市場調査レポート

中国の二次電池産業の現状 (2016年)

<2016> Current State of Chinese Secondary Battery Industry (2012~2015)

発行 SNE Research 商品コード 338931
出版日 ページ情報 英文 86 Pages
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中国の二次電池産業の現状 (2016年) <2016> Current State of Chinese Secondary Battery Industry (2012~2015)
出版日: 2016年06月23日 ページ情報: 英文 86 Pages
概要

2015年における中国の二次電池産業の規模は、前年比で16.2%、過去4年の年平均成長率では6.5%増となる2653億人民元 (RMB) を記録しました。成長の中心はリチウムイオン二次電池であり、特にEV用のリチウムイオン二次電池の市場は同年、985億人民元 (RMB) の規模を記録しました。

当レポートでは、中国の二次電池産業と主要事業者の動向について調査し、中国の二次電池産業全体の動向、リチウムイオン二次電池およびEV用リチウムイオン二次電池の製造・販売動向、電池および材料など各種コンポーネントの主要事業者の売上および販売数の推移、中国政府による産業発展のための支援策などについてまとめています。

第1章 中国の二次電池供給の現状

  • 年間売上の推移:電池タイプ別
  • 年間販売量の推移:電池タイプ別
  • 中国のリチウム電池市場の規模
  • 中国のEV用リチウム電池市場の規模
  • EV用電池の供給量:製造業者別
  • 電池製造業者の現状:製造業者数・地域
  • 電池の製造設備容量 (GWh)
  • 電池製造量拡大計画
  • 現在の現在の電池供給量:アノード材料別
  • 現在の電池供給量:アノード材料別・EVタイプ別
  • 中国のリチウムイオン二次電池製造業者の実績 (売上の推移)
  • 中国の主要リチウムイオン二次電池製造業者の実績 (市場シェア)
  • 中国の主要リチウムイオン二次電池製造業者の実績 (売上の推移)
  • EV用リチウムイオン二次電池製造業者の実績 (車両数)
  • 主なEV用リチウムイオン二次電池製造業者の実績 (車両数)
  • 主なEV用リチウムイオン二次電池製造業者の実績 (車両数)
  • 主なEV用リチウムイオン二次電池製造業者の実績 (車両数)
  • 三元系リチウムイオン二次電池の導入率 (乗用車数)
  • LFPリチウムイオン二次電池の導入率 (乗用車数)

第2章 中国の二次電池需要の現状

  • 新エネルギー自動車の販売拡大
  • 新エネルギー自動車の販売実績
  • 電気自動車の月間製造実績
  • 新エネルギー自動車の販売の根拠
  • 環境汚染
  • エネルギーの輸入
  • 新エネルギー自動車産業開発計画
  • 自動車製造・販売の拡大
  • 電気自動車用電池の需要
  • 発電所用ESSと再生可能エネルギー発電・新エネルギー発電とのリンク
  • 高速ブロードバンドネットワークによる通信用ESS需要
  • スマートフォン市場の拡大
  • Eバイク用鉛蓄電池のリチウムイオン電池への交換の加速
  • 低速電気自動車市場の可能性

第3章 中国のリチウムイオン二次電池産業の分析

第4章 中国のリチウムイオン二次電池製造業者の現状

  • 中国のリチウムイオン二次電池パッケージの実績
  • 中国のリチウムイオン二次電池材料の製造実績
  • 中国のリチウムイオン二次電池アノード材料の売上
  • 中国のリチウムイオン二次電池アノード材料製造業者の実績
  • 中国の主要リチウムイオン二次電池カソード材料製造業者の実績
  • 中国のリチウムイオン二次電池電解質製造業者の実績
  • 中国のリチウムイオン二次電池セパレーター製造業者の実績
  • 中国のリチウムイオン二次電池設備製造業者の実績

第5章 他の二次電池製造業者の現状

  • 中国の鉛蓄電池製造業者の実績
  • 中国のニッケル電池製造業者の実績
  • 中国のリチウム一次電池 製造業者の実績
  • 中国の亜鉛・マンガン・アルカリ・電池製造業者の実績

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目次

The size of the Chinese secondary battery industry in 2015 was 265.3 billion yuan (RMB), which is equivalent to 50 trillion won. It grew 16.2% year-on-year and the average annual growth rate is 6.5% in the last four years. In the center of the growth are lithium ion secondary batteries, especially the growth of cells for electric vehicles. The size of the Chinese lithium ion secondary battery market in 2015 was 98.5 billion yuan (RMB), which grew 1.5 times compared to the year before.

Power batteries for electric vehicles grew to take up around one third of the whole lithium ion secondary battery market. BYD is number one in market share in terms of shipments, followed by CATL and Lishen. It is predicted that the Chinese lithium ion battery industry will continuously grow, and the main factor is the expansion of new energy vehicle distribution by the Chinese government. The Chinese government is targeting accumulated distribution of 5 million new energy vehicles until 2020, and for that they are supporting all related industries such as materials, batteries, and automobiles. Other than that, demand will continuously increase due to solar power-linked ESS for generation, communication ESS built for high speed broadband networks, expansion of the smartphone market, application of lithium ion batteries on e-bikes, and expansion of the low-speed electric vehicle market.

Especially the market for EV power batteries grew more than twice the volume in 2014 in 2015, it is also expected to grow more than two times in 2016.

