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金书波:推动锂电产业高质量发展,构建全生命周期绿色供应链
Zhong Guo Jing Ji Wang· 2025-09-23 06:35
Core Insights - The lithium battery industry is a key focus in the global competition for critical raw materials, power batteries, and new energy vehicles, emphasizing the need for a green supply chain throughout the entire lifecycle of production and recycling [1][3]. Industry Overview - The "2025 Suining International Lithium Battery Industry Conference" was held on September 19, focusing on the current state and future opportunities and challenges of the lithium battery industry [3]. - The global transition towards a green and low-carbon economy is recognized as a consensus, with the lithium battery industry playing a crucial role in this energy revolution and high-quality development [3]. Market Dynamics - In 2024, global lithium battery shipments are projected to reach 1502 GWh, representing a 26% year-on-year increase [4]. - China is the largest producer, seller, and exporter of lithium batteries, accounting for over 70% of the global market share [4]. Challenges and Recommendations - The lithium battery industry faces challenges such as complex international dynamics affecting exports and a lack of coordination within the industry, leading to unhealthy competition [4]. - Recommendations include promoting technological innovation across various aspects of the industry, focusing on international development to expand market reach, and enhancing awareness and capabilities for green and low-carbon development [4][5].