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1636489

中國電動汽車電池電解：市場佔有率分析、產業趨勢/統計、成長預測（2025-2030）

China Electric Vehicle Battery Electrolyte - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計2025年中國電動車電池電解市場規模為32.6億美元，2030年將達51億美元，預測期間（2025-2030年）複合年成長率為9.38%。

中國電動車電池電解液-市場-IMG1

主要亮點

  • 從長遠來看，中國電動車（包括純電動車、插電式混合動力車、混合動力車）的使用量不斷增加，以及促進電動車使用的政府優惠補貼（IE免稅政策）預計將推動市場成長。
  • 相反，電池製造原料蘊藏量的短缺預計將對電動車電池電解液市場產生負面影響。
  • 儘管如此，中國電池檢測機構（即中國汽車電池研究院、SGS中國）在電解質材料方面正在進行的研究和進步可能會提供市場成長的機會。

中國電動車電池電解市場趨勢

鋰離子電池可望主導市場

  • 鋰離子電池由於使用壽命長而被用於為電動車（EV）提供動力，從而減少了電池更換的頻率。與其他電池不同，鋰離子電池不含鉛、鎘等有害物質，環保、乾淨、安全。此外，這些電池還提供強大的動力輸出，這對於需要快速加速和高速行駛的電動車來說至關重要。
  • 2023 年 6 月，中國電池製造商 Gothion Hitech 推出了一款用於電動車的鋰錳鐵電池 (LMFP)，單次充電可行駛 621 英里。傳統上，這個範圍主要是透過昂貴的鎳鈷電池來實現的。 Gothion預計其LMFP電池的功率將達到240Wh/kg，並且以每千瓦時美元計算，價格比標準LFP電池低5%。
  • 截至2023年，中國在純電動車（BEV）領域佔據主導地位，銷量達到約540萬輛。在正負極之間傳輸正鋰離子的電解起著極其重要的作用，因此隨著鋰離子電池擴大用於電動車，對滲透電解的需求預計將會增加。
  • 2024年7月，中國研究團隊開發出具有低密度和負極相容性的具成本效益硫化物固體電解質，實現了固態電池技術的突破。這些固態電池有望解決鋰離子電池目前面臨的容量和安全挑戰。
  • 據預測，到2025年，中國電池製造商的電池產量將達到驚人的4,800吉瓦時（GWh）。鑑於電池電解在充放電過程中的關鍵作用，電池產量的激增將放大全國對電池電解材料的需求。
  • 因此，隨著鋰離子電池在電動車中的採用增加以及價格暴跌，預計未來幾年鋰離子電池產業將大幅成長。

電動車的普及預計將推動市場發展

  • 中國是插電式混合動力電動車（EV）的主要市場，並因生產大量用於各種應用的電池而受到全球認可。隨著政府大力推動無排放交通，中國可能在未來幾年保持其主導地位。
  • 插電式混合動力汽車預計將在未來十年變得更加普遍，促使外國汽車製造商向中國品牌尋求專業知識。特別是，中國主要汽車製造商比亞迪在2008年推出了全球首款插電式混合動力車型F3DM轎車，成為熱門話題。
  • 2024 年 5 月，中國政府宣布計劃投資約 8.45 億美元開發下一代電動車 (EV) 電池技術，這是一項重大舉措。包括CATL（全球最大電池製造商）、比亞迪和吉利汽車等主要汽車製造商在內的六家公司將獲得政府支持開發全固態電池（ASSB）。
  • 根據中國工業協會（CAAM）2023年8月的報告，中國乘用電動車銷量為905萬輛，其中純電動車（BEV）626萬輛，插電式混合動力汽車（PHEV）626萬輛。佔279萬台。到2023年，插電式電動車（包括純電動車和插電式混合動力車）將佔中國汽車總銷量的37%，其中純電動車的市場佔有率為25%，插電式混合動力車的市佔率為12%。
  • 2024年6月，中國工業與資訊化部公佈了電池產業新指南。該指南旨在提高電動車用鋰離子電池的品質和創新，鼓勵企業從單純擴大產能轉向加強創新，特別是在電池電解液解決方案方面。
  • 2030年，預計中國電動車保有量將達到5,000萬輛，電動車充電年用電量需求將達到200太瓦時。這種快速成長的需求凸顯了中國電動車電池電解的發展潛力。
  • 鑑於電動車的快速普及和持續的技術進步，中國有望在可預見的未來保持市場主導地位。

