Market Status of 1. Consumer Lithium Battery Industry

The consumer lithium battery industry is an important part of my country's lithium battery industry, and it is also one of the areas where my country has strong competitiveness in the global lithium battery field. According to data from the Champ Consulting Group,2023Global consumer lithium battery shipments are expected to reach180GWh, a year-on-year increase of about10%, the market size reaches about5000RMB100 million, a year-on-year increase of approx.15%. Among them, China's consumer lithium battery shipments are expected to reach80GWh, a year-on-year increase of about12%, the market size reaches about2200RMB100 million, a year-on-year increase of approx.18%, accounting for the global market share44%. China's consumer lithium batteries are mainly exported to the United States, the European Union, Japan, South Korea and other developed regions and emerging markets such as Southeast Asia.

2. consumer lithium battery industry development trend

The development trend of the consumer lithium battery industry is mainly affected by the downstream consumer electronics market. With5GWith the popularization of technology and the expansion of application scenarios, consumer electronic products will show higher performance requirements and more diversified functional requirements, which will pose higher energy density, safety, and fast charging performance for consumer lithium batteries. challenge. At the same time, with the improvement of environmental awareness and the implementation of carbon neutral targets, consumer lithium batteries also need to be low-carbonized and green in terms of material selection, production process, and recycling. Therefore, the future consumer lithium battery industry will develop in the following directions:

In the direction of light and thin, miniaturization, high safety, high energy density and fast charging, the advantages of laminated soft-pack batteries are highlighted. The laminated soft-pack battery refers to a soft-pack lithium-ion battery that uses double-sided coating of positive and negative electrode materials and is assembled into a single body by lamination. Compared with the traditional winding soft-pack battery and cylindrical hard-shell battery, the laminated soft-pack battery has the following advantages: first, it can achieve higher capacity utilization and energy density; second, it can flexibly adjust the shape and size of the battery according to different application requirements; third, it can reduce the weight and cost of the battery; fourth, it can improve the safety and fast charging performance of the battery. According to data from the Champ Consulting Group,2023Global shipments of laminated soft-pack batteries are expected to reach120GWh, a year-on-year increase of about20%, as a percentage of consumer lithium battery shipments67%。

Diversification, high nickel, to cobalt in the direction of development, ternary materials dominate. Ternary materials refer to positive electrode materials with nickel, cobalt, manganese or nickel, cobalt and aluminum as the main components. Compared with traditional materials such as lithium cobalt oxide and lithium iron phosphate, ternary materials have higher energy density and better cycle life. With the increasing requirements of consumer electronic products for battery energy density, ternary materials have gradually become the mainstream choice of consumer lithium batteries. At the same time, in order to reduce the dependence on cobalt resources and cost, as well as improve the safety and stability of the battery, ternary materials are also developing in the direction of diversification, high nickel, and cobalt. According to data from the Champ Consulting Group,2023Global shipments of ternary materials are expected to reach14010,000 tons, up about15%, accounting for the shipment of consumer lithium battery cathode materials.90%。

New technologies such as silicon-based negative electrodes and solid electrolytes are constantly breaking through to improve battery performance. Silicon-based negative electrode refers to a negative electrode material with silicon or silicon-carbon composite as the main component. Compared with the traditional graphite negative electrode, the silicon-based negative electrode has a higher theoretical specific capacity and a lower working potential, which can significantly improve the energy density of the battery. However, the silicon-based negative electrode also has problems such as large volume expansion and short cycle life, which need to be optimized by improving structural design, adding conductive agents and binders. According to data from the Champ Consulting Group,2023Global silicon-based anode shipments are expected to reach410,000 tons, up about30%, accounting for the shipment of consumer lithium battery anode materials.10%. Solid electrolyte refers to the electrolyte with solid substances such as polymer, oxide or sulfide as the main component. Compared with the traditional liquid or gel electrolyte, the solid electrolyte has higher safety and wider electrochemical window, and can achieve higher energy density and faster charge and discharge rate. However, solid electrolytes also have problems such as low ion mobility and high interface impedance, which need to be improved by improving material properties and optimizing interface structure. According to data from the Champ Consulting Group,2023Global solid-state lithium battery shipments are expected to reach1GWh, a year-on-year increase of about100%, as a percentage of consumer lithium battery shipments0.6%。

3. consumer lithium battery industry technology innovation

Technological innovation in the consumer lithium battery industry is one of the key factors to enhance international competitiveness. China's consumer lithium battery industry has made some achievements in technological innovation, but there is still a gap with the international advanced level, mainly in the following aspects:

Lack of technological innovation capacity, lack of core technology and patents. The technological innovation of China's consumer lithium battery industry mainly depends on the independent research and development and technology introduction of enterprises, and lacks the overall planning and coordination support of the state and the industry. China's consumer lithium battery enterprises have insufficient investment in technological innovation, the number and quality of R & D personnel are not high, R & D equipment and conditions are backward, and the conversion efficiency of R & D results is low. China's consumer lithium battery enterprises in the core technology and patent accumulation is insufficient, and there is a big gap with the international leading enterprises. According to data from the Champ Consulting Group,2023The number of global patent applications related to consumer lithium batteries reached about1010,000 pieces, of which China accounts for about30%, while the United States, Japan, South Korea and other countries accounted25%、20%、15%。

The direction of technological innovation is not clear, lack of forward-looking and strategic. The direction of technological innovation in China's consumer lithium battery industry is mainly driven by market demand and competitive pressure, and lacks the prediction and grasp of future technological development trends and directions. China's consumer lithium battery industry has a certain lag and passivity in the development and application of new technologies, and is often in a state of following and imitating, lacking independent innovation and originality. China's consumer lithium battery industry lacks systematic and holistic thinking and planning in technological innovation, and often only pays attention to local technological improvement and optimization, ignoring the coordination and matching of the entire industrial chain.

