Electrical Equipment / Components & Telecoms

According to the latest customs statistics, in the first five months of 2021, Shenzhen’s exports of lithium-ion batteries were 10.75 billion yuan, an increase of 61.7% over the same period last year, and an increase of 47.6% over the first five months of 2019 before the new crown pneumonia epidemic.

In the first five months of this year, among Shenzhen’s major export markets for lithium batteries, exports to the EU were 2.27 billion yuan, an increase of 149.9%, accounting for 21.1% of the city’s total exports of lithium-ion batteries during the same period; in addition, exports to ASEAN were 1.29 billion yuan, an increase of 46.1 %.

International demand surges and shipment pressure is high

As the epidemic spreads around the world, and affected by factors such as long time at home, unstable energy supply in some countries, and environmental protection, the international demand for energy storage products such as household solar energy storage power supplies and small industrial energy storage power supplies has grown rapidly, and companies are beginning to face problems. The volume of goods has increased sharply, and the inspection volume is under pressure. At the same time, since the second half of last year, the supply of containers in the international shipping market has become tight, and shipping schedules are difficult to deploy, which has further intensified the time pressure on companies' shipments.

"Our company is exporting lithium battery products. The shipping company requires us to provide a dangerous package certificate, but we have never done it. Are there any specific requirements?" Since this year, Guanlan Customs, a subsidiary of Shenzhen Customs, has often received information from new energy companies. Consultation calls, and thus set up a new energy inspection and supervision team to help enterprises export. At present, the double corrugated box packaging used by the company has passed the inspection of Shenzhen Customs Industrial Products Center, and more than 12,000 boxes are shipped every week, and the product is in short supply.

Dangerous goods packaging inspection boosts exports

The main product of Shenzhen Huabao New Energy Company is outdoor power supply. This product is a brand-new market segment in lithium battery energy storage power supply. This product caters to the consumer culture of overseas consumers who like outdoor entertainment. The international market prospect is very broad. However, the main internal components of this product are lithium batteries, which are classified as dangerous goods, and the export of the product needs to apply to the customs department for the identification of dangerous goods packaging. Since the company has never understood the relevant policies on the use of dangerous packages, the person in charge of the company is very anxious when facing orders that cannot be exported.

The Guanlan Customs New Energy Inspection and Supervision Team provided "make-up lessons" for enterprises, explained inspection policies, inspection procedures, and inspection standards for dangerous package inspections, and formulated detailed inspection plans to help enterprises achieve smooth exports and shorten customs clearance time. At present, enterprise products are in short supply, ranking first in Amazon e-commerce sales and popularity. "Our company is currently fully exploring the Japanese market and is expected to double sales in 2021." said Luo Xiangwen, manager of Huabao New Energy.

Global lithium battery giant lays out solid-state batteries

On June 18, 2021, LG New Energy Asia Marketing General Manager revealed at the 2021 China Automotive Forum that LG New Energy is developing all-solid-state batteries and is expected to achieve mass production in 2026. In addition to LG New Energy, global lithium battery giants such as CATL, BYD, Samsung SDI, South Korea SKI, and Panasonic are all deploying solid-state batteries. The solid-state batteries deployed by global lithium battery giants are the future development direction of lithium batteries.

West China Securities Research reported: With the technological upgrade and cost optimization of lithium batteries, driven by the long-term goal planning of domestic policies, as one of the new electric energy storage technologies, lithium-ion battery energy storage is expected to usher in a period of rapid growth and drive the scale of installed capacity. And its proportion has increased significantly, which is expected to increase the demand in the middle and upper reaches. Suppliers with leading lithium battery energy storage technology and the first to enter the energy storage industry chain are expected to benefit from the incremental space.