Battery Energy Storage - Lithium Battery Import and Export Analysis

Lithium ion battery: It is a type of secondary battery that mainly relies on the movement of lithium ions between the positive and negative electrodes to operate. During the charging and discharging process, Li+is intercalated and disembedded back and forth between the two electrodes: during charging, Li+is disembedded from the positive electrode, embedded into the negative electrode through the electrolyte, and the negative electrode is in a lithium rich state; When discharging, the opposite is true.
Lithium ion batteries were first developed by Sony Corporation of Japan in 1990. It embeds lithium ions in carbon (petroleum coke and graphite) to form negative electrode (lithium or lithium alloy is used as negative electrode for traditional lithium batteries). LixCoO2, LixNiO2, and LixMnO4 are commonly used as positive electrode materials, and LiPF6+ethylene carbonate (EC)+dimethyl carbonate (DMC) are used as electrolyte. Petroleum coke and graphite as anode materials are non-toxic and have sufficient resources. Lithium ion is embedded in carbon, which overcomes the high activity of lithium and solves the safety problems existing in traditional lithium batteries. Positive LixCoO2 can reach a high level in charging, discharging performance and life, reducing the cost. In short, the comprehensive performance of lithium ion batteries has been improved. It is expected that lithium-ion batteries will occupy a large market in the 21st century.

❖Production of lithium-ion batteries from 2018 to 2022

In recent years, the annual production of lithium-ion batteries in China has shown a significant upward trend. In 2021, the lithium-ion battery industry in China will deepen the supply side structural reform as the main line, accelerate the modernization of the industrial chain supply chain, and achieve sustained and rapid growth.
In 2021, China's production of lithium-ion batteries reached 22.998 billion units, a year-on-year increase of 22.37%. From January to September 2022, the production of lithium-ion batteries reached 17.288 billion units, a year-on-year increase of 4.76%. In recent years, the highest annual production points have all appeared in the fourth quarter, so market demand in 2022 is still foreseeable.

❖ 锂离子电池产业链（上游、中游、下游）

From January to September 2022, the export value of China's lithium-ion batteries ranked first in the United States at 43.923 billion yuan, a year-on-year increase of 114.42%, followed by Germany at 32.519 billion yuan, a year-on-year increase of 114.56%, and South Korea at 24.157 billion yuan, a year-on-year increase of 96.03%.
From January to September 2022, Vietnam ranked first in the export quantity of lithium-ion batteries in China, with a year-on-year increase of 22.71%. India ranked second with 425 million, with a year-on-year increase of 47.66%. Hong Kong, China ranked third with 333 million, with a year-on-year decrease of 30.9%.

From January to September 2022, Guangdong Province ranked first as the main export and shipping destination for lithium-ion batteries in China, with an export value of 67.641 billion yuan, a year-on-year increase of 49.07%, and an export unit price of 74.28 yuan/piece, a year-on-year increase of 56.98%. Jiangsu Province ranked second with an export value of 50.834 billion yuan, a year-on-year increase of 70.76%, and an export unit price of 63.94 yuan/piece, a year-on-year increase of 20.59%. Fujian Province ranked third with an export value of 50.62 billion yuan, a year-on-year increase of 124.55%, The export unit price is 324.36 yuan/piece, a year-on-year increase of 92.57%.

In recent years, the export amount and quantity of lithium-ion batteries in China have shown an overall growth trend. The unit price of products remained relatively stable in 2020 and 2021, while there was a significant increase in 2022.
In 2021, the export value of China's lithium-ion batteries was 183.56 billion yuan, a year-on-year increase of 66.5%, and the export quantity was 3.428 billion yuan, a year-on-year increase of 54.37%. From January to September 2022, the export value of China's lithium-ion batteries was 229.686 billion yuan, a year-on-year increase of 86.3%, and the export quantity was 2.886 billion, a year-on-year decrease of 22.32%.

❖ 2022年1-9月锂离子电池进口排名前十的地区

From January to September 2022, Malaysia ranked first in the import amount of lithium-ion batteries in China at 3.013 billion yuan, a year-on-year increase of 33.22%. China ranked second at 2.294 billion yuan, a year-on-year decrease of 36.54%. Singapore ranked third at 2.233 billion yuan, a year-on-year increase of 33.61%.
From January to September 2022, Malaysia ranked first in the import quantity of lithium-ion batteries in China, with 238 million units, a year-on-year increase of 3.29%. Japan ranked second with 186 million units, a year-on-year decrease of 33.19%. Singapore ranked third with 179 million units, a year-on-year increase of 22.68%.

From January to September 2022, Guangdong Province ranked first as the main import destination for lithium-ion batteries in China, with an import value of 5.761 billion yuan, a year-on-year decrease of 24.33%, and an import unit price of 12.87 yuan/piece, a year-on-year decrease of 1.54%. Jiangsu Province ranked second with an import value of 4.926 billion yuan, a year-on-year decrease of 1.48%, and an import unit price of 14.68 yuan/piece, a year-on-year increase of 3.1%. Beijing ranked third with an import value of 2.169 billion yuan, a year-on-year increase of 61%, and an import unit price of 3952.56 yuan/piece, A year-on-year increase of 1193.48%.

❖ Import amount and quantity of lithium-ion batteries from 2020 to 2022

The import amount and quantity of lithium-ion batteries in China remained relatively stable in 2020 and 2021, and there has been a significant decline since March 2022. In 2021, China imported 1.54 billion lithium-ion batteries, an increase of 8.33% year-on-year, with an import amount of 24.881 billion yuan, an increase of 1.59% year-on-year. From January to September 2022, China imported 890 million lithium-ion batteries, a year-on-year decrease of 21.06%, with an import amount of 15.014 billion yuan, a year-on-year decrease of 17.7%.