"new in guizhou" series: seizing the opportunity of new energy batteries, guizhou strives to create a new name card of "electric guizhou"
2024-09-13
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"we are working hard to produce every month's orders as planned and to complete the packaging and shipment of finished lithium battery negative electrode materials." peng jiguang, factory director of gui'an new district zhongke xingcheng graphite co., ltd., said that the company's performance was good in the first half of this year, with output value increasing by 400% over last year.
as an important project for the development of new energy vehicles, batteries and materials industries in gui'an new district, zhongke xingcheng graphite co., ltd. has reached a production capacity of 65,000 tons after ramping up mass production in 2023. it is currently continuously releasing production capacity to supply raw materials for catl's guizhou base and other surrounding bases.
in recent years, taking advantage of the development opportunities of the "electric guizhou" policy, gui'an new area has focused on building a production base for new energy vehicles, batteries and materials, attracting leading new energy companies such as catl, byd, crrc times and zhongke electric to settle down, forming an industrial chain from battery material research and development to vehicle manufacturing. in the first half of this year, the total industrial output value of new energy vehicles, batteries and materials industries in gui'an new area increased by 31% year-on-year.
guizhou has proposed to strive to achieve a total output value of 500 billion yuan for the new energy power battery and material r&d and production base by 2027, and basically build an important national new energy power battery and material r&d and production base. by 2035, the high-end, intelligent, green and integrated development of the new energy battery and material industry will achieve significant results, and a new energy power battery and material r&d and production base with important influence at home and abroad will be fully built.
guizhou's advantages
"catl's investment in a production and manufacturing base in guizhou is inseparable from guizhou's policy guidance, resources and industrial chain advantages." on october 27, 2023, zeng yuqun, chairman of catl, attended the commissioning ceremony of catl (guizhou) new energy power and energy storage battery production and manufacturing base in gui'an new district.
relevant staff of the guizhou province new energy battery and materials industry development working group stated that guizhou province is rich in mineral resources and has resource endowment advantages. it has 8 kinds of mineral resources such as phosphorus, manganese, and aluminum involved in the production of new energy batteries and materials industries. as of the end of 2021, the province's phosphate reserves were 4.911 billion tons, ranking third in the country, manganese reserves were 824 million tons, ranking first in the country, and bauxite reserves were 1.165 billion tons, ranking third in the country.
at present, the shipment volume of ternary precursors in guizhou province accounts for 26% of the global market, ranking first in the world. the market share of high-purity manganese sulfate and mercury-substitute corrosion inhibitors for batteries has reached more than 80% of the country. guizhou phosphate group's wet-process phosphoric acid purification capacity and anhydrous hydrogen fluoride extraction capacity rank first in the world. these have provided reliable resource guarantees for the development of new energy batteries and materials industries in guizhou province.
in 2022, the "opinions of the state council on supporting guizhou in breaking new ground in the great development of the western region in the new era" (hereinafter referred to as "new state council document no. 2") was issued. new state council document no. 2 clearly proposed "supporting guizhou in cultivating and expanding strategic emerging industries and accelerating the construction of new energy power batteries and materials research and development and production bases."
therefore, guizhou has formulated the "guizhou province new energy power battery and materials r&d and production base construction plan (2022-2030)", and issued the "implementation opinions on accelerating the construction of guizhou new energy power battery and materials r&d and production base", aiming to build guizhou province into an important domestic new energy power battery and materials r&d and production base.
in combination with the resource distribution characteristics of guizhou province, in accordance with the overall planning layout of "one core and two zones", we will adhere to the two routes of "ternary" and "phosphorus system", accelerate the cultivation of battery materials and raw materials industry clusters represented by ternary positive electrode materials and raw materials, phosphorus battery materials, electrolytes and raw materials, focus on filling the gaps in materials such as lithium salts and diaphragms, strive to break through the "coal tar-needle coke-negative electrode material" industry path, and accelerate the layout of sodium ion batteries and raw materials. promote the comprehensive development of guizhou's new energy power battery and material industry, and create a new name card of "electric guizhou".
among them, "one core": with guiyang gui'an and the two phosphorus chemical industry bases of "kaiyang-xifeng" and "weng'an-fuquan" as the core, cultivate and build new energy batteries and supporting industrial clusters, and cultivate and expand phosphorus and fluorine battery materials industrial belts. "two zones": tongren new energy battery and materials industry cluster zone and "southwest guizhou-liupanshui" new energy battery and materials industry cluster zone.
in 2023, guizhou's new energy battery and materials industry will achieve a total industrial output value of 69.505 billion yuan, accounting for 7.7% of the province's total industrial output value, and the added value of large-scale industries will increase by 1.8% year-on-year. it will achieve operating income of 72.781 billion yuan, profit of 2.471 billion yuan, and tax revenue of 738 million yuan. there are 65 large-scale chemical industry enterprises in the province, including 14 enterprises with an output value of more than 1 billion yuan.
