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世界と中国の炭酸リチウム産業

Global and China Lithium Carbonate Industry Report, 2017-2020

発行 ResearchInChina 商品コード 94600
出版日 ページ情報 英文 120 Pages
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=113.77円で換算しております。
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世界と中国の炭酸リチウム産業 Global and China Lithium Carbonate Industry Report, 2017-2020
出版日: 2017年05月19日 ページ情報: 英文 120 Pages
概要

当レポートでは、世界と中国の炭酸リチウム産業について調査分析し、概要、産業の発展、輸出入、生産コストと価格について検証するほか、リチウム電池市場、主要企業などを含めて、体系的な情報を提供しています。

第1章 炭酸リチウムの概要

  • リチウムの定義
  • 用途と製品タイプ
  • 産業チェーン
  • 生産技術

第2章 世界の炭酸リチウム産業の発展

  • 供給
  • 需要
  • 産業発展の現状
  • 競合情勢

第3章 中国の炭酸リチウム産業の発展

  • 供給
  • 需要
  • 競合情勢

第4章 中国の炭酸リチウムの輸出入

  • 概要
  • 輸入
    • 輸入量
    • 輸入額
  • 輸出
    • 輸出量
    • 輸出額

第5章 生産コストと価格

  • 炭酸リチウムのコスト
  • 価格と動向

第6章 中国のリチウム電池市場

  • 概要
  • 産業チェーン
  • 生産高
  • 技術ルート
  • 市場パターン
  • 電気自動車によるリチウム電池の需要
    • 中国の電気自動車市場
    • 中国の電気自動車市場の動向

第7章 世界の主要企業

  • SQM
  • Albemarle
  • FMC
  • Orocobre
  • Galaxy Resources
  • Simbol Materials
  • Sentient
  • Nordic Mining

第8章 中国の炭酸リチウム主要企業

  • Tianqi Lithium Corporation
  • Qinghai Salt Lake Industry Co., Ltd.
  • Youngy Co., Ltd.
  • Tibet Mineral Development Co., Ltd.
  • Sichuan Western Resources Holding Co., Ltd.
  • Jiangxi Ganfeng Lithium Co., Ltd.
  • Western Mining Co., Ltd.
  • Tibet Urban Development and Investment Co., Ltd.
  • Jiangxi Special Electric Motor Co., Ltd.
  • Xinjiang Lithium Salt Plant
  • Sichuan Ni & Co Guorun New Materials Co., Ltd.
  • Sichuan Jixiang Lithium Co., Ltd.
  • ABA Guangsheng Lithium Co., Ltd.
  • Shanghai China Lithium Industrial Co., Ltd.

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目次
Product Code: LYJ006

Global lithium carbonate output was 244.2 kilotons in 2016, and will increase rapidly as new NEV capacity is fully released. Meanwhile, thanks to rapid development of the NEV industry, the demand for power batteries also surges. Global lithium carbonate consumption stood at 226 kilotons in 2016, 27% of which went into the battery industry, in contrast to 41% in China's lithium carbonate consumption mix.

Domestic output of lithium extracted from salt lake brine is 28 kt/a with production facilities not operating at full capacity, and new capacity will be approximately 65 kt/a. China's production of lithium extracted from ores is 55.2 kt/a, compared with designed one of 67.5 kt/a. The reason for a high output of lithium extracted from ores is that adequate supply of lithium ores from Talison solves the bottleneck of raw material shortage, enabling the release of most small and medium-sized enterprises' capacity. It is expected new capacity will be roughly 32 kt/a.

Despite capacity expansions by Chinese lithium carbonate producers in recent years, the enterprises concerned run actual capacity far lower than designed one, exacerbated a slower capacity release, resulting in a short supply of lithium carbonate in the Chinese market. In addition, as domestic enterprises mostly import Australian ores as raw materials, capacity may be limited by rising costs of raw materials in the long run. Lithium carbonate output was 54 kilotons and apparent consumption 87 kilotons in China in 2016, indicating a supply gap of up to 33 kilotons. Domestic demand for lithium carbonate will rise at a rate of 20% over the next couple of years, a pace faster than the global average, approximating 167 kilotons in 2020.

