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Standing on the wind mouth Sichuan power battery industry sprint world level

Author:Chuanguan News Time:2022.07.18

Chuanguan News reporter Zhang Yixi

Lithium, a silver -white soft metal, has a small density, but has a strong metallic activity. Due to its unique physical chemistry, as the lithium of the core materials of power batteries, it is becoming another "resource king" after oil and rare earth, and is called "white oil".

Starting from a small piece of lithium, starting up the industrial chain such as lithium mines, basic lithium salt, battery materials, power batteries, new energy vehicles, and power batteries, Sichuan's power battery industry has shown a trend of fighting for a lot of scrambles. Become a dazzling pearl in the world lithium battery industry chain.

World -class lithium ore resources, world -class lithium chemical companies, world -class power battery companies gathered in Sichuan, opening endless imagination for industrial development. Relevant experts commented that Sichuan is one of the areas with the most complete and most supporting collaborative capabilities of the global power battery industry. It has now formed a collaborative development pattern of Yibin, Chengdu, Suining, Meishan, Ganzi, Aba, etc.

From July 21st to 23rd, the 20122 World Power Battery Conference, the world's first world -class power battery industry event held in my country, will be held in Yibin. This means that the conjecture on "World Lithium Valley" is gradually clearly visible.

Fabric

On July 16th, the first day of Fa. Under high temperature, in the high -tech industrial park of Shijiahong lithium battery in Suining City, which is several kilometers, on the one hand, the production workshop of lithium battery enterprises that has been put into operation is high -speed operation. On the other hand, the project site under construction is located, and all kinds of large machinery will be shuttled back and forth. The motor roars.

Photo by Liao Jinhui, Lithium Electric Park of Shooting Hong Electric Park

The hot temperature has settled the "fire" of this industrial park: in recent years, "new faces" have come to seek "a place" on the landscape of Suining Lithium Electricity Industry; Essence What attracted them was a chain: from the birth of the first state -owned lithium salt factory in Shigong 30 years ago, and now it has basically formed "the development and utilization of lithium ore resource, lithium battery material production, lithium battery production, lithium battery recycling and utilization" all "all" all "full". Life cycle ecosystem.

On the track of the power battery industry, Suining is the pioneer of deeply cultivating, while Yibin is a rising star to grab the wind.

Overlooking the Sichuan era power battery project. Photo Conferring in the Party and Mass Work Department of Sanjiang New District

Today, the viewing platform of the Eastern Industrial Park of the Sanjiang New District of Yibin has become a well -known "punching point". Standing on the platform, the Sichuan Times Power Battery Production Base Project 1, 2, 3, 5, and 6 projects have been seen. Since 2019, the project has expanded to 10 phases. The vision is farther, it is the "1+N" power battery green closed -loop industrial chain ecosystem created by Yibin.

One is the "capital of lithium battery" and the other is "the capital of power battery". From a macro perspective, the division of labor between Suining and Yibin, the two major towns in the lithium battery industry in Sichuan: The former focuses on the basic processing of lithium battery materials, and the latter focuses on the industry. Power battery manufacturing downstream.

There are more than two protagonists on this stage. Following the electronic information industry, Sichuan has once again appeared in the situation of industry giants who have bet on troops and fight for all. Since Sichuan first played a good "first chess" in 2018, one is dominated by Yibin, Chengdu, Suining, Meishan, Ganzi, Ganzi, Ganzi, Ganzi, Ganzi, Ganzi The pattern of coordinated development such as Aba has been embossed.

In the upstream, the hard rock lithium mine resources occupying half of the country in China are the "cockpit stone" of the development of the lithium battery industry in Sichuan. In recent years, Tianqi Lithium Industry has successfully acquired, and has become the world's largest lithium lithium -lifting company and underwriter. Essence

Photo by Liao Jinhui, Tianqi Lithium

In the lower reaches, Chengdu, Meishan and other cities focus on leading enterprises to forge key material industry chains. In Chengdu, in 2021, four of the top ten domestic power battery companies have settled in. Chengdu lithium battery planning capacity has reached more than 200GWH, accounting for 45.7%of the entire southwestern region. In recent years, Meishan has introduced 33 lithium battery industry projects, with a total investment of nearly 100 billion yuan.

More cities and prefectures that enter the track lock in the entry point from the segment: Zigong puts the focus of the lithium battery industry in the fields of accelerating the bigger and stronger lithium battery positive and negative electrode material industry, lithium battery assembly and recycling and other fields; In the high -magnification market segmentation of electric tools, vacuum cleaners, and gardening tools; By Libadi, Guang'an enters into the production and application link of lithium battery terminal products ...

