Recently, the Ministry of Industry and Information Technology released the first half of 2021 national lithium-ion battery industry, pointed out that energy storage lithium-ion batteries generally achieve more than 5,000 cycle life, the leading enterprises product cycle life of more than 10,000 times. At the same time, light storage integration construction accelerated, the first half of the national energy storage lithium-ion battery production reached 15GWh, an increase of 260% year-on-year.
In the first half of 2021, in the "carbon peak carbon neutral" ambitious goal led by the national lithium-ion battery industry to achieve rapid growth, product quality and process technology continue to improve, light storage integration trend is obvious, the investment and financing market is active, the overall development trend of the industry is good.
First, the industry scale is growing rapidly. According to industry associations, research institutions and other estimates, the first half of the national lithium-ion battery production of more than 110GWh, an increase of more than 60%, the upstream cathode materials, anode materials, diaphragm, electrolyte production were 450,000 tons, 350,000 tons, 3.4 billion square meters, 130,000 tons, an increase of more than 130%, the first half of the industry's total output value of more than 240 billion yuan. Product exports have increased significantly, according to customs data, the first half of the total exports of lithium-ion batteries 74.3 billion yuan, an increase of nearly 70%.
Second, the rapid update of product technology. Mainstream enterprises mass production of square-case lithium iron phosphate, soft pack ternary battery energy density reached 160Wh/kg, 250Wh/kg or more. Energy storage lithium-ion batteries generally achieve more than 5,000 cycle life, the leading enterprises products cycle life of more than 10,000 times. New cobalt-free batteries and semi-solid-state batteries have accelerated the pace of mass production. Battery safety is increasingly concerned, temperature measurement, heat insulation, water cooling, thermal conductivity, exhaust, pressure resistance and other multi-protection measures in the field of system level to accelerate the promotion of application.
Third, the light storage end to accelerate the integration of development. In the consumer lithium battery sales increased by more than 10%, power lithium battery sales of more than 58GW, with the "carbon peak carbon neutral" become a broad consensus of society, energy storage lithium battery ushered in explosive growth. "Photovoltaic power generation, battery storage, terminal applications," the integration of innovative energy electronics industry chain gradually accelerate the pace of development, lithium, photovoltaic and other areas of backbone enterprises to strengthen cooperation, light storage integration construction accelerated, the first half of the national energy storage lithium-ion battery production reached 15GWh, an increase of 260%.
Fourth, the level of production intelligence continues to improve. Downstream market requirements for lithium-ion battery consistency, yield, safety, etc. continue to improve, high cleanliness workshop, automated production line, intelligent management system, remote control system, etc. become the production standard. The overall cleanliness of the workshops of the backbone enterprises has reached 10,000 levels, and the cleanliness of key process workshops is more than 1,000 levels, and a large number of semi-finished products are transferred using intelligent carriers, the level of unmanned production process is improving, and the battery traceability and process management system is widely established and applied.
Fifth, the industry investment and financing environment is relaxed. According to research institutions combing, the first half of the backbone enterprises announced nearly 100 lithium-ion battery industry chain investment projects, with a total investment amount of more than 490 billion yuan, of which the battery and the four major materials investment amounted to more than 310 billion yuan, 180 billion yuan. More than 20 lithium-ion battery industry chain enterprises applied for listing in the first half of the year, with a total financing of nearly 24 billion yuan. Domestic and international double-cycle new pattern to accelerate the establishment of the leading domestic enterprises in key overseas areas to invest in the construction of plants, international capital and enterprises through equity participation, long orders and other forms of strengthening cooperation with domestic enterprises.
