海关总署数据显示，2023年，中国电动载人汽车、锂电池和太阳能电池等“新三样”产品合计出口1.06万亿元，首次突破万亿元大关。

　　值得注意的是，国家工业和信息化部发布数据显示，2023年我国锂电池出口总额达到4574亿元，同比增长超过33%，在“新三样”出口中占比高达到43.15%。

　　据电池中国统计，受益于全球汽车电动化快速发展和储能产业爆发增长，2023年中国多个省市锂电池出口均出现大幅增长。

2023年中国部分省市锂电池出口情况

　　其他省份方面，随着锂电、光伏等绿色产业加快布局，四川锂电产业链整体出口也在快速增加。数据显示，2023年四川分别出口碳酸锂、氢氧化锂、锂镍钴锰氧化物19.4亿元、110.9亿元、56.4亿元，分列全国第一、第二、第三位。锂离子蓄电池、太阳能电池、电动载人汽车等“新三样”产品出口161.8亿元，增长46.7%，推动四川外贸产品结构进一步优化。

　　2023年，湖北省电动载人汽车、锂离子蓄电池和太阳能电池等“新三样”产品合计出口160.8亿元，增长91%。

　　2023年，江苏新能源汽车、锂离子电池、太阳能电池产品“新三样”出口额达1949亿元，同比增长12.3%。其中，新能源汽车出口规模同比增长3.6倍。

　　京津冀方面，2023年“新三样”出口达到415亿元，同比增长37.1%。

　　政府工作报告5次提及汽车

　　值得注意的是，在惜字如金的政府工作报告中，今年共有5次提及汽车， 其中4次表述为新能源汽车(电动汽车)，这也表明基于动力电池的新能源汽车已经成为中国国民经济的支柱产业之一。政府工作报告5次关于汽车的表述分别为：

　　——现代化产业体系建设取得重要进展。传统产业加快转型升级，战略性新兴产业蓬勃发展，未来产业有序布局，先进制造业和现代服务业深度融合……新能源汽车产销量占全球比重超过60%。

　　——一年来，加大宏观调控力度，推动经济运行持续好转……出台支持汽车、家居、电子产品、旅游等消费政策，大宗消费稳步回升，生活服务消费加快恢复。发挥政府投资撬动作用，制定促进民间投资政策，能源、水利等基础设施和制造业投资较快增长。

　　——一年来，深化改革扩大开放，持续改善营商环境……推动外贸稳规模、优结构，电动汽车、锂电池、光伏产品“新三样”出口增长近30%。完善吸引外资政策，拓展制度型开放。扎实推进共建“一带一路”高质量发展，与共建国家贸易投资较快增长。

　　——积极培育新兴产业和未来产业。实施产业创新工程，完善产业生态，拓展应用场景，促进战略性新兴产业融合集群发展。巩固扩大智能网联新能源汽车等产业领先优势，加快前沿新兴氢能、新材料、创新药等产业发展，积极打造生物制造、商业航天、低空经济等新增长引擎。

　　——促进消费稳定增长。从增加收入、优化供给、减少限制性措施等方面综合施策，激发消费潜能……稳定和扩大传统消费，鼓励和推动消费品以旧换新，提振智能网联新能源汽车、电子产品等大宗消费。

