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중국의 리튬 배터리 양극재료 시장 분석

Research Report on China´s Lithium Battery Cathode Material Industry, 2019-2023

리서치사 China Research and Intelligence
발행일 2019년 02월 상품 코드 788586
페이지 정보 영문 50 Pages
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US $ 2,600 ₩ 3,125,000 Unprintable PDF (Single User License)
US $ 3,900 ₩ 4,687,000 Printable & Editable PDF (Enterprisewide License)


중국의 리튬 배터리 양극재료 시장 분석 Research Report on China´s Lithium Battery Cathode Material Industry, 2019-2023
발행일 : 2019년 02월 페이지 정보 : 영문 50 Pages

중국의 리튬 배터리 양극재료(Lithium Battery Cathode Material) 시장에 대해 조사분석했으며, 산업 개요, 수급 동향, 개발 환경, 수출입 동향, 영향요인, 경쟁 분석, 제조업체 분석, 비용·가격 분석, 향후 전망 등에 관한 정보를 정리하여 전해드립니다.

제1장 리튬 배터리 양극재료 산업의 개요

  • 정의
  • 분류
  • 산업 체인의 개요
  • 조사 방법

제2장 세계 리튬 배터리 양극재료 산업 분석

  • 세계의 공급
  • 세계의 수요

제3장 중국의 리튬 배터리 양극재료 산업 분석

  • 개발 환경
  • 공급
    • 생산량
    • LFP
    • 삼상물질
    • LCO
    • LMO
  • 수요
    • 주요 소비자
    • 시장 규모

제4장 중국의 리튬 배터리 양극재료 수출입 분석

  • 수입
    • 삼상물질
    • LFP
    • LMO
    • LCO
  • 수출
    • 삼상물질
    • LFP
    • LMO
    • LCO

제5장 중국 리튬 배터리 양극재료 산업의 경쟁 분석

  • 진입 장벽
    • 원재료 장벽
    • 기술 장벽
    • 규모 장벽
  • 경쟁구도

제6장 중국의 리튬 배터리 양극재료 제조업체 분석

  • 중국 리튬 배터리 양극재료 제조업체의 순위
    • LFP 제조업체
    • 삼상물질 제조업체
    • LCO 제조업체
    • LMO 제조업체

제7장 중국 리튬 배터리 양극재료의 비용·가격 분석

  • 비용
    • 탄산리튬의 가격 동향
    • 니켈의 가격 동향
    • 코발트의 가격 동향
    • 망간의 가격 동향
  • 가격
    • LFP
    • LMO
    • 삼상물질
    • LCO

제8장 중국의 리튬 배터리 양극재료 산업 예측

  • 발전의 영향요인
  • 공급 예측
  • 수요 예측
KSA 19.02.22

Description

In 2017, the sales volume of new energy vehicles totaled 777,000 units, increasing by 53.3% YOY and accounting for 2.7% of the total vehicle sales in China. As the new energy vehicle market expands rapidly, lithium-ion batteries, especially lithium-ion power batteries, has also seen exponential growth in China.

Critical to the performance of lithium-ion batteries, cathode materials are the major sources of the lithium ion in commercial lithium-ion batteries. Their performance and prices have a great impact on lithium-ion batteries.

By chemical composition, lithium battery cathode materials are classified into lithium cobalt oxide (LCO), lithium iron phosphate (LFP), lithium manganese oxide (LMO) and ternary materials including lithium nickel cobalt manganese oxide (NCM) and lithium nickel cobalt aluminum oxide (NCA).

According to CRI's analysis, cathode materials have different applications in China. The direct consumers of lithium battery cathode materials are lithium battery manufacturers. With distinctive advantages and disadvantages, LCO, LMO, LFP and ternary materials are applied in different downstream industries. LMO and LCO are mainly used in the batteries for consumer electronics while ternary materials and LFP are mainly used in the power batteries for new energy vehicles including electric vehicles.

