表紙
市場調査レポート

霧が晴れる:中国のエネルギー貯蔵の機会

Clearing the Haze: Demystifying Energy Storage Opportunities in China

発行 Lux Research 商品コード 329611
出版日 ページ情報 英文 25 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=105.69円で換算しております。
Back to Top
霧が晴れる:中国のエネルギー貯蔵の機会 Clearing the Haze: Demystifying Energy Storage Opportunities in China
出版日: 2015年05月03日 ページ情報: 英文 25 Pages
概要

中国の環境問題が、エネルギー貯蔵のインセンティブとなり、その巨大な自動車産業と電力供給網が、大規模市場を生み出します。自動車・定置用のエネルギー貯蔵市場は、2025年には90億米ドル規模、毎時31ギガワットまで拡大すると予測されています。

当レポートでは、中国のエネルギー貯蔵市場について調査分析し、現状、分析、見通しなど、体系的な情報を提供しています。

目次

エグゼクティブサマリー

情勢

  • 中国の政策は自動車・電力供給網のエネルギー貯蔵を促進するが、その規制情勢は複雑で、追跡が難しい

分析

  • 輸送・定置用のエネルギー貯蔵は毎時31ギガワットまで拡大予定、しかし多くの課題が残る、特に外国企業向けに

見通し

図表

目次

China's environmental problems create incentives for energy storage, and its huge auto industry and electricity grid create a large addressable market. Labyrinthine and fickle regulatory structures, however, complicate the picture. This report gives an overview of the policies in China's automotive and stationary energy storage markets, as well as the major players and technologies. We forecast the growth of automotive and stationary applications for energy storage, finding that the total size of the market grows to $9 billion and 31 GWh in 2025. Despite public and private efforts, challenges in infrastructure and regulation persist in limiting the scale of opportunities.

Table of Contents

TABLE OF CONTENTS

EXECUTIVE SUMMARY

LANDSCAPE

China's policies encourage energy storage in vehicles and on the grid, but the regulatory landscape is complex and often difficult to track.

ANALYSIS

Transportation and stationary applications for energy storage will grow to 31 GWh in total, but many challenges will remain - especially for foreign players.

OUTLOOK

TABLE OF FIGURES

  • Figure 1: Graphic A Variety of Central Government Policies Have Supported NEVs in China
  • Figure 2: Graphic China Offers Generous NEV Subsidies for Passenger Vehicles, Heavy Vehicles, and Buses For Now
  • Figure 3: Graphic EVs Continue To Be the Dominant Drivetrain Type in China
  • Figure 4: Graphic BYD's Dominant Sales Drove the Growth of the NEV Sector in 2014
  • Figure 5: Table 2014 Sales Show Diversity in OEMs As Well As Battery Suppliers
  • Figure 6: Graphic LFP Dominates, but BYD's Market Share Has Decreased Due to a Diversifying Market
  • Figure 7: Graphic The Structure and Regulation of China's Power Sector Is Complex
  • Figure 8: Graphic Fossil Fuels Dominate Generation in China, but Renewables Are Growing Quickly
  • Figure 9: Graphic Out of 195 MWh of Storage Deployed, Northern and Southern Regions Lead in Project Counts
  • Figure 10: Graphic BYD and LFP Cathodes Dominate Stationary Energy Storage in China
  • Figure 11: Graphic Total Sales of HEVs, PHEVs, and EVs Reach 875,000 Units Annually
  • Figure 12: Graphic EV and PHEV Buses Grow at a Combined 15% CAGR to Reach 47,600 Units
  • Figure 13: Graphic E-Bikes as a Whole Stagnate in China, but Li-ion Market Share Grows
  • Figure 14: Graphic Stationary Storage in China Grows to 2.3 GWh Yearly in 2025
  • Figure 15: Graphic Li-ion Batteries Using NMC and Other Cathodes Lead the Market by 2025
  • Figure 16: Graphic Annual Energy Storage Demand Will Grow to 29 GWh and $8.7 Billion in 2025
Back to Top