2019년 중국의 동력 전지 동향(영문)

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열람:19
[2019년 중국의 동력 전지 동향]
 
조사 내용: 중국의 동력전지(리튬인산염(LFP), 삼원전지, 고체전지)시장의 최신동향, 시장참여 기업, 정부정책, 산업연맹, 기금 등의 조사
조사 기간: 2019년 7월 ~ 9월
형식: PDF(117쪽)
 
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Table of Contents

 

Part 1. Overview  P4
Overview-New energy vehicle market grows with great potential in China
Overview-Power battery industry grows with commonalities and specialties with NEV market
Overview-Structure overview of power battery system
Key Drivers for Developing Power Battery Industry
 
Part 2. Power Battery Industry  P9
Comparison of 2 Main Positive Electrode Materials-LFP and Ternary materials exhibit their pros & cons in different dimensions
Market Trend of LFP and Ternary Battery-As the subsidy policies is fading away, cost advantage, technology advancement and safety issue have made LFP regain the popularity
Market Trend of LFP and Ternary Battery-The market share of LFP and ternary battery also depends on engine type as well as car usage type, which have different preference towards energy density
Comparison Among Different Packaging Designs-Cylindrical cells can assist achieve higher system specific energy, while other factors should also be taken into consideration before deciding which type to use
Market Trend of Cells With Different Packaging Designs-Prismatic cells is most widely used cell type for its acceptance in leading companies and in most car types
Major Enterprises for Manufacturing Power Batteries-With the subsidy be further cut, companies are considering re-conduct strategy planning in both cost and performance perspective, thus affecting the portion of different types of cells
Comparison Among Power Battery Enterprises-Market continues to centralize with fierce competition
Geographic Distribution of Power Battery Enterprises-Enterprises are concentrate in Yangtze River Delta Region and other east-coast provinces
Technology Advancement of Enterprises-Current status and future development plan
Overview of Leading Power Battery Enterprises and Their Cooperated Vehicle Manufactures
Major Player - CATL-Brief introduction of CATL and its core technical team
Major Player - CATL-CATL’s Ownership Structure by 2019Q1
Major Player - CATL-Power battery is main focus and revenue stream of CATL
Major Player - CATL-CATL keeps leading role in power battery market for its core technology, cost control and business model
Major Player - CATL-Strategy 1) keep perfecting performance on key-component
Major Player - CATL-Technology roadmap and production capacity expansion plan of CATL
Major Player - CATL-Strategy 2) cost management and 3) system integration
Major Player - BYD-Brief introduction of CATL and its current layout in NEV market
Major Player - BYD-BYD’s core competence: in-house production and rich connection with partners
Major Player - BYD-Strategy: seek for opportunities in cooperation with external partners
Major Player - BYD-Production capacity expansion plan of BYD
Major Player - Gotion-Brief introduction of Gotion and its global research platform
Major Player - Gotion-Gotion focuses mainly on LFP battery and target at commercial vehicles and buses, expecting to capture the cost advantage over competitors
Major Player - Gotion-Strategy: 1) leverage most resources in LFP battery development; 2) seek for more cooperation with vehicle manufacturers
Major Player - Farasis-Farasis is a emerging power battery company with profound technical background and high-performance products
Major Player - Farasis-Production capacity distribution and future plan of Farasis: both domestic and oversea expansion is planned
Major Player - EVE Energy-Brief introduction of EVE and its core technologies
Major Player - EVE Energy-Strategy: 1) redesign product portfolio 2) target at global high-and market
Upstream Component Analysis-Overview of upstream component market and technology development trend
Key Component - Positive Electrode-Capital and technology are two core issues for the long-term success of positive electrode companies
Key Component - Positive Electrode-Current market for positive electrode is not concentrate, there is no company with absolute dominance
Key Component - Negative Electrode-Synthetic graphite is currently mainstream of negative electrode materials
Key Component - Negative Electrode-Negative electrode market is steadily growing
Key Component - Negative Electrode-Enterprises are beginning the layout in Si/C materials
Key Component - Separator-Separator market is relatively small and stable; opportunities exist in high-end market with currently limited domestic players
Key Component - Separator-Performance and cost issues are two major drivers for preparing separator 
Key Component - Separator-The market concentration of separator is expected to increase
Key Component - Electrolyte-The cost of electrolyte depends largely on solute while the performance relies on high-performance additives
Key Component - Electrolyte-Domestic production has led global separator market with a moderate market concentration
Solid-State Battery-Principles
Solid-State Battery-Material systems and current effective strategies for high-energy density and safety solid-state batteries
Solid-State Battery-Tech Trend – IP Issues
Solid-State Battery-Tech trend - Overview of main enterprises and institutes
Solid-State Battery-Tech Trend - R&D Stage of Main Enterprises and Institutes
Solid-State Battery-Major Player – Ganfeng Lithium
Solid-State Battery-Major Player – WeLion New Energy
Solid-State Battery-Major Player – CATL
 
