Power Battery in China in 2019
Power Battery in China in 2019
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【Power Battery in China in 2019]
Deliverable: Industry report PPT (118 pages)
Report contents:
This is the comprehensive industry macro analysis report regarding power battery market in China, which covers the current overview and latest trends in the Chinese power battery (lithium phosphate (LFP)), ternary battery, solid-state battery) market, major power battery players, government policies, industry alliances, funds, etc.
The data for the industry overview includes market size of power battery, introductory to the current and future technology development trend of LFP and Ternary battery, introductory to the current and future technology development trend of key component (positive electrode, negative electrode, separator, electrolyte), comprehensive summary of both central and local government related policies and development roadmaps, as well as information about related fund/industry alliance.
The data for major power battery players includes in depth analysis of business layout, together with overview information such as company’s ownership structure, product information, as well as value chain information which include their battery component supplier, customer, strategic partner etc.
Survey period: From July to September, 2019
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Table of Contents
Part 1. Overview
-New energy vehicle market grows with great potential in China
-Power battery industry grows with commonalities and specialties with NEV market
-Structure overview of power battery system
-Key Drivers for Developing Power Battery Industry
Part 2. Power Battery Industry
-Comparison of 2 Main Positive Electrode Materials
-Market Trend of LFP and Ternary
-Comparison Among Different Packaging
-Market Trend of Cells With Different Packaging
-Major Enterprises for Manufacturing Power
-Comparison Among Power Battery Enterprises
-Geographic Distribution of Power Battery Enterprises
-Technology Advancement of Enterprises
-Overview of Leading Power Battery Enterprises and Their Cooperated Vehicle Manufactures
Major Player –CATL
-Brief introduction of CATL and its core technical team
-CATL’s Ownership Structure by 2019Q1
-Power battery is main focus and revenue stream of CATL
-CATL keeps leading role in power battery market for its core technology, cost control and business model
-Strategy 1) keep perfecting performance on key-component
-Technology roadmap and production capacity expansion plan of CATL
-Strategy 2) cost management and 3) system integration
Major Player –BYD
-Brief introduction of BYD and its current layout in NEV market
-BYD’s core competence: in-house production and rich connection with partners
-Strategy: seek for opportunities in cooperation with external partners
-Production capacity expansion plan of BYD
Major Player –Gotion
-Brief introduction of Gotionand its global research platform
-Gotionfocuses mainly on LFP battery and target at commercial vehicles and buses, expecting to capture the cost advantage over competitors
-Strategy: 1) leverage most resources in LFP battery development; 2) seek for more cooperation with vehicle manufacturers
Major Player –Farasis
-Farasisis a emerging power battery company with profound technical background and highperformance products
-Production capacity distribution and future plan of Farasis: both domestic and oversea expansion is planned
Major Player -EVE Energy
-Brief introduction of EVE and its core technologies
-Strategy: 1) redesign product portfolio 2) target at global high-and market Upstream Component Analysis
-Overview of upstream component market and technology development trend
Key Component -Positive Electrode
-Capital and technology are two core issues for the long-term success of positive electrode companies
-Current market for positive electrode is not concentrate, there is no company with absolute dominance
Key Component -Negative Electrode
-Synthetic graphite is currently mainstream of negative electrode materials
-Negative electrode market is steadily growing
-Enterprises are beginning the layout in Si/C materials
Key Component –Separator
-Separator market is relatively small and stable; opportunities exist in high-end market with currently limited domestic players
-Performance and cost issues are two major drivers for preparing separator
-The market concentration of separator is expected to increase
Key Component –Electrolyte
-The cost of electrolyte depends largely on solute while the performance relies on highperformance additives
-Domestic production has led global separator market with a moderate market concentration
Solid-State Battery
-Principles
-Material systems and current effective strategies for high-energy density and safety solid-state batteries
-Tech Trend –IP Issues
-Tech trend -Overview of main enterprises and institutes
-Tech Trend -R&D Stage of Main Enterprises and Institutes
-Major Player –GanfengLithium
-Major Player –WeLionNew Energy
-Major Player –CATL
Part 3. Central Government Policies
-Central Government Policies
-Major policies on power battery
-Overview of ