全球和中國電動汽車電池和材料：技術、趨勢和市場預測

Global and China EV Batteries and Materials: Technology, Trends, and Market Forecasts

出版日期: 2024年11月01日 | 出版商:

Information Network | 英文 | 商品交期: 2-3個工作天內

價格

簡介目錄圖表

電動車市場正處於關鍵時刻，對清潔交通解決方案的需求不斷增長，推動了電池技術的創新。

主要研究領域包括電池化學和設計的進步，包括鋰離子電池的開發以及固態鋰和鋰硫等新化學物質的研究。這些創新預計將帶來更高的能量密度、更短的充電時間和更高的安全性。

固態電池尤其受到關注，因為它們有潛力顯著改進傳統電池技術，例如提高能量密度和縮短充電時間。

本報告對全球及中國電動汽車電池和材料市場進行了調查，包括電動汽車電池技術現狀、新趨勢、相關主要材料、市場預測以及中國在全球電動汽車格局中的戰略定位等進行了詳細分析。

Aekyung Chemical
Aleees
Asahi Kasei
B&M
BASF
BTR New Energy Materials
BNE
Cangzhou Mingzhu
Central Glass
Do-Fluoride Chemical
Easpring
Ecopro
Foshan Jinhui Hi-tech Optoelectronic Material
Guangzhou Tinci Materials Technology
Guotai-Huarong
Hitachi Chemical
Huiqiang New Energy
Hunan Changyuan Lico
Idemitsu Kosan
JFE Chemical
Johnson Matthey
Kureha
L&F
Mingzhu
Mitsubishi Chemical
Nichia
Ningbo Jinhe New Materials
Posco
Pulead Technology Industry
Reshine
Shenzhen Senior Technology
ShanShan
Shenzhen Capchem Technology
SK Innovation
Shinzoom
Sinuo
Soulbrain
Stella Chemifa
Sumitomo Metal Mining
Tanaka Chemical
Tangray
Teijin
Toray Battery
Ube Industries
Umicore
W-Scope
Xiamen Tungsten
Xinxiang Zhongke Science and Technology
XTC New Energy Materials
Zeto
Zhuhai Smoothway Electronic Materials
Zichen

第八章電池企業概況及策略

AESC
BYD
Beijing National Battery Technology
CALB
Camel Group Co
CATL
Cham Battery Technology Co
Chaowei Power Holdings Limited
CITIC Guo'An Mengguli (MGL)
CNSG Anhui Hong Sifang Co
Coslight
DLG Power Battery
Do-Fluoride (Jiaozuo) New Energy Technology
EVE Energy Co., Ltd.
Farasis Energy (Ganzhou) Co., Ltd.
First New Energy Co. Ltd
Great Power Energy Technology Co., Ltd
Guoxuan Hi-Tech
Harbin Coslight Power Co., Ltd.
Henan Lithium Power Source Co
Henan Xintaihang
Highstar Battery
Huanyu New Energy Technology Co., Ltd.
Hunan Copower EV Battery Co., Ltd
Jiangsu Tenpower
Jiangsu Zhihang New Energy Co., Ltd.
Kokam Co., Ltd
LG Chem
Lithium Energy Japan
Mcnair New Energy Co., Ltd
Melsen Power
Microvast Power Systems Co., Ltd.
Narada Power Source Co., Ltd.
Ningbo CRRC New Energy Technology Co., Ltd.
NorthVolt
OptimumNano
Panasonic
Plylion Battery Co., Ltd.
Primearth EV Energy Co., Ltd.
Samsung SDI
Shandong Forever New Energy
Shandong Hengyu New Energy
Shanghai CENAT New Energy Co., Ltd.
Shenzhen BAK
Sinopoly Battery
Sinowatt
SK Innovation
Skyrich Power Co., Ltd.
Supreme Power Systems Co., Ltd.
Suzhou Youlion Battery Inc.
Tianjin EV Energies Co., Ltd. (JEVE)
Tianjin Lishen Battery Joint-Stock Co., Ltd.
Tianneng Power
TerraE
Tesla
Tianjin EV Energies Co., Ltd. (JEVE)
Tianjin Lishen Battery Joint-Stock Co., Ltd.
Tianneng Power
Wanxiang-A123
Wina Power
Wuhu ETC Battery Limited
Zhongdao Energy Co., Ltd.
Zhuhai Yinlong New Energy Co., Ltd.
Zhuoneng New Energy
Zibo Guoli
ZTT Energy Storage Technology Co., Ltd.

簡介目錄圖表

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.

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