With the continuous expansion of China's new energy vehicle market scale and the steady rise of 3C electronic products, China's lithium ion battery market scale also maintains a rapid rise. In 2020, the scale of China's lithium-ion battery industry reached 198 billion yuan, up 13% year-on-year, and the growth rate increased by 12 percentage points compared with the previous year. This paper will sort out the market scale, application field and regional layout of lithium ion battery in China for reference of investment persons.







Lithium ion battery industry chain







The industry chain of lithium ion battery is divided into three links: upstream raw materials, midstream cell manufacturing and packaging, and downstream application. Upstream raw materials are mainly divided into anode and cathode materials, electrolyte, electrode substrate, isolation film and tank material, etc. Midstream cell manufacturing and packaging includes electrode plate manufacturing, battery cell packaging, lithium ion battery assembly, lithium ion battery module and PACK; Downstream applications are important in consumer electronics, power lithium ion batteries and energy storage batteries.







Overview of development of Lithium ion battery industry in China







Benefiting from the continuous expansion of new energy vehicles, consumer electronics and electric bicycles, the production demand for lithium ion batteries is constantly increasing, and the production of lithium ion batteries in China is accelerating. China's lithium ion production hit a record high of 18.85 billion in 2020, up 19.9 percent year on year.







With the significant increase in output growth, the scale of China's lithium-ion battery industry reached 198 billion yuan in 2020, up 13% year-on-year.







Important application field of lithium ion battery in China







Lithium-ion batteries in China are widely used in new energy vehicles, electric bicycles, power tools, mobile phones, laptops, digital cameras and many other downstream fields, which are mainly classified as power batteries, consumer batteries and energy storage batteries.







The total shipments of lithium-ion batteries in China reached 158.5GWh in 2020, up 20.4% year on year. Among them, power battery shipments reached 94.1GWh, accounting for 59.4% of the total shipments. Consumer battery shipments were 51.0GWh, accounting for 32.2%. The shipments of energy storage batteries were 13.4GWh, accounting for 8.4%.







Regional development pattern of Lithium ion battery industry in China







China's lithium ion battery industry is mainly distributed in the Pearl River Delta, Yangtze River Delta, Beijing-Tianjin-Hebei and Sichuan-Chongqing regions, and has formed an obvious lithium ion battery industry cluster. At present, the production of lithium ion batteries is mainly concentrated in Guangdong, Jiangsu and Fujian provinces, and the total production in 2020 will account for about 51% of the country. Among them, The production of lithium ion batteries in Guangdong reached 4.95 billion, accounting for 26.2%, ranking first in China.







Pearl River Delta region is the dominant area of traditional lithium-ion battery and material manufacturing industry, and there are a large number of industrial chain companies. On behalf of the company including byd, weft lithium can, bick, yan wanda, desai battery, ATL, green beauty, zhuhai guanyu, Mr Terry, great energy, male towers stake, Dali, TianMao, bliss, a new main states, Germany, bo force, quality win, zhuhai d, shanshan, cheung forword such as a large number of industrial companies, is now the most advanced lithium electricity industry chain in our country and improve the area.







Yangtze river delta region gathered a large number of vehicle manufacturing production, attracted including ningde era, first to hin high-tech science and technology, China aviation lithium electricity, countries, lishen, LG chemical, SKI, etc, the layout of the leading companies, thus promote the including the north first, when science and technology, Yang long, the new main bond, cathay Pacific warom and industrial companies such as expansion, Gradually formed jintan, Liyang and other industrial cluster cities with obvious characteristics of lithium. And a large number of company r&d centers in Shanghai, production and manufacturing bases in Jiangsu and Zhejiang.







Relying on universities and research institutes, Beijing and Tianjin in the Beijing-Tianjin-Hebei region have gathered a large number of R&D institutions and industry chain companies of the lithium electric industry chain. Important include Shiba Institute, Tianjin Lishen, Menggu, BAMA Technology, Beijing Dangsheng, Peking University Pioneer, Tianjin Jinniu, Beijing Weilan, etc.; Hebei province has more than 1,000 companies related to the lithium-ion battery industry.







In recent years, Sichuan-Chongqing region has taken on a large number of industrial transfer from coastal areas and gradually formed another cluster of lithium electric industry chain relying on the advantage of cheap element resources. Relying on the developed automobile industry, Chongqing has attracted BYD's blade batteries to settle in, and Yibin has attracted Ningde era, thus driving a large number of industrial chain companies to settle in Yibin. Suining municipal government has built a lithium electric material industrial cluster relying on the cheap electricity fee and the leading local company Tianqi Lithium, and is committed to building China's lithium capital.