Ministry of Industry and Information Technology: the national output of energy storage lithium-ion batteries reached 15GWH in the first half of the year, an increase of 260% over the same

Recently, the Ministry of Industry and Information Technology released the situation of the national lithium-ion battery industry in the first half of 2021, pointing out that energy-storage lithium-ion batteries generally achieve more than 5000 cycle life, and the cycle life of leading enterprises' products exceeds 10, 000 times. At the same time, the construction of the integration of light and storage has been accelerated, and the national output of energy storage lithium-ion batteries reached 15GWH in the first half of the year, an increase of

In the first half of 2021, under the guidance of the grand goal of "carbon peak carbon neutralization", the national lithium-ion battery industry has achieved rapid growth, product quality and process technology have been continuously improved, the trend of optical storage integration is obvious, and the investment and financing market is active. the development trend of the industry is improving as a whole.

First, the scale of the industry is growing rapidly. According to estimates by industry associations and research institutions, the national output of lithium-ion batteries exceeded 110 GWH in the first half of the year, 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.

Second, the product technology is updated rapidly. The energy density of square shell lithium iron phosphate and soft package ternary battery mass-produced by mainstream enterprises is above 160Wh/kg and 250Wh/kg respectively. Energy storage lithium-ion batteries generally achieve more than 5000 cycle life, leading enterprise product cycle life of more than 10, 000 times. New cobalt-free batteries and semi-solid batteries speed up mass production. Battery safety has been paid more and more attention, and multiple protective measures such as temperature measurement, thermal insulation, water cooling, heat conduction, exhaust, pressure resistance and so on are accelerated to be popularized and applied in system-level fields.

Third, the optical storage terminal speeds up the development of integration. While the sales of consumer lithium batteries have increased by more than 10%, and the sales of power lithium batteries have exceeded that of 58GW, energy storage lithium batteries have ushered in explosive growth as the "carbon peak carbon neutralization" has become a broad consensus of the whole society. The integrated and innovative energy electronics industry chain of "photovoltaic power generation, battery energy storage and terminal application" has gradually accelerated the pace of development, strengthened cooperation among backbone enterprises in the fields of lithium power and photovoltaic, and accelerated the construction of the integration of optical storage. In the first half of the year, the national output of energy storage lithium-ion batteries reached 15GWH, an increase of 260% over the same period last year.

Fourth, the level of intelligent production continues to improve. The downstream market has increasing requirements for the consistency, yield and safety of lithium-ion batteries, and high cleanliness workshops, automatic production lines, intelligent management systems and remote control systems have become standard production. The overall cleanliness of the workshop of backbone enterprises has reached ten thousand, the cleanliness of the key process workshop is more than 1000, a large number of intelligent vehicles are used in the transfer of semi-finished products, the unmanned level of the production process is continuously improved, and the battery traceability and process management system is widely established and applied.

Fifth, the investment and financing environment of the industry is loose. According to research institutions, in the first half of the year, backbone enterprises announced nearly 100 investment projects in the lithium-ion battery industry chain, with a total investment of more than 490 billion yuan, including battery and four major materials investment of 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 enterprises applied for listing, with a total financing scale of nearly 24 billion yuan. The establishment of a new pattern of domestic and international double circulation has been accelerated, leading domestic enterprises have invested and set up factories in key overseas areas, and international capital and enterprises have strengthened cooperation with domestic enterprises in the form of equity participation and long orders.