On March 5th, the Second Session of the 14th National People's Congress opened at the Great Hall of the People in Beijing, and Premier Li Qiang delivered a government work report. Li Qiang pointed out that in the past year, efforts have been made to stabilize the scale and optimize the structure of foreign trade, with exports of electric vehicles, lithium batteries, and photovoltaic products increasing by nearly 30%.
According to data from the General Administration of Customs, in 2023, China's total exports of "new three types" products such as electric passenger vehicles, lithium batteries, and solar cells reached 1.06 trillion yuan, breaking the trillion yuan mark for the first time.
It is worth noting that the Ministry of Industry and Information Technology of China has released data showing that the total export value of lithium batteries in China reached 457.4 billion yuan in 2023, a year-on-year increase of over 33%, accounting for as high as 43.15% of the "new three samples" export.
According to statistics from Battery China, benefiting from the rapid development of global automotive electrification and the explosive growth of the energy storage industry, lithium battery exports from multiple provinces and cities in China have seen significant growth in 2023.
Export situation of lithium batteries in some provinces and cities in China in 2023
The government work report first mentions lithium batteries
In other provinces, with the accelerated layout of green industries such as lithium batteries and photovoltaics, the overall export of Sichuan's lithium battery industry chain is also rapidly increasing. Data shows that in 2023, Sichuan exported 1.94 billion yuan, 11.09 billion yuan, and 5.64 billion yuan of lithium carbonate, lithium hydroxide, and lithium nickel cobalt manganese oxide, respectively, ranking first, second, and third in the country. The export of "new three types" products such as lithium-ion batteries, solar cells, and electric passenger vehicles reached 16.18 billion yuan, an increase of 46.7%, promoting further optimization of Sichuan's foreign trade product structure.
In 2023, the total export of "new three types" products such as electric passenger vehicles, lithium-ion batteries, and solar cells in Hubei Province reached 16.08 billion yuan, an increase of 91%.
In 2023, the export value of Jiangsu's new energy vehicles, lithium-ion batteries, and solar cell products reached 1949 billion yuan, a year-on-year increase of 12.3%. Among them, the export scale of new energy vehicles increased by 3.6 times year-on-year.
In the Beijing Tianjin Hebei region, the export of "new three samples" reached 41.5 billion yuan in 2023, a year-on-year increase of 37.1%.
The government work report mentions automobiles five times
It is worth noting that in the government work report, which is meticulously written, there were a total of 5 mentions of automobiles this year, of which 4 were expressed as new energy vehicles (electric vehicles), indicating that new energy vehicles based on power batteries have become one of the pillar industries of China's national economy. The five statements on automobiles in government work reports are as follows:
——Significant progress has been made in the construction of a modern industrial system. Traditional industries are accelerating their transformation and upgrading, strategic emerging industries are flourishing, future industries are orderly laid out, and advanced manufacturing and modern service industries are deeply integrated... The production and sales of new energy vehicles account for over 60% of the world's total.
——Over the past year, efforts have been made to increase macroeconomic regulation and promote sustained improvement in economic performance. Policies have been introduced to support consumption in areas such as automobiles, home furnishings, electronic products, and tourism, leading to a steady recovery in bulk consumption and an accelerated recovery in consumption of daily services. By leveraging government investment and formulating policies to promote private investment, investment in infrastructure and manufacturing industries such as energy and water conservancy has grown rapidly.
——Over the past year, we have deepened reform and expanded opening up, continuously improved the business environment, and promoted stable scale and optimized structure in foreign trade. The export of electric vehicles, lithium batteries, and photovoltaic products has increased by nearly 30%. Improve policies to attract foreign investment and expand institutional openness. We will solidly promote high-quality development of the "the Belt and Road" initiative, and rapidly increase trade and investment with countries that have jointly built the Belt and Road.
——Actively cultivate emerging and future industries. Implement industrial innovation projects, improve industrial ecology, expand application scenarios, and promote the development of strategic emerging industry integration clusters. Consolidate and expand the leading advantages of industries such as intelligent connected new energy vehicles, accelerate the development of cutting-edge emerging hydrogen energy, new materials, innovative drugs, and actively create new growth engines such as biological manufacturing, commercial aerospace, and low altitude economy.
——Promote stable growth in consumption. We will comprehensively implement policies to increase income, optimize supply, and reduce restrictive measures to stimulate consumption potential... We will stabilize and expand traditional consumption, encourage and promote the exchange of old for new consumer goods, and boost bulk consumption of intelligent connected new energy vehicles, electronic products, and other products.