세계 및 중국의 EV 배터리, 재료 : 기술, 동향, 시장 예측

Introduction

The "Global and China EV Batteries and Materials: Technology, Trends, and Market Forecasts" report presents an exhaustive analysis of the electric vehicle (EV) battery sector, spotlighting the technological advancements, market dynamics, and strategic developments shaping the future of electric mobility worldwide, with a particular focus on China. As the nexus of global EV adoption and battery production, China's influence extends across the entire value chain, from raw material sourcing to end-product innovation. This comprehensive report not only dissects the current landscape but also projects future trends, offering deep insights into the evolving technologies, market shifts, and policy frameworks that are steering the industry.

The EV market is at a critical juncture, with escalating demand for cleaner transportation solutions driving innovation in battery technologies. This report delves into the latest in battery design, including improvements in energy density, charging times, safety, and longevity, while also exploring emerging alternatives to traditional lithium-ion systems. The analysis covers advancements in solid-state batteries, lithium-sulfur technology, and other innovative materials and designs poised to redefine industry standards.

China's role as both a market leader and a technological powerhouse in the EV battery sector is examined in detail. The report evaluates China's strategic initiatives to bolster its domestic battery industry, including government policies, research and development efforts, and international partnerships. Furthermore, it assesses the competitive landscape, highlighting key players within China and globally, their market positioning, and strategies to capitalize on the burgeoning demand for EVs.

Material scarcity and supply chain sustainability are critical issues addressed in the report, with a focus on the sourcing and management of essential materials such as lithium, cobalt, nickel, and rare earth elements. It offers a thorough analysis of supply chain risks, environmental impacts, and the strategies companies are adopting to mitigate these challenges, including recycling technologies and the development of less resourceintensive battery chemistries.

Market forecasts included in the report are underpinned by a rigorous examination of trends in consumer adoption, technological breakthroughs, policy incentives, and macroeconomic factors. These forecasts provide stakeholders across the EV ecosystem - from battery manufacturers and materials suppliers to automotive OEMs and policymakers - with a strategic outlook on the market's direction, helping them to navigate the complexities of the industry and identify opportunities for growth and innovation.

By juxtaposing China's market and technological advancements with the global picture, the report offers a nuanced understanding of the interplay between domestic policies, international competition, and collaborative efforts in shaping the future of electric mobility.

"Global and China EV Batteries and Materials: Technology, Trends, and Market Forecasts" stands as an indispensable resource for anyone looking to comprehend the current state and future trajectory of the EV battery sector, providing the insights necessary to thrive in this rapidly evolving landscape.

Trends

The "Global and China EV Batteries and Materials: Technology, Trends, and Market Forecasts" report provides a comprehensive overview of the pivotal technological advancements and market dynamics shaping the electric vehicle (EV) battery sector. It delves into a range of innovations aimed at improving battery performance, safety, and sustainability. Among the key areas of exploration are advancements in battery chemistry and design, including the development of lithium-ion batteries and the exploration of new chemistries such as solid-state and lithium-sulfur. These innovations promise to deliver higher energy densities, shorter charging times, and enhanced safety features.

Solid-state batteries are particularly highlighted for their potential to offer substantial improvements over traditional battery technologies, with benefits including increased energy density and faster charging capabilities. The report also examines the growing importance of sustainability and recycling in the battery production process. This includes advancements in recycling technologies that enable the recovery of valuable materials and efforts to reduce the environmental impact of battery disposal.

Further, the report covers innovations in materials and battery components, such as anodes and cathodes, that are critical for enhancing battery performance and reducing costs. It looks into silicon-based anodes and advancements in cathode materials, alongside the exploration of alternative materials to decrease reliance on scarce resources. The role of battery management systems in optimizing battery usage and integration into vehicles is also discussed, highlighting their importance in ensuring battery longevity and safety.

Additionally, the report touches on the advancements in fast charging technologies and infrastructure that are essential for making EVs more appealing to consumers by reducing charging times. It also discusses the scale and economics of battery production, including the challenges and opportunities in achieving economies of scale, the impact on battery costs, and the strategic efforts by companies and nations to secure supply chains.

About This Report

This comprehensive report provides a detailed analysis of the current state of EV battery technology, emerging trends, key materials involved, market forecasts, and the strategic positioning of China within the global EV landscape.

China's aggressive push towards electric mobility, backed by robust government policies, substantial investments in research and development, and a well-established manufacturing ecosystem, has positioned it as a global leader in the EV battery industry. The report delves into the technological advancements driving the sector, including innovations in battery chemistry, energy density, charging speed, and longevity. It also examines the strategic moves by automobile companies to secure critical raw materials and advance battery recycling technologies, crucial for sustaining growth and reducing environmental impact.

The analysis extends to the rapidly changing market dynamics, influenced by consumer preferences, government incentives, and international trade tensions. It provides insights into how these factors are shaping demand for EVs and, by extension, the demand for advanced battery technologies. The report further explores the competitive landscape, highlighting key players in the battery manufacturing space, their market strategies, and how they are adapting to the technological and regulatory shifts within the industry.

An integral part of the report is the detailed examination of materials critical to the production of EV batteries, such as lithium, cobalt, nickel, and graphene. It assesses the supply chain dynamics, including sourcing, pricing volatility, and sustainability issues, offering a forward-looking perspective on how these factors may influence the battery sector's evolution.

Market forecasts presented in the report are grounded in a thorough analysis of current trends and projected developments in technology, policy, and consumer behavior. These forecasts offer valuable insights for stakeholders across the EV ecosystem, including battery manufacturers, material suppliers, automotive OEMs, policymakers, and investors, providing them with the information needed to make informed decisions in a rapidly changing market.

The "Global and China EV Batteries and Materials: Technology, Trends, and Market Forecasts" report stands as a crucial resource for understanding the complexities of the EV battery industry in China. It not only captures the current state but also anticipates future shifts, offering a comprehensive overview that highlights opportunities, challenges, and strategic imperatives for stakeholders looking to navigate or deepen their engagement in this pivotal sector of the global energy transition.

Table of Contents

Chapter 1. Introduction

Chapter 2. Global EV and EV Battery Market Outlook

• 2.1. EV Market
• 2.2. EV Batteries
  • 2.2.1. EV Battery Market Forecast
  • 2.2.2. EV Battery Energy Density
  • 2.2.3. EV Battery Cell Price
  • 2.2.4. EV Battery Market Share
  • 2.2.5. Rise of China
    • 2.2.5.1. Aggressive EV Battery Expansion
    • 2.2.5.2. Chinese Battery Technology
  • 2.2.6. Future Batteries
    • 2.2.6.1. Lithium-air (Li-air)
    • 2.2.6.2. Lithium-metal (Li-metal)
    • 2.2.6.3. Solid-State Lithium
    • 2.2.6.4. Lithium-sulfur (Li-S)
    • 2.2.6.5. Sodium-ion (Na-ion)

Chapter 3. Chinese EV and EV Battery Market Outlook

• 3.1. China EV Market
• 3.2. China EV Batteries
  • 3.2.1. China EV Battery Market Forecast
  • 3.2.2. Rise of China
    • 3.2.2.1. Aggressive EV Battery Expansion
    • 3.2.2.2. Chinese Battery Technology
    • 3.2.2.3. EV Battery Overcapacity

Chapter 4. Cathode Material Analysis

• 4.1. Introduction
  • 4.1.1. Cathode Material Costs
  • 4.1.2. Cathode Materials And Battery Types
    • 4.1.2.1. LCO (Lithium Cobalt Oxide) Cathodes
    • 4.1.2.2. NCM (Nickel Cobalt Manganese) Cathodes
    • 4.1.2.3. LMO (Lithium Manganese Oxide) Cathodes
    • 4.1.2.4. LFP (Lithium Iron Phosphate) Cathodes
    • 4.1.2.5. NCA (Nickel Cobalt Aluminum) Cathodes
• 4.2. Lithium
  • 4.2.1. Lithium Prices
  • 4.2.2. Lithium Supply/Demand
  • 4.2.3. Top Lithium-Producing Countries
  • 4.2.4. Top Lithium-Producing Producers
• 4.3. Cobalt
  • 4.3.1. Cobalt Prices
  • 4.3.2. Cobalt Supply/Demand
  • 4.3.3. Top Cobalt-Producing Countries
  • 4.3.4. Top Cobalt-Producing Producers
• 4.4. Nickel/Manganese

Chapter 5. Global Anode, Electrolyte, And Separator Material Analysis

• 5.1. Overview
• 5.2. Global Anode Market
• 5.3. Global Separator (Membrane) Market
• 5.4. Global Electrolytes Market

Chapter 6. China Anode, Electrolyte, And Separator Material Analysis

• 6.1. Overview
• 6.2. China Anode Market
• 6.3. China Separator (Membrane) Market
• 6.4. China Electrolytes Market

