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중국의 리튬이온 배터리 산업 분석

Research Report on China´s Li-ion Power Battery Industry, 2018-2022

리서치사 China Research and Intelligence
발행일 2018년 07월 상품 코드 666523
페이지 정보 영문 50 Pages
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US $ 2,400 ₩ 2,875,000 Unprintable PDF (Single User License)
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중국의 리튬이온 배터리 산업 분석 Research Report on China´s Li-ion Power Battery Industry, 2018-2022
발행일 : 2018년 07월 페이지 정보 : 영문 50 Pages

중국의 리튬이온 배터리(Li-ion Power Battery) 산업에 대해 분석했으며, 업계의 발전 상황과 배경, 시장 규모 동향 전망(과거 및 향후 5년간), 시장 경쟁 상황(Five Forces 분석 등), 주요 시장 성장 촉진·억제요인, 원재료/다운스트림 시장 동향, 주요 기업 개요·실적, 향후 시장 기회·위험 등의 정보를 전해드립니다.

제1장 리튬이온 배터리의 관련 개념

  • 리튬이온 배터리의 정의와 분류
  • 분석 방법

제2장 중국의 리튬이온 배터리 산업 분석(과거 5년간)

  • 발전 환경
    • 경제적 환경
    • 정치적 환경
    • 사회적 환경
    • 기술적 환경
  • 공급 분석
    • 생산능력
    • 생산량
  • 수요 분석
    • 리튬이온 배터리의 주요 다운스트림 산업
    • 중국의 리튬이온 배터리 시장 규모

제3장 중국의 리튬이온 배터리 산업 경쟁 상황

  • 참여 장벽
    • 정책적 장벽
    • 자본 장벽
    • 브랜드 장벽
    • 기술적 장벽
  • 경쟁 구조 : Porter's Five Forces 분석

제4장 중국의 주요 리튬이온 배터리 제조업체 분석

  • BYD Company Limited
    • 기업 개요
  • Contemporary Amperex Technology Co., Ltd.
  • OptimumNano Energy Co., Ltd.
  • Hefei Guoxuan High-Tech Power Energy Co., Ltd.
  • Tianjin Lishen Battery Joint-Stock Co., Ltd.

제5장 중국의 리튬이온 배터리 원재료 비용 및 제품 가격 분석

  • 원재료 비용 분석(과거 5년간)
    • 리튬 공급량
    • 코발트 공급량
    • 니켈 공급량
  • 시장 가격 분석(과거 5년간)

제6장 중국의 리튬이온 배터리 산업 발전 예측

  • 산업 동향에 대한 영향요인
    • 주요 성장 촉진요인과 시장 기회
    • 위협과 과제
  • 리튬이온 배터리 공급량 예측(향후 5년간)
  • 리튬이온 배터리 수요량 예측(향후 5년간)
KSM 18.08.08

Description

Driven by the support of government policies and the demand of downstream markets, the production and sales volume of new energy vehicles (all electric vehicles) are growing rapidly in China in recent years. In 2017, the sales volume of new energy vehicles totaled 777,000, increasing by 53.3% YOY and accounting for 2.7% of the total vehicle sales in China. In 2017, the sales volume of battery electric vehicles and plug-in hybrid vehicles reached 652,000 and 125,000 respectively.

The boom in the electric vehicle industry will lead to the substantial growth of lithium batteries and relevant industries. In 2017, China, Japan and South Korea became the power battery production centers in the world. Chinese enterprises took six places of the top 10 power battery manufacturers and three places of the top 5. China has grown into a significant li-ion power battery manufacturer. From the perspective of li-ion power battery shipments, the industry is highly concentrated with the CR10 reaching approximately 80% in 2017. The top li-ion power battery enterprises include Contemporary Amperex Technology Co., Ltd., BYD Company Limited, OptimumNano Energy Co., Ltd., Hefei Guoxuan High-Tech Power Energy Co., Ltd., Shenzhen BAK Battery Co., Ltd. and Farasis Energy (Ganzhou) Co., Ltd. It is noteworthy that the CR5 of the Li-ion power battery industry was up to 67.86% in 2016. In recent years, top li-ion power battery manufacturers expanded production capacity one after another, and formed alliances with downstream automakers (for example, CATL + SAIC and Guoxuan + BAIC) to gain scale advantage when seizing customers.

There are clear expectations for new energy vehicles with the government's great policy support and the upcoming "Measures on Parallel Administration of Passenger Car Enterprise Average Fuel Consumption and New-Energy Vehicle Credits". Moreover, no disruptive technology will appear in the power battery industry for the time being. Over the coming 3-5 years, it will be difficult to change the industry structure dominated by ternary batteries and supplemented by lithium iron phosphate batteries. At present, the industry focuses are placed on expanding production capacity for scale advantage and cooperating with automakers for market advantage. The development of new energy vehicles is an important driving force for the development of China's li-ion power battery industry in which the policy environment and economic environment also play an important role. It is expected that li-ion power battery production in China will exceed 150GWh in 2022. There is still a large growth potential for China's li-ion power battery market.

