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| China lithium battery industry market status and development trend in 2019 |
| Time：2019-08-03 Source：China industrial economy information network Views：30962 |
In 2018, China's production of energy storage lithium-ion batteries increased by 48.57% year-on-year to 5.2GWh. China is expected to produce 6.8GWh of energy storage lithium-ion batteries in 2019.
Lithium battery is a kind of battery which is made of lithium metal or lithium alloy and USES non-aqueous electrolyte solution. Lithium batteries are mainly used in digital products in the traditional field and power batteries and energy storage in the emerging field.
China has rich lithium resources, a complete lithium battery industry chain, and a huge reserve of basic talents, making the Chinese mainland the most attractive region in the world in terms of lithium battery and material industry development, and has become the world's largest lithium battery material and battery production base. Lithium battery industry chain upstream including cobalt, manganese, nickel ore, lithium ore, graphite ore. In the lithium battery manufacturing industry chain, the core part of battery pack manufacturing is the battery cell. After the battery core packaging, the wiring harness and PVC film are integrated to form the battery module, and the wiring harness connector and BMS circuit board are added to form the finished power battery.
In 2018, China's lithium ion battery market output increased by 26.71% year-on-year to 102.00GWh, accounting for 54.03% of the world's total. China has become the world's largest manufacturer of lithium ion batteries.
In terms of the downstream application market of lithium ion batteries in China, in 2018, driven by the rapid development of new energy vehicle industry, the output of power batteries increased by 46.07% year-on-year, reaching 65GWh, becoming the largest segment. 3 c digital battery market in 2018 as a whole grew steadily, output fell 2.15% year on year, 31.8 GWh, growth is falling, but in flexible battery, high rate of digital battery, such as high-end digital soft package of high-end digital batteries by wearable devices, unmanned aerial vehicles, such as high-end smartphone market segment, growth in the 3 c digital battery market higher part; In 2018, China's energy storage lithium-ion batteries increased slightly by 48.57% to 5.2GWh.
Power battery
In recent years, China's power lithium ion batteries have developed rapidly, mainly benefiting from the national policy to support the new energy automobile industry. In 2018, China's production of new-energy vehicles increased by 50.62% year on year to 1.22 million vehicles, 14.66 times that of 2014. Driven by the development of the new energy vehicle market, China's power battery market maintained rapid growth in 2017-2018. According to the survey statistics, the output of China's power battery market increased by 46.07% year-on-year, reaching 65GWh in 2018.
System with the new energy vehicles integral effect, the traditional fuel car companies will increase the layout in the field of new energy vehicles, and the foreign capital enterprise in domestic joint venture construction, such as Volkswagen and Daimler, new energy car companies, China power battery market demand will maintain rapid growth trend, power battery production CAGR over the next two years is expected to reach 56.32%, to 158.8 GWh power battery production will break through 2020.
China's lithium ion battery market has maintained rapid growth, mainly driven by the rapid growth of the power battery market. In 2018, the output value of the top five enterprises in China's power battery market accounted for 71.60%, further increasing the market concentration.
Future power battery is the biggest growth engines, lithium ion battery field it toward the trend of the development of the direction of high energy density, high security, high-end digital lithium ion power battery and battery will be a major growth point of lithium-ion battery market, 6 microns lithium electricity within the copper foil will be as one of key raw materials of lithium ion battery, into the mainstream enterprise layout of center of gravity.
3 c battery
In 2018, China's digital battery production decreased by 2.15% year on year to reach 31.8GWh.GGII estimates that in the next two years, the CAGR of digital battery is 7.87%, and China's digital battery production is expected to reach 34GWh in 2019. By 2020, China's digital battery output will reach 37GWh, and high-end digital soft-pack batteries, flexible batteries and high-power batteries will be driven by high-end smart phones, wearable devices, drones and other fields, becoming the main growth point of the digital battery market.
Although there is a huge market space in the field of energy storage lithium ion batteries in China, it is still in the leading stage due to cost, technology and other factors. In 2018, China's production of energy storage lithium-ion batteries increased by 48.57% year-on-year to 5.2GWh. China is expected to produce 6.8GWh of energy storage lithium-ion batteries in 2019.
Lithium battery industry development trend
The overall trend of China's lithium ion battery market is good. It is estimated that the output of China's lithium ion battery market will reach 205.33 GWh by 2020, and the CAGR will reach 41.88% in the next two years.
Future power battery is the biggest growth engines, lithium ion battery field it toward the trend of the development of the direction of high energy density, high security, high-end digital lithium ion power battery and battery will be a major growth point of lithium-ion battery market, 6 microns lithium electricity within the copper foil will be as one of key raw materials of lithium ion battery, into the mainstream enterprise layout of center of gravity.
1. High energy density is the future development trend
Power battery is the engine with the largest growth in lithium ion battery field in the future, and its development trend towards high energy density and high safety is set. With the decline of new energy vehicle subsidies, the new energy vehicle market needs to complete the transformation from policy-driven to market-driven, and improving its range is one of the most critical factors in its marketization process. Therefore, high-energy density power battery has become a hot spot in enterprise research. The country has made corresponding requirements on the energy density of power batteries, and the energy density of power batteries should reach 300Wh/Kg by 2020. In the field of digital battery, the development of digital terminal products toward the light and thin, digital battery needs to improve its energy density to reduce the volume and improve the endurance, so in the future high voltage system lithium cobalt oxide soft package battery and high nickel ternary system cylinder battery applications will gradually increase.
2, 6 micron very thin lithium copper foil into the core of the mainstream enterprise layout
High-energy-density lithium ion battery has become the center of gravity in the layout of the enterprise. The enterprise can use high-nickel ternary material, silicon-based anode material, ultra-thin lithium ion copper foil, carbon nanotubes and other new conductive agents and other new lithium ion battery materials instead of conventional battery materials to improve its energy density. At present, lithium copper foil in China is mainly 8 micron, in order to improve the energy density of lithium ion batteries, the thinner 6 micron copper foil has become the focus of the domestic mainstream lithium copper foil production enterprise layout, but because of the mass production of 6 micron copper foil is difficult, only a few enterprises in China can achieve its mass production. As the industrialization technology of 6-mum copper foil becomes mature and the application technology of battery enterprise improves gradually, the application of 6-mum lithium copper foil will increase gradually.
3. Capacity expansion of power battery enterprises
In 2018, the new energy vehicle market broke out, and the power battery supply was in short supply. Power battery companies expanded their production capacity to meet the rapidly growing market demand. In 2016, the equipment department of the ministry of industry and information technology issued the "automotive power battery industry standard conditions (2017)" (draft for comments), which put forward the production capacity requirements for enterprises entering the power battery catalog. For the annual production capacity requirements of single power battery enterprises are no less than 8GWh, power battery enterprises have to choose the right opportunity to expand production capacity. In the next few years, the market of new energy vehicles will gradually change from policy-driven to market-driven. The cost of power battery enterprises needs to be further reduced. By expanding the scale of production capacity, enterprises can improve the scale effect, reduce product cost and improve their market competitiveness.
4. Power battery and high-end digital battery become the major growth points of lithium ion battery market
Power battery driven by the rapid growth of the new energy vehicle market, rapid growth in recent years. The next 3 to 5 years, the national support for new energy automotive industry will continue, more and more traditional fuel car companies begin to layout of new energy vehicles, along with foreign car companies such as BMW, modern begin to purchase in mainland China power battery production, such as Chinese exports power battery will gradually increase, power battery will become the main lithium ion battery for China's future market momentum.
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