The results of technological innovation are inadequate and lack of effective promotion and application. Although the technological innovation achievements of China's consumer lithium battery industry continue to emerge, there are still some problems and obstacles in practical application. First, the technical standards are not uniform, resulting in uneven product quality, affecting the trust and satisfaction of consumers; second, inadequate technical verification, resulting in unstable product performance, affecting the safety and reliability of the product; third, the technology promotion is not extensive, resulting in a low market share of the product, affecting the competitiveness and profitability of the product.

4. consumer lithium battery industry policy support

Consumer lithium battery industry policy support is one of the important guarantees to enhance international competitiveness. In recent years, the Chinese government has given a series of policy support and support measures to the consumer lithium battery industry, mainly including the following aspects:

Strengthen top-level design and formulate development plans and goals.2022Year6In January, the Ministry of Industry and Information Technology issued the Guiding Opinions on Accelerating the High-Quality Development of the Lithium Battery Industry, which proposed2025To achieve the goal of large-scale, efficient, green, intelligent, brand and international lithium battery industry, and put forward specific measures such as strengthening technological innovation, optimizing industrial layout, improving the standard system, promoting industrial upgrading, and strengthening international cooperation.2022Year12In January, the National Development and Reform Commission issued the "New Energy Vehicle Industry Development Plan (2021-2035Year), put forward2035The goal of achieving the all-round development and leading position of the new energy automobile industry in, and proposed specific measures such as accelerating lithium battery technology innovation, promoting lithium battery recycling, and establishing a lithium battery safety supervision system.

Increase financial investment and provide financial support and tax incentives.2023Year1In January, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology and other six ministries jointly issued the "Notice on Carrying out Special Action for Technological Innovation in Lithium Battery Industry", which determined that2023Year2025Arranged annually10The central financial fund of 100 million yuan is used to support the key technology research, major project demonstration and public service platform construction of lithium battery industry. At the same time, according to the the People's Republic of China Enterprise income tax Law and other relevant provisions, certain preferential tax policies are given to high-tech enterprises, R & D institutions, and production enterprises engaged in the lithium battery industry, such as reducing the income tax rate, exempting value-added tax, and deducting R & D expenses.

Strengthen personnel training, provide human resources guarantee and incentive mechanism.2023Year4In January, seven ministries and commissions including the Ministry of Education, the Ministry of Industry and Information Technology, and the Ministry of Science and Technology jointly issued the "Guiding Opinions on Strengthening the Training of Talents in the Lithium Battery Industry" and proposed2025The goal of training and introducing a group of lithium battery leaders with international influence, a group of high-level lithium battery talents with innovative capabilities and practical experience, and a group of lithium battery technical talents with professional skills and operational capabilities, and proposed Specific measures such as strengthening education and training, improving the evaluation system, and optimizing the incentive mechanism.

5. Consumer Lithium Battery Industry Competitiveness Promotion Strategy

According to the analysis of the market status, development trend, technological innovation, and policy support of the consumer lithium battery industry, Shangpu Consulting believes that the consumer lithium battery industry needs to enhance its international competitiveness from the following aspects:

Strengthen technological innovation and transformation and upgrading to improve product performance and quality. The consumer lithium battery industry should increase investment and efforts in technological innovation, break through the bottleneck of core technologies and key materials, and improve the energy density, safety, and fast charging performance of products to meet the continuous improvement of battery performance of consumer electronic products. At the same time, the consumer lithium battery industry should accelerate technological transformation and product upgrading, promote the application of new technologies and new products such as laminated soft-pack batteries, ternary materials, silicon-based anodes, and solid electrolytes, so as to improve the added value and market competitiveness of products.

Expand emerging markets and application scenarios to increase product demand and profit margins. The consumer lithium battery industry should actively explore emerging markets and application scenarios, taking advantage of China's5GWith the advantages of technology, intelligent terminals, Internet of Things and other fields, we will develop customized and differentiated consumer lithium battery products that meet the needs of different regions and different users, and expand the application scope and market space of the products. At the same time, the consumer lithium battery industry should actively explore new application scenarios and business models, such as wireless charging, shared charging, cloud charging, etc., to increase the convenience and user experience of products, and improve product utilization and profit margins.

Optimize supply chain and industrial chain coordination to reduce costs and risks. The consumer lithium battery industry should optimize the layout and structure of the supply chain and industrial chain, realize the effective docking and coordination of upstream and downstream, and improve the utilization efficiency of resources and the integration of the industry. At the same time, the consumer lithium battery industry should strengthen the risk management and response capabilities of the supply chain and industrial chain, establish stable raw material supply channels and reserve mechanisms, prevent price fluctuations and supply disruptions, and ensure stable production and supply of products.

Strengthen international cooperation and brand building, enhance influence and reputation. The consumer lithium battery industry should strengthen international cooperation and exchanges, participate in international standard formulation and certification, promote international market access and mutual recognition, and enhance international market share and status. At the same time, the consumer lithium battery industry should strengthen brand building and promotion, improve the popularity and recognition of products, establish the quality image and value image of products, and win the trust and love of consumers.

In short, the consumer lithium battery industry is an important part of my country's lithium battery industry, and it is also one of the areas where my country has strong competitiveness in the global lithium battery field. Facing the increasingly fierce international competitive environment, the consumer lithium battery industry must seize opportunities, meet challenges, strengthen technological innovation and transformation and upgrading, expand emerging markets and application scenarios, optimize supply chain and industrial chain coordination, and strengthen international cooperation and brand building, Continuously improve international competitiveness and contribute to the high-quality development of my country's lithium battery industry.