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Foreseeing 2021: "A Panoramic Atlas of China's Lithium Battery Industry in 2021"

 Last Update: 2021-11-27
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[ Market analysis of chemical machinery equipment network ] Lithium batteries are a type of battery that uses lithium metal or lithium alloy as the negative electrode material and uses a non-aqueous electrolyte solution.
Lithium batteries are mainly used in digital products in traditional fields, and in power batteries and energy storage fields in emerging fields.
In recent years, my country's lithium battery output has increased year by year.
In terms of demand, thanks to the development of new energy vehicles and the increase in demand for power batteries, my country's lithium battery shipments have increased year by year, reaching 131.
6GWh in 2019, and the industrial scale has exceeded 170 billion yuan.
At present, the demand in the field of consumer lithium batteries is relatively saturated.
In the future, with the development of the new energy industry, electric vehicles will gradually become a large demand industry for lithium batteries, so power lithium batteries have become a concentrated area of growth in the demand for the lithium battery industry.

Chemical machinery and equipment network market analysis chemical machinery and equipment

1.
The development status of China's lithium battery industry

Since 1990, China’s lithium battery industry has moved from imitating and learning from the beginning to gradually independent innovation, from providing only consumer batteries at the beginning to becoming a major supplier of power batteries in the later period.
China’s role in the lithium battery industry has become more and more important.
After dozens of years of development, China's lithium battery production plants have gone from a few at the beginning to hundreds of now, and have completed a quantitative breakthrough, and China has become a large lithium battery producer and consumer country.
Driven by both policies and subsidies, many competitive enterprises have emerged in China's lithium battery industry.

　　Lithium-ion battery is a kind of rechargeable battery, which mainly relies on the movement of lithium ions between the positive electrode and the negative electrode to work.
During the charging and discharging process, Li+ intercalates and deintercalates back and forth between the two electrodes: when recharging the battery, Li+ deintercalates from the positive electrode and inserts into the negative electrode through the electrolyte, and the negative electrode is in a lithium-rich state; the opposite is true during discharge.
Generally, batteries containing lithium elements are used as electrodes.
It is a representative of modern high-performance batteries.
According to different classification methods, lithium batteries can be divided into the following categories:

　　1.
Panorama of the industrial chain

　　The upstream raw materials of lithium batteries mainly include nickel, cobalt, manganese, lithium ore, and graphite ore, which constitute the positive and negative materials, electrolyte, electrode substrate, and diaphragm, etc.
; the middle stream is the combination of positive and negative materials, electrolyte, and electrode substrate.
, The diaphragm is assembled into a battery cell for manufacturing and packaging; the downstream is the application field of lithium batteries.

　　2.
On the supply side: output continues to grow

　　In recent years, the demand for lithium batteries for 3C products has increased steadily, and with the gradual expansion of the market scale of new energy vehicles and the expansion of demand for energy storage batteries, the production scale of lithium batteries in my country has been expanding year by year.
According to national data, the output of lithium batteries in my country continued to grow from 2015 to 2019.
In 2019, my country's lithium-ion battery output was 15.
722 billion.
From January to November 2020, my country's lithium-ion battery output reached 16.
681 billion.

　　3.
Demand side: Shipment volume is increasing year by year, and market scale is expanding

　　——Power battery shipments and installed capacity increase year by year

　　From January to December 2020, my country's total power battery installed capacity is 63.
6GWh, a cumulative increase of 2.
3% year-on-year.
In 2020, China's power battery shipments will be 80GWh, a year-on-year increase of 13%.
Under the influence of the epidemic, 2020 will still improve compared with 2019.
The main reasons are: 1) The domestic new energy terminal market has recovered beyond expectations in the second half of 2020, and new models were released in the second half of the year, which drove the enthusiasm of consumers to buy cars, resulting in the domestic new energy vehicle market sales exceeding 1.
3 million; 2) 2020 The European new energy vehicle market has grown faster than expected, with annual sales exceeding that of China, which has boosted the export scale of some domestic head battery companies.

　　——China’s total shipments of lithium batteries are increasing year by year

　　Benefiting from the growth of new energy vehicles and power battery shipments, China's lithium battery shipments increased year by year from 2016 to 2019.
According to Gaogong's lithium battery data, China's total lithium battery shipments in 2018 were 102GWh, a year-on-year increase of 27%.
China's lithium-ion battery shipments reached 131.
6GWh in 2019.
According to preliminary estimates, the shipment of lithium batteries in 2020 will exceed 160GWh.

　　Note: The 2020 data is preliminary calculation data, for reference only, the same below.

　　——The scale of China's lithium battery industry is increasing

　　Affected by the continued decline in the price of lithium-ion batteries, the scale of my country's lithium-ion battery industry in 2019 increased slightly to 175 billion yuan from the previous year, with a growth rate of only 1.
3%, and the growth rate continued to show a downward trend.
Foresight According to preliminary estimates of the development trend of the lithium battery industry, the scale of my country's lithium battery industry will exceed 180 billion yuan in 2020.