CRI's market survey shows that LCO, LFP and ternary materials are the mainstream of the cathode materials in China. LMO has good cycle performance and rate discharge performance at normal temperature but it has poor high-temperature performance. Therefore, LMO is mostly used in mobile phones, tablet computers and other digital products but seldom used in power batteries. Because of high technical barriers, the production capacity of NCA concentrates in Japan and South Korea. NCA sees little production and application in China though it is known for the electric vehicles of Tesla. The mainstream ternary material in China is NCM.

According to CRI's analysis, China's lithium battery cathode material market is highly concentrated. In 2017, the top 10 manufacturers of lithium battery cathode materials contributed more than 60% production volume in total. Hunan Shanshan Energy Technology Co., Ltd., GEM Co., Ltd., BTR New Energy Materials Inc. and Xiamen Tungsten Co., Ltd. have great advantages on the market.

According to CRI's market survey, with the development of the cathode material market, the demand for raw materials such as lithium carbonate, nickel, cobalt and manganese has been growing. As a result, the prices of these raw materials showed an upward trend from 2013 to 2018. For example, the prices of cobalt rose from about 204,000 CNY/ton in 2013 to 535,800 CNY/ton in 2018. However, the prices of cathode materials showed different trends. From 2013 to 2018, the prices of NCM, LCO and LMO all increased except that the prices of LFP decreased.

If the sales volume of new energy vehicles in China exceeds 2 million units in 2020 and 5 million units in 2025 as planned by the Chinese government, China's cathode material market will maintain rapid growth from 2019 to 2025.

Topics Covered:

  • Development environment of China's lithium battery cathode material industry
  • Supply of and demand for lithium battery cathode materials in China
  • Competition in China's lithium battery cathode material industry
  • Development of LFP, LCO, LMO, NCM and NCA in China
  • Major factors influencing development of China's lithium battery cathode material industry
  • Prospect of China's lithium battery cathode material industry from 2019 to 2023

Table of Contents

1 Overview of Lithium Battery Cathode Material Industry

  • 1.1 Definition of Lithium Battery Cathode Materials
  • 1.2 Classification of Lithium Battery Cathode Materials
    • 1.2.1 Lithium Cobalt Oxide (LCO)
    • 1.2.2 Lithium Iron Phosphate (LFP)
    • 1.2.3 Lithium Manganese Oxide (LMO)
    • 1.2.4 Lithium Nickel Cobalt Manganese Oxide (NCM)
    • 1.2.5 Lithium Nickel Cobalt Aluminum Oxide (NCA)
  • 1.3 Overview of Industry Chain of Lithium Battery Cathode Materials
  • 1.4 Methodology
    • 1.4.1 Parameters and Assumptions
    • 1.4.2 Data Sources
    • 1.4.3 About CRI

2 Analysis on Global Lithium Battery Cathode Material Industry

  • 2.1 Global Supply of Lithium Batteries
  • 2.2 Global Demand for Lithium Batteries

3 Analysis on China's Lithium Battery Cathode Material Industry

  • 3.1 Development Environment of China's Lithium Battery Cathode Material Industry
    • 3.1.1 Economic Environment
    • 3.1.2 Policy Environment
    • 3.1.3 Technological Environment
  • 3.2 Supply of Lithium Battery Cathode Materials in China
    • 3.2.1 Production Volume of Lithium Battery Cathode Materials in China
    • 3.2.2 LFP
    • 3.2.3 Ternary Materials
    • 3.2.4 LCO
    • 3.2.5 LMO
  • 3.3 Demand for Lithium Battery Cathode Materials in China
    • 3.3.1 Major Consumers of Lithium Battery Cathode Materials in China
    • 3.3.2 Market Size of Lithium Battery Cathode Materials in China

4 Analysis on Import and Export of Lithium Battery Cathode Materials in China

  • 4.1 Import of Lithium Battery Cathode Materials in China
    • 4.1.1 Import of Ternary Materials
    • 4.1.2 Import of LFP
    • 4.1.3 Import of LMO
    • 4.1.4 Import of LCO
  • 4.2 Export of Lithium Battery Cathode Materials in China
    • 4.2.1 Export of Ternary Materials
    • 4.2.2 Export of LFP
    • 4.2.3 Export of LMO
    • 4.2.4 Export of LCO

