According to the news from the Ministry of Industry and Information Technology on February 23, in 2022, my country's lithium-ion battery industry will adhere to supply-side structural reforms, accelerate technological innovation and transformation and upgrading, and continuously improve the supply capacity of advanced products. Maintain rapid growth.
First, the output continued to grow rapidly and the scale of the industry continued to expand. According to the enterprise information announced by the industry standard and the calculation of research institutions, the national lithium-ion battery production will reach 750GWh in 2022, an increase of more than 130% year-on-year. The output of materials is about 1.85 million tons, 1.4 million tons, 13 billion square meters, and 850,000 tons, respectively, with a year-on-year increase of more than 60%; the industrial scale has been further expanded, and the total output value of the industry has exceeded 1.2 trillion yuan.
The second is to accelerate the expansion of industry applications and accelerate the process of double carbon. In 2022, the rise of lithium batteries in the field of new energy vehicles, wind energy storage, communication energy storage, household energy storage and other energy storage fields will accelerate and usher in a growth window period. The cumulative installed capacity of lithium batteries has grown by more than 130%. In 2022, the total export of lithium batteries nationwide will be 342.65 billion yuan, a year-on-year increase of 86.7%, 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 is accelerating, and advanced products emerge in endlessly. Backbone enterprises will speed up their layout around high-efficiency system integration and ultra-large-capacity batteries, and the energy density of advanced battery products will exceed 250GWh/kg; flexible, low-temperature-resistant, and waterproof new battery products will be successfully applied to Winter Olympics equipment; a new generation of information technology Further integration with new energy storage products, intelligent liquid cooling technology, etc. significantly enhance the thermal management level of the energy storage system and reduce system safety hazards.
Fourth, the enthusiasm for investment in the industry is high, and the whole chain strengthens 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 over 1.2TWh and a planned investment of 430 billion yuan. The prices of upstream products fluctuate at high levels, and the prices of secondary materials for lithium batteries have repeatedly risen and fallen. The average prices of battery-grade lithium carbonate and battery-grade lithium hydroxide (micropowder grade) in 2022 will reach 481,000 yuan/ton and 464,000 yuan/ton, respectively. Lithium battery companies have strengthened upstream and downstream cooperation in the industrial chain through various forms such as investment and equity participation, signing long-term orders, and joint research.
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