中國電動汽車電池電解產業概況

中國電動車電池電解市場呈現半瓜分狀態。參與市場的主要企業（排名不分先後）包括Advanced Electrolyte Technologies LLC、三菱化學控股公司、深圳新宙邦科技有限公司、Nohms Technologies Inc.和Ohara Iron Works。

其他好處：

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

目錄

第1章簡介

  • 調查範圍
  • 市場定義
  • 研究場所

第2章調查方法

第3章執行摘要

第4章市場概況

  • 介紹
  • 2029年之前的市場規模與需求預測（單位：美元）
  • 最新趨勢和發展
  • 政府法規政策
  • 市場動態
    • 促進因素
      • 電動車（包括 BEV、PHEV 和 HEV）的使用增加
      • 政府優惠政策促進電動車使用
    • 抑制因素
      • 電池材料供應鏈差異
  • 供應鏈分析
  • PESTLE分析
  • 投資分析

第5章市場區隔

  • 電池類型
    • 鋰離子電池
    • 鉛酸電池
    • 其他電池類型
  • 電解型
    • 液體電解
    • 凝膠電解
    • 固體電解

第6章 競爭狀況

  • 併購、合資、聯盟、協議
  • 主要企業策略
  • 公司簡介
    • Advanced Electrolyte Technologies LLC
    • Mitsubishi Chemical Holdings
    • Shenzhen Capchem Technology Co., Ltd
    • Nohms Technologies Inc
    • Ohara Corporation
    • BASF SE
    • LG Chem Ltd
    • Targray Industries Inc.
    • SGS China
    • Ningbo Shanshan Co., LTD
  • 市場排名/佔有率（%）分析
  • 其他主要參與者名單

第7章 市場機會及未來趨勢

  • 先進電解材料的研發
簡介目錄
Product Code: 50003758

The China Electric Vehicle Battery Electrolyte Market size is estimated at USD 3.26 billion in 2025, and is expected to reach USD 5.10 billion by 2030, at a CAGR of 9.38% during the forecast period (2025-2030).

China Electric Vehicle Battery Electrolyte - Market - IMG1

Key Highlights

  • Over the long term, the increasing usage of electric vehicles, including BEVs, PHEVs, and HEVs, and favorable government subsidies (i.e. tax exemption policy) to promote the usage of electric vehicles in the China are expected to drive the market's growth.
  • Conversely, the lack of raw material reserves for battery manufacturing is expected to negatively impact the electric vehicle battery electrolyte market.
  • Nevertheless, the ongoing research and advancement in electrolyte material in Chinese battery testing labs i.e, China Automotive Battery Research Institute Co., Ltd., SGS China may offer opportunities for market growth.

China Electric Vehicle Battery Electrolyte Market Trends

Lithium-ion Battery is Expected to Dominate the Market

  • Lithium-ion batteries, favored for their extended lifespan, are the go-to power source for electric vehicles (EVs), leading to less frequent battery replacements. Unlike some other battery types, lithium-ion variants are deemed environmentally friendly, as they steer clear of toxic materials such as lead or cadmium, making them a cleaner and safer option. Furthermore, these batteries deliver a robust power output, essential for EVs that demand swift acceleration and high speeds.
  • In June 2023, Gotion High-Tech, a Chinese battery manufacturer, introduced a lithium-manganese-iron-phosphate (LMFP) battery, boasting an impressive range of 621 miles per charge for electric vehicles. Previously, this range was predominantly achieved by pricier nickel-cobalt batteries. Gotion anticipates its LMFP battery will reach 240 Wh/kg and be priced 5% lower than the standard LFP battery on a USD per kilowatt-hour basis.
  • As of 2023, China stands as a dominant player in the battery electric vehicle (BEV) arena, with sales hitting approximately 5.4 million units. The rising adoption of lithium-ion batteries in EVs is set to boost the demand for penetration electrolyte solutions, given the electrolyte's pivotal role in ferrying positive lithium ions between the cathode and anode.
  • In July 2024, a team of Chinese researchers made strides in solid-state battery technology by crafting a cost-effective sulfide solid electrolyte, characterized by its low density and stellar anode compatibility. These all-solid-state batteries are poised to address the capacity and safety challenges currently faced by lithium-ion batteries.
  • Forecasts suggest that by 2025, Chinese battery manufacturers will churn out a staggering 4,800 giga-watt hours (GWh) of batteries. Given the critical role of battery electrolytes in the charging and discharging process, this surge in battery production is set to amplify the demand for battery electrolyte materials throughout the nation.
  • Consequently, with the rising adoption of lithium-ion batteries in electric vehicles and their plummeting prices, the lithium-ion battery segment is poised for substantial growth in the coming years.

