The Ministry of Industry and Information Technology and the State Administration of Market Supervision and Management jointly issued a joint notice on Friday (November 18) that local departments must guide lithium battery enterprises to make reasonable development goals in accordance with actual and industrial trends, and supplyUnder the premise of stable, adequate investment in research and development, and sufficient supporting funds, due to timely expanding production scale, optimizing the industrial regional layout, and avoiding low -level homogenization and vicious competition.Adhere to the better combination of effective markets and the governments, focus on eliminating local protection and regional splitting, and jointly build a national lithium -power unified market with high efficiency and standardization, fair competition, and full opening.
According to the surging news report, on the one hand, high upstream lithium prices, middle and lower reaches lithium battery manufacturers, new energy vehicle companies are struggling.Continuously.In this context, the Ministry of Industry and Information Technology of China issued a notice on the supply chain of the lithium -ion battery industry chain and the stable development work, and promoted the stable development of the lithium -ion battery supply chain industry chain.
The Ministry of Industry and Information Technology said, "Lithium ion battery (hereinafter referred to as lithium battery) is the basic electronic product that supports new industries such as new intelligent terminals, electric tools, and new energy storage.The effects of growth, complex epidemic, and increased economic downlink pressure. The domestic lithium battery industry chain supply chain supply and demand is seriously imbalanced, and the price of some intermediate products and materials fluctuates more than the normal range; the upstream and downstream docking is not smooth, and the accumulation of accumulation in some areas appears strangely.Improper competition; the capacity of some links is blindly expanded, and low -quality and low -cost competition occurs. "
In order to ensure the stable supply chain of the lithium battery industry chain, the Ministry of Industry and Information Technology stated that it will focus on the following aspects.The first is to adhere to scientific planning and promote the orderly layout of the lithium battery industry.All localities should guide lithium battery enterprises to make reasonable development goals in accordance with the actual and industrial trends. Under the premise of stable supply of key materials, sufficient research and development of innovative research and development, and sufficient supporting funds, due to the timely expanding production scale and optimizing the industrial regional layout due to the need to appropriately expand the scale of production.
The second is to strengthen the supply and demand docking and ensure the stable supply chain of the industrial chain.The competent industrial and informatization departments in various places should guide upstream and downstream enterprises to strengthen docking and exchanges to promote the formation of stable and efficient coordinated development mechanisms.Implement the requirements of the "14th Five -Year Plan" industrial green development plan, improve the recycling system of waste new energy vehicle power batteries, and improve the level of comprehensive utilization.
Third, strengthen monitoring and warning, and improve the supply capacity of public services; fourth, strengthen supervision and inspection, and ensure the supply of high -quality lithium battery products; the fifth is to optimize management services and create a good environment for industrial development.The competent industrial and informatization departments and market supervision departments in various places must adhere to the better combination of effective markets and the government, and strive to break the national lithium -power unified markets that are highly effective, fair competition, and fully open.
According to incomplete statistics, in 2022, the Chinese lithium battery field announced at least 75 investment plans, with a total investment of more than trillion yuan, of which the investment scale of nearly half of the project was 10 billion yuan (RMB, about 20, about 20, about 20) Over 100 million).
According to the latest statistics from the China Automotive Power Battery Industry Innovation Alliance, from January to October this year, the cumulative output of China's power batteries was 425.9GWh, a cumulative increase of 166.5%year -on -year.In the past half month, the increase in lithium battery capacity in China has reached 202GWh.
According to the public information, with 2025 as the time node, among the domestic lithium battery companies in China, the production capacity of Ningde Times is 839GWh, BYD's capacity planning is over 600GWh, and China Innovation Real Estate is planned to be 500GWh.The capacity planning is 300GWh, the capacity of Yiwei Lithium will exceed 200GWh, and the capacity production capacity of honeycomb energy is 600GWh.The capacity planning of the above 6 enterprises reached 3000GWh, which was more than 10 times the output of lithium battery last year.
