CCID Research Institute of the Ministry of industry and information technology recently released the 2021 white paper on China's lithium battery industry development index. The index selects typical indicators from multiple dimensions such as market, capital, innovation and supply to quantitatively analyze the scale and level of the development of the national lithium battery industry.
China has become the world's largest lithium battery consumer market for five consecutive years
According to the white paper, the development index of China's lithium battery industry reached 307.6 in the fourth quarter of 2021, more than three times that of 2017.
According to the data, since the fourth quarter of 2017, China's lithium battery industry development index has shown a steady upward trend. In the fourth quarter of 2021, China's lithium battery industry development index reached 307.6 In addition, the scale of China's lithium battery industry rose sharply in 2021, and the lithium battery market reached 324gwh, four times that of 2017.
Globally, China has become the world's largest lithium battery consumer market for five consecutive years. In 2021, the global lithium-ion battery market reached 545gwh, of which China's scale exceeded half. By the end of 2021, China Shipbuilding Industry Group Power Co.Ltd(600482) battery capacity accounted for about 70% of the world's total, and China accounted for 6 of the world's top 10 lithium battery manufacturers.
Experts said that the strong demand for new energy vehicles is one of the main factors to boost the surge of China's lithium battery industry in 2021. As of April this year, China Shanxi Guoxin Energy Corporation Limited(600617) automobile has promoted 10.33 million vehicles in total, becoming an important force leading the electric transformation of the global automobile industry.
Ma Chengen, senior engineer of CCID Research Institute of the Ministry of industry and information technology: power battery is the largest market product in our country. It is estimated that the global demand for power battery should be close to 1 t watt hour in 2025, and the proportion of China's power battery market should reach about 60%. Driven by the dual carbon vision, there will be greater technological growth in the energy storage market in the future, and it also has great development potential in the fields of electric bicycles, electric tools, battery recycling and so on.
China's lithium battery industry investment gathered in the southwest
The white paper report shows that investment in China's lithium battery industry is gradually gathering in the southwest.
Southwest China has the richest lithium, phosphorus and other mineral resources in China, and the phosphate rock reserves in Yunnan, Guizhou and Sichuan account for more than 40% of the country. Therefore, from the perspective of project layout of lithium battery industry, the investment area is transferred from southeast coastal areas such as Jiangsu and Fujian to western provinces (regions and cities) led by Sichuan and Guizhou. Among them, the investment amount of Sichuan lithium battery project ranked first in China in 2021, with a total investment of 170.67 billion yuan, accounting for about 18% of the total investment.
In addition to Sichuan, Jiangxi, Zhejiang and other places are building characteristic lithium battery industry clusters. In Xinyu, Jiangxi Province, the local government has successively introduced measures such as "30 articles on lithium batteries" and "16 articles on lithium talents" to strengthen industrial chain cooperation.
Zhao Shijie, the person in charge of a lithium battery Co., Ltd. in Jiangxi: we can get sufficient supply of raw materials and quality assurance here, which is the fundamental driving force for us to settle in Xinyu. In half a year, we have completed the task of the whole year.
At present, Xinyu has basically opened up the production link from lithium ore raw materials to lithium-ion batteries, forming a relatively complete lithium battery industry chain. In the first quarter of this year, 31 lithium battery enterprises above Designated Size in the city are expected to achieve an operating revenue of more than 8.2 billion yuan, a year-on-year increase of about 260%.
Ma Chengen, senior engineer of CCID Research Institute of the Ministry of industry and information technology: our country has established a complete industrial chain of material production, battery manufacturing and recycling. To enhance the toughness and competitiveness of the industrial chain, we should build a supply chain system that integrates our top and bottom. We will strengthen the tackling of core technologies and strengthen R & D in key areas such as battery materials, energy intensity, special environmental adaptation and product safety performance.