Increasing Adoption of Electric Vehicles is expected to Drive the Market

  • China stands as the leading market for plug-in hybrid electric vehicles (EVs) in the region and is globally recognized for its mass production of batteries across various applications. With the government's strong push towards emission-free transportation, China is set to uphold its dominant position in the coming years.
  • Plug-in hybrid vehicles are poised to gain traction in the next decade, leading foreign carmakers to seek expertise from Chinese brands. Notably, BYD, a prominent Chinese player, made headlines in 2008 by launching the world's inaugural plug-in hybrid model, the F3DM sedan.
  • In a significant move, the Chinese government, in May 2024, unveiled plans to invest approximately USD 845 million into pioneering next-generation battery technologies for electric vehicles (EVs). Six companies, including CATL (the globe's largest battery manufacturer) and major automakers like BYD and Geely, have been greenlit for government backing to advance all-solid-state batteries (ASSBs).
  • As reported by the China Association of Automobile Manufacturers (CAAM) in August 2023, China has seen sales of 9.05 million passenger electric vehicles, breaking down to 6.26 million battery-only EVs (BEVs) and 2.79 million plug-in hybrid electric vehicles (PHEVs). In 2023, plug-in electric vehicles (both BEVs and PHEVs) accounted for 37% of China's total automotive sales, with market shares of 25% for BEVs and 12% for PHEVs.
  • In June 2024, China's Ministry of Industry and Information Technology rolled out fresh directives for the battery sector. These guidelines aim to elevate the quality and innovation of lithium-ion batteries for electric vehicles, urging firms to pivot from merely expanding production capacity to enhancing technological innovations, especially in battery electrolyte solutions.
  • Looking ahead, by 2030, China anticipates hosting 50 million electric vehicles, translating to a staggering annual electricity demand of 200 TWh for EV charging. This burgeoning demand underscores the potential for advancements in electric vehicle battery electrolytes within the nation.
  • Given the surging adoption of EVs and ongoing technological strides, China is poised to retain its market dominance in the foreseeable future.

China Electric Vehicle Battery Electrolyte Industry Overview

The China Electric Vehicle Battery Electrolyte Market is semi-fragmented. Some of the major companies operating in the market (in no particular order) include Advanced Electrolyte Technologies LLC, Mitsubishi Chemical Holdings, Shenzhen Capchem Technology Co., Ltd, Nohms Technologies Inc., and Ohara Corporation.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD, till 2029
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 The Increasing Usage of Electric Vehicles, including BEVs, PHEVs, and HEVs
      • 4.5.1.2 Favorable government policies to promote the usage of electric vehicles
    • 4.5.2 Restraints
      • 4.5.2.1 The Supply chain gap in battery materials
  • 4.6 Supply Chain Analysis
  • 4.7 PESTLE Analysis
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 Battery Type
    • 5.1.1 Lithium-Ion Batteries
    • 5.1.2 Lead-Acid Batteries
    • 5.1.3 Other type of Batteries
  • 5.2 Electrolyte Type
    • 5.2.1 Liquid Electrolyte
    • 5.2.2 Gel Electrolyte
    • 5.2.3 Solid Electrolyte

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Advanced Electrolyte Technologies LLC
    • 6.3.2 Mitsubishi Chemical Holdings
    • 6.3.3 Shenzhen Capchem Technology Co., Ltd
    • 6.3.4 Nohms Technologies Inc
    • 6.3.5 Ohara Corporation
    • 6.3.6 BASF SE
    • 6.3.7 LG Chem Ltd
    • 6.3.8 Targray Industries Inc.
    • 6.3.9 SGS China
    • 6.3.10 Ningbo Shanshan Co., LTD
  • 6.4 Market Ranking/Share (%) Analysis
  • 6.5 List of Other Prominent Players

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 R&D for advanced electrolyte material