On February 2023, 2, the Electronic Information Department of the Ministry of Industry and Information Technology of the People's Republic of China released the "Operation of the National Lithium-ion Battery Industry in 23".

According to the data released by the Ministry of Industry and Information Technology, the national lithium-ion battery output will reach 2022GWh in 750, a year-on-year increase of more than 130%, and the total output value of the industry will exceed 1.2 trillion yuan, about twice the total output value of the industry in the previous year of 6000 billion yuan.

The Ministry of Industry and Information Technology said that in 2022, China's lithium-ion battery industry will adhere to the supply-side structural reform, accelerate technological innovation and transformation and upgrading, continuously improve the supply capacity of advanced products, and maintain a rapid growth trend. The industry as a whole presents the following characteristics:

First, the output continues to grow rapidly, and the industrial scale continues to expand. According to the estimation of enterprise information and research institutions announced by industry norms, the national output of lithium-ion batteries will reach 2022GWh in 750, a year-on-year increase of more than 130%, of which the output of energy storage lithium batteries will exceed 100GWh; The output of first-order materials such as cathode materials, anode materials, separators, and electrolytes for lithium batteries was about 185.140 million tons, 130.85 million tons, 60 billion square meters, and 1,2 tons respectively, with a year-on-year increase of more than <>%; The scale of the industry was further expanded, and the total output value of the industry exceeded <>.<> trillion yuan.

Second, the expansion of industry applications has been accelerated, which has accelerated the process of carbon peaking and carbon neutrality. In 2022, the installed capacity of power batteries for new energy vehicles in China will be about 2022GWh, and the cumulative installed capacity of energy storage lithium batteries will grow by more than 295%. In 130, the total export value of lithium batteries in China will be 2022.3426 billion yuan, a year-on-year increase of 5.86%, 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 in an endless stream. The backbone enterprises have accelerated the layout in the direction of high-efficiency system integration and ultra-large capacity cells, and the energy density of advanced battery product systems has exceeded 250GWh/kg; Flexible, low-temperature resistant, waterproof new battery products have been successfully applied in Winter Olympics equipment; The new generation of information technology is further integrated with new energy storage products, and intelligent liquid cooling technology significantly enhances the thermal management level of energy storage systems and reduces system safety hazards.

Fourth, the enthusiasm for investment in the industry is high, and the whole chain has strengthened coordination and cooperation. According to incomplete statistics, in 2022, there will be more than 40 planned projects in the battery cell sector, with a planned total production capacity of more than 1.2TWh and a planned investment of 4300 billion yuan. The average prices of battery-grade lithium carbonate and battery-grade lithium hydroxide (micronized grade) in 2022 will reach 48,1 yuan/ton and 46,4 yuan/ton, respectively. Lithium battery enterprises have strengthened the upstream and downstream cooperation of the industrial chain through various forms such as investment and equity participation, signing long-term orders, and joint research.

If we combine the data of the Ministry of Industry and Information Technology and the "White Paper on the Development of China's Lithium-ion Battery Industry (2023)" released by EVTank, a domestic research institution, it can be seen that in 2022, China's lithium-ion battery industry will still play a leading role in the world.

According to the white paper, in 2022, the overall global shipment of lithium-ion batteries will be 957.7GWh, a year-on-year increase of 70.3%. China's lithium-ion battery shipments reached 660.8GWh, a year-on-year increase of 97.7%, exceeding the global average growth rate, and accounting for 69.0% of the world's overall lithium-ion battery shipments.

In addition, it is worth noting that on the issue of lithium battery raw material prices fluctuating at a high level last year mentioned by the Ministry of Industry and Information Technology, a week ago, Ouyang Minggao, vice chairman of the China Electric Vehicle 35 Association, predicted that the price of lithium resources will further return in the second half of this year, and may fall to 40-20,<> yuan/ton. At the same time, the supply and demand of lithium resources will reach a balance this year, and there will be a surplus next year, and the price balance point in the future will be about <>,<> yuan/ton.

At the same time, Ouyang Minggao stressed that the price of lithium resources should not be too low, which will lead to unprofitable recovery of lithium resources, which is not conducive to the healthy development of the industry.