Ministry of Industry and Information Technology: In 2022, the national output of lithium-ion batteries increased by over 130% year-on-year.

Cctv newsAccording to the website of the Ministry of Industry and Information Technology, in 2022, China’s lithium-ion battery industry adhered to the supply-side structural reform, accelerated technological innovation, transformation and upgrading, and continuously improved the supply capacity of advanced products, maintaining a rapid growth trend as a whole.

First, the output continues to grow rapidly and the industrial scale continues to expand. According to the industry standard announcement, enterprise information and research institutions estimate that in 2022, the national output of lithium-ion batteries reached 750GWh, a year-on-year increase of over 130%, among which the output of energy storage lithium batteries exceeded 100GWh;; The output of cathode materials, cathode materials, separators, electrolytes and other first-order materials for lithium batteries was about 1.85 million tons, 1.4 million tons, 13 billion square meters and 850,000 tons respectively, with year-on-year growth of more than 60%. The scale of the industry was further expanded, and the total output value of the industry exceeded 1.2 trillion yuan.

Second, the application of the industry has been accelerated, and the process of double carbon has been accelerated. In 2022, lithium battery accelerated its rise in the field of new energy vehicles and energy storage fields such as wind energy storage, communication energy storage and household energy storage, and ushered in a growth window. In 2022, the loading capacity of power batteries for new energy vehicles in China was about 295GWh, and the cumulative installed growth rate of energy storage lithium batteries exceeded 130%. In 2022, the total export of lithium batteries in China was 342.65 billion yuan, up 86.7% year-on-year, making positive contributions to the efficient development and utilization of new energy and the green and low-carbon transformation of the global economy and society.

Third, the pace of technological progress has accelerated, and advanced products have emerged one after another. Backbone enterprises speed up the layout around the direction of efficient system integration and super-large capacity batteries, and the energy density of advanced battery products exceeds 250 GWh/kg; Flexible, low-temperature resistant and waterproof new battery products have been successfully applied in winter Olympics equipment; The new generation of information technology and new energy storage products are further integrated, and intelligent liquid cooling technology significantly enhances the thermal management level of energy storage system and reduces the potential safety hazards of the system.

Fourth, the investment enthusiasm of the industry is high, and the whole chain strengthens cooperation. According to incomplete statistics, in 2022, there will be more than 40 battery link planning projects, with a planned total production capacity exceeding 1.2TWh and a planned investment of 430 billion yuan. The price of upstream products fluctuated at a high level, and the price of secondary materials for lithium batteries repeatedly rose and fell. In 2022, the average price of battery-grade lithium carbonate and battery-grade lithium hydroxide (micropowder grade) reached 481,000 yuan/ton and 464,000 yuan/ton respectively. Lithium battery enterprises strengthen the cooperation between the upstream and downstream of the industrial chain through various forms such as investing in shares, signing long-term orders and joint research.