"Lithium battery shipments are about to enter the TWh era, and global shipments are expected to exceed 1TWh in 2023 (TWh is a unit of electricity, 1TWh is equal to 1 billion KWh, 1KWh is what is known as 1 degree of electricity every day). 2025 China's lithium battery shipments will step over this threshold, and the output value will exceed 1 trillion yuan." Recently, Ouyang Minggao, an academician of the Chinese Academy of Sciences, predicted that. More industry reports point out that the future of new energy vehicles and energy storage demand dual-core drive, it is expected that by 2050 global lithium battery shipments will exceed 14TWh, forming a huge market size of more than ten trillion.

In the face of the future ten trillion level market, the global lithium battery giants set off a "tide of expansion", the world's second-ranked LG New Energy landed on the South Korean capital market earlier this year, raising $11 billion, vowing to pull Ningde Time off the global first throne. Honeycomb Energy is even more aggressive, claiming that it will 10 times its target capacity in one year, reaching 600GWh by 2025, when it will surpass BYD in production capacity and run neck and neck with Ningde Times.

Holding a lot of "money" and ambitious lithium battery factory, the urgent need to find a project to land. Sichuan has become a heavy "bet" town for these companies.

Recently, the construction of Chengdu power storage battery project started, with a total investment of 20 billion yuan and an annual output of 50GWh lithium-ion battery production base in two phases. And in addition to the lithium energy, now Sichuan has gathered Ningde Time, honeycomb energy, innovation in the air as the head of the lithium industry cluster. In addition, dozens of industry chain enterprises, such as Sansun, De Fang Nano, Betray, and Greenmax, have settled in Sichuan to build factories. According to the Daily Economic News reporter incomplete statistics, the investment scale of more than 190 billion yuan.

"For us, the main consideration is two, either near the market, or near the resources." Recently, the Daily Economic News reporter consulted Xinwanda as an investor, the company's sources said. Currently, Xinwanda is investing 8 billion yuan in Sichuan Deyang to build a 20GW lithium battery and energy storage industry production base.

As the main raw material of lithium battery, lithium ore is the core of the development of lithium battery industry which is basically inseparable, and the Sanzhou area in Sichuan has rich lithium pyroxene resources, accounting for 57% of lithium pyroxene ore in the country.

In addition to rich resources, Sichuan's grade is also higher. This point has undoubtedly been billion lithium energy, Ningde times, honeycomb energy, in the innovation of the air and other lithium battery factory is laying out in Sichuan, seen. In the view of Ouyang Minggao, Sichuan is not only rich in lithium resources, accounting for more than half of the country, graphite resources are also in the vicinity, coupled with low labor costs, these have prompted the lithium battery industry to move to Sichuan.

However, Sichuan is not currently able to rest on its laurels. "In the past few years, although Sichuan and other places to add a lot of lithium battery production capacity. But according to my observation, the Yangtze River Delta region should still have the most new production capacity." Recently, Mo Ke, chief analyst of True Lithium Research, told the Daily Economic News in a telephone interview that proximity to the downstream vehicle market is still an important consideration for the location of lithium battery plants.

Mo Ke also believes that the analysis of the lithium battery industry "westward" can not only look at Sichuan, but also from the characteristics of the entire industry chain and the national perspective: "The lithium industry likes to pile up, Ningde Time to Yibin, it is easy to attract materials and other related supporting enterprises to Yibin and its surrounding areas. At the same time, the vast west has not had a decent lithium industry gathering place before, the two superimposed, so we see many lithium companies have laid out in Sichuan."

"China's vast territory, the southeast and northwest must have a lithium industry chain gathering place to be normal. The south is the Pearl River Delta, the east is the Yangtze River Delta, the west should now seem to be Sichuan. The north in the next few years should also come out a gathering place." Mo Ke also said.