5 Analysis on Competition in China's Lithium Battery Cathode Material Industry, 2013-2017

  • 5.1 Barriers to Entry in China's Lithium Battery Cathode Material Industry
    • 5.1.1 Raw Material Barriers
    • 5.1.2 Technical Barriers
    • 5.1.3 Scale Barriers
  • 5.2 Competitive Structure of China's Lithium Battery Cathode Material Industry
    • 5.2.1 Bargaining Power of Raw Material Suppliers
    • 5.2.2 Bargaining Power of Consumers
    • 5.2.3 Internal Competition
    • 5.2.4 Potential Entrants
    • 5.2.5 Substitutes

6 Analysis on Manufacturers of Lithium Battery Cathode Materials in China

  • 6.1 Rankings of Manufacturers of Lithium Battery Cathode Materials in China
    • 6.1.1 Manufacturers of LFP
    • 6.1.2 Manufacturers of Ternary Materials
    • 6.1.3 Manufacturers of LCO
    • 6.1.4 Manufacturers of LMO

7 Analysis on Costs and Prices of Lithium Battery Cathode Materials in China, 2013-2017

  • 7.1 Costs of Lithium Battery Cathode Materials in China
    • 7.1.1 Price Trend of Lithium Carbonate, 2015-2018
    • 7.1.2 Price Trend of Nickel, 2015-2018
    • 7.1.3 Price Trend of Cobalt, 2013-2018
    • 7.1.4 Price Trend of Manganese, 2013-2018
  • 7.2 Prices of Lithium Battery Cathode Materials in China
    • 7.2.1 Prices of LFP
    • 7.2.2 Prices of LMO
    • 7.2.3 Prices of Ternary Materials
    • 7.2.4 Prices of LCO

8 Forecast on Development of China's Lithium Battery Cathode Material Industry, 2019-2023

  • 8.1 Factors Influencing Development of China's Lithium Battery Cathode Material Industry
    • 8.1.1 Major Driving Forces and Market Opportunities
    • 8.1.2 Threats and Challenges
  • 8.2 Forecast on Supply of Lithium Battery Cathode Materials in China
  • 8.3 Forecast on Demand for Lithium Battery Cathode Materials in China

Selected Charts

  • Chart Classification of Lithium Battery Cathode Materials
  • Chart Industry Chain of Lithium Battery Cathode Materials
  • Chart Global Production Volume of Major Lithium Battery Cathode Materials, 2011-2017
  • Chart Global Demand for Lithium Battery Cathode Materials, 2011-2017
  • Chart China's GDP and Disposable Income Per Capita, 2013-2017
  • Chart Production Volume of New Energy Vehicles in China, 2013-2018
  • Chart Policies on China's Lithium Battery Cathode Material Industry
  • Chart Production Volume of Lithium Battery Cathode Materials in China, 2013-2017
  • Chart Production Volume of LFP in China, 2013-2017
  • Chart Production Volume of Ternary Materials in China, 2013-2017
  • Chart Production Volume of LCO in China, 2013-2017
  • Chart Production Volume of LMO in China, 2013-2017
  • Chart Market Size of Lithium Battery Cathode Materials in China, 2014-2018
  • Chart Top 10 Manufacturers of Lithium Battery Cathode Materials in China in 2017 (by Production Volume)
  • Chart Market Share by Production Volume of Major Manufacturers of LFP in China, 2016-2017
  • Chart Market Share by Production Volume of Major Manufacturers of NCM in China, 2016-2017
  • Chart Market Share by Production Volume of Major Manufacturers of LCO in China, 2016-2017
  • Chart Market Share by Production Volume of Major Manufacturers of LMO in China, 2016-2017
  • Chart Prices of Lithium Carbonate in China, 2015-2018
  • Chart Prices of Nickel in China, 2015-2018
  • Chart Prices of Cobalt in China, 2013-2018
  • Chart Prices of Ternary Materials in China, 2014-2018
  • Chart Prices of LCO in China, 2014-2018
  • Chart Forecast on Production Volume of Lithium Battery Cathode Materials in China, 2019-2023
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