Total national lithium-ion battery production exceeded more than 940GWh in 2023, a 25% increase from last year
On March 1, Ministry of Industry and Information Technology of the People’s Republic of China released the 2023 national lithium-ion battery industry operation. The data shows that in 2023, China's lithium-ion battery industry continued to grow. According to the lithium battery industry standardized announcement of enterprise information and industry associations, the national lithium battery production exceeded more than 940GWh, an increase of 25% year-on-year, and the industry's total output value reached more than 1.4 trillion yuan. In battery part, the production of consumer, power, energy storage lithium battery were 80GWh, 675GWh, 185GWh from January to December. The installed capacity of lithium batteries (including new energy vehicles, new energy storage) exceeded 435GWh. Export trade continued to grow, from January to December national lithium battery exports totaled 457.4 billion yuan, an increase of more than 33% year-on-year. Annual lithium battery industry product prices fell significantly, and core, battery-grade lithium salt prices fell by more than 50%, 70% from January to December.
Ministry of Industry and Information Technology and other six departments: develop new energy storage multi-technology
On February 29, Ministry of Industry and Information Technology of the People’s Republic of China and other six departments issued the” Guiding Opinions on Accelerating the Development of Green Manufacturing Industry.” The opinions propose a forward-looking layout of future industries in the green and low-carbon field.Focus on the need of energy revolution and industrial change under carbon peak and neutrality targets, plan the layout of hydrogen energy, energy storage, bio-manufacturing, CCUS and other future energy and future manufacturing industry development. Build a technology and equipment system for the whole industrial chain of hydrogen energy production, storage, transmission and utilization, and improve the technical economy and industrial chain completeness of hydrogen energy around the demand for hydrogen in the fields of petrochemicals and chemicals, iron and steel, transportation, energy storage and power generation and others. Focus on various application scenarios of energy storage in power supply side, grid side, user side and others, develop new energy storage multi-technologies, create product matrix of energy storage technology required by new power systems, and realize the scale application of energy storage in multiple time scales.
Two departments jointly released “Guidance on Strengthening the Construction of Grid Peak Regulation and Energy Storage and Intelligent Dispatch Capacity of Power Grid”
On February 27, the National Development and Reform Commission and the National Energy Administration jointly issued the “Guiding Opinions on Strengthening the Construction of Grid Peak Regulation and Energy Storage and Intelligent Dispatch Capacity”. The document puts forward that by 2027, the regulation capacity of the power system will be significantly improved, the policy system to guarantee the market-oriented development of new energy storage will be basically built, the intelligent scheduling system adapted to the new type of power system will be gradually formed, the national new energy power generation accounted for more than 20% of the total power generation, and the new energy utilization rate will be maintained at a reasonable level, so as to guarantee the balance between supply and demand of electric power and the safe and stable operation of the system.Promote the construction of energy storage capacity. Do a good job in the planning and construction of pumped storage power stations, promote the construction of new energy storage on the power supply side, optimize the scale and layout of the development of new energy storage in power transmission and distribution, develop new energy storage on the user side, and promote the diversified and coordinated development of new energy storage technologies.
Installed energy storage reaches 1.5GW by 2027! Hefei City released new energy storage development plan
On February 23, the People's Government of Hefei Municipality issued “Hefei New Energy Storage Development Plan (2023-2027)”. The plan proposes that by 2025, the city's megawatt-level electrochemical energy storage power stations will reach 50, with a total installed capacity of 800,000 kilowatts. Cluster 100 enterprises of new energy storage industry chain, with business revenue of more than 80 billion yuan, and the comprehensive competitiveness of the industry will be greatly improved. The provincial innovation platform will reach 15, and 2 new national innovation platforms will be added.