‘Global and China Lithium Carbonate Industry Report, 2017-2020’ highlights the followings:

  • Global and China's lithium carbonate supply and demand, supply gap, the demand for lithium carbonate from downstream sectors, especially new energy vehicles, energy storage, and consumer electronics;
  • Global and China's competitive landscape, including market share of foreign and domestic companies, capacity planning, market pattern, etc.;
  • China's lithium carbonate imports and exports, covering import/export value, prices, sources, destinations, etc.;
  • China's production costs of lithium carbonate with lithium extracted from ores and from salt lake brine, price trends, etc.;
  • China's lithium battery industry, including shipments, technology routes, market pattern, etc.;
  • Operation, technology, development planning, and output & sales of 8 lithium carbonate players in the United States, Chile, Australia, etc.;
  • Operation, technology, development planning, and output & sales of 14 Chinese lithium carbonate companies.

Table of Contents

1. Overview of Lithium Carbonate

  • 1.1. Definition of Lithium
    • 1.1.1. Distribution of Lithium Resources Worldwide
    • 1.1.2. Distribution of Lithium Resources in China
  • 1.2. Application and Product Type
  • 1.3. Industry Chain
  • 1.4. Production Technology

2. Development of Global Lithium Carbonate Industry

  • 2.1. Supply
  • 2.2. Demand
    • 2.2.1. New Energy Vehicle's Demand for Lithium Carbonate
    • 2.2.2. 3C Consumer Electronics' Demand for Lithium Carbonate
    • 2.2.3. Energy Storage Equipment's Demand for Lithium Carbonate
    • 2.2.4. Industry's Demand for Lithium Carbonate
  • 2.3. Competitive Landscape

3. Development of China Lithium Carbonate Industry

  • 3.1. Supply
  • 3.2. Demand
    • 3.2.1. Total Demand
    • 3.2.2. New Energy Vehicle's Demand for Lithium Carbonate
    • 3.2.3. Industrial Energy Storage's Demand for Lithium Carbonate
  • 3.3. Status Quo of Industrial Development
  • 3.4. Competitive Landscape
  • 3.5. Technology Trend- High-purity Lithium Carbonate

4. Import & Export of Lithium Carbonate in China

  • 4.1. Overview
  • 4.2. Import
    • 4.2.1. Import Volume
    • 4.2.2. Import Value
  • 4.3. Export
    • 4.3.1. Export Volume
    • 4.3.2. Export Value

5. Production Costs and Prices

  • 5.1. Costs of Lithium Carbonate
    • 5.1.1. Lithium Extracted from Ores
    • 5.1.2. Lithium Extracted from Salt Lake Brine
  • 5.2. Prices and Trend

6. Chinese Lithium Battery Market

  • 6.1. Overview
  • 6.2. Industry Chain
  • 6.3. Output
  • 6.4. Technology Route
  • 6.5. Market Pattern
  • 6.6. Electric Vehicle's Demand for Lithium Battery
    • 6.6.1. Chinese EV Market
    • 6.6.2. EV Development Trend in China

7. Global Lithium Carbonate Producers

  • 7.1. SQM
    • 7.1.1. Profile
    • 7.1.2. Operation
    • 7.1.3. Capacity
    • 7.1.4. Sales Volume
    • 7.1.5. Development Trend
  • 7.2. Albemarle
    • 7.2.1. Profile
    • 7.2.2. Operation
    • 7.2.3. Lithium Carbonate Business
    • 7.2.4. Development Trend
    • 7.2.5. Competitive Edge
  • 7.3. FMC
    • 7.3.1. Profile
    • 7.3.2. Operation
    • 7.3.3. Lithium Carbonate Business
  • 7.4. Orocobre
    • 7.4.1. Profile
    • 7.4.2. Lithium Carbonate Business
  • 7.5. Galaxy Resources
    • 7.5.1. Profile
    • 7.5.2. Lithium Carbonate Business
  • 7.6. Simbol Materials
    • 7.6.1. Profile
    • 7.6.2. Lithium Carbonate Business
  • 7.7. Sentient
    • 7.7.1. Profile
    • 7.7.2. Lithium Carbonate Business
    • 7.7.3. Enirgi
  • 7.8. Nordic Mining
    • 7.8.1. Profile
    • 7.8.2. Lithium Carbonate Business