Chapter 7. Supplier Profiles and Strategies

• 7.1. Aekyung Chemical
• 7.2. Aleees
• 7.3. Asahi Kasei
• 7.4. B&M
• 7.5. BASF
• 7.6. BTR New Energy Materials
• 7.7. BNE
• 7.8. Cangzhou Mingzhu
• 7.9. Central Glass
• 7.10. Do-Fluoride Chemical
• 7.11. Easpring
• 7.12. Ecopro
• 7.13. Foshan Jinhui Hi-tech Optoelectronic Material
• 7.14. Guangzhou Tinci Materials Technology
• 7.15. Guotai-Huarong
• 7.16. Hitachi Chemical
• 7.17. Huiqiang New Energy
• 7.18. Hunan Changyuan Lico
• 7.19. Idemitsu Kosan
• 7.20. JFE Chemical
• 7.21. Johnson Matthey
• 7.22. Kureha
• 7.23. L&F
• 7.24. Mingzhu
• 7.25. Mitsubishi Chemical
• 7.26. Nichia
• 7.27. Ningbo Jinhe New Materials
• 7.28. Posco
• 7.29. Pulead Technology Industry
• 7.30. Reshine
• 7.31. Shenzhen Senior Technology
• 7.32. ShanShan
• 7.33. Shenzhen Capchem Technology
• 7.34. SK Innovation
• 7.35. Shinzoom
• 7.36. Sinuo
• 7.37. Soulbrain
• 7.38. Stella Chemifa
• 7.39. Sumitomo Metal Mining
• 7.40. Tanaka Chemical
• 7.41. Tangray
• 7.42. Teijin
• 7.43. Toray Battery
• 7.44. Ube Industries
• 7.45. Umicore
• 7.46. W-Scope
• 7.47. Xiamen Tungsten
• 7.48. Xinxiang Zhongke Science and Technology
• 7.49. XTC New Energy Materials
• 7.50. Zeto
• 7.51. Zhuhai Smoothway Electronic Materials
• 7.52. Zichen

Chapter 8. Battery Company Profiles and Strategies

• 8.1. AESC
• 8.2. BYD
• 8.3. Beijing National Battery Technology
• 8.4. CALB
• 8.5. Camel Group Co
• 8.6. CATL
• 8.7. Cham Battery Technology Co
• 8.8. Chaowei Power Holdings Limited
• 8.9. CITIC Guo'An Mengguli (MGL)
• 8.10. CNSG Anhui Hong Sifang Co
• 8.11. Coslight
• 8.12. DLG Power Battery
• 8.13. Do-Fluoride (Jiaozuo) New Energy Technology
• 8.14. EVE Energy Co., Ltd.
• 8.15. Farasis Energy (Ganzhou) Co., Ltd.
• 8.16. First New Energy Co. Ltd
• 8.17. Great Power Energy Technology Co., Ltd
• 8.18. Guoxuan Hi-Tech
• 8.19. Harbin Coslight Power Co., Ltd.
• 8.20. Henan Lithium Power Source Co
• 8.21. Henan Xintaihang
• 8.22. Highstar Battery
• 8.23. Huanyu New Energy Technology Co., Ltd.
• 8.24. Hunan Copower EV Battery Co., Ltd
• 8.25. Jiangsu Tenpower
• 8.26. Jiangsu Zhihang New Energy Co., Ltd.
• 8.27. Kokam Co., Ltd
• 8.28. LG Chem
• 8.29. Lithium Energy Japan
• 8.30. Mcnair New Energy Co., Ltd
• 8.31. Melsen Power
• 8.32. Microvast Power Systems Co., Ltd.
• 8.33. Narada Power Source Co., Ltd.
• 8.34. Ningbo CRRC New Energy Technology Co., Ltd.
• 8.35. NorthVolt
• 8.36. OptimumNano
• 8.37. Panasonic
• 8.38. Plylion Battery Co., Ltd.
• 8.39. Primearth EV Energy Co., Ltd.
• 8.40. Samsung SDI
• 8.41. Shandong Forever New Energy
• 8.42. Shandong Hengyu New Energy
• 8.43. Shanghai CENAT New Energy Co., Ltd.
• 8.44. Shenzhen BAK
• 8.45. Sinopoly Battery
• 8.46. Sinowatt
• 8.47. SK Innovation
• 8.48. Skyrich Power Co., Ltd.
• 8.49. Supreme Power Systems Co., Ltd.
• 8.50. Suzhou Youlion Battery Inc.
• 8.48. Tianjin EV Energies Co., Ltd. (JEVE)
• 8.49. Tianjin Lishen Battery Joint-Stock Co., Ltd.
• 8.50. Tianneng Power
• 8.51. TerraE
• 8.52. Tesla
• 8.53. Tianjin EV Energies Co., Ltd. (JEVE)
• 8.54. Tianjin Lishen Battery Joint-Stock Co., Ltd.
• 8.55. Tianneng Power
• 8.56. Wanxiang-A123
• 8.57. Wina Power
• 8.58. Wuhu ETC Battery Limited
• 8.60. Zhongdao Energy Co., Ltd.
• 8.61. Zhuhai Yinlong New Energy Co., Ltd.
• 8.62. Zhuoneng New Energy
• 8.63. Zibo Guoli
• 8.64. ZTT Energy Storage Technology Co., Ltd.