In order to promote the high-quality development of the new battery industry, according to the Outline of the Fifteenth Five-Year Plan for National Economic and Social Development of the People's Republic of China. The Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Transport, the Ministry of Commerce, the General Administration of Market Supervision, the State Energy Administration and the State Railway Administration recently jointly issued the "Fifteenth Five-Year Plan" for the Development of New Battery Industry (hereinafter referred to as the "Plan"). In order to better understand and implement the Plan, the relevant contents are interpreted as follows.
First, what is the background of the plan? To speed up the development of new battery industry is to build a new energy system and cultivate " during the 14th Five-Year Plan period, China's new battery industry will achieve leapfrog development. It has made historic achievements in industrial scale, technological innovation, industrial chain construction and global influence. First, the scale of the industry has grown steadily, and the total output value of China's new battery industry has exceeded the trillion yuan mark, occupying the main share of the global market. Second, the pace of technology iteration has been accelerated, with the energy density of mass-produced battery monomers exceeding 300 Wh/kg, and the cycle life of new batteries exceeding 12000 times. Advanced battery system integration technology is widely used, which greatly improves the energy density and space utilization of the system. All-solid-state battery research and development accelerated. Third, the resilience of the industrial chain and supply chain has been continuously enhanced. China has built a complete industrial system covering materials, battery monomers, system integration, process equipment and recycling, and the ability of resource integration and market response has been significantly improved. Fourthly, the depth and breadth of market applications continue to expand, and new batteries are widely used in mobile intelligent terminals, intelligent network new energy vehicles, power storage, aerospace and other fields. China's new battery industry has become an important representative of promoting new industrialization and fostering new quality productivity, laying a solid foundation for promoting the realization of the "double carbon" goal and accelerating the green transformation of the industry.
The "Fifteenth Five-Year Plan" period is a critical period for basically realizing socialist modernization and a strategic opportunity period for comprehensively consolidating the global competitive advantage of China's new battery industry. From the international point of view, around the development of new battery industry and technology, the global competition is intensifying. From the domestic point of view, solid technical reserves have been formed in the frontier battery fields such as solid-state batteries in China, artificial intelligence and other technologies are accelerating the manufacturing of new batteries, and the industry has abundant momentum for digitalization, greening and integration. At the same time, the unbalanced and inadequate development of China's new battery industry is still prominent, the competition order of the industry needs to be standardized, the original innovation and subversive technological capabilities are still inadequate, and the construction of soft power such as standards and intellectual property rights is not compatible with the status of the dominant industry. In order to continuously promote the healthy and orderly development of the new battery industry and consolidate the advantages of industrial development, the seven departments have formulated and issued the Plan on the basis of in-depth investigation and research and extensive solicitation of industry opinions.
2. What is the overall consideration of the Plan? After years of development, China's new battery industry has initially gained a global dominant position, and the new batteries represented by lithium batteries have become the "new three" products driving the growth of foreign trade and the brand-new business cards made in China. Facing the "15th Five-Year Plan" period, the "Plan" takes promoting the high-quality development of the new battery industry as the main line, through strengthening the guidance of industrial development, to solve the outstanding problems such as the lack of original innovation ability of the industry and the contradiction between supply and demand structure in the field of lithium batteries.
Second, we should focus on innovation leading and full chain development. During the "Fifteenth Five-Year Plan" period, the new battery industry is in the key window period of technological upgrading, so we must firmly grasp the strategic opportunities of scientific and technological innovation and industrial innovation. The Plan focuses on key common technologies, battery materials, manufacturing equipment, battery products, system integration and other key links, systematically deploys the key work of innovation and development, clearly puts forward the implementation path of industrial digitalization, greening, integration and security upgrading, and fully emphasizes the supporting role of standards, testing and certification and intellectual property system.
The three is to strengthen supply and demand coordination and application expansion. New batteries have a large market space and good industrial prospects, so we should not only seize the opportunity to follow the trend, but also coordinate the relationship between development and security to avoid big ups and downs. The Plan guides local governments to give full play to their comparative advantages and achieve differentiated and characteristic development, while focusing on consumer electronics, new energy storage, electric vehicles and other fields to accelerate the expansion of applications and promote effective coordination between supply and demand. Relevant departments will continue to improve the industry governance system, implement early warning and control of production capacity, product quality supervision, standardize price competition and other work to promote high-quality industrial development.
Fourth, we should strengthen coordinated development at home and abroad. Strengthen the analysis and judgment of global new energy market demand and geopolitical environment. Make overall use of both domestic and international markets and resources to guide enterprises to carry out foreign investment in a diversified and orderly manner. While guiding the innovation, upgrading and development of the domestic new battery industry, the Plan lists improving the quality and level of trade and investment cooperation as a key task, and guides enterprises to "go out" in an orderly manner to create an open and cooperative highland.
