According to CCTV CCTV-9, "China's international market share of liquid lithium batteries has reached the world's first, and more than 70% of the world's lithium batteries are produced in China. China occupies 6 of the top 10 power battery enterprises in the world."

according to the above program introduction, in the 1990 s, Japan took the lead in gaining technical advantages in the field of lithium ion batteries based on liquid electrolyte, and rapidly realized industrialization. Faced with this situation, Chen Liquan (elected as academician of Chinese Academy of Engineering in 2001) team promoted the establishment of China's first pilot production line of liquid lithium battery in 1998, which laid the foundation for the following large-scale mass production.

After years of development, now China liquid lithium battery its international market share ranks first in the world and has led the world for many years in a row.

So, what are the leading new achievements in China's battery industry at this stage? What factors have pushed our country to achieve a leap-forward development in the lithium battery field in a short period of time? Under the "attack" of Japanese and South Korea lithium battery enterprises, how will China's battery enterprises hold the position of the "first day group" of lithium battery in the future? These problems trigger the thinking and resumption of the industry.

Rapid iteration of battery technology has attracted wide attention.

Ningde era, as a leader in the global power battery industry, has achieved mass production and loading of KIRIN batteries and Shenxing batteries. Recently, it also released Qunyao super hybrid batteries, constantly breaking through bottlenecks such as passenger car mileage and charging efficiency; Its released Tianxing battery products cover commercial vehicle markets such as light logistics, passenger cars and heavy trucks.

With the unique design of its blade battery, BYD further optimizes the volume and weight of battery pack, improving the overall performance and efficiency of electric vehicles.

The large cylindrical Omnicell all-purpose battery released by Yiwei Lithium Energy this year can realize 6C fast charge; It also released commercial vehicle ultra-charge open source battery, Omni all-purpose battery-LMX series light vehicle battery, Mr.Big oversized cell and Mr.Giant energy storage system. Recently, yiweineng has also obtained AS9100D aerospace quality management system certification (Certificate No.: C690714) issued by DNV, which means that its quality management system has met the quality management requirements of the whole life cycle of lithium batteries for aerospace.

Guoxuan Gaoke released a variety of new battery products this year, including 5C super fast charge G engraved battery and high nickel ternary cylindrical star morning battery, covering fast charging, high energy density, technical breakthroughs in many aspects such as long cycle life to meet the needs of different models and markets.

In addition to liquid lithium battery new products in energy densityBesides constantly refreshing historical records on indicators such as degree, cycle life and charging rate, China's battery enterprises have also made breakthroughs in new battery technologies and applications such as sodium ion batteries and solid state batteries, it has injected new vitality into the new energy industry.

At the same time, the innovation of battery products also reflects the exploration of battery industry chain enterprises in new battery materials and new processes. In 2024, the application of new battery materials and new equipment mainly focused on the innovation of composite collector fluid, silicon-based negative electrode, solid electrolyte and other materials, as well as artificial intelligence, automation, energy saving, carbon reduction and other technical equipment enable the upgrading of production lines.

Among them, composite fluid collector can improve cell security, energy density, battery production efficiency, and reduce material costs. It has been applied in battery products such as KIRIN batteries, and more and more enterprises are deployed.

Under the background of promoting the goal of "double carbon" globally, the energy consumption of superimposed batteries and some main materials is relatively high in the production process, AI energy saving and carbon reduction platform technology is also regarded by the industry as the main means to help the "zero carbon" production of battery industry chain enterprises, and has been promoted to the strategic layout of factory upgrading and transformation.

The introduction of new battery products and new technologies not only enhances China's competitiveness in the global battery market, but also provides solid support for the rapid development of new energy vehicles, energy storage and other industries. However, if China's battery technology is to enter the next stage of development, it is particularly important to resume the "road to growth" and give full play to its own advantages.

Innovative "genes" witness the road of growth

in the view of battery China, from the beginning of catching up to now surpassing Japan and South Korea enterprises, there are many highlights in China's lithium battery industry chain enterprises:

first of all, the technological innovation of battery enterprises is the core driving force to promote the development of the industry.

In recent years, with the continuous improvement of core indicators such as energy density, power density, cycle life, safety and security of lithium batteries, the material and manufacturing costs have been declining, making liquid lithium batteries stand out from all kinds of batteries, get more and more recognition in different markets. Sodium batteries and solid-state batteries are also expected to replicate the development path of liquid lithium batteries.

Second, 3C, new energy vehicles, energy storage and other fields have developed rapidly, and the demand for lithium batteries has continued to expand, driving the speed of electrification in aviation, ships and other fields to accelerate.

Data show that the market penetration rate of new energy passenger cars in China has accelerated since the market penetration rate of new energy passenger cars exceeded 10% in 2021, and the high penetration rate has reached in September 2024, which also proves the strong growth momentum of power lithium batteries. The demonstration application effect of lithium batteries in the automotive field is "overflowing" to eVtol, flying cars and other markets, which will further expand the global demand for lithium batteries.

Third, the iteration of lithium battery limit manufacturing equipment and the commissioning of intelligent zero-carbon factories help battery enterprises reduce costs and increase efficiency.

Fourth, the competition among lithium battery enterprises is becoming increasingly fierce. Innovative enterprises show strong competitiveness by virtue of technology and product innovation.

To sum up, in recent years, lithium batteries and materials technology and new products have emerged continuously. The upgrading and iteration of lithium battery equipment and AI platform not only contributed to the overall growth of China's lithium battery industry, but also helped Ningde era, BYD (Fredi battery), yiweineng, Guoxuan Gaoke, zhongxinhang, Ruipu Lanjun, honeycomb energy, Funeng technology, Sunwoda and so on have become world-renowned head battery enterprises.

At the same time, Li Yuanheng, Dangsheng technology, pilot intelligence, rongbai technology, winhe technology, new Zeus, German Nano, Yifei laser, bertrui and other lithium battery equipment and materials enterprises, it has also become the main supplier of global head battery enterprises.

However, it should be mentioned that although the liquid lithium battery technology is quite mature at present, the continuous iteration of battery industry chain technology is an inevitable trend in the development of new energy field, moreover, all kinds of batteries still have room for upgrading in terms of energy density, charging rate, safety guarantee and application expansion, which are the focus of future competition.