Tá tionscal ceallraí litiam cumhachta tar éis dul isteach i gcéim fáis tapa, agus tá dul chun cinn tapa déanta ag an réimse fuinnimh nua
With the rise of new energy vehicles, my country's power battery industry has entered a stage of rapid growth since 2014, with shipments increasing from 3.7GWh in 2014 to 30.5GWh in 2016, with a compound growth rate of 288 percent . In 2017, affected by the decline of new energy subsidies, the growth rate of power battery shipments dropped to 19 percent , and the annual shipments were 36.2GWh.
Léiríonn na sonraí, faoi dheireadh 2017, gur shroich an cumas táirgthe ceallraí cumhachta baile iomlán 135GWh, agus ba é 110GWh an cumas táirgthe éifeachtach, cé nach raibh an loingsiú ceallraí cumhachta bliantúil ach 36.2GWh, agus bhí an meánráta úsáide acmhainne níos lú ná 40 faoin gcéad. . Meastar gur féidir le ráta úsáide acmhainne na bhfiontar tosaigh 80 faoin gcéad a bhaint amach, agus níl an ráta úsáide acmhainne i roinnt fiontar beag agus meánmhéide ach 10 faoin gcéad, agus is é an cumas táirgthe deiridh íseal. soiléir. Sa dá bhliain atá romhainn, cuirfidh monaróirí ceallraí den chéad chiseal cumas táirgthe nua isteach fós. Táthar ag súil go mbainfidh cumas táirgthe iomlán na gcadhnraí cumhachta 206GWh agus 285GWh i 2018 agus 2020, faoi seach. Beidh an t-éileamh ar chadhnraí cumhachta sa tréimhse chéanna 47GWh agus 97GWh, faoi seach. Tá an teicneolaíocht ar ais agus tá easpa custaiméirí cobhsaí feithicle ann. cuirfear deireadh le cumas beag.
In November 2016, the Ministry of Industry and Information Technology issued the "Regulations for the Automotive Power Battery Industry" (2017) (Draft for Comment), which greatly increased the annual production capacity of lithium-ion power battery monomer enterprises from 0.2GWh to 8GWh. At present, there are only 5 enterprises. To meet the production capacity standards, according to the production expansion plans announced by various manufacturers, 14 companies will meet the production capacity standards in 2020. In 2017, the number of power battery companies declined for the first time, and the clearing effect of small production capacity was beginning to appear. In the context of falling prices and pressure on profitability, it is difficult for small and medium-sized enterprises to expand production. It is estimated that the domestic demand for power batteries will be about 100GWh in 2020, and there will be no more than 20 power battery manufacturers by then.
More than 90 percent of the global power battery production capacity is concentrated in China, Japan and South Korea. Japan has vigorously invested in lithium battery research since the 1990s, South Korea has followed up rapidly in the 21st century, and China has taken the lead in the past two years. Japan's Panasonic, South Korea's LG Chem, and Samsung SDI basically monopolize the supply of power batteries for mainstream car companies in Japan, South Korea, and Europe and the United States. Driven by technological improvements and policies, the sales of new energy vehicles in my country rapidly increased to 49 percent of the total sales of new energy vehicles in the world in 2017, driving the rapid increase in the production and sales of upstream power batteries. Among the top ten global power battery sales in 2017, domestic companies occupy seven seats, with a total global market share of 47 percent . Among them, CATL power battery sales volume is 11.82GWh, with a global market share of 17 percent , surpassing Panasonic to become the world's largest power battery manufacturer. In addition to supplying domestic OEMs, Chinese companies have begun to seek cooperation with world-class OEMs. CATL has entered the supply chain of BMW and Volkswagen, and competes directly with Japanese and Korean companies in the international market.