　　2.
The competitive landscape of China's lithium battery industry

　　1.
Competitive landscape of subdivided products

　　Lithium batteries can be classified according to electrolyte material, battery shape, outsourcing material, positive/negative electrode materials, and performance purposes.
Currently, the main cathode material is used as the basis for dividing lithium battery products, because the cathode material is the source of lithium ions in the battery.
Its performance is directly related to battery performance, is the basis of lithium battery energy density, and is a key functional material in lithium batteries.
Lithium batteries are classified according to the positive electrode material.
There are mainly four types of ternary positive electrode materials, lithium iron phosphate, lithium cobalt oxide and lithium manganate.
The negative electrode materials are generally natural graphite and artificial graphite.

　　In 2020, China's cathode material shipments amounted to 510,000 tons, a year-on-year increase of 27%.
From the perspective of the structure of the shipment volume of cathode material products, the proportion of ternary materials and lithium cobalt oxide materials in the field of cathode materials from 2018 to 2020 has slightly declined.
In 2020, the shipments accounted for 46% and 16%, respectively, and lithium iron phosphate accounted for The ratio rose from 21.
24% to 25%.

　　According to GGII survey data, China's anode material shipments will be 365,000 tons in 2020, a year-on-year increase of 35%.
From the perspective of the negative product structure, the proportion of artificial graphite products has increased, and the market share has reached 84%.
Other negative electrode materials represented by silicon-based negative electrodes have been affected by the switch of the main shipment models of domestic cylindrical battery products and the suspension of the upgrade of the high nickel system of square power batteries.
The expected growth has not been achieved, and the market share has declined.
The decline in the proportion of natural graphite is mainly due to the purchase of mixed materials of natural and artificial graphite by mainstream battery companies in 2020, which will reduce the purchase of graphite to a certain extent.

　　Note: The inner circle is the product structure for 2019, and the outer circle is the product structure for 2020.

　　2.
Downstream application pattern: mainly power lithium batteries and consumer lithium batteries

　　Lithium batteries in my country are widely used in many downstream fields such as mobile phones, notebook computers, electric bicycles, electric vehicles, power tools, digital cameras, etc.
They can be classified into three main categories: energy storage, consumption and power lithium batteries.
With the expansion of the scale of my country's new energy vehicles, it is expected that the proportion of my country's electric vehicles' demand for lithium-ion batteries will further increase in the future.

　　From the perspective of the product application structure of downstream lithium batteries, power lithium batteries are the main application field, and shipments in 2019 accounted for 53.
95%; shipments of lithium-ion batteries for energy storage reached 3.
8GWh in 2019, accounting for lithium 2.
89% of ion shipments; consumer (3C) lithium battery shipments were 56.
8GWh, accounting for 43.
16% of lithium ion shipments.

　　3.
Enterprise competition pattern: market share will be further concentrated to leading enterprises

　　At present, the demand for consumer lithium batteries is relatively saturated.
In the future, with the development of the new energy industry, electric vehicles will gradually become a large demand industry for lithium batteries, so power lithium batteries have become a concentrated area of growth in the demand for the lithium battery industry.

　　Taking power lithium battery companies as an example, from January to December 2020, a total of 72 power battery companies in my country's new energy vehicle market have achieved vehicle installations, which is 3 less than the same period in 2019.
Among them, CATL’s vehicle loading was 31.
79GWh, accounting for 50%,*; BYD’s vehicle loading was 9.
48GWh, accounting for 14.
9%, *2; LG Chem’s vehicle loading was 4.
13GWh, accounting for 6.
5%, *3 .

　　As competition in the power battery market further intensifies, advantages continue to expand, and industry concentration continues to increase.
In 2020, *3, the top 5, and the first power battery companies have installed power batteries of 45.
4GWh, 52.
3GWh and 58.
4GWh, respectively, accounting for 71%, 82% and 92% of the total installed vehicles.

　　3.
China's lithium battery industry development prospects and trend analysis

　　1.
Development trend: lithium battery, energy saving and high speed

　　Lithium battery, energy saving and high speed will be the development trend of lithium battery in the future.
As an important part of the new energy field, the lithium battery industry has developed rapidly and has become a new focus of investment in the manufacturing field.
Lithium battery companies have increased the construction of new factories, hoping to increase production capacity and win with the help of scale.
Energy-saving and high-speed manufacturing of lithium batteries has become a new industry trend.

　　2.
Development prospects: good industry prospects

　　With the expansion of my country's new energy vehicle market, the demand for power lithium batteries will increase significantly.
At the same time, the rapid development of mobile phones, electric vehicles, power tools, digital cameras and other industries will continue to increase the demand for lithium batteries.
In addition, due to the technological innovation of lithium battery manufacturers, people's demand for lithium batteries will continue to grow, and the development prospects of the lithium battery industry are good.
It is predicted that the market size of my country's lithium battery industry will exceed 260 billion yuan by 2026.

　　For more data, please refer to the "Market Demand Forecast and Investment Strategic Planning Analysis Report of China's Lithium Battery Industry" by Qianzhan Industry Research Institute.
At the same time, Qianzhan Industry Research Institute provides industrial big data, industrial planning, industrial declaration, industrial park planning, industrial investment promotion, etc.
solution.

　　Original title: Foreseeing 2021: "Panoramic Atlas of China's Lithium Battery Industry in 2021" (with industry supply and demand, competitive landscape, development prospects, etc.
)

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