By 2027, new energy storage multiple flexible adjustment role more prominent, basically meet the new power system construction needs, new energy storage core technology and equipment industry chain is mature and complete, and play a significant role in the promotion of carbon peak carbon neutral field. The city's megawatt-level electrochemical energy storage power station reached 100, with a total installed capacity of 1.5 million kilowatts; gathering 150 new energy storage industry chain enterprises, with a revenue of more than 150 billion yuan, and strive to add energy storage revenue of more than 50 billion yuan enterprise 1, more than 10 billion yuan enterprise 3, and strive to create a national new energy storage industry clusters; the provincial innovation platform to reach 25, and strive to add new national key laboratories, national manufacturing innovation centers 2-3. Manufacturing Innovation Center.
Inner Mongolia: strive for breakthroughs in energy storage demonstration projects and other areas by 2024
On February 20, the People's Government of Inner Mongolia Autonomous Region issued a notice on the issuance of the National Economic and Social Development Plan of the Autonomous Region for 2024. In terms of energy storage, the document proposes to formulate future industrial development promotion program. Around low-carbon energy and other areas, focusing on new energy storage, hydrogen energy, high-performance composites and other directions, actively introduce top experts, innovative teams to carry out research and development, and make effort to do a good job in technology research, industry cultivation, talent training, etc..Strive to make breakthroughs in strong grids, new energy transmission channels, green power consumption lines, and energy storage demonstration projects, and strive to exceed 250 million kilowatts of installed power, 77.4 billion kilowatt-hours of power generation, and 318 billion kilowatt-hours of exported power.
Guizhou: the total output value of new energy power battery and material R&D and production base reaches 500 billion by 2027
Recently, the leading group of new industrialization work in Guizhou Province issued "Views on accelerating the construction of Guizhou's new energy power battery and materials R & D and production base". The views put forward, by 2027, the total output value of new energy power battery and materials R & D and production strives to reach 500 billion yuan, the overall scale of the industry, innovation capacity and quality and efficiency take the leading place in the whole country, and cultivate advanced manufacturing clusters with "one core and two zones" as the main carrying areas, and basically build a nationally important R&D and production base for new energy power batteries and materials.
Create a new track of energy storage battery industry. Cultivate the electrochemical energy storage battery industry system, accelerate the extension, supplementation and improvement of the chain by focusing on the cathode materials for lithium iron phosphate and sodium-ion battery, flow battery materials and new anode materials for hard carbon and others. Build "new energy + energy storage" demonstration projects in Bijie, Liupanshui, Qianxinan and other regions with large new energy installations. Develop diversified application scenarios for energy storage, comprehensively promote the integrated and coordinated development of "power supply, power grid, load and energy storage", and effectively enhance the brand effect.
Maximum subsidy of 20 million! Lianyungang City support the development of new energy storage industry
Recently, Industry and Information Technology Bureau of the Lianyungang Municipality issued a notice soliciting public opinion on revision of the "Several policies and measures to support the development of the new energy storage industry in Lianyungang City (draft)". The document mentioned to accelerate the project construction. Support existing enterprises around the new energy storage industry chain in the city to increase capital and expand production, focusing on attracting new manufacturing enterprises in the field of energy storage. For energy storage battery, battery management system, hydrogen energy storage and other major projects in the field of new energy storage with high technological content and strong driving effect, the counties and districts (functional boards) take the way of "One Project One Discussion", "One Enterprise One Policy" to give key support in terms of land use, energy, environmental protection, finance, etc. The projects with the current equipment investment of more than 100 million yuan, will be given no more than 10% subsidies according to its determined investment in equipment after completion and put into operation, a single enterprise up to 20 million yuan.
Support key technology research. Encourage new energy storage enterprises to focus on the bottleneck in the industry chain to carry out research, to resolve bottlenecks in the industry's key core technology, to focus on supporting enterprises of the lithium-ion batteries, sodium-ion batteries, all alum liquid current batteries, hydrogen storage and other cutting-edge key areas, to accelerate the promotion of key technologies, key components, key materials and major equipment research and development. The projects that undertake the national core technology research, will be given no more than 50% of the funds allocated by the state, a single project up to 5 million yuan. The projects undertaking provincial core technology research and development, will be given no more than 30% of the funds allocated by the province, with a maximum of 2 million yuan for a single project.
