260 trillion yuan in lithium-ion battery production capacity has been planned, according to the latest announcements from the Ministry of Transport. On January 14, 2026, the 21st Century Economic Report revealed that Yongtai Unified, a new energy company, and Hengdian Group signed a cooperation agreement for lithium-ion battery production. This agreement stipulates that starting from the first quarter of 2026 until 2031, Yongtai Unified will supply the Hengdian Group with a total of 305 million lithium-ion batteries, with a total production capacity reaching 1200 trillion yuan.
On the same day, Yongtai Unified announced that they had received a query from the Ministry of Transport. The ministry requested Yongtai Unified to supplement the cooperation agreement with annual production capacity commitments, detailing production capabilities, supply and demand prices, and other relevant measures to confirm whether the company meets the production capacity commitments. The ministry is expected to finalize its assessment of Yongtai Unified’s compliance with the agreement in the coming months.
Yongtai Unified is notable for its three main types of lithium-ion batteries, which are primarily derived from three categories of materials, including lithium iron phosphate, lithium cobalt oxide, and lithium manganese oxide. The company plans to launch its official lithium-ion battery production capacity in the first half of 2025. Furthermore, this agreement aims to establish a significant production capacity to meet growing market demands.
As of January 13, the stock price of Yongtai Unified has shown a strong upward trend, increasing by 1.66% to reach 37.35 yuan, with a total market value of 267 billion yuan. According to Yongtai Unified’s latest business forecast, the company anticipates a loss of 1.9 billion yuan to 1.5 billion yuan for 2025, with further potential losses projected at 2.2 billion yuan to 1.8 billion yuan in subsequent years. Recently, carbon battery prices have also been on the rise, drawing attention to upstream resource sectors.
On January 13, carbon battery futures reached a high of 174060 yuan per ton, marking the highest price in two years. Yongtai Unified indicates that this agreement is expected to influence the company’s future profitability and stability, with particular emphasis on its production capacity and market influence.
In summary, Yongtai Unified’s plans reflect a significant investment in lithium-ion battery production, aligning with the growing demand for new energy solutions in the market. The outlook for the company remains cautiously optimistic as it navigates through its production commitments and market challenges.
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