In the first half of 2022, the statistics included 85 battery new energy industry start projects, 81 projects announced the investment amount, a total of 591.448 billion yuan, the average investment of about 6.958 billion yuan. From the number of projects started, it has reached more than 70% of the number started in the whole of last year; from the investment amount, it has reached more than 90% of the whole of last year.
At present, China's new energy vehicle industry has entered a new stage of rapid development on a large scale. According to the latest data from the Association of Passenger Associations, even under the repeated situation of the new crown pneumonia epidemic, from January to June, China's new energy passenger vehicles wholesale 2.467 million units, up 122.9% year-on-year; domestic retail 2.248 million units, up 122.5% year-on-year.
Benefiting from the continued high prosperity of the new energy vehicle market, orders related to the battery industry chain have also continued to land. According to the battery network incomplete statistics, in the first half of 2022, including lithium batteries, lithium raw materials, positive and negative electrode materials, copper foil, aluminum foil, lithium equipment, including the relevant newly announced orders have reached 72. Under the continued expansion of demand, new energy industry chain-related companies to promote new projects to start construction progress further accelerated.
Battery network according to listed company announcements and public reports combed the first half of 2022 battery new energy industry chain project start-up and production, incomplete statistics under the start-up project 85, the total investment amount of more than 591.4 billion yuan; production project 23, the total investment amount of more than 75 billion yuan.
From the characteristics, the first half of this year, China's battery new energy industry development enthusiasm, the start of production projects on top of taking a new speed, showing a good and fast new scene:
Battery head enterprise project intensive start, drive the whole industry chain start speed up.
In the first half of the year, BYD, Ningde Time, Xin Wanda and Zhongxin Airlines of power battery head enterprises had two major projects started successively; Honeycomb Energy and Lixin Battery had three major projects started respectively. The acceleration of the project start-ups of the head enterprises in the battery field has led to a rapid increase in the demand for production capacity of supporting materials projects, which in turn has pushed up the speed of related project start-ups. In the field of negative electrode materials, it is particularly obvious that three major projects of Betrayal and two major projects of Sugo have been started, and enterprises such as Zhongke Electric, Kaijin New Energy, Putai Lai and Hebei Kuntian have taken the lead to start their projects.
Lithium industry chain gold-absorbing ability to explode again, tens of billions of projects in succession to start production.
In the first half of the year, the statistics include 108 battery new energy industry start-up and commissioning projects, 32 for the tens of billions of projects, a single enterprise single investment amount is unprecedentedly large. Among them, Chu can new energy 150GWh lithium battery industrial park project with a total investment of 67.5 billion yuan; Rongbai Group Hubei Xiantao annual production capacity of 400,000 tons of lithium battery cathode material manufacturing base with a total investment of 30 billion yuan; in the innovation of aviation Xiamen three projects with a total investment of 20 billion yuan; Xin Wanda annual output of 30GWh power battery project investment of 20 billion yuan... ...
The industry chain has been upgraded by "joining forces", with the upstream and downstream groups working together to stabilise supply.
For the TWh era, in order to ensure a stable supply of raw materials, battery companies have accelerated the start of upstream projects. In the first half of the year, Ningde Times was the most obvious performer, as the company invested 10 billion in Jinzhou, Liaoning Province to build a new anode material integration project in Jinzhou, China. In addition, Guoxuan High-tech invested 10 billion yuan in Inner Mongolia to build a 400,000 tonne per year lithium-ion battery anode material project.
It is worth mentioning that the battery new energy industry project "big dry fast" behind, to a large extent from China's new energy field strong development of strong support. According to the Ministry of Public Security statistics, as of the end of June, the national new energy vehicle ownership reached 10.01 million, accounting for 3.23% of the total number of vehicles. Among them, there were 8.104 million pure electric vehicles, accounting for 80.93% of the total number of new energy vehicles. In the first half of the year, 2.209 million new energy vehicles were registered nationwide, an increase of 1.106 million or 100.26% compared to the first half of last year, a record high. New energy vehicle registrations accounted for 19.90% of new vehicle registrations.
From the point of view of economic development, China's economic development course is from "big and fast", "more fast and good", to "good and fast", "good word priority", battery new energy industry development is also the same, after experiencing the last round of industrial development reshuffle, is taking steps to good and fast change, I believe that after a new round of deep reshuffle, innovation will become one of the main drivers of industry development, battery new energy industry will enter a new stage of high-quality development.
Post time: Aug-01-2022