China's Battery Production Scale Has Increased Year by Year, Reaching 18.85 Billion in 2020

China's battery production scale is increasing year by year

Lithium ion battery is the representative of modern high-performance battery, which is widely used in mobile phone, electric vehicle, electric tool, digital camera and other industries. The four key materials of lithium battery include positive electrode, negative electrode, electrolyte and diaphragm. Among them, positive electrode material is the most key raw material of lithium battery, and the cost accounts for 40%;

In recent years, with the steady increase of 3C products' demand for lithium batteries, the gradual expansion of the market scale of new energy vehicles and the expansion of the demand for energy storage batteries, the output scale of lithium batteries in China has increased year by year.

1. China's lithium battery production continues to grow

In recent years, with the steady increase of 3C products' demand for lithium batteries, the gradual expansion of the market scale of new energy vehicles and the expansion of the demand for energy storage batteries, the output scale of lithium batteries in China has increased year by year. In 2019, China produced 15.722 billion lithium-ion batteries, a year-on-year increase of 12.40%. By 2020, the annual output of lithium-ion batteries in China had reached 18.85 billion, with a cumulative increase of 14.4%.

Lithium batteries in China are widely used in mobile phones, laptops, electric bicycles, electric vehicles, electric tools, digital cameras and many other downstream fields, which can be divided into three main categories: energy storage, consumption and power lithium batteries. The data show that in 2019, China's lithium-ion battery shipments reached 131.6gwh, of which the lithium-ion battery shipments for energy storage reached 3.8gwh, accounting for 2.89% of the lithium-ion shipments; The shipment of power lithium battery is 71 GWH, accounting for 53.95% of the lithium ion shipment; The shipment of consumer lithium batteries was 56.8gwh, accounting for 43.16% of the lithium ion shipment.

2. The cost of cathode materials accounts for 40%

Lithium ion battery is a kind of rechargeable battery, which is the representative of modern high-performance battery. Lithium batteries are mainly used in digital products in traditional fields and in power batteries and energy storage in emerging fields. China has rich lithium resources, perfect lithium battery industry chain and huge basic talent reserve. China has become the largest lithium battery material and battery production base in the world.

The four key materials of lithium battery include positive electrode, negative electrode, electrolyte and diaphragm. The industrialization of its innovative technology is related to the progress speed of lithium battery industry. Among them, the cathode material is the most critical raw material of lithium battery, which directly determines the safety performance of the battery and whether the battery can be large-scale. At the same time, it is also the material with the highest proportion of the cost of lithium battery, accounting for about 40% of the cost of lithium battery cell materials;

The cathode material is mainly used as the main body of lithium storage to realize the intercalation and de intercalation of lithium ions in the process of charge and discharge. The negative electrode material accounts for 10% of the cell cost and is one of the key materials.

As the key raw material of lithium battery and the highest cost, cathode material has an important impact on the production and development of lithium battery. According to the data of the Institute of lithium battery research (GGII), the shipment of lithium battery cathode materials in China continued to grow and accelerate from 2016 to 2019.

In 2019, the shipment of lithium cathode materials in China was 404000 tons, with a year-on-year increase of 32.5% and an acceleration of 2.5 percentage points. Among them, the shipment of ternary cathode materials was 192000 tons, with a year-on-year increase of 40.7%; The shipment of lithium iron phosphate materials was 88000 tons, a year-on-year increase of 29.3%; The shipment of lithium cobalt oxide materials is 66200 tons; The shipment volume of lithium manganate materials is 57000 tons.

By 2020, the shipment of lithium cathode materials in China has reached 510000 tons, a year-on-year increase of 27%. After experiencing the market downturn in the first half of the year, the shipment can still achieve an increase of more than 20%, which is inseparable from the rapid recovery of the new energy vehicle market in the second half of the year.

As another key material of lithium battery, the shipment of cathode materials continued to grow from 2016 to 2019. By 2020, the shipment of lithium battery cathode materials in China had reached 365000 tons, a year-on-year increase of 35%, and the market growth was higher than expected, mainly due to the significant growth of lithium battery demand in various fields around the world.

With the rapid development of China's mobile phones, electric vehicles, electric tools, digital cameras and other industries, the demand for lithium batteries will continue to grow. Drive the main power battery enterprises to increase stock and improve production capacity, which directly drives the increase in demand for lithium battery anode and cathode materials.

At the same time, lithium battery manufacturers continue to innovate in technology. For lithium battery positive and negative electrodes and other materials, they will also continue to make technological breakthroughs and research and development, and use more functional and less polluting materials. The development prospect of lithium battery industry is good.

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