8. Chinese Lithium Carbonate Producers

  • 8.1. Tianqi Lithium Corporation
    • 8.1.1. Profile
    • 8.1.2. Operation
    • 8.1.3. Revenue Structure
    • 8.1.4. Cost Analysis
    • 8.1.5. Output and Sales Volume
    • 8.1.6. Resource Acquisition
    • 8.1.7. Core Competence
  • 8.2. Qinghai Salt Lake Industry Co., Ltd.
    • 8.2.1. Profile
    • 8.2.2. Operation
    • 8.2.3. Revenue Structure
    • 8.2.4. Lithium Carbonate Business
    • 8.2.5. Core Competence
  • 8.3. Youngy Co., Ltd.
    • 8.3.1. Profile
    • 8.3.2. Operation
    • 8.3.3. Revenue Structure
    • 8.3.4. Cost Analysis
    • 8.3.5. Lithium Carbonate Business
    • 8.3.6. Core Competence
  • 8.4. Tibet Mineral Development Co., Ltd.
    • 8.4.1. Profile
    • 8.4.2. Operation
    • 8.4.3. Revenue Structure
    • 8.4.4. Lithium Carbonate Business
    • 8.4.5. Core Competence
  • 8.5. Sichuan Western Resources Holding Co., Ltd.
    • 8.5.1. Profile
    • 8.5.2. Operation
    • 8.5.3. Revenue Structure
    • 8.5.4. Lithium Carbonate Business
    • 8.5.5. Core Competence
  • 8.6. Jiangxi Ganfeng Lithium Co., Ltd.
    • 8.6.1. Profile
    • 8.6.2. Industry Chain
    • 8.6.3. Operation
    • 8.6.4. Revenue Structure
    • 8.6.5. Lithium Carbonate Business
    • 8.6.6. Production Capacity
    • 8.6.7. Core Competence
  • 8.7. Western Mining Co., Ltd.
    • 8.7.1. Profile
    • 8.7.2. Operation
    • 8.7.3. Lithium Carbonate Business
  • 8.8. Tibet Urban Development and Investment Co., Ltd.
    • 8.8.1. Profile
    • 8.8.2. Operation
    • 8.8.3. Lithium Carbonate Business
  • 8.9. Jiangxi Special Electric Motor Co., Ltd.
    • 8.9.1. Profile
    • 8.9.2. Operation
    • 8.9.3. Lithium Carbonate Business
  • 8.10. Xinjiang Lithium Salt Plant
  • 8.11. Sichuan Ni & Co Guorun New Materials Co., Ltd.
  • 8.12. Sichuan Jixiang Lithium Technology Co., Ltd.
  • 8.13. ABA Guangsheng Lithium Co., Ltd.
  • 8.14. Shanghai China Lithium Industrial Co., Ltd.

List of Charts:

