Beijing, June 12 (Reporter Huang Angjin) The power battery is the core component of new energy vehicles and the main engine for the electrification transformation of the automobile industry. In recent years, China attaches great importance to the development of new energy automobile industry, and the development of power battery industry has achieved positive results.
According to the Ministry of Industry and Information Technology, in 2022, the loading capacity of power batteries in China reached 294.6 GWh, a year-on-year increase of 90.7%. 1-mdash this year; In April, the power battery industry in China continued to grow at a high speed, with a cumulative loading capacity of 91 GWh, up 41% year-on-year.
Release of 2023 Power Battery Industry Development Index;
China has obvious development advantages in the global index.
Recently, at the 2023 World Power Battery Conference, the Equipment Industry Development Center of the Ministry of Industry and Information Technology released the 2023 Power Battery Industry Development (Yibin) Index (hereinafter referred to as the Index).
"In the global development index, we think that China has obvious advantages", Qu Guochun, director of the Equipment Industry Development Center of the Ministry of Industry and Information Technology, pointed out that in the global index, Asian countries have obvious advantages, while China ranks in the top in the fields of industrial scale, innovation ability, industrial chain completeness and sustainable development, and the overall index has obvious leading advantages.
According to reports, the Index includes three categories: global index, China index and enterprise index, and each index has more than 30 evaluation indicators. The Index released this year has increased the analysis of the whole industrial chain of power batteries, such as battery mineral resources, battery materials and battery recycling, which comprehensively reflects the current situation of power battery industry at home and abroad and sets a vane for industrial development.
In China’s development index system, Jiangsu, Fujian, Guangdong, Sichuan and Hubei rank in the top five. Jiangsu is in the lead in the field of battery materials and battery manufacturing; Fujian is outstanding in production capacity and technological innovation ability; Guangdong has advantages in recycling upstream materials and back-end batteries; Sichuan has great potential in the field of battery capacity and green manufacturing; Hubei has performed well in battery recycling.
The new energy automobile industry is developing rapidly.
Stimulate strong demand in the power battery market
At present, the global sales volume and penetration rate of new energy vehicles have entered a stage of rapid improvement. In 2022, the global sales of new energy vehicles reached 10.84 million, a year-on-year increase of 69.4% and a penetration rate of 13.8%; The penetration rate of new energy vehicles in China reached 25.6%, accounting for 63% of the global sales of new energy vehicles.
In 2022, the sales volume of new energy vehicles in China was 6.887 million, up 93.4% year-on-year, ranking first in the world for eight consecutive years, and China has become the largest new energy vehicle market in the world.
"At present, China’s new energy vehicles have entered a new stage of comprehensive market-oriented development, which is becoming a new kinetic energy that cannot be ignored in China’s economic growth and a vital growth pole of the global economy." Wan Gang, chairman of China Association for Science and Technology, said.
Yan Jinghui, an expert from china automobile dealers association Expert Committee, said in an interview with a reporter from Yangguang. com that in recent years, the domestic new energy vehicle market has shown geometric growth, first of all, thanks to the consistent support orientation of China’s policies. Policy support gives confidence to the market, thus promoting the investment of manufacturers and capital and the development of the market.
"It is also thanks to the support of policies that the scale of China’s new energy vehicle market has gradually expanded and the penetration rate has gradually increased. At present, China’s new energy vehicle market has been supported by the initial policy ‘ Single wheel drive ’ Turn to market and policy ‘ Two-wheel drive ’ 。” Yan Jinghui pointed out that the recent the State Council executive meeting and the notice of the Ministry of Commerce on organizing automobile consumption promotion activities clearly proposed to promote the high-quality development of new energy automobile industry and further release the consumption potential of new energy automobile. "The positive development trend of new energy automobile industry is sustainable and worth looking forward to."
The Secretary-General of the National Passenger Car Market Information Association said that in 2023, the new energy vehicle market showed a trend of gradual increase. With the launch of a large number of competitive new products, the price promotion efforts continued to increase, and consumers’ purchasing enthusiasm was gradually released. According to the forecast of China Automobile Industry Association, the sales volume of new energy vehicles in China is expected to reach 9 million in 2023.
The vigorous development of new energy vehicles drives the rapid growth of power battery industry.
According to the Ministry of Industry and Information Technology, in 2022, the loading capacity of power batteries in China reached 294.6 GWh, a year-on-year increase of 90.7%, accounting for 56.9% of the total global sales.
During this conference, the High-quality Development Report of China Power Battery Industry released by China Automotive Power Battery Industry Innovation Alliance pointed out that driven by new energy vehicles, the demand for power battery terminals is strong, and China power battery industry has formed a global competitive advantage.
"One of the three core components of new energy vehicles is the power battery, and endurance is an important symbol of the quality of new energy vehicles. At the same time, we need to pay attention to the storage and release of power batteries in various weather conditions. In the future, the development, upgrading and innovation space of power batteries is worth looking forward to. " Yan Jinghui told reporters.
Why the power battery industry in China continues to grow,
What other breakthrough directions are there?
The the State Council executive meeting held on June 2nd (hereinafter referred to as "the meeting") studied the policies and measures to promote the high-quality development of the new energy automobile industry. The meeting proposed to consolidate and expand the development advantages of new energy vehicles, further optimize the industrial layout, strengthen key core technology research in key areas such as power battery system, new chassis structure and intelligent driving system, make overall plans for the development and utilization of domestic and international resources, improve the recycling system of power batteries, build an industrial ecology with the integrated development of "cars and energy in Lu Yun", and enhance the independent controllability and green development level of the whole industrial chain.
At present, the technical level of China’s power battery industry has been effectively improved, forming a development route based on ternary batteries and lithium iron phosphate batteries.
According to the Ministry of Industry and Information Technology, in 2022, the specific energy of ternary batteries and lithium iron phosphate batteries in China will reach 300 watt-hours and 200 watt-hours per kilogram respectively, and new group technology and sodium ion batteries will be industrialized. A complete industrial chain has been built, and the global shipments of key main materials such as anode and cathode materials, electrolytes and separators have exceeded 70%. Smart factories and zero-carbon factories have become advanced manufacturing benchmarks, and more than 10,165 power battery recycling service outlets have been built, basically achieving recycling nearby, and the industrial ecology has become increasingly perfect.
The White Paper on the Development of Lithium Battery Manufacturing Equipment issued by the Equipment Industry Development Center of the Ministry of Industry and Information Technology (hereinafter referred to as the White Paper) points out that in recent years, thanks to the rapid growth of the new energy vehicle market, the scale of China’s lithium battery manufacturing equipment industry has continued to expand, from 17.5 billion yuan in 2017 to 85.9 billion yuan in 2022, accounting for about 50% of the global market share, with a compound annual growth rate of 37.5%, slightly higher than the global growth rate.
According to the White Paper, there are four major trends in the future development of lithium battery manufacturing equipment: the transformation from single-process processing to multi-process integrated processing, the transformation from single-machine delivery to production line integrated solution delivery, the continuous improvement of digitalization and intelligence of equipment, and the rapid development of battery technology to promote the iterative upgrade of manufacturing equipment.
In this regard, the White Paper suggests that the industrial chain should be strengthened to tackle key problems and break through a number of key core technologies; Enhance the integrated innovation ability of enterprises and cultivate a number of system solution suppliers for lithium battery industry; Improve the construction of standard system and build a number of standard test and verification platforms; Promote the integration and innovation of the new generation of information technology and equipment, and accelerate the development of digital and intelligent equipment.
