Current Status And Development Trend Characteristics Of China's Battery Industry In The First Half of 2024

1. The production and sales of new energy vehicles continue to grow. From January to June 2024, my country's production and sales of new energy vehicles reached 4.929 million and 4.944 million, respectively, up 30.1% and 32.0% year-on-year, and my country's electric vehicle exports reached 1.0849 million, up 36.9% year-on-year.

2. The production and sales of lithium-ion batteries continue to grow. From January to June 2024, my country's power battery sales were 318.1 GW·h, energy storage battery sales were 84.5 GW·h, and consumer battery sales were about 23 GW·h. Affected by foreign technical trade barriers, the export trade of new energy vehicles and power batteries will be hindered.

3. The production and sales of primary batteries declined slightly. With the slight decline in the output of consumer electronic products and the partial replacement of zinc-manganese batteries by lithium-ion batteries, the production and sales of ordinary zinc-manganese batteries declined slightly, but the output of alkaline zinc-manganese batteries continued to increase slightly.

4. The safety risks of power batteries and energy storage batteries are prominent. With the increase in the number of new energy vehicles, the number of battery safety incidents has increased. It is urgent to accelerate the development and mass production of semi-solid and all-solid lithium batteries. Gradually establish and improve the sodium ion battery industry chain to promote commercial mass production.

5. Carbon reduction targets promote the continuous growth of solar cell production and sales. Against the background of developing new energy and reducing carbon emissions, the production and sales of solar cells have grown rapidly, but battery prices have fallen.