First, the construction content of the project
New energy lithium battery industry base project, with a total investment of 150,000000000 yuan, the specific construction content includes No. 1 plant No. 1 plant No. 1 No. 1 No. 1 No. 1 No. 1 No. 1 No. 1 No. 1 No. 1 No. 1 No. 1 No. 1 No. 1 No. 1 No. 1 No. 1 No. 1 No. 1 No00, packaging and dismantling area warehouse warehouse No. 499200, raw material warehouse 316800, product exhibition hall 809500, office building 278046, canteen 292032. Staff dormitory 772200㎡。In addition, it includes green space covering 11908612㎡。
The main production equipment of the project includes 8 power lithium-ion battery production lines, each with a production capacity of 3330,000 watt-hours, annual production time = 3 shifts * 8 hours · shift * 25 days * months * 12 months = 7,200 hours, after reaching production, it can produce 191808 10,000 watt-hours of power lithium-ion batteries per year; There are 14 production lines for energy storage lithium-ion batteries, with a capacity of 3 per production line330,000 watt-hours, annual production time = 3 shifts * 8 hours · shift * 25 days · month * 12 months = 7,200 hours, after reaching production, it can produce 335664 10,000 watt-hours of energy storage lithium-ion batteries per year.
Second, the background of the project construction
In recent years, with the implementation of environmental protection, energy conservation and emission reduction policies, as well as the background of carbon peak and carbon neutrality, new energy vehicles have achieved unprecedented development and have grown into a rookie in the automobile market. As the first choice for power batteries for new energy vehicles, lithium batteries have also developed rapidly. Compared with other batteries, lithium batteries have a series of advantages such as high storage energy density (6-7 times that of lead-acid batteries), long service life, high rated voltage, strong adaptability to high and low temperatures, and green environmental protection. The most important thing is that the self-discharge rate is very low, which is one of the most prominent advantages of lithium batteries.
And with the development of the lithium battery industry, the state has also introduced a series of favorable policies on lithium batteries. Especially in the context of carbon peak and carbon neutrality, new energy has become the key development direction of the future energy field, of which the lithium battery industry is one of the main new energy sources. At present, the state's support policies for the lithium battery industry are mainly concentrated in downstream power batteries, energy storage batteries and other application fields, which will guide and support the healthy development of the new energy vehicle industry chain, electrochemical energy storage and battery material technology, and the new energy lithium battery has good development prospects in the future.
1. The intelligent production technology continues to improve.
With the significant increase in the application and demand of lithium batteries, the requirements for the yield rate and safety of lithium batteries in the market have gradually increased. Therefore, enterprises that produce lithium batteries have high-cleanliness workshops, automated production lines, intelligent management systems, and remote control systems, which have become the standard configuration of enterprise production.
Especially in the lithium battery industry, in order to better produce lithium battery products, the overall cleanliness has reached 10,000 levels, and the cleanliness of key process workshops is more than 1,000 degrees Celsius, which is the production standard that enterprises need to achieve in the future. In terms of enterprise systems, battery traceability and process management systems should be widely established and applied, and a battery traceability mechanism should be established to achieve traceability of the whole process of batteries from "life" to "death".
2. Accelerate the integration with optical storage terminals.
In the context of the country's vigorous layout of the energy storage industry, especially the development of new energy storage, energy storage lithium batteries will also usher in explosive growth. Lithium battery enterprises are the upstream of the energy storage business, and is the core of the energy storage system, has a unique advantage in the delivery of energy storage systems, photovoltaic as a downstream, has a wide range of application markets, the cooperation between the two sides can be described as complementary resources and advantages.
Therefore, the two major industries of lithium battery and energy storage will join forces to jointly help the development of new energy storage in China, and the energy electronics industry chain integrating and innovating "photovoltaic power generation, battery energy storage, and terminal application" will gradually accelerate the pace of development, and the backbone enterprises in the fields of lithium battery and photovoltaic will strengthen cooperation, and the integration of optical storage will be accelerated.
3. Accelerate the iteration of lithium battery products.
For the explosive growth of demand for lithium batteries, the competition in the lithium battery industry in the market will become more and more fierce, and from the perspective of lithium battery product quality, the market will have higher and higher requirements for the quality and safety of lithium batteries. Continuously improving the life of lithium battery products and improving the safety factor of lithium battery products are important issues that lithium battery companies need to consider. Therefore, the competition in the lithium battery industry will become more and more fierce in the future, the update and iteration of lithium battery products will be faster and faster, and the quality and safety factor of lithium battery products will continue to improve.
