パワーリチウム電池産業は急速な成長の段階に入り、新エネルギー分野は急速な進歩を遂げました
With the rise of new energy vehicles, my country's power battery industry has entered a stage of rapid growth since 2014, with shipments increasing from 3.7GWh in 2014 to 30.5GWh in 2016, with a compound growth rate of 288 percent . In 2017, affected by the decline of new energy subsidies, the growth rate of power battery shipments dropped to 19 percent , and the annual shipments were 36.2GWh.
データによると、2017年末までに国内のパワーバッテリーの総生産能力は135GWhに達し、実効生産能力は110GWhでしたが、パワーバッテリーの年間出荷量はわずか36.2GWhであり、平均稼働率は40％未満でした。 。 大手企業の稼働率は80％に達すると推定されており、一部の中小企業の稼働率はわずか10％であり、-最終生産能力はわずか10％です。明らか。 今後2年間で、一次-層のバッテリーメーカーはまだ新しい生産能力を投入します。 パワーバッテリーの総生産能力は、2018年と2020年にそれぞれ206GWhと285GWhに達すると予想されています。 同期間のパワーバッテリーの需要は、それぞれ47GWhと97GWhになります。 技術は後退しており、安定した車両の顧客が不足しています。 小容量のは排除されます。
In November 2016, the Ministry of Industry and Information Technology issued the "Regulations for the Automotive Power Battery Industry" (2017) (Draft for Comment), which greatly increased the annual production capacity of lithium-ion power battery monomer enterprises from 0.2GWh to 8GWh. At present, there are only 5 enterprises. To meet the production capacity standards, according to the production expansion plans announced by various manufacturers, 14 companies will meet the production capacity standards in 2020. In 2017, the number of power battery companies declined for the first time, and the clearing effect of small production capacity was beginning to appear. In the context of falling prices and pressure on profitability, it is difficult for small and medium-sized enterprises to expand production. It is estimated that the domestic demand for power batteries will be about 100GWh in 2020, and there will be no more than 20 power battery manufacturers by then.
More than 90 percent of the global power battery production capacity is concentrated in China, Japan and South Korea. Japan has vigorously invested in lithium battery research since the 1990s, South Korea has followed up rapidly in the 21st century, and China has taken the lead in the past two years. Japan's Panasonic, South Korea's LG Chem, and Samsung SDI basically monopolize the supply of power batteries for mainstream car companies in Japan, South Korea, and Europe and the United States. Driven by technological improvements and policies, the sales of new energy vehicles in my country rapidly increased to 49 percent of the total sales of new energy vehicles in the world in 2017, driving the rapid increase in the production and sales of upstream power batteries. Among the top ten global power battery sales in 2017, domestic companies occupy seven seats, with a total global market share of 47 percent . Among them, CATL power battery sales volume is 11.82GWh, with a global market share of 17 percent , surpassing Panasonic to become the world's largest power battery manufacturer. In addition to supplying domestic OEMs, Chinese companies have begun to seek cooperation with world-class OEMs. CATL has entered the supply chain of BMW and Volkswagen, and competes directly with Japanese and Korean companies in the international market.
