Zhou Xing: Who is the real "lithium capital" for the lithium battery industry in many places?

Zhongxin Jingwei September 15th: Multi -place competition competes for the lithium battery industry, who is the real "lithium capital"?

Author Zhou Xing Prospective Economist Senior Industrial Observer

In the past year, which investment track is the most popular? The lithium battery industry is well deserved.

At present, new energy vehicles can be described as "lithium -free inch". Zeng Qinghong, chairman of GAC, said that he was "working for Ningde Times", and Chen Hong, chairman of SAIC Group, said that "the midstream and downstream vehicle manufacturers are working on upstream mines."

Tesla CEO Elon Musk once called "lithium batteries is new oil" and even wanted to mine in person.

According to the statistics of securities firms, more than 60 companies have announced the investment plans of the lithium battery industry chain in the first half of the year. From the second half of 2020, as of now, more than 35 A -share listed companies have announced their plans to enter the lithium battery industry. Behind this fiery track, there is also a contest between cities. At present, at least Ningde, Yichun, Xinyu, Yibin, Suining, Zaozhuang, and Jingmen 7 cities have begun to launch an charge with the "first city of China Lithium Power".

Table 1: List of the development of the lithium battery industry in each city

"There is a mine at home": Yichun vs Suining

Yichun, Jiangxi Town, shouted the "Asian Lithium Capital", and Suining, Sichuan, wanted to be the "Capital of Lithium".

Public data shows that Yichun has been proven to use 2.58 million tons of lithium oxide reserves, accounting for 23.8%of the country's lithium resources; the proven lithium oxide reserves are 1.1 million tons, accounting for 31%of the country and 12%of the world.

There are mine in their hands, and the investment promotion in Jiangxi is much easier. It has introduced giants such as Ningde Times, Guoxuan Hi -Tech, BYD and other giants. According to Yichun Daily, the local government took only 64 days to get BYD's 28.5 billion yuan lithium battery project investment.

It can be said that Yichun is the first city in the prefecture -level city to target lithium battery as a track. In 2009, the "Decision on Accelerating the Development of the Lithium New Energy Industry" was introduced. At present, Yichun has penetrated the "Lithium Mine -Lithium Salt -Lithium Material -Lithium Battery — Lithium Application -Lithium Recycling" full industry chain. It has 146 lithium battery new energy companies and 100 lithium battery new energy projects under construction.

The lithium battery industry also brings generous returns. From January to June 2022, the operating income of the new energy industry of Yichun Lithium Energy reached 40.337 billion yuan, an increase of 101.03%year -on -year, and a month -on -month increase of 73.71%. Yichun's development goal is that in 2025, the city's lithium battery industry revenue will exceed 800 billion yuan.

Sichuan Suining itself has not many lithium ore resources, but Sichuan Province has proven lithium mine resources accounting for 57%of the country, ranking first in the country. However, Sichuan has proved that lithium mine resources are mainly concentrated in the two major mineral fields of Kerka and Aba Prefecture in Ganzi Prefecture. The two places are trapped in natural conditions. Suining "near the water tower", which was not far from the mine resources. At present, Suining has established a strategic cooperative relationship between lithium resources with Ganzi Prefecture and Aba Prefecture, and has grasped the right to speak in the field of lithium materials in the upstream lithium material.

Suining takes the lithium battery industry as the "No. 1 project". It has now gathered 39 lithium battery companies, and initially established the "Lithium Resources Development -Lithium Electric Materials -Battery Management -New Energy Vehicle -Battery Recycling" full -cycle industry chain.

Suining Hanghong also gave birth to an enterprise Tianqi Lithium industry that can stir the market. It is the largest supplier of domestic battery -level lithium carbonate and the largest exporter of lithium carbonate products in China. The above market share.

Table 2: Layout of the Lithium Carbonate production base of Tianqi Lithium in 2021

According to the "Fourteenth Five -Year Plan" Lithium Electric Industry Development Plan for Suining City, by 2025, the city's annual lithium salt capacity can reach more than 200,000 tons, and the city's lithium battery industry's operating income will strive to exceed 100 billion yuan.

"Someone at home": Xinyu VS Ningde vs Jingmen

The new remainder of 70 kilometers away from Yichun accounted for only 1.9%of Jiangxi's total area, but it became the city with the highest per capita GDP in the province, and shouted the slogan of "global lithium power highland".

This confidence comes from the "lithium king" Ganfeng lithium industry. As the only enterprise in the world that has "lithium brine lithium", "lithium lithium" and "recycling lithium" industrialization technology at the same time, it has more than 40 lithium compounds and more than 40 categories Metal lithium product production capacity. The current lithium resource equity reserves currently deployed in the world are nearly 34 million tons, ranking first.

In January 2022, the lithium battery production line with an annual output of 1 billion watt -hour in Ganfeng Lithium was put into operation at Xinyu; February, Ganfeng Lithium Industry New Project started construction in Xinyu, with a total investment of about 2 billion yuan. After the project was completed Enterprises' new annual output value of 8 billion years will also be about 500 million yuan for Xinyu's new annual tax.