At present, it is undoubtedly a good era for the lithium battery industry: the demand for consumers to buy electric vehicles is growing rapidly, and electric vehicles have become a national key project and have received strong policy support. Driven by policies and market demand, enterprises in the lithium battery industry chain have a strong willingness to innovate, continue to optimize the existing production process, and the lithium battery industry will usher in a period of development!
3. Analysis of development prospects
Trend analysis.
The investment and financing environment of the industry is relaxed.
In the first half of 2021, backbone enterprises announced nearly 100 investment projects in the lithium-ion battery industry chain, with a total investment of more than 490 billion yuan, of which the investment in batteries and four major materials exceeded 310 billion yuan and 180 billion yuan respectively. In the first half of the year, more than 20 lithium-ion battery industry chain enterprises applied for listing, with a total financing scale of nearly 24 billion yuan. The establishment of a new pattern of domestic and international dual circulation has been accelerated, domestic leading enterprises have invested and built factories in key overseas areas, and international capital and enterprises have strengthened cooperation with domestic enterprises through equity participation and long-term orders.
The level of intelligent production continues to improve.
With the continuous improvement of the downstream market's requirements for lithium-ion battery consistency, yield rate, safety and other requirements, high-cleanliness workshops, automated production lines, intelligent management systems, and remote control systems have gradually become production standards. The overall cleanliness of the workshop of the backbone enterprise has reached 10,000 levels, the cleanliness of the key process workshop has reached more than 1,000 levels, a large number of intelligent vehicles have been used for the transfer of semi-finished products, the unmanned level of the production process has been continuously improved, and the battery traceability and process management system has been widely established and applied.
Rapid update of product technology.
The energy density of the square-shell lithium iron phosphate and soft-pack ternary batteries mass-produced by mainstream enterprises has reached more than 160wh·kg and 250wh·kg respectively. Energy storage lithium-ion batteries generally achieve a cycle life of more than 5,000 times, and the cycle life of leading enterprise products exceeds 10,000 times. New cobalt-free batteries and semi-solid-state batteries are accelerating the pace of mass production. Battery safety has attracted more and more attention, and multiple protective measures such as temperature measurement, heat insulation, water cooling, heat conduction, exhaust, and pressure resistance have been accelerated in the system-level field.
Development prospect analysis.
The policy is favorable to the new energy vehicle industry and drives the development of the lithium battery industry.
China has introduced a number of new energy vehicle incentive policies, clearly supporting the development of new energy vehicles, and upgrading the new energy vehicle industry to the focus of the "14th Five-Year Plan" industry support development, carrying the important mission of China's "corner overtaking". On the basis of national policy support, various localities also give different preferential policies and subsidies for the lithium battery industry.
At present, China has established a relatively complete policy support system for the new energy vehicle industry from R&D, production, purchase, use to infrastructure, etc., which is conducive to the further development of the new energy vehicle industry.
The energy crisis has promoted the progress of the lithium battery industry.
China's natural resource endowment is rich in coal, poor in oil, and low in gas, and has a high degree of dependence on foreign countries. Reducing fuel consumption of motor vehicles and maintaining national energy security are the hard constraints on the development of the automobile industry, coupled with the development of China's electric power industry, "replacing oil with electricity" is a long-term trend in the development of the automobile industry.
In recent years, under the situation of depletion of oil resources, the ban on fuel vehicles in various countries has been released. Under the environment of the implementation of the double credit policy in China and the restriction of traffic in major cities, new energy vehicles have become the main trend of the development of the global automobile market in the future. In the future, as the core component of new energy vehicles, the market demand for power lithium batteries will grow rapidly.
The environmental protection requirements have been improved to accelerate the development of the lithium battery industry.
With the rapid development of China's economy and the continuous increase in the number of cars, the problem of environmental pollution has become increasingly prominent, and people's demand for new clean energy has become more and more urgent. The environmental problems caused by the exhaust gas emitted by traditional vehicles have directly intensified people's desire for the application of new energy.
Through technological innovation, industrial transformation, new energy development and other means, the development of new energy vehicles based on low pollution and low emissions is an important way to achieve sustainable economic development. As far as the market demand for lithium batteries is concerned, the field of power batteries for new energy vehicles is undoubtedly a growth point with huge potential.
To sum up, with the expansion of China's new energy vehicle market, the demand for power lithium batteries will increase significantly, and the rapid development of mobile phones, electric vehicles, power tools and other industries, the demand for lithium batteries will also continue to grow. In addition, due to the technological innovation of lithium battery manufacturers, people's demand for lithium batteries will continue to grow, and the development prospects of the lithium battery industry are good, and it is expected that the market size of China's lithium battery industry will exceed 265 billion yuan by 2027.
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Feasibility study report