The power battery 'chain' is on the path of regional industrial upgrading
2026-01-22
In the wave of booming development of the new energy industry, power batteries and related industries have become important engines for regional economic transformation. Based on their own advantages, multiple regions are promoting the growth of regional new energy industries from germination to cluster expansion through diversified paths such as industrial chain construction, technological innovation, and ecological empowerment. The rise of synergistic industrial clusters cannot be separated from precise chain layout and efficient collaborative efforts. Various regions have achieved resource integration and complementary advantages by building a full industry chain ecosystem, making the foundation of industrial development more solid. Look at these 5 coating machines, they run 24 hours a day and can produce 300000 to 500000 square meters of ceramic membranes per day! ”In the coating workshop of Hunan Lithium New Materials Co., Ltd. in Ningyuan County, Yongzhou City, Hunan Province, the production supervisor Ouyang Yunxing pointed to the high-speed running equipment and introduced that the mechanical arm in the workshop operates precisely, and the coil moves at a constant speed on the coating machine. The fusion process of coating and new materials is being promoted in an orderly manner. As the leading lithium battery manufacturer in Ningyuan High tech Zone, this enterprise, which was put into operation in 2024, has now become a leading large-scale production base for solid-state electrolyte separators in China. Dragon heads dance, industries cluster together. The rapid growth of lithium based new materials is like a strong magnet, attracting upstream and downstream enterprises to gather. Nowadays, more than 60 enterprises are clustered in Ningyuan High tech Zone. Previously, when looking for supporting facilities, one had to travel both inside and outside the province. Currently, within a 5-kilometer radius of the park, we can handle the entire process of diaphragm, electrolyte, battery cell production, and battery baking, saving a lot of logistics costs! "Said the person in charge of a battery accessory company that has settled in the park, making a financial statement. The eastern industrial park of Sanjiang New Area in Yibin, Sichuan is also a bustling production scene. Every 10 power batteries in the world, one is made in Yibin! "Said the person in charge of the production workshop of Sichuan Times New Energy Technology Co., Ltd. The automated production line in the workshop runs at high speed, achieving intelligent control throughout the entire process from raw material processing to battery cell packaging. We closely follow the path of 'chain owner+supporting+application', and have introduced more than 130 upstream and downstream supporting projects. Now, from basic raw materials such as lithium hydroxide and lithium iron phosphate, to positive and negative electrode materials, power battery cells, and new energy vehicle vehicle and battery recycling, we have achieved a green closed-loop full industry chain ecology. ”The relevant person in charge of Yibin Economic Cooperation and New Industry Bureau said. In June 2023, the title of "China's Power Battery Capital - Yibin" was officially awarded, and the green momentum became increasingly strong. In the deep winter, walking in the Economic and Technological Development Zone of Yichun City, Jiangxi Province, a group of industry-leading enterprises such as Ningde Times, Guoxuan High tech, and Ganfeng Lithium Industry are producing hot products, and more than 50 upstream and downstream lithium battery new energy enterprises are cooperating with each other. In Yichun, breakthrough progress has been made in the comprehensive utilization of low-grade lithium mica ore. Through the fourth generation lithium extraction technology, the lithium recovery rate has been increased to over 80%, enabling low-grade lithium mica to achieve benefits comparable to lithium extraction from spodumene and salt lakes. ”The person in charge of Yichun Guoxuan Battery Co., Ltd. pointed to the automated production line and introduced that the company's second phase project has just been unveiled, and the third-generation lithium battery main source is continuously being produced offline. We also cooperate with ceramic companies to use feldspar powder produced by lithium extraction as high-end ceramic raw materials, which not only solves the problem of solid waste treatment but also reduces the cost of the ceramic industry, killing two birds with one stone. ”The staff of Yichun Industrial Cluster Development Office introduced that a closed-loop industrial chain of "resources products tailings renewable resources" has accelerated Yichun's transition from a "lithium mica resource rich area" to a "lithium battery new energy industry highland". Scientific research and technological innovation are the core passwords for the high-quality development of industries. Various regions are building innovation platforms, tackling key technologies, conducting repeated experiments in laboratories and technological iterations in workshops, promoting the transformation of industries from resource dependence to technology leadership, and continuously breaking through development bottlenecks. Inside the Ningyuan County Green Energy New Materials Research Institute, professors and enterprise R&D personnel from Central South University are sitting around discussing. The testing, pilot testing, transformation, and research platforms here have become important carriers for the integration of industry, academia, and research. Under this promotion, multiple companies have successfully expanded from a single consumer battery