Renewable Energy 15th Five-Year Plan Released; Wanrun New Energy’s Lithium Iron Phosphate Shipments Surge

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The National Development and Reform Commission and the National Energy Administration have officially issued the Renewable Energy Development 15th Five-Year Plan, clarifying that total investment in the renewable energy sector during the 15th Five-Year Plan period will exceed 5 trillion yuan. Offshore wind power newly started construction will be around 100 gigawatts, the large-scale wind and solar bases in the Three Norths region will add over 370 gigawatts of installed capacity, and conventional hydropower installed capacity will reach 410 gigawatts by 2030. As a global core leader in lithium iron phosphate, Wanrun New Energy is deeply tied to the energy storage sector’s dividends. In 2025, its full-year lithium iron phosphate shipments reached 375,100 tonnes, up 64.33 percent year on year. In the first quarter of 2026, revenue hit 5.38 billion yuan, a year-on-year surge of 136.16 percent, with net profit attributable to the parent company of 401 million yuan, successfully turning a profit. The company’s three major bases in Hubei, Shandong, and Anhui are coordinating production, and it is converting a 120,000-tonne existing production line in Shandong into a dedicated high-compaction lithium iron phosphate line, while simultaneously building 70,000 tonnes of new high-end capacity to precisely match the iterative demand for high-end lithium iron phosphate battery cells. Industry insiders analyze that the implementation of large-scale wind, solar, and hydro projects makes supporting energy storage a rigid necessity. Lithium iron phosphate, with its advantages of high safety, long cycle life, and low cost, occupies the mainstream route for energy storage batteries. In 2025, lithium iron phosphate accounted for as much as 95.4 percent of global energy storage batteries, further raising the industry’s medium- to long-term demand ceiling.

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