In the first half of 2021, under the guidance of the ambitious goal of “carbon peaking and carbon neutrality”, the national lithium-ion battery industry will achieve rapid growth, product quality and process technology will continue to improve, and the trend of optical storage integration is obvious. , the investment and financing market is active, and the industry development trend is generally positive. With the innovative development of new energy technology, the revolution of replacing fossil energy with clean energy is accelerating.
A lithium-ion battery is a secondary battery (rechargeable battery) that mainly relies on the movement of lithium ions between the positive and negative electrodes to work. During the charging and discharging process, Li+ intercalates and deintercalates back and forth between the two electrodes: during charging, Li+ is deintercalated from the positive electrode, intercalated into the negative electrode through the electrolyte, and the negative electrode is in a lithium-rich state; during discharge, the opposite is true.
Since its large-scale commercial application, lithium-ion batteries have beaten a lot of opponents due to advantages such as performance and cost in the past 20 years, and have firmly occupied the “C position” in the market. From mobile phones, computers, cameras, to automobiles and ships, lithium-ion batteries are everywhere.
One is the rapid growth of industrial scale. According to estimates by industry associations and research institutions, the national output of lithium-ion batteries in the first half of the year exceeded 110GWh, an increase of more than 60% year-on-year. Rice, 130,000 tons, an increase of more than 130%, and the total output value of the industry in the first half of the year exceeded 240 billion yuan. Product exports have grown significantly. According to customs data, the total export volume of lithium-ion batteries in the first half of the year was 74.3 billion yuan, a year-on-year increase of nearly 70%.
The second is the rapid update of product technology. The energy densities of square-shell lithium iron phosphate and soft-pack ternary batteries mass-produced by mainstream companies reach 160Wh/kg and 250Wh/kg, respectively. Energy storage lithium-ion batteries generally achieve a cycle life of more than 5,000 times, and the product cycle life of leading companies exceeds 10,000 times. The pace of mass production of new cobalt-free batteries and semi-solid batteries is accelerated. Battery safety has attracted increasing attention, and multiple protection measures such as temperature measurement, heat insulation, water cooling, heat conduction, exhaust gas, and pressure resistance have been accelerated in the system-level field.
The third is to accelerate the integration and development of optical storage terminals. At the same time that the sales volume of consumer lithium batteries has increased by more than 10% and the sales volume of power lithium batteries has exceeded 58GW, as “carbon peaking and carbon neutrality” has become a broad consensus in the whole society, energy storage lithium batteries have ushered in explosive growth. The energy and Electronic industry chain integrating and innovative “photovoltaic power generation, battery energy storage, and terminal applications” has gradually accelerated its development pace. Key enterprises in the fields of lithium batteries and photovoltaics have strengthened cooperation, and the integration of photovoltaic and energy storage has been accelerated. 15GWh, a year-on-year increase of 260%.
Fourth, the level of production intelligence continued to improve. The downstream market has continuously increasing requirements for lithium-ion battery consistency, yield, and safety, and high-cleanliness workshops, automated production lines, intelligent management systems, and remote control systems have become standard in production. The overall cleanliness of the workshops of key enterprises has reached 10,000 grades, and the cleanliness of key process workshops has been above 1,000 grades. A large number of intelligent vehicles are used for semi-finished product transfer. The unmanned level of the production process has been continuously improved.
Fifth, the industry investment and financing environment is relaxed. According to research institutions, in the first half of the year, key enterprises announced nearly 100 lithium-ion battery industry chain investment projects, with a total investment of more than 490 billion yuan, of which batteries and four major materials invested more than 310 billion yuan and 180 billion yuan respectively. In the first half of the year, more than 20 lithium-ion battery industry chain companies applied for listing, with a total financing scale of nearly 24 billion yuan. The establishment of a new pattern of domestic and international dual circulation has been accelerated. Domestic leading enterprises have invested and built factories in key overseas areas, and international capital and enterprises have strengthened cooperation with domestic enterprises through equity participation and long-term orders.
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