The anxiety of battery industry practitioners
Under the background of the dual carbon goal, the new energy vehicle industry is showing explosive growth. As the core component of electric vehicles , power batteries have attracted much attention. Since the beginning of 2022, the price of raw materials in the battery industry has continued to rise, the severe shortage of personnel and the still-shortage of production capacity have caused the power battery industry to be deeply "anxious". The upstream and downstream anxiety of the power battery industry will continue to exist, and competition in terms of talents, production capacity, market, supply chain and other aspects will continue to be staged in 2022.
In the context of China, Europe, Japan, South Korea, the United States and other major countries vigorously developing global new energy vehicles, the global power lithium battery market has maintained a rapid growth trend in recent years. It is estimated that by 2025, the global power lithium battery shipments will reach 669GWh. The global lithium-ion battery market size is estimated to exceed USD 100 billion by 2025 . In 2021, the national lithium-ion battery output will be 324GWh, the total output value of the lithium battery industry will exceed 600 billion yuan, and the investment in power batteries will exceed one trillion. By 2025, the scale of China's power battery industry will enter the TWh era, and the output value will reach one trillion.
This is a huge industry and a nationally competitive industry. How to support this trillion output value requires the coordinated development of power batteries and upstream materials, vehicle companies, environmental protection and other links, and technological breakthroughs in power batteries will directly affect the development prospects of power batteries and even new energy vehicles. It is also necessary to create a good development environment for the power battery industry and promote the healthy and sustainable development of the industry by formulating production development plans, strictly controlling resource exploitation, accelerating the construction of battery recycling systems, breaking through core technologies, and strengthening collaborative cooperation. Power battery is an energy storage carrier for green emission reduction, and large-scale renewable energy utilization depends on the support of energy storage carrier.
In the explosive development of new energy vehicles, the battery industry continues to maintain rapid growth. But behind the prosperity of the whole industry, many anxieties in the battery industry are breeding. If the anxiety of lithium industry companies is "far-sighted", then the anxiety of power battery companies is obviously "near-term worry". The continuous increase in the price of upstream raw materials and the continuous downward pressure on the price of power batteries by downstream OEMs have put the power battery companies in the middle in a dilemma. It can be said that the lithium battery industry will usher in rapid development in the next few years, and the lithium battery companies that seem to be standing on the wind are actually walking on thin ice.
The runaway lithium salt has become one of the worries; if the lithium salt keeps rising, China's new energy vehicle market will suffer a heavy blow, and there will be no future for lithium battery energy storage. There is a shortage of workers in power battery manufacturers. Due to the promotion of multiple projects at the same time, there is a serious shortage of basic jobs in all links. This is the second anxiety; the sales of new energy vehicles will likely exceed 5 million in 2022, and there is still a certain gap in the demand for batteries by car companies, which is the third anxiety.
In the context of dual carbon, it is particularly important to build a green and low-carbon cycle development of the battery industry. It is a systematic project for power batteries to move towards the dual-carbon goal, and it is necessary to strengthen the carbon emission management and standardization of emission reduction technologies in the life cycle of power batteries. "The upstream and downstream information of the industry chain is asymmetric, upstream battery sellers cannot find buyers, and the transparency of transactions is low. The industry's standard system and traceability mechanism need to be improved as soon as possible." Wang Zhenpo, a professor at the School of Machinery and Vehicles of Beijing Institute of Technology, introduced that the industry is fast Development, the number of retired power batteries is about to usher in rapid growth, but limited by the imperfect standard system for power battery recycling, resulting in high costs and low economic benefits in this link.
The production and manufacture of power batteries in the future is the general trend of intelligent manufacturing. Large-scale, high-quality, automated and intelligent are the inevitable aspects of the future development of power battery manufacturing. At present, China's power battery manufacturing has experienced the beginning of intelligence and the realization of full automation. The future will be the development process of intelligent manufacturing.