This report has researched supply volume in the Chinese secondary battery market per type of battery, and has especially researched and analyzed in detail the supply volume of power batteries for EV among lithium ion batteries with standing out growths. We have analyzed each producer's supply volume, production capacity, and supply volumes per type of anode material and per type of EV linked to EV production volume. Then, we have analyzed demand of batteries along with the policy direction of the Chinese government.

Table of Contents

1. Current State of Chinese Secondary Battery Supply

  • 1.1 Current State of the Chinese Battery Market (Yearly Sales per Battery Type, 2012~2015)
  • 1.2 Current State of the Chinse Battery Market (Yearly Sales Volume per Battery Type, 2012~2015)
  • 1.3 Size of the Chinese Lithium Battery Market (2015)
  • 1.4 Size of the Chinese Lithium Battery Market for Electric Vehicles (2015)
  • 1.5 Supply Volume of Power Batteries for Electric Vehicles per Producer (2015)
  • 1.6 Supply Volume of Power Batteries for Electric Vehicles per Producer (Comparison of 2014 and 2015)
  • 1.7 Current State of Power Battery Producers (Number of Producers, Regions)
  • 1.8 Power Battery Production Capacity (GWh)
  • 1.9 Plans for Production Increase of Power Batteries ( ~2020)
  • 1.10 Current Battery Supply per Anode Material (2015)
  • 1.11 Current Battery Supply per Anode Material and per EV Type (2015)
  • 1.12 Current Performances of Chinese Lithium Ion Secondary Battery Producers (Sales, 2013~2015)
  • 1.13 Current Performances of Top Chinese Lithium Ion Secondary Battery Producers (Market Share in terms of Sales, 2015)
  • 1.14 Current Performances of Top Chinese Lithium Ion Secondary Battery Producers (Sales, 2013~2015)
  • 1.15 Current Performances of Producers of Lithium Ion Secondary Power Batteries for Electric Vehicles (Number of Vehicles, 2015)
  • 1.16 Current Performances of Top Producers of Lithium Ion Secondary Power Batteries for Electric Vehicles (Number of Vehicles, 2015)
  • 1.17 Current Performances of Top Producers of Lithium Ion Secondary Power Batteries for Electric Vehicles (Number of Vehicles, 2015)
  • 1.18 Current Performances of Top Producers of Lithium Ion Secondary Power Batteries for Electric Vehicles (Number of Vehicles, 2015)
  • 1.19 Application Rate of Ternary Lithium Ion Secondary Power Batteries (Number of Passenger Cars, 2015)
  • 1.20 Application Rate of LFP Lithium Ion Secondary Power Batteries (Number of Passenger Cars, 2015)

2. Current State of Chinese Secondary Battery Demand

  • 2.1 Expansion of Distribution of New Energy Vehicles
  • 2.2 Distribution Volume of New Energy Vehicles in 2015
  • 2.3 Monthly Production of Electric Vehicles (2015)
  • 2.4 Reasons for Distribution of New Energy Vehicles
  • 2.5 Environmental Pollution
  • 2.6 Import of Energy
  • 2.7 Plans for Development of the New Energy Vehicle Industry
  • 2.8 Increase in Vehicle Production and Distribution
  • 2.9 Demand for Power Batteries for Electric Vehicles
  • 2.10 ESS for Power Generation Linked to New and Renewable Energy Generation
  • 2.11 Demand for ESS for Communications due to Construction of High Speed Broadband Networks
  • 2.12 Expansion of the Smartphone Market
  • 2.13 Acceleration of Replacement of Lead Storage Batteries for E-Bikes with Lithium Ion Batteries
  • 2.14 Potential of the Low Speed Electric Vehicle Market

3. Analysis of the Chinese Lithium Ion Secondary Battery Industry

  • 3.1 Main Challenging Factors of the Chinese Secondary Battery Industry
  • 3.2 Improvement Directions in Manufacturing
  • 3.3 Improvement Directions in Technology
  • 3.4 Financial Support Policies for New Energy Vehicle Distribution (Central Government)
  • 3.5 Financial Support Policies for New Energy Vehicle Distribution (Regional Governments)
  • 3.6 Test GB/T Power Batteries Need to Pass
  • 3.7 List of Model Producers of Secondary Batteries in the First Half of 2016
  • 3.8 Policy Directions for the Chinese Secondary Battery Industry

4. Current State of Chinese Lithium Ion Secondary Producers (2014)

  • 4.1 Current Performances of Chinese Lithium Ion Secondary Battery Packages
  • 4.2 Current Productions of Chinese Lithium Ion Secondary Battery Materials
  • 4.3 Sales of Chinese Lithium Ion Secondary Battery Anode Materials
  • 4.4 Current Performances of Chinese Lithium Ion Secondary Battery Anode Material Producers
  • 4.5 Current Performances of Top Chinese Lithium Ion Secondary Battery Cathode Material Producers
  • 4.6 Current Performances of Chinese Lithium Ion Secondary Battery Electrolyte Producers
  • 4.7 Current Performances of Chinese Lithium Ion Secondary Battery Separator Producers
  • 4.8 Current Performances of Chinese Lithium Ion Secondary Battery Equipment Producers

5. Current State of Producers of Other Secondary Batteries in China (2014)

  • 5.1. Current Performances of Chinse Lead Storage Battery Producers
  • 5.2. Current Performances of Chinese Nickel Battery Producers
  • 5.3. Current Performances of Chinese Lithium Primary Battery Producers
  • 5.4. Current Performances of Chinese Zinc, Manganese, and Alkali Battery Producers
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