【XWBOO Enterprise News】 China's power battery industry is currently experiencing rapid innovation momentum and needs to continue to maintain it. Developed countries such as Europe, the United States and Japan have also continued to plough deep in the field of power batteries, and each has its own advantages. From policy to platform, from market to technology, innovation in the power battery industry is spreading rapidly from point to point, signifying the abundant vitality of China's manufacturing development in the new era.
When clean energy and green energy became a global consensus, countries around the world set off a massive wave of "electrification", and lithium batteries, as the main power of new energy vehicles, have been the "lifeblood" of the development of the new energy industry. Accordingly, as the global automotive industry accelerates into the era of electrification, the market demand for power batteries continues to expand, and related enterprises must expand production to keep pace with the times.
In the first half of this year, the global electric vehicle battery market size reached 202 GWh, up 76% year-on-year. On this gorgeous stage of power batteries, Chinese companies are "dancing and dancing," according to SNE Research. According to SNE Research, 15 of the top 20 global power battery manufacturers are Chinese companies; 11 of the 12 power battery manufacturers with growth rates of over 100% are Chinese companies.
In the past September, the installed capacity of domestic power batteries was 31.6 GWh, up 101.6% year-on-year and 14.0% YoY. From January to September, the installed capacity of domestic power batteries was 193.7 GWh, up 110.5% YoY. Compared with last year, the installed power battery capacity doubled in the first three quarters of this year.
Currently, a number of power battery companies are accelerating their expansion to meet market demand.
On September 27th, EVERLIGHT released an announcement that it intends to sign an investment agreement with Shenyang Municipal People's Government and Shenyang Economic and Technological Development Zone Management Committee for energy storage and power battery projects. On 17 May, EVERLIGHT announced that it intends to sign an agreement with Yuxi High-tech Zone in Yunnan Province on matters related to the investment and construction of lithium battery production projects. The project plans to invest 3 billion yuan to build a 10GWh power storage battery project.
On 28 September Ningde Times announced that it intends to invest in the construction of the Luoyang New Energy Battery Production Base Project in Yibin District, Luoyang City, Henan Province, with a total investment of no more than RMB 14 billion. Ningde Times said, with the rapid development of the global new energy industry, the next few years power battery and energy storage battery shipments will enter the "TWh" era, in order to seize the historical opportunity of the rapid development of the new energy industry, to further improve the layout of the production base, the company intends to make corresponding capacity investment.
On 28 September, Ganfeng Lithium announced that it had recently signed a strategic cooperation framework agreement with the Yichun Municipal People's Government to invest in the construction of a new lithium battery production and manufacturing base with an annual output of 30 GWh, a lithium metal project with an annual output of 7,000 tons and a lithium hydroxide project with an annual output of 50,000 tons in Fengcheng City.
In order to meet the needs of multiple application scenarios, promote the development of the industry and secure competitive advantages, technological innovation is the key. High energy density, high safety and low cost requirements are driving the new generation of power battery innovation. Some industry insiders point out that thinness, high energy density, high safety and fast charging are important development directions for the industry in the future. This judgment has many practical factors behind it.
In recent years, consumer electronic products to fashion thin and light, ergonomic shape design and mobile connectivity continue to enhance the direction of development, and in the context of consumer electronics RF band expansion, pixel density, enhanced processor performance, consumer electronics energy consumption and heat problems are also increasingly prominent, its light weight, small size, high capacity, high energy density, customizable size, good safety performance, and The demand for lithium-ion batteries that are lightweight, small in size, high in capacity, high in energy density, customisable in size, safe and quick to charge is increasing.
Generally speaking, lithium is by far the lightest metal in nature and lithium batteries have an advantage over other batteries in terms of size and weight. In addition, lithium metal batteries have the highest energy density and range. So whether it is a pure solid, hybrid or liquid route, the end of the battery should be a lithium metal battery. Accelerating the research and development of new materials for lithium batteries has also become a major new direction to promote the application of batteries.
Only through self-reliance and self-improvement can we usher in a glorious tomorrow and achieve real results. This year, next year and another year for power batteries, there will be new surprises and new harvests every year!
