In 2022, the investment enthusiasm of the lithium battery industry chain is still high, and the head battery and material enterprises are still the main force of investment expansion.
According to incomplete statistics of battery China, in the first quarter of this year, there were 62 large-scale expansion projects in the global lithium battery industry chain, with a total investment of more than 550 billion yuan. Among them, 23 were invested in power and energy storage battery industry, 38 in lithium battery material industry, 1 in power battery recycling industry, and 56 enterprises were involved in 62 investments.
It is worth mentioning that 23 battery expansion projects were put into operation in the first quarter of this year, with an investment of 386.67 billion yuan, and the planned power and energy storage battery capacity exceeded 710GWh. Investment in power and energy storage batteries is still in full swing.
Combing the 62 investments in the lithium power industry chain in the first quarter, we can find that it mainly shows the following characteristics:
1. The scale of battery investment is large, the production capacity layout of second-tier enterprises is "catching up", and the layout of foreign enterprises in the battery industry is accelerating.
In 2021, Ningde Times, Fudi Battery, Yiwei Lithium Energy, Honeycomb Energy, Guoxuan Hi-Tech, Vision Power, Funeng Technology, LG New Energy and other enterprises have completed the layout of the main power and energy storage battery capacity. This year, it is mainly battery companies that have not yet carried out capacity layout to actively expand production. Domestically, companies such as 50GWh, 36GWh, 20GWh, 20GWh and 15GWh have accelerated their production expansion; abroad, the layout of Northvolt (90GWh), Volkswagen (40GWh), SK on (30GWh), LG New Energy (11GWh) and other enterprises are also accelerating.
In addition, such as Fudi Battery, Vision Power and Yiwei Lithium Energy have carried out large-scale capacity layout before, and are also speeding up the overall layout of battery capacity this year. Fudi Battery Q1 has launched the 75GWh project layout in Changchun and Xiangyang, Vision Power has planned 55GWh battery capacity in Wuxi and Shiyan, and Yiwei Lithium Energy Huizhou (expansion) and Yuxi battery projects have also been put on the agenda.
It is worth noting that the 3C head enterprises Desai Battery (20GWh) and Zhuhai Guanyu (15GWh) have all arranged energy storage battery projects in the first quarter of this year, which means that the layout of 3C battery enterprises in the energy storage industry is accelerating.
2. The positive and negative material industry is still hot, large chemical enterprises are concentrated "across the border", and joint ventures of battery enterprises have become the norm.
In the first quarter of 2022, there were 9 expansion projects for positive materials, 11 for negative materials, 7 for electrolytes (including PVDF and additives), and the rest were lithium salt, diaphragm, copper foil, precursors and other projects.
The total investment of upstream lithium battery materials project is more than 160 billion yuan, including 63 billion yuan for cathode materials and more than 47 billion yuan for negative materials.
Benefiting from the high magnificence of the downstream power and energy storage battery market, as well as strong demand and high prices in 2021, the investment in upstream materials has increased by more than 35 billion yuan compared with the same period in 2021.
It is worth noting that in the investment in upstream materials this year, many large chemical enterprises, such as Longbai Group, Chuanfa Dragon Python, Xingfa Group, Jinpu Titanium Industry, etc., have entered the fields of lithium battery precursors, positive and negative materials, and so on. For example, Longbai Group invested 2 billion yuan to build an annual output of 150000 tons of electronic grade lithium iron phosphate project in Xiangyang, and Jinpu titanium industry invested 10 billion yuan to build 200000 tons / year battery grade iron phosphate project and 200000 tons / year lithium iron phosphate project. In fact, since last year, leading enterprises have joined the bureau, including phosphorus chemical industry, petrochemical industry, fluorine chemical industry, titanium dioxide chemical industry and so on.
In addition, in the first quarter, Yiwei LiNeng United Enjie shares, Huayou Cobalt Industry, Yuntianhua, Ningde era United Tianhua Super Clean and other industrial chain "joint" layout characteristics are very obvious.
3. The investment of new battery materials such as lithium ferromanganese phosphate, silicon-carbon negative electrode and solid-state battery has increased.
In order to improve battery performance, the application of new battery materials begins to increase gradually. At present, in the field of ternary high nickel, many enterprises have begun to introduce silicon-carbon anode materials to improve the energy density of batteries; in the field of lithium iron phosphate, some material enterprises cooperate with battery enterprises to develop lithium ferromanganese phosphate materials to improve the energy density and low temperature performance of lithium iron phosphate batteries.
In the first quarter of this year, Bertre announced that it will spend 5 billion yuan to build a project with an annual production capacity of 40,000 tons of silicon-based anode materials; Germany Nano will spend 7.5 billion yuan to build a production base of 330000 tons of new phosphate cathode materials; Fulin Seiko plans to invest 5 billion yuan to build 200000 tons of new high-pressure solid lithium iron phosphate cathode materials; and Qingtao Energy plans to invest 5 billion yuan to build a 10GWh solid-state battery project.
The following are the battery industry chain expansion projects for the first quarter of 2022 according to Battery China statistics:
Global major power and energy storage battery production expansion projects in the first quarter of 2022
Production expansion project of cathode materials and precursors in Chinese market in the first quarter of 2022
Production expansion project of negative materials in Chinese market in the first quarter of 2022
Production expansion projects such as electrolyte and PVDF in Chinese market in the first quarter of 2022
Production expansion projects such as lithium salt, copper foil and diaphragm in Chinese market in the first quarter of 2022
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