In fact, in terms of optimizing the industrial layout, Sichuan has already specified the direction -the "Sichuan Provincial Party Committee of the Communist Party of China about carbon peaks and carbon neutrality and the goal of leading the goal of leading green low -carbon at the end of last year at the end of last year In the decision of high -quality development of advantageous industries "," Coordinating the Supply of Lithium Mine Resources "," Guiding Industry Leading Enterprises to choose a reasonable layout of reasonable layout "," Promoting the Coordinated Development of Lithium Electric Materials Full Industry Chain ", etc., have become eye -catching keywords.

Photo by Li Qiang, a reporter from the Yibin factory in the Ningde era

At present, Sichuan has cultivated a number of industry -leading enterprises such as Ningde Times, China Innovation Airlines, Honeycomb Energy, Huading Guolian, Tianqi Lithium Industry, and Bamo Technology. There are nearly 100 upstream and downstream enterprises such as power batteries, new energy vehicles and power batteries recycling and utilization. It now has a lithium mine mining capacity of nearly 1.5 million tons, a basic lithium salt capacity of 240,000 tons, and a positive and negative polar material production capacity of 1.25 million tons. Power battery capacity is 100GWh, and 410,000 new energy vehicles are promoted and applied, and the industrial agglomeration effect is obvious.

Be in power

In early July, Pengshan Economic Development Zone, Meishan City. The first phase of the first phase of the Sichuan Shan Shan Meishan base project covers an area of 879 acres was capped. The first lithium battery negative electrode material production line is expected to be put into production in August. At this point, it was less than half a year since the project started.

Zhao Jiwei, assistant to the general manager of Sichuan Shan Shan New Materials Co., Ltd., remembered the important node of the project promotion: completed the project company registration in one day, landing land for 40 days, and 100 days of land calming ... "In the project promoted during the same period, The rapid progress of the Meishan project is the fastest. "

With hundreds of kilometers outside Suining, Ni Peng, deputy director of the Lithium Economic Bureau of the Economic Development Zone, used "explosive growth" to describe the local lithium battery industry prospects. This year, the second phase of some enterprises in the Economic Development Zone will be put into operation. It is estimated that by 2030, the local area will bring together 10 billion -level enterprises and 30 leading companies in the market to build a world influence "core area of lithium battery capital". The output value of lithium battery exceeds 100 billion yuan.

Zeng Yuqun, the chairman of Ningde Times, once said: "The Sichuan era will be the Sichuan era of the world." Since Sichuan Sichuan, Sichuan, in Sichuan, in recent years, it has continued to increase investment in Yibin in recent years. As of now, Yibin City has introduced 67 landing power battery industry chain projects with a total investment of over 149.2 billion yuan. It is expected that the annual output value of production is about 500 billion yuan.

The speed of project construction reflects the popularity of industrial development. In Sichuan, power battery capacity will jump to a larger scale, and a new round of power battery industry chain regional cluster effects formed by the government and surrounding head enterprises are accelerating.

Since this year, this popularity is continuously heating up--

In March of this year, Deyang Chuanfa Pyan Python Pillet New Energy Material Project was officially started. As one of the key promotion projects in Sichuan Province, the total investment of the project is 12 billion yuan, mainly building 200,000 tons/annual iron phosphate, 200,000 tons/annual iron phosphate and supporting product projects.

At the same time, a major project of lithium industry projects such as Changying precision lightweight materials and precision structural component production bases and precision structural component production bases, and a total investment of 1 billion yuan in lithium battery industries with a total investment of 1.1 billion yuan, and a total investment of 1 billion yuan, landed in Zigong. In Nanchong, the production and processing project of the Yilong County Economic Development Zone Economic Development Zone with a total investment of 3 billion yuan has been put into operation for one year.

On April 2nd, Sichuan Kant New Energy Resources Co., Ltd., which has a registered capital of 2 billion yuan, was formally established. As an enterprise jointly established by Sichuan Times New Energy Technology Co., Ltd., Ganzi Prefecture Investment Group, Yibin Sanjiang Huida Company, and Tianfu Mining Company in Sichuan Province, Sichuan Kant New Energy Resources Co., Ltd. will accelerate the exploration and development of Sichuan Lithium Mining Resources and increase lithium Resource supply.

At the same time, Liangshan's largest lithium -battery industry project, one of the largest lithium battery industry projects in Dechang County, 40,000 tons/year lithium battery negative electrode material project. The top priority of the technical reform is the most important core process link of lithium battery negative material graphization, the production and efficiency of the most important core process link.

With the gradual improvement of the industrial chain layout, innovation will also become the background of the development of the power battery industry in Sichuan. Academician Ouyang Ming Gao's workstation will settle in Yibin, which will break the current bottleneck of power batteries. From the level of technology and materials, it will develop a new battery. In addition, the Southwest R & D Base of Hive Energy, the battery engineering of China Innovation Airlines, and the Advanced Technology Research Institute are all settled in Chengdu. Jingshong is also working with relevant scientific research institutions to build research and development platforms such as lithium resources and lithium materials countries and provincial key laboratories, lithium battery basic materials engineering technology research centers.

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