Part 3. Central Government Policies  P59
Central Government Policies-Major policies on power battery
Central Government Policies-Overview of ‘Made in China 2025’
Central Government Policies -‘Made in China 2025’ Roadmap
Central Government Policies -Technology Roadmap for EV battery
Central Government Policies -Technology Roadmap for PHEV battery
Central Government Policies -Technology Roadmap Comparison between EV & PHEV battery
Central Government Policies- Technology Roadmap for New Battery System
Central Government Policies -Technology Roadmap for Positive Electrode Material
Central Government Policies-Overview of Central Government Policies Categorized According to Power Battery Lifecycle
Central Government Policies - Upstream Manufacturing Parts-Key new materials from upstream suppliers are encouraged for downstream stakeholders to try with insurance compensation
Central Government Policies - Upstream Manufacturing Parts-The basic research on power battery-related components is supported by national key R&D programs
Central Government Policies – Power Battery Enterprises-Exemplary Project for Intelligent Manufacturing
Central Government Policies – Power Battery Enterprises-Loosen trend for market access for foreign invested enterprises in NEV-related investment
Central Government Policies – Products and Specifications-Various catalogues together build a dynamic barrier for NEV industry
Central Government Policies – Products and Specifications-The large portion of EV in the Announcement indicates China’s priority on EV development
Central Government Policies – Products and Specifications-Distribution of different vehicle types among newly announced NEVs
Central Government Policies – Products and Specifications-Distribution of different battery types among newly announced NEVs
Central Government Policies – Products and Specifications-Overview of subsidy policies
Central Government Policies – Products and Specifications-Subsidy policies for passenger vehicles
Central Government Policies – Products and Specifications-Subsidy policies for buses
Central Government Policies – Products and Specifications-Subsidy policies for commercial vehicles
Central Government Policies – Recycling-Trials establishing network of recycling and reutilization in pilot regions began, in hopes of a more complete and efficient nationwide recycling system
 
Part 4. Local Government Policies  P82
Overview of Local Government Policy On Power Battery
Local Government Policies-Provincial Subsidy
Local Government Policies-Municipal subsidy
Local Government Policies-Beijing
Local Government Policies-Shanghai
Local Government Policies-Tianjin
Local Government Policies-Hunan Province- subsidy & reward policy
Local Government Policies-Hunan Province- Recycling
Local Government Policies-Guangdong Province
Local Government Policies-Cities in Pearl River Delta take active actions in NEV-related policies
Local Government Policies-Jiangxi Province
Local Government Policies-Guangxi Province
Insights on China’s Power Battery Industry
 
Part 5. Fund/Associations  P99
Fund-Provincial government and research institute take active participation in the establishment of funds
Associations-Overview of currently-active associations in power battery and related industry
Associations-China Automotive Power Battery Industry Innovation Alliance
Associations-China Association of Power Sources
Associations-China Power Battery Recycling and Ladder Utilization Union
Associations-China Energy Storage Alliance
 
Part 6. Appendix: Energy Storage Industry  P106
Energy Storage Industry-The energy storage is widely used in scenarios from power generation to end-use consumption
Energy Storage Industry-Domestic energy storage market is growing with government support
Energy Storage Industry-Domestic electrochemical energy storage market is growing fast and lithium-ion battery is the majority
Energy Storage Industry-Technology roadmap for electrochemical energy storage
Energy Storage Industry-Drivers for developing and commercializing batteries for energy storage
Energy Storage Industry-Policy support for promoting energy storage industry
Energy Storage Industry-Demand side – Grid support
Energy Storage Industry-Demand side – Renewable Energy integration
Energy Storage Industry-Supply Side – Cascade Recycling of Waste Power Batteries
Energy Storage Industry -Supply Side – Continuous Research and Development on Promising Batteries

 

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