to high-speed growth new tracks such as energy storage, power tools, and low-speed electric vehicles. Yichun, Jiangxi Province, once faced difficulties due to the low grade, difficult extraction, and high cost of lithium mica. In order to solve the problem, the local government cooperated with scientific research institutes such as the Chinese Academy of Sciences to launch the special research project of "characteristic lithium ore harmless resource utilization technology". In the laboratory, the R&D team repeatedly adjusted process parameters and continuously optimized equipment processes in the pilot workshop, ultimately successfully transforming and applying 15 core technologies and equipment. Currently, the cost of extracting lithium from low-grade lithium mica is comparable to that of extracting lithium from spodumene and salt lakes. By 2024, Yichun's lithium carbonate production will account for 31.57% of the national total, establishing the largest lithium carbonate production base in China. ”Zhou Hepeng from Yichun Jiangli Lithium Battery New Energy Industry Research Institute held the latest testing report with a relieved expression on his face. These core technologies also provide complete process technology packages for key projects of enterprises such as CATL and Guoxuan High tech, enabling the large-scale development of "edge resources". Yibin, Sichuan, places greater emphasis on the dual empowerment of scenario application and technological iteration. On the operating line of Yibin Smart Rail Transit, Ms. Li, a citizen, takes the smart rail to work every day. "It is both environmentally friendly and comfortable, much more convenient than driving!" This is a vivid practice of the "Electric Yibin" project. At the V2G charging and discharging demonstration site, car owners are experiencing a new mode of "valley charging, peak selling". According to Luo Yuanqiao, the business leader of Yibin Yixing Automotive Technology Co., Ltd., "This system can turn electric vehicles into mobile energy storage units, which not only meets the travel needs of citizens, but also verifies technology and drives the market through practical scenarios, and in turn promotes the upgrading of power battery technology." At the same time, CATL announced at the 2025 World Power Battery Conference that it will implement a "zero carbon model" in Yibin to promote zero carbonization of the energy system, which is deeply in line with Yibin's green development path. Ecological Strong Foundation: Through various measures such as policy support, factor guarantee, and green supervision, governments and enterprises work together to steadily advance industries in a high-quality ecosystem. Real time monitoring by command and dispatch centers and candid communication at government enterprise coordination meetings are all dynamic reflections of the continuous optimization of the development environment. In order to support the development of enterprises, Ningyuan County has established a Small and Medium sized Enterprise Financing Guarantee Co., Ltd., introduced policies for loan deferred repayment of principal and interest, and also established the Energy Gathering Industry Investment Fund to link various types of capital to participate in the construction of the park. We have established vocational colleges in the park, and the school will offer majors for workers with the required skills, solving employment problems on the spot. "The staff of the Enterprise Service Center of Ningyuan County High tech Zone introduced that the Yongzhou Lithium Battery Industry Alliance, which was established in 2025, has made cooperation between enterprises closer, and the" Eight Policy Measures for Promoting High quality Industrial Development in Ningyuan County "has become a" reassurance pill "for industrial development. At the lithium battery new energy industry command and dispatch center in Yifeng County, Yichun, Jiangxi Province, a large display screen is displaying real-time data, showing the mining, selection, smelting, and tail production status of 36 lithium battery enterprises in the county, gas and electricity usage data, as well as regulatory information on resources, safety, and environmental protection at a glance. Li Wan, the head of the Yifeng County Lithium Battery Industry Management Office, pointed to the display screen and introduced that this is the first exclusive command and dispatch platform for the lithium battery industry in China, which uses cloud computing, big data and other technologies to achieve intelligent supervision in nine aspects. At the mining site, mining companies have installed high-altitude sprinkler facilities along the mining roads and installed green plant sprinkler equipment, turning former environmental disruptors into "model students" who thrive in greenery and gold. Yibin, Sichuan has always adhered to the national "dual carbon" strategy and integrated green and low-carbon into the entire process of industrial development. From project investment to actual construction, we have strict environmental standards, and projects that do not meet the requirements of green development will not be introduced. "The person in charge of industrial investment in Sanjiang New District, Yibin City, introduced that the local area has built a green closed-loop full industry chain, greatly reducing resource waste and environmental impact. With the collaborative efforts of government and enterprises, Yibin has not only built an ecological barrier for industrial development, but also attracted more high-quality resources with its brand influence as the "Capital of Power Batteries in China". (New Society)
Edit:Momo Responsible editor:Chen zhaozhao
Source:Economic Daily
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