the ministry of industry and information technology said it would optimize the layout of lithium battery industry and build a unified lithium battery market-皇冠彩票网址

addtime：2022-12-10 author：xinyuren hits：254

on the one hand, the upstream lithium price is high, and the downstream lithium battery manufacturers and new energy vehicle enterprises complain incessantly; on the one hand, ten billion level major lithium battery projects have been launched all over the country, and battery enterprises continue to invest and expand production. in this context, the ministry of industry and information technology will make a strong voice to promote the stable development of the lithium-ion battery supply chain industry chain.
on november 18, the ministry of industry and information technology and the state administration of market supervision and administration jointly issued the notice on the coordinated and stable development of the supply chain of the lithium ion battery industry chain. the notice pointed out that local departments must guide lithium battery enterprises to reasonably formulate development goals based on actual conditions and industrial trends. on the premise of stable supply of key materials, adequate investment in r&d and innovation, and adequate supporting funds, they should appropriately expand the production scale according to time and needs, optimize the regional layout of the industry, and avoid low-level homogeneous development and vicious competition.
at the same time, the ministry of industry and information technology also proposed to adhere to promoting the better combination of effective market and promising government, strive to break down local protection and regional fragmentation, and jointly build an efficient, standardized, fair competition, and fully open national lithium battery unified market.
as for the background of this notice, the ministry of industry and information technology said that, "lithium ion battery (hereinafter referred to as lithium battery) it is a basic electronic product supporting the development of new intelligent terminals, electric tools, new energy storage and other industries. recently, with the explosive growth of downstream demand and industrial scale, the complex and changeable epidemic situation, the increasing downward pressure on the economy and other factors, the supply and demand imbalance of the domestic lithium battery industry chain is serious at the stage, and the prices of some intermediate products and materials fluctuate sharply beyond the normal range; the connection between upstream and downstream is not smooth, and there are hoarding and unfair competition in some fields; blind expansion of production capacity in some links and low quality and low price competition occur from time to time. "
in order to ensure the coordination and stability of the lithium battery industry chain supply chain, the ministry of industry and information technology said that it would focus on the following aspects:
first, adhere to scientific planning and promote the orderly layout of lithium battery industry. local industrial and information competent departments should timely understand the development of local lithium battery manufacturing and primary materials (cathode materials, cathode materials, diaphragms, electrolytes, etc.), secondary materials (battery grade lithium carbonate, lithium hydroxide, etc.), and formulate local lithium battery industry development policies based on facts and facts in accordance with the requirements of the "fourteenth five year plan" manufacturing industry series planning and the guiding opinions on promoting the development of the energy electronics industry.
all localities should guide lithium battery enterprises to reasonably formulate development goals based on actual conditions and industrial trends. on the premise of stable supply of key materials, adequate investment in r&d and innovation, and adequate supporting funds, production scale should be appropriately expanded according to time and needs, industrial regional layout should be optimized, low level homogeneous development and vicious competition should be avoided, and a development pattern of innovation leading, technology priority, fair competition, and orderly expansion should be established.
second, strengthen the connection between supply and demand to ensure the stability of the industrial chain supply chain. the competent departments of industry and information technology in various regions should guide upstream and downstream enterprises to strengthen docking and communication, and promote the formation of a stable and efficient coordinated development mechanism. encourage lithium battery (cell and battery pack) production enterprises, lithium battery primary material enterprises, lithium battery secondary material enterprises, lithium nickel cobalt and other upstream resource enterprises, lithium battery recycling enterprises, lithium battery terminal application enterprises and system integration, channel distribution, logistics transportation and other enterprises to deepen cooperation, establish a long-term mechanism by signing long orders, technical cooperation and other ways, guide upstream and downstream to stabilize expectations, clarify the quantity and price, ensure supply, and achieve win-win cooperation.
all localities should implement the requirements of the fourteenth five year plan for green industrial development, improve the recycling system of old and new energy vehicle power batteries, and improve the comprehensive utilization level. local market regulatory authorities should strengthen supervision, strictly investigate and deal with such acts as hoarding, driving up prices, and unfair competition in the lithium battery industry upstream and downstream, so as to maintain market order.
third, strengthen monitoring and early warning, and improve the supply capacity of public services. local industrial and information competent departments shall strictly implement the statistical investigation system for electronic information manufacturing industry, and strengthen the monitoring of lithium battery industry capacity, investment and other operations by comprehensively using departmental statistics, questionnaires, industry management, enterprise scheduling, big data analysis and other methods. cooperate with local market supervision departments to timely find out problems such as abnormal fluctuations in product prices, shortage of production capacity, and overheating of investment, deeply implement the standard conditions for lithium ion battery industry, and guide the industry to accelerate transformation and upgrading.
fourth, strengthen supervision and inspection to ensure the supply of high-quality lithium battery products. local industrial and information competent departments and market supervision departments guide lithium battery enterprises to implement the main responsibility of product quality, strengthen the construction of quality management system and quality assurance capability, continue to carry out technological innovation, strengthen quality control, optimize process flow, obtain quality certification, and improve detection capability according to the intrinsic safety, process safety, protection safety and other needs of lithium battery products. local industrial and information departments shall organize local lithium battery manufacturers to carry out product quality self inspection, and encourage enterprises to disclose the quality self inspection through self declaration.
fifth, optimize management services and create a good environment for industrial development. the competent industry and information technology departments and market supervision departments in various regions should adhere to promoting the better combination of an effective market and a promising government, strive to break down local protection and regional fragmentation, and jointly build an efficient, standardized, fair competition, and fully open national lithium battery unified market. we will coordinate epidemic prevention and control and industrial development, work with relevant departments to guide enterprises to improve their ability to respond to epidemic prevention and control, strengthen tracking services for enterprises, and actively coordinate difficulties encountered in production, transportation, sales and other links of enterprises. strengthen the management of key projects of the lithium battery industry chain supply chain, cooperate with relevant departments to strictly implement the requirements of construction projects, and guide the healthy and orderly development of the lithium battery industry.
according to incomplete statistics, at least 75 investment plans will be announced in the domestic lithium battery field in 2022, with a total investment amount of more than trillion yuan, of which nearly half of the projects will have an investment scale of more than 10 billion yuan.
according to the latest statistics of china automotive power battery industry innovation alliance, from january to october this year, the cumulative output of power batteries in china was 425.9gwh, an increase of 166.5% year on year. in the last half month, the lithium battery capacity planned to increase in china has reached 202gwh.
according to the public information, taking 2025 as the time node, among domestic lithium battery enterprises, ningde era's capacity is planned to be 839 gwh, byd's capacity is planned to exceed 600 gwh, china innovation aviation's capacity is planned to be 500 gwh, guoxuan hi tech's capacity is planned to be 300 gwh, yiwei's lithium energy capacity will exceed 200 gwh, and honeycomb's energy capacity is planned to be 600 gwh. the capacity planning of the above six enterprises alone will reach 3000 gwh, more than 10 times the output of lithium batteries last year.

source: power battery network

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