Media reports indicate that from November 2025 to March 23, 2026, the price of lithium carbonate futures has surged by more than 70% cumulatively, and has risen by over 19% since the beginning of this year. As a core raw material in the new energy industry chain, the supply and demand structure of the lithium carbonate market has continued to improve, with a clear upward price trend, providing important support for profit recovery in the A-share lithium battery sector.

Analysts believe that current lithium carbonate inventories remain low, supply elasticity is constrained by external factors, and downstream demand from energy storage, power batteries and other fields is steadily recovering, providing strong support for rising lithium prices. The price rebound has been transmitted to corporate operations, with many listed lithium battery companies seeing a turnaround in performance, showing obvious signs of an industry inflection point. With the stable recovery of lithium carbonate prices, coupled with accelerated overseas expansion of enterprises, resilient demand and advancing technological iteration, the lithium-ion battery industry chain is embracing dual opportunities for development and investment.

Data from Qichacha shows that in 2025, a total of 452 lithium battery-related enterprises were registered in China, a year-on-year increase of 22.2% compared with 2024. As of March 24, 101 such enterprises had been registered in China in 2026. In terms of existing enterprises, there are 17,000 lithium battery-related enterprises in China, with over 40% located in South China. In terms of patents, as of March 24, 2026, China owns 148,000 lithium battery-related patents, dominated by utility model patents, accounting for 54.7%.

1. New Registrations: 22.2% Year-on-Year Increase in 2025

Data from Qichacha reveals that from 2022 to 2025, the number of newly registered lithium battery-related enterprises in China remained between 360 and 460. In 2025, 452 lithium battery-related enterprises were registered nationwide, representing a year-on-year rise of 22.2% from 2024. As of March 24, 101 lithium battery-related enterprises had been registered in 2026.

2. Existing Enterprises: Over 40% Located in South China

According to Qichacha, as of March 24, there are 17,000 existing lithium battery-related enterprises in China. Regionally, 40.1% are based in South China, followed by East China at 31.6%. Southwest and Northwest China have relatively fewer lithium battery-related enterprises, accounting for 5.0% and 2.9% respectively.

3. Patents: China Holds Nearly 150,000 Lithium Battery-Related Patents

Qichacha data shows that as of March 24, 2026, China has 148,000 lithium battery-related patents, with utility model patents as the main type (54.7%), followed by published invention patents (28.3%). Since 2026, 179 lithium battery-related patents have been filed in China.

Source: Tencent Network