01. BYD Set to Enter the Two- and Three-Wheeler Battery Market
BYD is poised to make a significant move into the electric two- and three-wheeler battery market. On May 17, the company will host a global product launch at its Shenzhen headquarters, introducing a full range of LFP (lithium iron phosphate) batteries for these vehicle types. Under the slogan “Lead-Acid Exit, LFP Entry”, BYD signals its ambition to phase out traditional lead-acid batteries in favor of safer, longer-lasting LiFePO₄ alternatives.
Industry sources report that BYD has already opened battery retail outlets in Chengdu and will soon kick off a range test competition to promote its new products. This launch marks BYD’s full-scale entry into the lightweight e-mobility sector, aiming to reshape the landscape of urban mobility with safer, longer-lasting lithium solutions.
02. China’s Lithium Battery Industry Sees ¥254.9 Billion in Q1 Investment
According to incomplete statistics from GGII (Gaogong Industry Institute), China’s lithium battery supply chain—including battery cells, cathode materials, anode materials, separators, electrolytes, and current collectors—saw 72 new expansion projects in Q1 2025, involving total planned investments of ¥254.9 billion (~USD 35 billion).
This amount already represents 51.4% of the total investment seen in 2024, highlighting a massive acceleration in capacity-building across the country. Among the segments, lithium battery cell manufacturing accounted for 40% of projects and nearly 60% of investment value. Positive electrode materials and precursors followed, making up 16% of projects and 19% of capital.
03. CATL and Mitsubishi Chemical Reach Patent Licensing Agreement
Contemporary Amperex Technology Co., Limited (CATL) has signed a technology licensing agreement with Mitsubishi Chemical’s subsidiary MU Ionic Solutions (MUIS). The deal involves MUIS’s patents related to lithium-ion secondary batteries. This agreement marks another strategic move by CATL to strengthen its intellectual property portfolio and global cooperation as it expands overseas.
04. Farasis Energy SPS Battery Pack Passes CN-CAP Bottom Scrape Test
Farasis Energy announced that its SPS battery pack has successfully passed the 2024 edition of China NCAP’s new underbody impact safety test, making it one of the first to meet this updated national standard.
The CN-CAP bottom scrape test, introduced for the first time in 2024, simulates real-world underbody impact conditions for electric vehicles. During the test, the vehicle strikes a 150mm spherical obstacle at 30–31 km/h, targeting the front-bottom area of the battery pack. The test screens for potential hazards including thermal runaway, electrolyte leakage, or insulation failure. This milestone demonstrates Farasis’s advancements in battery safety and structural resilience.
♻ Battery Recycling Sector
01. Hubei Ecology and Jingzhou Industrial Investment Sign Green Partnership
Hubei Ecology and Jingzhou Industrial Investment Group have signed a strategic cooperation agreement to develop recycling solutions for batteries, plastics, and synthetic fibers. The partnership aims to build a model green circular economy project in Jingzhou, focusing on battery recycling and resource reutilization. This reflects broader trends in China's push for sustainable development and second-life battery value chains.
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