—Classification, Policies, Shipment Volume, and Competitive Landscape

1. Definition and Industry Scope of Light Power Batteries

Light power batteries refer to rechargeable secondary batteries primarily used in light electric mobility and portable power equipmenty compris :

Electric bicycles (E-bikes)

Electric motorcycles and scooters

Delivery and shared mobility vehicles

Drones and small UAVs

Electric power tools

Portable energy storage systems

Compared with traction batteries for electric vehicles (EVs) or grid-scale energy storage systems, light power batteries emphasize high energy density, lightweight design, compact size, long cycle life, and safety performance.

Ces dernières années, batteries lithium-ion have rapidly replaced traditional lead-acid batteries, becoming the mainstream technology route for the light power battery market.

2. Policy Environment: Strong Regulatory and Structural Support

The rapid development of China’s light power battery industry is closely linked to national and local policy guidance.

Key policy directions include:

New national standards for electric bicycles, accelerating lithium battery adoption

Battery safety and technical specifications, guiding product quality upgrades

Recycling and traceability regulations, improving environmental sustainability

Industrial clustering policies, encouraging scale and specialization

These policies have effectively:

Raised entry barriers

Eliminated outdated capacity

Encouraged enterprises to increase R&D investment

Promoted industry standardization and long-term growth

Overall, China’s policy environment continues to favor lithium battery technology and compliant manufacturers, providing a solid foundation for industry expansion.

3. Market Growth and Shipment Volume (2020–2024)

From 2020 to 2024, China’s light power battery market entered a golden growth cycle.

Driven by multiple factors:

Implementation of new national standards

Rapid growth of food delivery and shared mobility

Accelerated replacement of lead-acid batteries by lithium batteries

Breakthroughs in energy density and safety technologies

China’s light power battery shipments increased from 10.7 GWh in 2020 to 55.3 GWh in 2024, achieving a compound annual growth rate (CAGR) of approximately 50.9%.

This growth reflects not only strong domestic demand, but also the rising competitiveness of Chinese lithium battery manufacturers in the global market.

4. Competitive Landscape: Multi-Tier Market Structure

Leading Enterprises

CATL (Contemporary Amperex Technology Co., Limited)
Maintains a leading position globally with high market share, benefiting from scale, technology, and supply chain advantages.

BYD
Strong competitiveness in the domestic market, supported by its integrated vehicle and battery ecosystem.

Specialized Light Power Battery Players

Xingheng Power (Phylion)
Well-established in lithium batteries for electric bicycles and light electric vehicles.

EVE Energy and others
Occupy stable positions in specific segments and application scenarios.

International Competitors

Samsung SDI, Murata, and other international brands
Compete in high-end segments with strong technology and brand recognition.

Overall, the industry forms a coexistence pattern of domestic and international competition, with clear segmentation by application, price, and performance.

5. Industry Trends: From Volume Growth to Quality Competition

As the industry matures, competition is gradually shifting from capacity expansion to:

Energy density optimization

Safety and thermal management improvement

Durée de vie plus longue

Cost-performance balance

Customization and application-specific solutions

This trend opens opportunities for mid-to-large manufacturers with strong engineering and manufacturing capabilities, especially those capable of flexible OEM/ODM services.

6. Huatai Battery: Positioning in the Light Power Lithium Battery Market

Shandong Huatai New Energy Battery Co. Ltd. has long been recognized as a large-scale dry battery manufacturer and alkaline battery producer, with extensive experience in mass production, quality control, and international exports.

In recent years, Huatai has actively expanded into the lithium battery and light power battery sector, focusing on:

Lithium-ion battery packs for light electric vehicles

Small power lithium batteries for tools and portable devices

Modular battery systems with enhanced safety and stability

OEM and private-label solutions for overseas markets

By leveraging its strengths in:

Large-scale automated manufacturing

Cost control and supply chain management

Export compliance and international certifications

Huatai is well positioned to serve emerging markets that demand reliable, cost-effective light power lithium battery solutions, particularly in Africa, Southeast Asia, the Middle East, and Latin America.

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7. Conclusion: Structural Growth with Long-Term Opportunities

By 2025, China’s light power battery industry has entered a stage of high growth combined with structural optimization.

Policy support remains strong

Market demand continues to expand

Lithium batteries are replacing lead-acid batteries at an accelerated pace

Industry concentration is gradually increasing

For enterprises like Shandong Huatai New Energy Battery Co. Ltd., the future opportunity lies not only in capacity expansion, but in:

Application-focused product development

Cost-performance optimization

International market localization

Long-term partnerships with OEM and B2B customers

As global demand for light electric mobility and portable energy solutions continues to rise, China’s light power lithium battery manufacturers are expected to play an increasingly important role in the global battery supply chain.