recently, li bingjun, governor of guizhou province, emphasized during a survey that in recent years, guizhou province has seized industry opportunities, built a "one core and two zones" development pattern, and vigorously introduced industry leading enterprises and chain-leading enterprises. the new energy battery and material industry has developed well and has become a new growth pole for guizhou's industrial development. we must strengthen our confidence in development, maintain strategic focus, give full play to guizhou's resource endowment and comparative advantages, and promote the expansion and strengthening of the industry.
seize the "trend"
on august 7, the industry and information technology bureau of gui'an new area announced that the total industrial output value of gui'an new area in the first half of the year increased by 41.4%, thanks to the construction of three major industrial clusters in gui'an new area.
relevant person in charge of gui'an new area said that gui'an new area focuses on building three major bases: "a computing power guarantee base facing the whole country", "a production base for new energy vehicles, batteries and materials" and "an important national industrial backup base". it has now gathered relatively complete industrial supporting facilities and formed a good industrial ecosystem.
among them, in terms of the development of the new energy power battery industry, gui'an new district currently has three new energy battery and material enterprises above designated size, with an output value of 2.972 billion yuan in the first half of 2024, a year-on-year increase of 25.3%; the annual output value is expected to reach 6.6 billion yuan in 2024. the current industrial ecology is accelerating.
the person in charge introduced that the catl guizhou new energy battery manufacturing base project has been put into operation on october 27, 2023, and the industrial output value will reach 618 million yuan from january to june 2024, and the annual industrial output value is expected to be around 2 billion yuan. at the same time, gui'an new district is stepping up the construction of catl's battery cell supporting projects, striving to start trial production in september 2024.
in addition to catl, gui'an new district has already put into production byd's 10gwh power battery project and zhongke electric's 100,000-ton negative electrode material project. the byd project started trial production on the first production line on october 15, 2022, and all four planned production lines will be put into production by the end of 2022, achieving the signing, construction and completion in the same year.
the person in charge said that relying on the leading projects of catl, byd, and zhongke electric, the shortcomings of new energy battery and material diaphragms, copper foils, and structural parts will be made up, and the status of the core area of new energy battery and material industry development will be further enhanced. in fact, the implementation of these major projects has brought huge development space for guizhou's new energy battery and material industry.
zeng yuqun said at the aforementioned commissioning ceremony: "we will continue to adopt leading technologies, advanced products and solutions, deeply participate in the construction of guizhou's new energy industry ecosystem, and practice green and low-carbon concepts in the entire industry chain, including phosphate mining, raw material production, lithium battery manufacturing, and battery recycling. we will continue to build, supplement, extend and strengthen the guizhou new energy industry chain, and help guizhou build a new energy vehicle and energy storage industry ecosystem with distinctive characteristics and outstanding advantages."
relevant staff of the guizhou provincial department of industry and information technology said that after the new energy battery and material industry experienced the "cooling down" of intensified market competition and the elimination of inefficient production capacity, the new energy battery and material industry chain in guizhou province has shown strong resilience. the settled enterprises have technology, funds, and a series of favorable policy support. now is a good time for development. from guizhou's perspective, although the price of raw materials has declined, the output value is still rising. therefore, guizhou is currently in a critical period for the development of the new energy battery and material industry.
he introduced that in order to better promote the development of guizhou's new energy power battery and material industry and accelerate the construction of guizhou's new energy power battery and material research and development production base, guizhou province has established a provincial new energy battery and material industry development work team to directly serve enterprises point-to-point. as of november 2023, there are 105 new energy battery and material industry dispatch projects in the province with a total investment of 176.724 billion yuan, 46 under construction, 35 planned, and 24 completed. many projects will be completed in 2025-2026, by which time the production capacity will be fully released.
guizhou has also introduced a series of policies and measures to boost the development of the industry. in 2023, guizhou issued a series of policies, including "guiding opinions on accelerating the high-quality development of the new energy vehicle industry and promoting the construction of "electric guizhou"" and "several measures on accelerating the promotion and application of new energy trucks", which have injected strong support for guizhou's vigorous development of the new energy vehicle industry.
according to a relevant person in charge from the department of industry and information technology of guizhou province, the purpose of issuing the "electric guizhou" series of policies is to coordinate the province's policy resources, focus on major projects and key areas of new energy vehicles, new energy power batteries and materials, increase efforts to make up for shortcomings, forge strengths, and consolidate the foundation, promote the coordinated development of upstream and downstream industries, and coordinated supporting infrastructure, and accelerate the construction of the "electric guizhou" industrial chain ecosystem.
(this article comes from china business network)
