Lithium battery industry development trend analysis China's lithium battery production situation at a glance

A "lithium battery" is a type of battery using a lithium metal or a lithium alloy as a negative electrode material and using a nonaqueous electrolyte solution.

Lithium-ion battery is a secondary battery for commercial applications

Lithium-ion batteries can be classified into primary batteries and secondary batteries according to their working properties. The primary battery is a non-recyclable battery; the secondary battery is charged, discharged, and recycled several times, such as lead-acid batteries, nickel-cadmium batteries, nickel-hydrogen batteries, and lithium-ion batteries, which have been commercialized. A lithium ion battery refers to a secondary battery in which two different compounds capable of reversibly intercalating and deintercalating lithium ions are used as a positive electrode and a negative electrode, respectively.

When the battery is charged, the lithium atoms of the positive electrode are ionized into positively charged lithium ions and electrons. The positively charged lithium ions start from the positive electrode, pass through the film and then to the negative electrode, and synthesize lithium atoms at the negative electrode and electrons. When the battery is discharged, the opposite is true. Lithium ions are ionized from the surface of the negative electrode material into lithium ions and electrons. The positively charged lithium ions start from the negative electrode, pass through the film and then go to the positive electrode, and synthesize lithium atoms with electrons.

The upstream industry of lithium batteries mainly includes lithium raw materials, cathode materials, anode materials, electrolytes, separators, and production equipment.

The downstream applications of lithium-ion batteries mainly include power batteries, 3C batteries and energy storage batteries. As the current energy storage battery market has not been opened, the scale is small.

China's lithium battery production

China is one of the leading producers of lithium-ion batteries. According to the data of the “Lithium Battery Industry Market Demand Forecast and Investment Strategy Planning Analysis Report” released by the Prospective Industry Research Institute, in 2014, China’s lithium-ion battery output reached 5.287 billion, accounting for 71.2% of the global total. It has ranked first in the world for ten consecutive years. In 2016, the annual output of lithium-ion batteries in China reached 7.842 billion, which is about three times higher than the 2.687 billion in 2010, with a compound annual growth rate of 19.54%.

China's lithium battery production in 2010-2018

Analysis of Industrial Structure of lithium ion battery in China

Consumer batteries are the largest application area, accounting for 88.4% in 2012 and falling to 49.84% in 2016. However, it is still the largest application field in China; the power battery has sprung up, accounting for 6.94% in 2012, and rising to 45.08% in 2016. The development potential is huge; the energy storage battery is still waiting to be made, accounting for 4.62 in 2012. %, accounting for 5.08% in 2016, the growth needs to be improved.

Lithium battery ladder utilization potential is huge

Lithium batteries have further increased in the proportion of industrial energy storage batteries. Lithium batteries have higher specific energy and energy density, low self-discharge rate, no memory effect and no pollution to the environment, and all aspects of performance are superior to other energy storage battery types.

Ladder utilization + dismantling and recycling, new journey of 10 billion blue sea market

From the perspective of demand, the utilization of the energy storage of the lithium battery after the decommissioning of the lithium battery can be completely digested by the market. It is predicted that China's new PV installed capacity will be 79.5GW in 2020. Considering renewable energy power generation and energy storage systems account for 5%-20% of new installed capacity of photovoltaic new energy power generation equipment, the capacity-to-power ratio is 2-4 times, which can be inferred. In 2020, the demand for new energy-saving systems for renewable energy generation will reach 23.85GW.

According to the forecast of the Prospective Industry Research Institute, the potential for the new cascade utilization in China in 2025 will reach 33.6GWh. The application scenarios of power grids for the economics of peak-cutting and valley filling, the explosive growth of distributed PV installed capacity, and the speed of the layout of electric vehicle energy storage charging stations have all contributed to the increasing demand for ladder utilization.

Power battery drives the rapid growth of anode materials demand

In the future, the growth of consumer electronics demand will be stable at a low level, and the installed capacity in the energy storage sector will be small, and the demand for power batteries will be the main driving force for the high growth rate of the lithium battery industry.

At present, the lithium battery industry is in a period of rapid development, the government has vigorously supported, and the capital of all walks of life has flocked to the lithium battery industry, and enterprises have also “smashed the ground”.

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