China's lithium-ion battery industry continues to grow rapidly

On February 24, the Ministry of Industry and Information Technology released the operation situation of the lithium-ion battery industry in 2021.Data show that in 2021, the national production of lithium ion batteries was 324GWh, up 106% year on year, and the total output value of the whole lithium battery industry exceeded 600 billion yuan.Among them, the output of lithium battery in consumption, power and energy storage was 72GWh, 220GWh and 32GWh respectively, up 18%, 165% and 146% respectively.In 2021, China's lithium-ion battery industry will achieve sustained and rapid growth.

The increasingly prominent environmental problems and resource problems have promoted the rapid development of new energy.At present, the development of renewable resources is faced with the problems of poor power quality and difficult grid connection. Energy storage technology is the key technology to solve the grid connection of new energy power generation, the construction of smart grid and micro grid.

On the one hand, lithium-ion batteries have been widely used in high voltage and large capacity energy storage systems because of their excellent performance.China has been the world's largest producer and manufacturer of lithium-ion batteries since 20214, according to the White Paper on the development of the lithium-ion battery industry (2022).With the continuous improvement of the global penetration rate of new energy vehicles and the gradual advancement of the "dual-carbon" goal, the demand for automotive power batteries and energy storage batteries will continue to grow at a high rate, and before 2030, other battery systems are still difficult to develop on a large-scale industrialization, and lithium-ion batteries will still be the mainstream technology route.

But on the other hand, due to the large monomer capacity, lithium-ion batteries are easy to produce high temperature in the process of charge and discharge, inducing unsafe factors.In recent years, there have been many safety accidents of electric bicycles and energy storage systems at home and abroad. Cao Guangping, an independent researcher of new energy and intelligent connected vehicles, also said that lithium batteries are also easier to reach fire points in terms of characteristics.

In this regard, in December 2021, the Ministry of Industry and Information Technology officially issued a mandatory national standard "Lithium Battery and Battery Set Safety Requirements" plan, on January 18 this year, the energy storage lithium battery safety strong standard start meeting was held in Beijing, marking the official start of the preparation of the strong standard work.

On the national standard public information service platform, the reporter saw that the standard was jointly drafted by China Institute of Electronic Technology Standardization, Xinwangda Electronics Co., Ltd., China Electricity Council, Ningde Times New Energy Technology Co., Ltd., Shenzhen BYD Lithium Battery Co., Ltd.The formal release of the standard formulation plan provides an important reference basis for the subsequent safety assessment and market access of related products, and is of great significance to improving the safety and quality of the corresponding products.

It is worth mentioning that it can be seen from the operation of the lithium ion battery industry released by the Ministry of Industry and Information Technology that in 2021, the lithium ion battery industry in China continued to deepen innovation, the energy density of advanced ternary battery and lithium iron phosphate battery reached 280Wh / kg and 170Wh / kg respectively, and the cycle life of the backbone enterprise battery system is more than 5000 times.

With the accelerated improvement of the safety standard system of lithium battery products, the strong safety standards such as Lithium Battery and Battery Pack for Electric Energy Storage System are officially approved, and the lithium ion industry will usher in greater development opportunities and strongly support the "double-carbon" work