Topics Covered:

  • Development environment of the li-ion power battery industry
  • Li-ion power battery supply and demand in China
  • Competition in the li-ion power battery industry
  • Analysis on major li-ion power battery manufacturers
  • Costs and price trend of li-ion power batteries
  • Driving forces and market opportunities for China's li-ion power battery industry, 2018-2022
  • Prospect of China's li-ion power battery industry, 2018-2022

Table of Contents

1 Basic Concepts of Li-ion Power Batteries

  • 1.1 Definition and Classification of Li-ion Power Batteries
    • 1.1.1 Definition of Li-ion Power Batteries
    • 1.1.2 Classification of Li-ion Power Batteries
  • 1.2 Methodology
    • 1.2.1 Parameters and Assumptions
    • 1.2.2 Data Sources

2 Analysis on China's Li-ion Power Battery Industry, 2013-2017

  • 2.1 Development Environment of China's Li-ion Power Battery Industry
    • 2.1.1 Economic Environment
    • 2.1.2 Policy Environment
    • 2.1.3 Socio-cultural Environment
    • 2.1.4 Technology Environment
  • 2.2 Analysis on Supply of Li-ion Power Batteries in China, 2013-2017
    • 2.2.1 Production Capacity
    • 2.2.2 Production Volume
  • 2.3 Analysis on Demand for Li-ion Power Batteries in China
    • 2.3.1 Major Downstream Industries of Li-ion Power Batteries
    • 2.3.2 Market Size of Li-ion Power Batteries in China

3 Competition in China's Li-ion Power Battery Industry, 2015-2018

  • 3.1 Barriers to Entry in China's Li-ion Power Battery Industry
    • 3.1.1 Policy Barriers
    • 3.1.2 Capital Barriers
    • 3.1.3 Brand Barriers
    • 3.1.4 Technological Barriers
  • 3.2 Competition Structure of China's Li-ion Power Battery Industry
    • 3.2.1 Bargaining Power of Li-ion Power Battery Suppliers
    • 3.2.2 Bargaining Power of Li-ion Power Battery Consumers
    • 3.2.3 Internal Competition of China's Li-ion Power Battery Industry
    • 3.2.4 Potential Entrants to Li-ion Power Battery Industry
    • 3.2.5 Substitutes for Li-ion Power Batteries

4 Analysis on Major Li-ion Power Battery Manufacturers in China, 2015-2018

  • 4.1 BYD Company Limited
    • 4.1.1 Enterprise Profile
  • 4.2 Contemporary Amperex Technology Co., Ltd.
  • 4.3 OptimumNano Energy Co., Ltd.
  • 4.4 Hefei Guoxuan High-Tech Power Energy Co., Ltd.
  • 4.5 Tianjin Lishen Battery Joint-Stock Co., Ltd.

5 Analysis on Raw Material Costs and Prices of Li-ion Power Batteries in China, 2013-2017

  • 5.1 Analysis on Raw Material Costs of Li-ion Power Batteries, 2013-2017
    • 5.1.1 Supply of Lithium
    • 5.1.2 Supply of Cobalt
    • 5.1.3 Supply of Nickel
  • 5.2 Analysis on Market Price of Li-ion Power Batteries in China, 2013-2017

6 Forecast on Development of China's Li-ion Power Battery Industry, 2018-2022

  • 6.1 Factors Influencing Development of China's Li-ion Power Battery Industry
    • 6.1.1 Major Driving Forces and Market Opportunities for China's Li-ion Power Battery Industry
    • 6.1.2 Threats and Challenges to China's Li-ion Power Battery Industry
  • 6.2 Forecast on Li-ion Power Battery Supply in China
  • 6.3 Forecast on Li-ion Power Battery Demand in China

Selected Charts

  • Chart Major Cathode Materials
  • Chart Major Anode Materials
  • Chart Forms of Power Battery Packaging
  • Chart Sales Volume and Growth Rate of New Energy Vehicles in China, 2013-2017
  • Chart Subsidy Policies on New Energy Vehicles in China, 2017-2020
  • Chart Major Li-ion Power Battery Policies in China
  • Chart Power Battery Shipments in China, 2013-2017
  • Chart Production Capacity and Capacity Expansion of Major Li-ion Power Battery Manufacturers in China
  • Chart Profile of BYD Company Limited
  • Chart BYD's Operating Revenue from Rechargeable Power Batteries
  • Chart Estimated Lithium Salts Cost of Electric Vehicle Power Batteries
  • Chart Price Trend of Battery-Grade Lithium Carbonate, 2015-2018
  • Chart Estimated Cost of Cobalt Salts in Li-ion Batteries
  • Chart Forecast on Production Volume of Li-ion Power Batteries in China, 2015-2022
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