전력 리튬 배터리 산업은 급속한 성장 단계에 진입했으며 새로운 에너지 분야는 급속한 발전을 이루었습니다.
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.
데이터에 따르면 2017년 말까지 국내 전력 배터리 총 생산 능력은 135GWh에 도달했고 유효 생산 능력은 110GWh인 반면 연간 전력 배터리 출하량은 36.2GWh에 불과했고 평균 가동률은 40% 미만이었다. . 선도 기업의 용량 활용률은 80%에 달할 수 있으며 일부 중소기업의 용량 활용률은 10%에 불과하며{9}저렴한 생산 능력은 다음과 같은 것으로 추산됩니다. 분명한. 향후 2년 동안 1차 배터리 제조업체는{10}여전히 새로운 생산 능력을 투입할 것입니다. 전력 배터리의 총 생산 능력은 2018년과 2020년에 각각 206GWh와 285GWh에 달할 것으로 예상된다. 같은 기간 전력용 배터리 수요는 각각 47GWh와 97GWh가 될 전망이다. 기술은 후진적이며 안정적인 차량 고객이 부족합니다. 작은 용량은 제거됩니다.
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.
