Power lithium battery expansion tide -Lithium - Ion Battery Equipment
From January to November, the sales volume of new energy vehicles in my country reached 2.99 million, a year-on-year increase of 166.8%. Since the first November, the market penetration rate of new energy vehicles has reached 12.7%. In addition, as the penetration rate of new energy vehicles exceeds the critical point of 10%, the sales of new energy vehicles are breaking new records month by month, and the penetration rate is expected to exceed 20% in 2022.(Lithium - Ion Battery Equipment)
The demand for power lithium-ion batteries on the vehicle side is also constantly jumping. Under the new development pattern, battery companies aimed at market trends and started a new wave of "capacity expansion". Ningde era, the output is expected to reach 320GWh by the end of 2022, and the output in 2025 is expected to exceed 670GWh; BYD, the planned output in 2025 will exceed 600GWh; AVIC Lithium Power, the planned output in 2025 is 500GWh, and the output in 2030 is 1TWh...
So, how do you view the expansion of power lithium-ion battery production? From December 14th to 15th, "The Sixth International Summit on Power Li-ion Battery Application (CBIS2021)" was held in Ganzhou, Jiangxi. Companies and institutions from upstream and downstream of the entire vehicle, power lithium-ion battery, materials, equipment and other industrial chains have conducted in-depth discussions on this topic.
The expansion of power lithium-ion battery production is becoming a trend
Since 2021, the two key words for the development of power lithium-ion batteries are: price increases and production expansion.
According to public information, as my country's leading power lithium-ion battery company CATL, the planned output in 2025 is expected to exceed 670GWh, and the output planning area involves Fujian Ningde, Sichuan, Qinghai, Guangdong, Jiangxi, Shanghai and other places. BYD’s production expansion speed is not as fast as that of CATL. According to preliminary statistics, BYD’s planned output in 2025 is expected to exceed 600GWh, involving Guangdong, Qinghai, Chongqing, Hunan, Xi’an, Guizhou, Jiangsu, Hubei, Zhejiang and other provinces and cities. At present, AVIC Lithium Battery, which ranks third in the installed capacity of power lithium-ion batteries, also has a production plan of 500GWh in 2025. Yiwei Lithium Energy will build a production capacity of 200GWh in 2023. Guoxuan Hi-Tech's production plan in 2025 is 300GWh...According to the incomplete statistics of batteries in my country, since the beginning of this year, the newly planned output of domestic and foreign top battery companies has approached 2500GWh.
Liu Yanlong, secretary-general of the my country Chemical and Physical Power Industry Association, emphasized that the penetration rate of the new energy vehicle market has increased rapidly this year. The most important factor is that the proportion of private consumption has increased significantly, which has provided strong support for the increase in sales of new energy vehicles. This shows that with the continuous maturity of power lithium-ion battery technology, consumers' acceptance of electric vehicles has increased significantly.
Judging from the latest installed capacity, data from the Power Li-ion Battery Application Branch shows that from January to November this year, the installed capacity of power lithium-ion batteries in the Chinese market was about 128.3GWh, an increase of 153.1% year-on-year, and the annual installed capacity is expected to be close to 150GWh. In addition, from the perspective of battery technology, on the one hand, lithium iron phosphate batteries are favored by the market due to their advantages in economy and safety. From January to November this year, the installed capacity of lithium iron phosphate batteries in the Chinese market reached 64.8GWh, which was higher than the 63.3GWh installed capacity of ternary batteries for the first time.
It is worth mentioning that the cost advantage of lithium iron phosphate batteries has also attracted the attention and favor of many large car companies around the world, including Tesla, Volkswagen, Daimler, GM, Ford, Hyundai and other international mainstream car companies. They all indicated that they would introduce lithium iron phosphate batteries, and battery companies such as LG New Energy and SKI are also accelerating the deployment of lithium iron phosphate batteries.
The demand for power lithium-ion batteries on the vehicle side is also constantly jumping. Under the new development pattern, battery companies aimed at market trends and started a new wave of "capacity expansion". Ningde era, the output is expected to reach 320GWh by the end of 2022, and the output in 2025 is expected to exceed 670GWh; BYD, the planned output in 2025 will exceed 600GWh; AVIC Lithium Power, the planned output in 2025 is 500GWh, and the output in 2030 is 1TWh...
So, how do you view the expansion of power lithium-ion battery production? From December 14th to 15th, "The Sixth International Summit on Power Li-ion Battery Application (CBIS2021)" was held in Ganzhou, Jiangxi. Companies and institutions from upstream and downstream of the entire vehicle, power lithium-ion battery, materials, equipment and other industrial chains have conducted in-depth discussions on this topic.
The expansion of power lithium-ion battery production is becoming a trend
Since 2021, the two key words for the development of power lithium-ion batteries are: price increases and production expansion.
According to public information, as my country's leading power lithium-ion battery company CATL, the planned output in 2025 is expected to exceed 670GWh, and the output planning area involves Fujian Ningde, Sichuan, Qinghai, Guangdong, Jiangxi, Shanghai and other places. BYD’s production expansion speed is not as fast as that of CATL. According to preliminary statistics, BYD’s planned output in 2025 is expected to exceed 600GWh, involving Guangdong, Qinghai, Chongqing, Hunan, Xi’an, Guizhou, Jiangsu, Hubei, Zhejiang and other provinces and cities. At present, AVIC Lithium Battery, which ranks third in the installed capacity of power lithium-ion batteries, also has a production plan of 500GWh in 2025. Yiwei Lithium Energy will build a production capacity of 200GWh in 2023. Guoxuan Hi-Tech's production plan in 2025 is 300GWh...According to the incomplete statistics of batteries in my country, since the beginning of this year, the newly planned output of domestic and foreign top battery companies has approached 2500GWh.
Liu Yanlong, secretary-general of the my country Chemical and Physical Power Industry Association, emphasized that the penetration rate of the new energy vehicle market has increased rapidly this year. The most important factor is that the proportion of private consumption has increased significantly, which has provided strong support for the increase in sales of new energy vehicles. This shows that with the continuous maturity of power lithium-ion battery technology, consumers' acceptance of electric vehicles has increased significantly.
Judging from the latest installed capacity, data from the Power Li-ion Battery Application Branch shows that from January to November this year, the installed capacity of power lithium-ion batteries in the Chinese market was about 128.3GWh, an increase of 153.1% year-on-year, and the annual installed capacity is expected to be close to 150GWh. In addition, from the perspective of battery technology, on the one hand, lithium iron phosphate batteries are favored by the market due to their advantages in economy and safety. From January to November this year, the installed capacity of lithium iron phosphate batteries in the Chinese market reached 64.8GWh, which was higher than the 63.3GWh installed capacity of ternary batteries for the first time.
It is worth mentioning that the cost advantage of lithium iron phosphate batteries has also attracted the attention and favor of many large car companies around the world, including Tesla, Volkswagen, Daimler, GM, Ford, Hyundai and other international mainstream car companies. They all indicated that they would introduce lithium iron phosphate batteries, and battery companies such as LG New Energy and SKI are also accelerating the deployment of lithium iron phosphate batteries.
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