, Europe and other places, promoting the systematic overseas expansion of the entire industry chain from positive electrode materials, diaphragms to equipment. In Southeast Asia, Longpan Technology's Indonesian phase I 30,000-ton lithium iron phosphate plant was put into operation at the beginning of the year. As Indonesia's first large-scale LFP project, the lithium battery positive electrode base has achieved stable shipments and started the construction of the second phase with a capacity of 90,000 tons; the 5 billion yuan long-term order it signed with Yiwei Lithium Energy directly enables the latter's supply chain guarantee for Southeast Asia's lithium battery plant. The layout in Malaysia is also accelerating: Yiwei Lithium Energy's first overseas lithium battery factory was put into production in January, and Xingyuan Material's high-performance diaphragm factory went into mass production in late June, driving the localization of core lithium battery materials such as positive electrodes and diaphragms. In Europe, lithium battery producers have made intensive moves - Tianci Materials invested 2 billion yuan in Morocco to build an integrated electrolyte base with an annual output of 150,000 tons; Hungary has gathered Zhongtian Technology's 640 million square meters of diaphragm base and Kunlun New Materials electrolyte project; Zhongke Electric has planned a 200,000-ton negative electrode material base in Oman, the Middle East, reflecting the diversification of the global layout of leading companies. This transition from "announcement" to "implementation" stems from the dual-wheel drive: the urgent demand for local supply chains during the capacity release period of downstream lithium battery factories such as CATL and EVE Energy in 2025; the competitive pressure of the domestic lithium battery industry chain with a gross profit margin below 4% has forced them to go overseas. The equipment link has completed the closed loop simultaneously: 56% of Haimuxing Laser's new orders in the first quarter of 2025 came from overseas lithium battery projects, and core equipment has accelerated the matching of new lithium battery plants in Southeast Asia and Europe. With the close collaboration between material factories, equipment manufacturers and battery factories in Indonesia, Hungary and other places, China's lithium battery industry is realizing the global output of technology, standards and industrial ecology, reshaping the international competition landscape.