  • Output of Lithium Ore by Country, 2015-2016
  • Distribution of Lithium Resource Reserves Worldwide
  • Distribution of Main Lithium Ore Resources Worldwide
  • Distribution and Composition of Salt Lake Lithium Resources Worldwide
  • Global Lithium Resource Reserves, 2004-2016
  • Distribution of Lithium Resources and Producers in China
  • Status Quo of Lithium Resource Development in China (by Producer/Location of Resource)
  • Lithium Carbonate Application Structure, 2020E
  • Schematic Diagram of Product Chain in Lithium Carbonate Industry
  • Features of Mainstream Lithium Carbonate Production Technologies
  • Lithium Extraction Technologies of Chinese Lithium Carbonate Producers
  • Global Supply of Lithium Carbonate, 2012-2020E
  • Global Supply of Lithium Carbonate (by Salt Lake Lithium and Lithium Ore), 2012-2020E
  • Capacity Planning of Major Lithium Carbonate Producers Worldwide, 2011-2017
  • Demand for Lithium Carbonate from Main Downstream End Products
  • Global Demand for Lithium Carbonate, 2012-2020E
  • Downstream Consumption Structure of Lithium Carbonate Worldwide, 2013
  • Downstream Consumption Structure of Lithium Carbonate Worldwide, 2016
  • World's Mainstream EV Makers' Selection of Cathode Materials
  • Global Electric Passenger Car (EV&PHEV) Sales Volume, 2011-2020E
  • Global EV's Demand for Lithium Power Battery (by Type), 2011-2020E
  • Global New Energy Vehicle's Demand for Lithium Carbonate, 2017-2020E
  • Use of Lithium Battery by 3C Consumer Electronics
  • Structure of 3C Consumer Electronics' Demand for Lithium Battery Used Lithium Carbonate Worldwide, 2016
  • Global Consumer Electronics' Demand for Lithium Battery and YoY Growth, 2013-2020E
  • Global Mobile Phone Sales Volume and Demand for Lithium Battery, 2012-2020E
  • Global Tablet PC Sales Volume and Demand for Lithium Battery, 2012-2020E
  • Competitive Landscape of Global Tablet PC Market, 2013-2016
  • Global Notebook Computer Sales Volume and Demand for Lithium Battery, 2012-2020E
  • Global 3C Consumer Electronics' Demand for Lithium Carbonate, 2016-2020E
  • Global Energy Storage Equipment's Demand for Lithium Carbonate, 2016-2020E
  • Global Consumption Structure of Lithium Carbonate for Industrial Use, 2016
  • Global Demand for Lithium Carbonate for Industrial Use, 2017-2020E
  • Distribution of Lithium Carbonate Capacities Worldwide
  • Global Lithium Carbonate Market Pattern, 2016
  • China's Lithium Carbonate Output as a Percentage of Global Total, 2012-2020E
  • Output of Basic Lithium Salts in China, 2015-2016
  • EV's Demand for Lithium Carbonate in China, 2011-2016
  • Demand for Energy Storage Lithium Battery in China, 2017/2020E
  • Structure of Demand for Energy Storage Lithium Battery (by Field) in China, 2020E
  • Market Share of Major Lithium Carbonate Companies in China, 2016
  • Production Planning and Technologies of Major Lithium Carbonate Producers in China
  • High-purity Lithium Carbonate Capacity of Some Companies in China
  • Main Spodumene Mines Worldwide
  • Main Lithium-containing Salt Lakes Worldwide
  • Lithium Carbonate Production Costs of Major Companies Worldwide
  • Lithium Ores and Purity of Brine-extracted Products
  • Prices of Industry-grade and Battery-grade Lithium Carbonate in China, 2013-2017
  • Structure of Global Demand for Lithium Battery, 2012-2020E
  • Cost Structure of Li-ion Battery
  • Li-ion Battery Industry Chain
  • Suppliers of Lithium Battery Upstream Materials in China
  • Suppliers of Lithium Battery Materials in China
  • Lithium Battery Downstream Companies in China
  • Output of Lithium Battery in China, 2008-2016
  • Comparison among Different Lithium Battery Production Technologies
  • Technology Roadmaps of Major Chinese Lithium Battery Manufacturers
  • Lithium Power Battery Supply System in China
  • Lithium Power Battery Application Structure (by Market) in China, 2016
  • Market Share of Main Battery Manufacturers, 2016
  • Shipments of Main Battery Manufacturers, 2016 (MWh)
  • Electric Passenger Car (EV&PHEV) Sales Volume in China, 2011-2020E
  • China's Electric Passenger Car Sales Volume as a Percentage of Global Total, 2011-2020E
