Liu Yanlong: This year, the annual installed capacity of power batteries in the Chinese market will reach 150GWh

"Among the TOP10 companies in the Chinese market, 9 are independent brands; globally, Chinese companies occupy 6 seats in the TOP10." It can be seen that in the fully open and competitive market, China's leading battery companies are in the world's first group in terms of product research and development, technology, cost, service capabilities, etc., and have truly achieved the goal of big and strong. ”

On December 14th, the "Sixth International Summit on Power Battery Application (CBIS2021)" was grandly opened in Ganzhou, Jiangxi. The theme of the summit is "New Power, New Pattern: Embracing a New Era of 'Double Carbon Target'".

Leading enterprises from the industrial chain such as vehicles, power batteries, materials, equipment, and industry institutions gathered here to conduct in-depth exchanges and discussions on the core issues of the industrial chain such as industrial chain delivery, supply chain safety and security, double carbon targets and the new pattern of the globalized market, breakthroughs in material technology and industrialization applications under the new development pattern.

The picture shows Liu Yanlong, Secretary General of China Chemical and Physical Power Industry Association, delivering a speech

At the opening ceremony, Liu Yanlong, secretary general of the China Chemical and Physical Power Industry Association, said in his speech that from January to November this year, China's new energy vehicle sales reached 2.99 million, an increase of 166.8% year-on-year, and the annual sales volume is expected to exceed 3.4 million. In the first 11 months, the penetration rate of the new energy vehicle market has reached 12.7%. Last year, the market penetration rate of new energy vehicles in China was only 5.4%. The penetration rate of the new energy vehicle market has increased rapidly this year, and the most important factor is the significant increase in the proportion of private consumption, which has provided strong support for the growth of new energy vehicle sales. This shows that with the continuous maturity of power battery technology, consumer acceptance of electric vehicles has increased significantly.

According to the data of the Power Battery Application Branch, the installed capacity of power batteries in the Chinese market from January to November this year is about 128.3GWh, an increase of 153.1% year-on-year, and the annual installed capacity is expected to be close to 150GWh. In terms of market concentration, the market share of the top 10 companies in the Chinese market in the first 11 months of this year reached 92%. Among them, 9 of the TOP10 companies with installed capacity in the Chinese market are independent brands; globally, Chinese companies occupy 6 seats in the TOP10. It can be seen that in the fully open and competitive market, China's leading battery companies are in the world's first group in terms of product research and development, technology, cost, service capabilities, etc., and have truly achieved the goal of "big and strong".

Liu Yanlong said that from the perspective of battery technology route, on the one hand, lithium iron phosphate batteries have once again become the focus of the market due to economic and safety advantages, and the installed capacity of lithium iron phosphate batteries in the Chinese market from January to November this year reached 64.8GWh, which was higher than the installed capacity of ternary batteries 63.3GWh for the first time. In addition, 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, General Motors, Ford, Hyundai and other international mainstream car companies have said that they want to introduce lithium iron phosphate batteries, LG new energy, SKI and other battery companies are also accelerating the layout of lithium iron phosphate batteries.

"In order to improve the performance of batteries and vehicles, high nickel has become the mainstream direction of the ternary system," Liu Yanlong pointed out in his speech, including Fu Neng Technology, Ningde Times, Ewell Lithium Energy, Guoxuan Hi-Tech, LG New Energy, SKI and other battery companies are steadily advancing and volume in the research and development and mass production of high-nickel batteries, with the introduction of new models by high-end car companies, high-nickel batteries will maintain rapid growth in global demand in the next few years.

"Under the background of the reform of the global automobile industry and the tightening and tightening of carbon emission policies, the pace of electrification of mainstream car companies has accelerated, and the energy storage industry will also enter a stage of large-scale development." Liu Yanlong said that the power battery application branch predicts that the TWh era of power and energy storage battery demand will arrive before 2025. In fact, from the aforementioned sales of new energy vehicles and the installed capacity of power batteries, it can be seen that this trend is accelerating.

In fact, based on the above judgment, the expansion of power batteries has also entered the fast lane, and the head battery companies at home and abroad have all carried out hundreds of GWh expansions this year, and the future market demand for upstream materials for power batteries will also "rise".

The data shows that in order to achieve the goal of global warming within 2 degrees Celsius of the Paris Climate Agreement, the global demand for clean energy minerals will at least double in 2040, and the demand for electric vehicle-related minerals will increase by 30 times, of which lithium will increase by 42 times, graphite will increase by 25 times, cobalt will increase by 21 times, and nickel will increase by 19 times.

When deliberating the national security strategy, the Politburo meeting of the Central Committee proposed to ensure the safety of energy and mineral resources. This is the first time that a high-profile meeting has juxtaposed mineral safety with energy security, which means that mineral security has risen to the level of national strategy.

Liu Yanlong pointed out that the "price increase tide" caused by the mismatch between supply and demand in the industrial chain this year is actually caused by the lack of attention to resources and materials, and the layout is not enough, and enterprises, industries and governments should pay enough attention to the layout of key resources and materials in the future.

Liu Yanlong finally said that hundreds of boats are competing for the current, the strivers are the first, the other side of the pressure and challenge is the opportunity, "I also hope that the industrial chain will work together to make China's power battery industry chain bigger and stronger, and more domestic leading enterprises will seize the opportunity of global electrification and work hard to the international leader." ”