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伊维经济研究院:中国锂电产业特色城市竞争力评估报告(2025)
Sou Hu Cai Jing· 2025-11-03 09:31
Core Insights - The report evaluates the competitiveness of China's lithium battery industry cities, highlighting the transition from technology dependence to global leadership over 30 years, with a significant increase in lithium battery shipments expected to reach 1214.6 GWh in 2024, a 36.9% year-on-year growth [1][11][12] - The assessment covers 80 cities out of 337 nationwide, ranking the top twenty cities based on economic strength, industrial foundation, factor competition, and green levels, with Ningde, Changzhou, and Yibin leading the list [1][24] Industry Overview - China's lithium battery industry has evolved through four stages: technology research (1991-2008), industrial development (2009-2014), scale development (2015-2022), and globalization (2023-present) [7][8] - The industry has formed a "regional agglomeration, multi-point blossoming" development pattern, with strong industrial bases in eastern provinces like Jiangsu, Zhejiang, and Guangdong, while the central and western regions leverage resource advantages [9][10] City Competitiveness Assessment - The evaluation framework includes dimensions such as economic strength, industrial foundation, factor competition, and green levels, integrating quantitative and qualitative analyses to assess the cities' lithium battery industry development [21][22] - The top twenty cities are ranked based on comprehensive scoring from economic data and qualitative assessments, with a focus on their industrial positioning and core advantages [24][25] Development Trends - Future trends indicate that government policies will guide the industry direction, while enterprises will drive upgrades through technological innovation and market competition [2] - The industry will increasingly focus on smart innovation and green collaboration, with digitalization and AI enhancing production efficiency and resource recycling systems being established [2][3] City Profiles - Ningde, supported by CATL, is expected to achieve a lithium battery output value exceeding 250 billion yuan in 2024, while Changzhou boasts a complete industrial chain with a 97% integration rate [2][30] - Cities like Suining and Zaozhuang are leveraging policy support for rapid industrial clustering, while resource-rich cities like Xining and Yichun are expanding their lithium battery industries based on local resources [2][30]