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中国の二次電池産業における現況

Current State of Chinese Secondary Battery Industry

発行 SNE Research 商品コード 737739
出版日 ページ情報 英文 103 Pages
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中国の二次電池産業における現況 Current State of Chinese Secondary Battery Industry
出版日: 2018年10月08日 ページ情報: 英文 103 Pages
概要

EV、ESSおよびCE市場の成長により、電池はこれまで以上にますます重要になっています。

当レポートでは、中国の二次電池産業について取り上げ、全体的な動向ならびに産業を取り巻く状況などについて分析しており、中国におけるEV関連の規制、タイプ別による二次電池企業の供給状況、中国におけるEV・ESS・CE市場の現況と展望などをまとめています。

第1章 イントロダクション

第2章 中国におけるEVおよび二次電池関連の政府機関システム

  • 背景
  • 機関ごとの役割

第3章 中国におけるEV関連規制・助成金

  • NEVナンバープレート政策
  • NEV向けインテンシブ政策
  • 中国におけるNEV助成金政策

第4章 中国における電池の供給状況 (電池のタイプ別)

  • 中国における二次電池市場の年間利益
  • 中国における二次電池市場の変動

第5章 中国におけるリチウムイオン二次電池メーカーの業績

  • 上位30社:2017年の売上
  • 上位30社:2013-2017年の総売上
  • 中国のリチウムイオン二次電池における上位ランキングの変動
  • 高成長率を示す中国のリチウムイオン二次電池企業
  • カソードマテリアル企業の業績
  • アノードマテリアル企業の業績

第6章 動力電池の出荷高

  • 出荷高ベースの業績:企業別
  • 出荷高総計ベースの業績:2014-2017年
  • 上位2社の年間出荷高

第7章 動力二次電池の供給状況:カソードマテリアルのタイプ別

  • 供給の変動:カソードマテリアルのタイプ別

第8章 中国における電気自動車市場の状況・展望

  • 中国のNEV目標
  • 中国における新エネルギー自動車の供給理由
  • 中国の新エネルギー自動車の開発計画

第9章 中国におけるESS市場の状況・展望

  • 中国におけるESSの拡大能力

第10章 中国におけるCE市場の状況・展望

  • CE市場の拡大
  • 低速EV市場の可能性

付録

目次

Due to the growth of EV, ESS and CE markets, the importance of batteries has become more important than ever. Of those, the importance has been revealed as a lot of increase has appeared in the demand markets for high-performance lithium-ion batteries. Currently, most of those high-performance lithium-ion batteries are mainly manufactured in 3 countries of Korea, China, and Japan; the rankings of CATL and BYD have jumped up from the 3rd and 4th places, respectively, in the first half of last year, to the 1st and 3rd ones, suggesting that the effect on the global market has gradually increased. Recently, however, as subsidy policies have changed and many small & mid-sized battery companies and several large-sized ones have gone bankrupt, it is becoming harder to predict how the situation will be changed in the Chinese battery industry. In this report, we are going to investigate how the Chinese battery market was in 2017 and how it will change in the future, while exploring in detail the overall trends and circumstances of the Chinese battery industry, in line with these changing market trends.

In order to investigate the Chinese battery market, this report will examine three major areas as follows:

  • 1. EV-related Regulations in China
  • 2. Supply Status of Secondary Battery Company by Type
  • 3. Current Status and Outlook in China on EV, ESS, and CE Markets of 3 Major Demanding Places for Battery

In the China's legislations, we would like to examine what EV-related government agencies exist in China and what kind of works they are usually engaged in and then, investigate closely the NEV license plate policy and the subsidy policies recently revised. When it comes to the current status of the secondary battery industry, we are going to look into how the shipments and sales were in 2017, and much more closely investigate the manufacturers of Li-ion batteries and power cells. Finally, in the current status and outlook of EV, ESS, and CE markets, we will examine why the Chinese market is proceeding toward such a direction and how the current market is growing, as well.