  • Output of Lithium Power Battery (by Application) in China, 2011-2020E
  • Lithium Carbonate Production Flow of SQM
  • Operating Income of SQM, 2011-2016
  • Net Income of SQM, 2011-2016
  • SQM's Revenue from and Gross Margin of Lithium and Derivatives, 2009-2016
  • SQM's Revenue Breakdown by Lithium and Derivatives, 2009-2016
  • Lithium Carbonate Capacity of SQM, 2010-2020E
  • SQM's Sales Volume of Lithium and Derivatives, 2006-2016
  • SQM's Lithium Carbonate Sales Structure by Region Worldwide, 2012-2016
  • Lithium Resource Reserves of Albemarle
  • Distribution of Albemarle's Lithium Salt Processing Companies Worldwide
  • Operating Income of Albemarle, 2011-2016
  • Net Income of Albemarle, 2011-2016
  • Main Lithium Products of Albemarle
  • Lithium Carbonate Capacity of Albemarle, 2017-2020E
  • Albemarle's Commissioning of 20kt/a Battery-grade Lithium Carbonate Plant in La Negra, Chile
  • Albemarle's New Addition of 50kt/a Spodumene and Battery-grade Lithium Salts Capacity in 2020
  • FMC's Hombre Muerto Salt Lake Processing Technology
  • Operating Income of FMC, 2012-2016
  • FMC's Revenue Breakdown by Segment, 2016 (USD mln)
  • FMC's Revenue Structure by Region, 2016
  • FMC's Revenue from Lithium Products, 2006-2016
  • Lithium Carbonate Downstream Fields in Which FMC Set Foot
  • FMC's Prediction of Global Demand for Lithium Carbonate, 2016-2020E
  • Lithium Carbonate Capacity of FMC, 2014-2020E
  • Olaroz Salt Lake Technological Transformation and Optimization Technology Roadmap
  • Lithium Carbonate Capacity of Orocobre, 2017-2020E
  • Distribution of Nordic Mining's Resources
  • Organization Chart of Tianqi Lithium
  • Main Products and Their Applications of Tianqi Lithium
  • Total Revenue and Net Income of Tianqi Lithium, 2010-2017
  • Gross Margin of Lithium Salts of Tianqi Lithium, 2010-2016
  • Revenue Structure of Tianqi Lithium by Region, 2010-2016
  • Product Cost Structure of Tianqi Lithium, 2015-2016
  • Revenue and Net Income of Qinghai Salt Lake Industry, 2010-2017
  • Revenue Structure of Qinghai Salt Lake Industry by Product, 2015-2016
  • Transformation Process of Youngy Co., Ltd
  • Organization Chart of Youngy Co., Ltd, 2016
  • Revenue and Net Income of Youngy Co., Ltd, 2010-2017
  • Revenue Structure of Youngy Co., Ltd by Region, 2016
  • Cost Structure of Lithium Concentrate Products of Youngy Co., Ltd, 2015-2016
  • Lithium Ore Output, Sales Volume and Inventory of Youngy Co., Ltd, 2012-2016
  • Mineral Resource Reserves of Youngy Co., Ltd
  • Product R&D Scheme of Dongguan Tec-Rich Engineering, 2014-2018
  • Revenue and Net Income of Tibet Mineral Development, 2010-2017
  • Revenue Structure of Tibet Mineral Development by Product, 2016
  • Main Operating Indices of Lithium Carbonate Exploitation and Production Companies of Tibet Mineral Development, 2015-2016
  • Key Subsidiaries of Sichuan Western Resources Holding in New Energy Industry Chain
  • Revenue and Net Income of Sichuan Western Resources Holding, 2010-2017
  • Revenue Structure of Sichuan Western Resources Holding by Sector, 2016
  • Output and Sales Volume of Sichuan Western Resources Holding, 2016
  • Footprint of Jiangxi Ganfeng Lithium in Emerging Fields
  • Revenue and Net Income of Jiangxi Ganfeng Lithium, 2009-2017
  • Revenue and Gross Margin of Jiangxi Ganfeng Lithium by Product/Region, 2016
  • Product Production Flow of Jiangxi Ganfeng Lithium
  • Output and Sales Volume of Jiangxi Ganfeng Lithium by Product, 2016
  • Distribution of Lithium Resources of Jiangxi Ganfeng Lithium
  • Revenue and Net Income of Western Mining, 2010-2017
  • Revenue and Net Income of Tibet Urban Development and Investment, 2010-2017
  • Product Capacity Planning of Tibet Urban Development and Investment, 2013-2018
  • Revenue and Net Income of Jiangxi Special Electric Motor, 2009-2017
  • Capacities of Main Products of Xinjiang Lithium Salt Plant
  • Capacities of Main Products of Sichuan Ni & Co Guorun New Materials
  • Capacities of Main Products of Sichuan Jixiang Lithium Technology
  • Capacities of Main Products of ABA Guangsheng Lithium
  • Capacities of Main Products of Shanghai China Lithium Industrial
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