11.469 billion dollars! China's lithium-ion battery exports increased by 83.31% in the first half compared with the same period last year.

Telah Terbit: Aug 18, 2021 07:42
[11.469 billion dollars! In the first half of the year, China's lithium-ion battery exports increased by 83.31% compared with the same period last year. From January to June, China's lithium-ion battery exports reached 11.469 billion US dollars, an increase of 83.31% over the same period last year; the number of exports reached 1.392 billion, an increase of 66.49% over the same period The top ten export destinations are the United States, Germany, Vietnam, South Korea, Hong Kong, China, Japan, the Netherlands, Spain, India and Slovakia, with a total export value of 8.703 billion US dollars.

According to the statistical analysis of customs export data, from January to June 2021, China's lithium-ion battery exports reached 11.469 billion US dollars, an increase of 83.31 percent over the same period last year; the number of exports reached 1.392 billion, an increase of 66.49 percent over the same period last year.

Among them, the top 10 export destinations were the United States, Germany, Vietnam, South Korea, Hong Kong, China, Japan, the Netherlands, Spain, India and Slovakia, with a total export volume of US $8.703 billion, accounting for 75.88 per cent of the total exports from January to June 2021.

At the end of last month, the Electronic Information Department of the Ministry of Industry and Information Technology announced that according to estimates by industry associations and research institutions, the national output of lithium-ion batteries in the first half of the year exceeded 110 GWH, an increase of more than 60 percent over the same period last year. The output of upstream cathode materials, anode materials, diaphragms and electrolytes were 450000 tons, 350000 tons, 3.4 billion square meters and 130000 tons respectively, an increase of more than 130 percent. The total output value of the industry in the first half of the year exceeded 240 billion yuan. Product exports increased sharply, with lithium-ion battery exports totaling 74.3 billion yuan in the first half of the year, up nearly 70 percent from a year earlier, according to customs data.

In terms of new energy vehicles, according to information released by the Transportation Administration of the Ministry of Public Security, as of the end of June, the number of new energy vehicles nationwide reached 6.03 million, accounting for 2.06 percent of the total. In addition, according to the data released by the China Automobile Association, in the first half of the year, the production and sales of new energy vehicles in China completed 1.215 million and 1.206 million respectively, an increase of two times over the same period last year. From January to July, the cumulative production and sales of new energy vehicles in China has exceeded the number of domestic new energy vehicles for the whole year, and the penetration rate continues to rise to 10%.

In addition, according to the incomplete statistics of Battery Network, in the first half of this year, the battery new energy industry chain company was also accelerating its fast run in many aspects, such as investment and expansion, start production, mergers and acquisitions, company orders, sprint for IPO, and so on.

In terms of investment and production expansion, in the first half of the year, without counting IPO fund-raising and investment projects such as new energy vehicles, new energy vehicle parts and rechargeable infrastructure, there were as many as 123 investment projects in the battery new energy industry chain, with a total investment of 573.45 billion yuan, and the number and scale of investment expansion projects greatly exceeded that of the whole of last year.

In terms of starting and putting into production, in the first half of the year, the battery new energy industry started 36 projects, of which 35 projects announced the amount of investment, with a total investment of more than 261.3 billion yuan, with an average investment of about 7.5 billion yuan per project.

In terms of mergers and acquisitions, in the first half of the year, there were 20 cases of mergers and acquisitions in the battery new energy industry, with a total transaction amount of about 16.145 billion yuan, with an average transaction amount of 807 million yuan. Among them, there are 3 lithium batteries (including battery leasing and modules), 9 battery materials and 8 battery raw materials.

In terms of company orders, in the first half of the year, 27 battery new energy industry chain companies announced large orders, including 8 companies in the field of lithium batteries, 7 companies in the field of battery materials, and 12 companies in lithium battery equipment.

In terms of sprint IPO, according to incomplete statistics of Battery Network, from the beginning of this year to the beginning of July, there were 31 newly listed companies and IPO companies in the field of battery new energy, with a total amount of 73.543 billion yuan to be raised, with an average fund-raising amount of 2.372 billion yuan. Moreover, with the gradual and comprehensive promotion of the registration system reform, more than half of the companies target listing plates are Science and Technology Innovation Board and gem.

Pernyataan Sumber Data: Kecuali informasi yang tersedia untuk publik, semua data lainnya diproses oleh SMM berdasarkan informasi publik, komunikasi pasar, dan mengandalkan model database internal SMM. Hanya untuk referensi dan tidak menjadi rekomendasi pengambilan keputusan.