Table 3: Layout of Ganfeng Lithium Lithium Carbonate Production Base in 2021

At the end of 2021, Xinyu's lithium salt production capacity reached 185,000 tons, accounting for about 40%of the country's total production capacity. Therefore, Xinyu has a certain right to speak in the lithium battery industry across the country and the world.

If Xinyu has Ganfeng lithium industry, then Ningde, Fujian, has the ups and downs of Ningde. The hometown of the founder of the Ningde era Zeng Yuqun was in Ningde.

In the new energy vehicle industry, Ningde Times was a head -of -head company. There are rumors in the industry that at least 7 new energy vehicles are squatting at the Ningde Times Company every day to "go to the door".

At present, Ningde, Fujian, has introduced more than 80 industrial chain projects such as Zhuo Gao, Shanshan, and Xiamen Tungsten, and has become the world's largest polymer lithium -ion battery production base. In 2015, Ningde's GDP was only 159.08 billion yuan, and the city's GDP reached 315.11 billion yuan in 2021. During the "14th Five -Year Plan" period, Ningde Lithium battery production capacity will exceed 40 billion watt -hours and the output value of the entire industrial chain reached 400 billion yuan. At present, Jingmen, Hubei, has the banner of "Capital of Lithium Capital of Huazhong", which has nothing to do with the layout of well -known companies in the local area.

Yimei Lithium is a rare all -technology route company in the industry, covering three major areas of consumer batteries, power batteries, and energy storage batteries. In recent years, Yimei Lithium has continuously reinstalized Jingmen and set up wholly -owned subsidiaries locally. In May 2022, the company also transferred the "high -performance lithium ion cylindrical battery industrialization project" from Huizhou to Jingmen.

At present, Jingmen is creating a full life cycle industry chain of "battery material production -battery cell manufacturing -waste battery step recycling and reuse". In January 2022, Jingmen's power and energy storage battery industry projects were concentrated. The total investment of 12 projects reached 20.55 billion yuan. The city strives to reach more than 50 billion yuan by the owner's business income of the power battery industry by 2025.

"Industrial transformation and catching opportunities": Zaozhuang vs Yibin

On the road to the development of the lithium battery industry, Shandong Zaozhuang and Yibin, Sichuan, also faced the industrial transformation and upgrading, and urgently needed to find another way.

"Millennium Coal City" Zaozhuang, due to early high -intensity and large -scale mining resources, faced the problem of coal resources in the 1990s. In Yibin, Hubei, the two pillar industries of the earlier coal and liquor "one black and one white" also faced the pain of transformation.

The "Millennium Coal City" Zaozhuang moved to the "Capital of the Lithium of the North", and the "Millennium Wine" Yibin moved to the "Power Battery Capital". What are their respective advantages?

At present, although Zaozhuang does not have rich lithium ore resources, it focuses on the important links of the industrial chain -the field of battery diaphragm continues to make efforts, and in the field of testing, it has the right to speak for lithium battery quality standards.

Table 4: panoramic view of lithium battery technology

In the field of battery diaphragm, Zaozhuang's Chinese lithium film has the world's largest single -line production capacity and the highest degree of intelligence in the world.

In 2018, the first national lithium battery quality testing center was unveiled in Zaozhuang High -tech Zone; in 2021, the Quality Supervision and Inspection Center (Shandong) of the National Lithium Battery Products of Zaozhuang City entered the international standardized laboratory sequence.

In addition, Zaozhuang's own industrial foundation is not weak. It was one of the China Lithium Corporation production bases. A number of lithium battery production enterprises were born, such as Seiko Electronics and Fengyuan Lithium Energy. The former lithium battery products account for 95%of the global golf market. One of the earliest domestic companies in the field of lithium batteries in the country in the field of positive electrodes in the lithium battery.

At present, Zaozhuang Lithium Electric Industry Fund has exceeded 8 billion yuan. In the first half of 2022, the main business revenue increased by 147%year -on -year, and the industrial added value increased by 48.8%. The city proposes that the output value of lithium battery strives to reach 80 billion yuan in 2025, 150 billion yuan in 2030, and 300 billion yuan in 2035.

The biggest advantage of Yibin, the first city of the Yangtze River, is sprinting in the "Dynamic Capital Capital" is: cheap water and electricity, convenient water transportation.

Under the comparative advantage of energy and logistics, Yibin has attracted many head companies. During the Ningde era, he built a factory here because he saw the "clean energy" of Shi Bin, established a new energy industry base in the west, and successfully built the first "zero carbon factory". In addition, the company also signed a tenth -phase power battery base project with Yibin, with a total investment of more than 60 billion yuan and a planned production capacity of 22.5 billion wattham.

At present, leading companies such as Tianhua Chaojing, German nano, Betry, Greenmei and other industries have been built in Yibin, and 66 local projects have signed a total of 66 power battery projects, covering positive poles, negative electrode materials, diaphragm, electrolytes, structures, structures, structures, and structures Pieces, battery recycling and utilization, etc., after all are expected to be put into production, the annual output value will exceed 410 billion yuan.

Disassembling every city, there are different cards for development, there are unique cities and rich resources; some cities are outstanding, entrepreneurs are nurtured; some cities are facing transformation, and the same thing is that the lithium battery industry may become a many resource -based cities in many resource -based cities. A great track on the road. (Zhongxin Jingwei APP)

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Editor in charge: Li Huicong

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