Development status of China’s power lithium-ion battery industry
The industry is gaining momentum. The formation of China’s lithium-ion battery industry began in the late 1990s. Affected by the rapid development of industries such as mobile communications, China has now become the world’s second largest producer of lithium-ion batteries. In 2009, China’s output of lithium-ion batteries exceeded 1.5 billion, with sales reaching 17 billion yuan. The country has invested a lot of financial and material resources in the research and development of power-type lithium-ion batteries. The 863 plan has set up major special projects for electric vehicles. With strong support for the research and development of key materials and batteries for power lithium-ion batteries, research and development institutions such as the Institute of Physics of the Chinese Academy of Sciences, Beijing Research Institute of Nonferrous Metals, Institute of Mechanical Sciences, and the 18th Research Institute of China Electronics Technology Group Corporation have integrated key technologies for power battery systems. , Significant progress has been made in research on key components and products.
At present, China’s under-construction power lithium-ion battery capacity exceeds 4.5 billion wh. If calculated at 30 kW per vehicle, it can meet the loading requirements of 150,000 vehicles. The main production companies include BYD Co., Ltd., Tianjin Lishen Battery Co., Ltd., Shenzhen BAK Battery Co., Ltd., Chery Automobile Co., Ltd., CITIC Guoan Mengguli Power Technology Co., Ltd., Wanxiang Group Co., Ltd., Shanshan Investment Holding (Group) Co., Ltd., etc., in addition to a large number of small and medium-sized enterprises.
China has formed a relatively complete power-type lithium-ion battery industry chain, but the core components are still monopolized by advanced foreign companies. At this stage, the positive and negative materials, electrolyte (electrolyte), etc. of various battery products have basically completed localization, but core materials such as battery separators and lithium hexafluorophosphate are still monopolized by several companies such as Japan and the United States. Although some progress has been made in diaphragm and lithium hexafluorophosphate technology recently, the industry is still small and still dominated by low-end products. The development of the lithium-ion battery industry has entered a critical stage of industrialization, promotion and application.
①Policy support is a three-pronged approach. In recent years, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, and the State-owned Assets Supervision and Administration Commission have respectively issued programs such as “National Major Special Projects for the Industrialization of Electric Vehicles in the Twelfth Five-Year Plan”, “Energy-saving and New Energy Vehicle Industry Development Plan” and “State-owned Enterprise Pure Electric Vehicle Investment Plan” to support With the development of the new energy automobile industry, the power-type lithium-ion battery industry has ushered in a golden opportunity for rapid development.
②Manufacturing enterprise. At present, there are more than 300 companies engaged in lithium-ion batteries in China. Among them, the companies that are committed to the research and development of power-type lithium-ion batteries and have been mass-produced are mainly Tianjin Lishen Battery, BYD, BAK Battery, Wanxiang Electric Vehicle, and CITIC Guoanmeng Guli, Shanshan Technology, etc.
Company name: Tianjin Lishen Battery Co., Ltd.: Founded in 1997, it is mainly engaged in the research and development, production and sales of lithium-ion battery technology. It has an annual production capacity of 500 million Ah lithium-ion batteries. The products are used in portable mobile electronic devices, New energy electric vehicles, wind and solar power generation, energy storage systems and other fields.
In the 11th Five-Year “863” plan, the subject of “High-performance Lithium-ion Power Battery System for Electric Vehicles” was undertaken, mainly focusing on the integration and testing of large-capacity lithium-ion power batteries, as well as related accessories such as battery casings, gaskets, and safety valves. There are fewer patents involving core technologies.
Company name: BYD Co., Ltd.: Founded in 1995, China’s only enterprise that masters the large-scale production technology of lithium iron phosphate battery packs for vehicles. The self-developed “iron battery” has been successfully applied to BYD’s pure electric vehicle E6 and hybrid power Get on the F3DM. The annual output of dual-mode electric vehicles is 1,200. Due to battery capacity limitations, only 100 vehicles are shipped every month.
Applied for 32 related patents, mainly focusing on the preparation of battery cathode materials such as lithium manganate and lithium iron phosphate and battery integration, as well as the preparation of electrolytes (electrolytes) and separators, involving the key components of power-type lithium-ion batteries, which belong to the core technology patent.
Company name: Shenzhen BAK Battery Co., Ltd.: Founded in 2001, it is one of the world’s largest manufacturers of lithium-ion battery cells with a daily production capacity of about 1.5 million. The products cover IT communication fields such as mobile phones, digital, notebooks, and electric In power battery fields such as tools, electric bicycles, and electric cars, three power lithium-ion battery cells have been introduced.
Company name: Chery Automobile Co., Ltd.: Its subsidiary Chery New Energy Vehicle Technology Co., Ltd. was established in 2010 and is responsible for the research and development of clean energy vehicle technologies such as hybrid vehicles and alternative fuel vehicles.
Application for 16 power lithium-ion battery patents, mainly for the integration, detection, and control of automotive power lithium-ion batteries, lithium-ion battery management systems, and lithium-ion battery recycling.
Company name: Wanxiang Electric Vehicle Co., Ltd.: Founded in 2002, it is a wholly-owned subsidiary of Wanxiang Group, dedicated to the research and development, production and sales of clean energy, energy-saving and environmentally friendly vehicles.
Undertook the topic of “Research and Development of Pure Electric Passenger Vehicle Power System Platform Technology”, a major project of energy-saving and new energy vehicles in the Eleventh Five-Year “863” plan, focusing on the development of polymer lithium-ion power batteries. Applied for 13 power-type lithium-ion battery patents, the patent content mainly covers the integration of polymer lithium-ion power batteries, the preparation of lithium manganate battery materials, and the battery pack management system.
Company name: CITIC Guoan Mengguli (MGL): MGL was established in 2000. The investor is CITIC Guoan Group, a subsidiary of China CITIC Group, which is divided into Power Technology Co., Ltd., Power Technology Co., Ltd., and New Energy Technology Co., Ltd. . The main products are lithium cobalt oxide, lithium manganese oxide cathode materials and power lithium ion secondary batteries. Its large-capacity lithium manganese oxide power battery is the exclusive product for the 2008 Beijing Olympics pure electric buses. Applied for 11 power-type lithium-ion battery patents, mainly covering the preparation of lithium manganate cathode materials, battery integration and battery modules.
Company name: Shanshan Investment Holding (Group) Co., Ltd.: Shanghai Shanshan Technology Co., Ltd. was established in 1999, which is mainly engaged in the research, development, production and operation of lithium-ion battery materials. 10 companies, with products covering lithium-ion battery cathodes, anodes, electrolytes (electrolytes), separators, aluminum shells, and related raw materials and resource products, etc. China’s electrolytes (electrolytes) have the second largest market share, and anode materials (graphite) ) The market share is the first, and it is the supplier of negative electrode materials for BENZ pure electric vehicles, American pure electric vehicles Miles and German BMW pure electric vehicles.
Applied for 12 patents for power-type lithium-ion batteries. Each subsidiary of the patent content has its own focus. Among them, Changsha Shanshan Power Battery (a subsidiary of Shanghai Shanshan Technology) is mainly an iron phosphate lithium ion battery, and Shanghai Shanshan Technology is mainly for preparation Lithium-ion battery anode materials, Dongguan Shanshan battery materials mainly develop electrolytes (electrolytes), and Hunan Shanshan new materials are used to prepare lithium manganate and lithium iron phosphate cathode materials.