Untuk pertanyaan atau informasi lebih lanjut, silakan hubungi: lemonzhao@smm.cn
Untuk informasi lebih lanjut tentang cara mengakses laporan penelitian kami, hubungi:service.en@smm.cn
Berita Terkait
【SMM Analysis】 Pajak Konsumsi Baru atas Baterai Litium dan Dampaknya terhadap Pasar Sumber Daya Daur Ulang
2 jam yang lalu
【SMM Analysis】 Pajak Konsumsi Baru atas Baterai Litium dan Dampaknya terhadap Pasar Sumber Daya Daur Ulang
Baca Selengkapnya
【SMM Analysis】 Pajak Konsumsi Baru atas Baterai Litium dan Dampaknya terhadap Pasar Sumber Daya Daur Ulang
【SMM Analysis】 Pajak Konsumsi Baru atas Baterai Litium dan Dampaknya terhadap Pasar Sumber Daya Daur Ulang
Pengumuman Nomor 20 Tahun 2026 telah resmi berlaku, menjelaskan bahwa Tiongkok akan kembali memberlakukan pajak konsumsi atas baterai litium-ion mulai 1 September 2026. Kebijakan ini mengadopsi mekanisme tarif pajak bertingkat: periode September 2026 hingga Agustus 2027 menjadi masa transisi kebijakan, dengan tarif pajak konsumsi sebesar 2%; mulai 1 September 2027, tarif tersebut resmi dinaikkan menjadi 4%.
2 jam yang lalu
Ringkasan Rencana Pemeliharaan Perusahaan Litium Karbonat
2 jam yang lalu
Ringkasan Rencana Pemeliharaan Perusahaan Litium Karbonat
Baca Selengkapnya
Ringkasan Rencana Pemeliharaan Perusahaan Litium Karbonat
Ringkasan Rencana Pemeliharaan Perusahaan Litium Karbonat
Baru-baru ini, sejumlah pabrik kimia litium di Tiongkok mengumumkan jadwal penghentian produksi dan pemeliharaan mereka dari Agustus hingga September. Dari segi motivasi pemeliharaan, dapat dikategorikan menjadi tiga jenis: pertama, transformasi teknologi peralatan, dengan dampak gabungan terhadap produksi sekitar 3.000 ton; kedua, kendala produksi yang disebabkan oleh pemeliharaan sirkuit eksternal, dengan dampak gabungan terhadap produksi berkisar antara 2.000 hingga 2.500 ton; ketiga, pemeliharaan rutin, dengan dampak gabungan sekitar 4.000 ton pada bulan Agustus. Beberapa pemeliharaan lini produksi akan berlanjut hingga September, diperkirakan berdampak pada produksi September sekitar 2.500 ton. Dengan mempertimbangkan dampak dari semua jenis pemeliharaan, total produksi yang terpengaruh pada bulan Agustus adalah sekitar 9.000 hingga 9.500 ton, sementara pada bulan September sekitar 2.500 ton. Secara keseluruhan, pemeliharaan yang terkonsentrasi baru-baru ini akan menyebabkan pengurangan berkala di sisi pasokan, dan SMM akan terus memantau laju dan kemajuan pemulihan produksi selanjutnya.
2 jam yang lalu
H1 Harga Litium Melonjak Lebih dari 130% YoY, Rantai Industri Mengeluarkan Peringatan Laba Positif Kolektif, Laba Bersih Beberapa Penambang Naik Lebih dari 4.900%[Special Topic]
2 jam yang lalu
H1 Harga Litium Melonjak Lebih dari 130% YoY, Rantai Industri Mengeluarkan Peringatan Laba Positif Kolektif, Laba Bersih Beberapa Penambang Naik Lebih dari 4.900%[Special Topic]
Baca Selengkapnya
H1 Harga Litium Melonjak Lebih dari 130% YoY, Rantai Industri Mengeluarkan Peringatan Laba Positif Kolektif, Laba Bersih Beberapa Penambang Naik Lebih dari 4.900%[Special Topic]
H1 Harga Litium Melonjak Lebih dari 130% YoY, Rantai Industri Mengeluarkan Peringatan Laba Positif Kolektif, Laba Bersih Beberapa Penambang Naik Lebih dari 4.900%[Special Topic]
Paruh pertama tahun 2026 sudah berlalu. Di awal paruh kedua (H2), perusahaan-perusahaan rantai industri mulai merilis ramalan kinerja H1 2026 mereka secara kolektif. Yang perlu dicatat, dengan latar belakang harga lithium yang jauh lebih tinggi secara tahunan (YoY), permintaan yang stabil di industri kendaraan energi baru (NEV), dan sektor penyimpanan energi yang terus berkembang pesat, sebagian besar perusahaan di rantai industri lithium mengharapkan peningkatan kinerja dengan tingkat yang bervariasi. SMM telah mengumpulkan situasi ramalan kinerja dari beberapa perusahaan di rantai industri tersebut, sebagai berikut:
2 jam yang lalu
11.469 billion dollars! China's lithium-ion battery exports increased by 83.31% in the first half compared with the same period last year. - Shanghai Metals Market (SMM)