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Entering March, the lithium battery industry has shown a positive development trend, and the production scheduling data of lithium battery factories has attracted much attention.

Production scheduling data shows that in March 2025, the production of batteries, positive electrodes, negative electrodes, separators, and electrolytes increased to varying degrees compared to the previous month.

Among them, power batteries are still dominated by lithium iron phosphate, and it is expected that production will increase by 15% -18% month on month; Domestic policies are gradually being optimized, coupled with the recovery of overseas household storage demand, the growth rate of energy storage battery production has increased to 10% -12%. Downstream order demand is strong, and top manufacturers maintain high operating rates.

The production capacity of the lithium battery industry chain has also rebounded comprehensively, with leading enterprises in lithium iron phosphate experiencing a month on month increase of 10% -15% in production capacity; The demand for fast charging has driven a 30% surge in high-voltage negative electrode discharge production; The expansion of diaphragm head enterprises is accelerating, with an expected month on month growth of 12% -15%; The increase in demand for high-voltage electrolytes has driven a 10% month on month increase in production scheduling.

Multiple factors contributed to the increase in production scheduling of lithium power plants in March.

From a policy perspective, the gradual implementation of the "two new" policies in various provinces in China has played a strong driving role in the new energy vehicle market. The increased carbon emissions assessment in Europe is expected to accelerate the penetration rate of new energy vehicles, driving demand for lithium batteries. Although the United States is affected by IRA subsidies and tariffs, the growth rate of new energy vehicles may decline in the future, but there is still some support for demand in the short term.

At the market level, the promotion of the trade in policy for new energy vehicles has led to a sustained recovery in consumer demand for new energy vehicles, thereby driving the growth of demand for power batteries.

The energy storage market has also shown strong performance, with global demand for large-scale storage improving. Emerging markets such as the Middle East are experiencing vigorous construction of large-scale storage projects, and demand for household storage in countries such as South Africa has rebounded. Some European household storage inverter companies have reported that production scheduling has improved since 2025.

From the perspective of various links in the industrial chain, the supply and demand relationship of lithium iron phosphate, fast charging negative electrode, lithium hexafluorophosphate, copper aluminum foil and other links has shown significant improvement since the beginning of 2025, with prices rebounding from the bottom.

Analysis indicates that negotiations for price increases in some stages of January and February have landed, and unit profits may bottom out and rebound. The vitality of the lithium battery industry chain is expected to continue to improve, and the expectation of price increases in the battery material stage may continue.

At the same time, the industrialization of humanoid robots, eVTOL, and other technologies is accelerating, and there is an urgent need to improve the energy density and safety requirements of batteries. This will accelerate the industrialization of new generation technologies such as solid-state batteries, large cylinders, and silicon anodes.