The Strong Points in this report are as follows:

  • 1. Grasping the current status of EV-related agencies and policies in China
  • 2. Understanding the status of Chinese secondary battery market
  • 3. Apprehending sales by each battery maker
  • 4. Grasping sales by battery types
  • 5. Understanding the trends of battery material companies
  • 6. Apprehending the current status of 3 major battery markets (EV, ESS, and CE)

Table of Contents

1. Introduction

2. Government Agency System related to EVs and Secondary Batteries in China

  • 2.1. Background
    • 2.1.1. Structure of China's NEV-related organizations
  • 2.2. Roles by Agency

3. EV-related Regulations and Subsidies in China

  • 3.1. NEV License Plate Policy
    • 3.1.1. Test GB/T that power batteries should pass though
    • 3.1.2. Approval process & procedure of license plate issuance
    • 3.1.3. CCC certification process& procedure
    • 3.1.4. Nationally available NEV license plate
  • 3.2. Incentive Policy for NEV
    • 3.2.1. Policy direction of Chinese secondary battery industry
    • 3.2.2. Duty free on acquisition and registration taxes
    • 3.2.3. Manufacturing planning of NEV and management rules of product access
    • 3.2.4. Status on vehicle purchase and driving by region in China
  • 3.3. NEV Subsidy Policy in China
    • 3.3.1. Flow of NEV government subsidy
    • 3.3.2. Status of subsidy policy announced at the end of 2017
    • 3.3.3. NEV subsidies by region
    • 3.3.4. Recommendation list of EVs for 2017

4. Battery Supply Status in China (by Battery Type)

  • 4.1. Annual Returns of Chinese Secondary Battery Market
    • 4.1.1. Sales from 2012 to 2017
    • 4.1.2. Total sales by battery types from 2012 to 2017
  • 4.2. Changes in Chinese Secondary Battery Market

5. Performance Status for Li-ion Rechargeable Battery Makers in China

  • 5.1. Top 30 Companies based on 2017 Sales
    • 5.1.1. TOP 30 of business ranking
    • 5.1.2. Proportion by company
  • 5.2. Top 30 Companies based on Total Sales from 2013 to 2017
    • 5.2.1. TOP 30 of business ranking
    • 5.2.2. Annual total graph
    • 5.2.3. Annual sales graph
  • 5.3. Upper Ranking Change on Chinese Li-ion Rechargeable Battery
  • 5.4. Chinese Li-ion Rechargeable Battery Companies with High Growth Rate
  • 5.5. Performance Status of Cathode Material Companies
    • 5.5.1. Shipments from 2014 to 2017
    • 5.5.2. Sales volume graph by company in 2017
    • 5.5.3. Sales comparison by year (2014-2017)
  • 5.6. Performance Status of Anode Material Companies
    • 5.6.1. Shipments from 2014 to 2017
    • 5.6.2. Sales volume graph by company in 2017
    • 5.6.3. Sales comparison by year (2014-2017)

6. Shipments of Power Cells

  • 6.1. Performance Status based on Shipments by Company in 2017
    • 6.1.1. Top 20
    • 6.1.2. Graph
    • 6.1.3. Share by company
  • 6.2. Performance Status based on added-up Shipments from 2014 to 2017
    • 6.2.1. Top 20
    • 6.2.2. Total shipment graph
    • 6.2.3. Annual shipment graph
  • 6.3. Annual Shipments of Top 2 Companies

7. Status of Power Secondary Battery Supply by Types of Cathode Materials

  • 7.1. Variation of Supply by Types of Cathode Materials
    • 7.1.1. Comparison of supply from 2016 to 2017
    • 7.1.2. Comparison of cathode material ratio from 2016 to 2017
    • 7.1.3. Proportion of cathode materials used by types of EVs in 2017

8. Status and Outlook for Chinese Electric Vehicle Market

  • 8.1. China's NEV Goal
    • 8.1.1. Expansion of supply for new energy vehicles
    • 8.1.2. Targets on energy density for supply of new energy vehicles
  • 8.2. Reasons for Supply of New Energy Vehicles in China
    • 8.2.1. Reasons for supply of new energy vehicles
    • 8.2.2. Environmental pollution
    • 8.2.3. Import of energy
  • 8.3. China's Development Plan of New Energy Vehicle

9. Status and Outlook of ESS Market in China

  • 9.1. Extension Capacity of ESS in China
    • 9.1.1. ESS capacity annually extended in China
    • 9.1.2. Accumulated ESS capacity by cities in China

10. Status and Outlook of CE Market in China

  • 10.1. Expansion of CE market
    • 10.1.1. Expansion of smartphone market
    • 10.1.2. Acceleration of replacement of lead-acid batteries for electric power-assisted bicycles with lithium-ion batteries
  • 10.2. Potential of Low-Speed EV Market

Appendix: List of Top 100 Battery Companies in China

Appendix: Location of Major Battery Makers in China

Appendix: New Subsidy Policy in 2018

Appendix: Status of Power Battery Companies in the First Half of 2018

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