March 5, Premier Li Qiang made government work report. Li Qiang pointed out that over the past year, to promote foreign trade stabilization scale, excellent structure, electric vehicles, lithium batteries, photovoltaic products, "new three kinds of" export growth of nearly 30%. Government work report also emphasized the need to develop new energy storage industry, proposed to strengthen the construction of large-scale wind power photovoltaic base and transmission channel, promote the development and utilization of distributed energy, the development of new energy storage.

It is understood that this is also the first time the government work report mentioned lithium batteries, new energy storage.

In 2023, the achievements of China's lithium industry and new energy storage industry based on lithium can be demonstrated with a set of data.

General Administration of Customs data show that in 2023, China's electric passenger vehicles, lithium batteries and solar cells and other "new three kinds of" products exported a total of 1.06 trillion yuan, for the first time exceeded the trillion yuan mark.

National Ministry of Industry and Information Technology data show that in 2023, the total output of lithium batteries exceeded 940GWh, a year-on-year growth of 25%, with a total output value of the industry of more than 1.4 trillion yuan. 2023, China's lithium battery exports totaled 457.4 billion yuan, an increase of more than 33% year-on-year growth, accounting for 43.15% of the exports of the "new three kinds". Reached 43.15%.

Zhongguancun Energy Storage Industry and Technology Alliance data show that as of the end of 2023, China's cumulative installed capacity of energy storage reached 86.5GW, a year-on-year increase of 45%. Among them, the proportion of pumped storage has dropped to below 60%, and the proportion of new energy storage has grown from 21% in 2022 to nearly 40% in 2023.

By the end of 2023, the cumulative installed capacity of new energy storage in China reached 34.5GW/74.5GWh, with a year-on-year growth rate of more than 150% in both power and capacity. Among them, 21.5GW/46.36GWh of new energy storage was installed during the year of 2023, equivalent to three times of 2022.