3. What are the overall requirements and development goals of the Plan?
(2) With regard to the development goals
, the Plan proposes that by 2030, the scale of China's new battery industry will grow steadily. The innovation capability of the whole chain has been continuously enhanced, new breakthroughs have been made in advanced electrode materials, new electrolytes and high-end auxiliary materials, significant progress has been made in the research and development of new system batteries, all-solid-state batteries have been initially applied on a large scale, the cycle life of long-life lithium batteries has reached 15000 times, and the product defect rate of leading enterprises has reached PPB level. Accelerate the construction of full-scene application ecology, accelerate the integration and innovation of new battery technology with clean energy and energy-using terminals, upgrade the products of high-efficiency enabling intelligent terminals iteratively and electrify the fields of automobiles, ships, aviation, intelligent robots, construction machinery, agricultural machinery and equipment to meet the needs of new power system construction, on the power supply side. As well as industrial parks, data centers and other energy storage application scenarios to further expand. The integration of international trade and investment has been further promoted to achieve a rational and orderly layout of the supply chain of the new battery industry chain and to serve the green and low-carbon development of the global economy and society.
4. What are the key tasks deployed in the Plan?
(1) In terms of the innovation and development of the whole chain, the first is to strengthen the research of frontier and common technologies, strengthen the collaborative innovation of technology, accelerate the breakthrough of all-solid-state battery industrialization technology, and lay out a new generation of battery system. The second is to develop advanced battery materials and high-end manufacturing equipment to make up for the shortcomings of special industrial software. Third, we should enrich the supply of high-end battery products and accelerate the development of high-end, diversified and integrated new battery products. Fourthly, we should strengthen system integration and innovation, promote the participation of artificial intelligence technology, and strengthen the R & D, application and supporting supply of key components. Fifth, we should promote innovative applications in various fields, consolidate and expand areas of advantage, promote transportation, innovate energy storage scenarios, and tap the application of cutting-edge technology and special equipment. Sixth, improve the recycling system. Upgrading of common and key technologies, upgrading of advanced materials and high-end equipment, innovation of new battery products, and leap of high-end system integration technology.
(2) In terms of industrial transformation and upgrading, the first is to upgrade the level of industrial digital and intelligent development, accelerate the development of a new generation of intelligent manufacturing, build a dedicated large model and AI research and development platform, promote visual management and intelligent regulation, and enhance the ability of early warning and life assessment. The second is to accelerate the development of green transformation, promote the application of new technologies, expand the application of renewable energy, promote green design supply chain management, and build zero-carbon factories, green factories and green parks. Thirdly, we should build an integrated ecological system, innovate industrial ecology, promote the development of integration, foster innovative formats and accelerate cross-innovation. Fourthly, we should improve the level of industrial security development, build a security system for the whole industrial chain, strengthen monitoring and early warning, break through key technologies, strengthen the public service capacity building of energy storage battery safety management, improve the level of network data security, standardize product transportation, and promote the pilot project of railway transportation. Set up a column of digital intelligence empowerment.
(3) In the construction of industrial system, the first is to cultivate high-quality industrial enterprises, build a gradient cultivation system of high-quality enterprises, and create a number of characteristic industrial clusters of small and medium-sized enterprises. The second is to optimize the regional layout of the industry, optimize the layout of the lithium battery industry in accordance with the principle of regional agglomeration and concentration of the main body, and guide all regions to give full play to their comparative advantages to achieve differentiated and characteristic coordinated development. The Plan also makes specific arrangements for improving the industry governance system and standardizing the competition order.
(4) In terms of industrial science and technology services, the first is to improve the industrial science and technology innovation system, build the path of industrial chain integration, build science and technology innovation platforms, pilot platforms and key laboratories, promote industry-university-research collaboration, and cultivate new tracks in high-tech zones. The second is to strengthen the leading role of standards, promote the construction of lithium battery standard system, and participate in international standardization work in depth. Third, optimize the service level of testing and certification, enhance the ability of testing and evaluation, improve the evaluation system, and deepen the strong quality chain. Four, we should improve the intellectual property system and strengthen intellectual property protection and patent distribution. Fifth, improve product traceability and carbon footprint management, strengthen the whole life cycle traceability, promote carbon footprint accounting, and promote international mutual recognition and sharing of data.
(5) In terms of trade and investment cooperation, the first is to guide enterprises to "go out" in an orderly manner and strengthen the analysis and judgment of global new energy market demand and geopolitical environment. Make overall use of domestic and international markets and resources, and guide enterprises to carry out foreign investment in a diversified and orderly manner. We will improve risk prevention and emergency response mechanisms, and strengthen the safety of enterprises going to sea.The second is to create an open and cooperative highland, strengthen efficient interaction with international organizations, and normalize cooperation and docking. Build a new battery industry and technology cooperation platform with international influence to enhance the level of global adaptation. We will improve the overseas comprehensive service system, promote international bilateral and multilateral mutual recognition cooperation, and reduce technical barriers to trade.
5. How to organize and implement the Plan? We should improve the linkage mechanism of consultation and strengthen the linkage between departments and the coordination between government and enterprises. In-depth investigation and research, strengthen follow-up guidance, carry out dynamic monitoring and summary evaluation of the implementation of the plan. Strengthen the overall planning of special fund channels and support the financing of key enterprises that meet the requirements. We will deepen the integration of industry and education in the field of new batteries and build a high-end talent training network. Advocate honest management, safe production, energy conservation and environmental protection, harmonious employment, tax payment according to law, and promote the establishment of a fair competition, healthy and orderly market environment.
浙公网安备33010802003254号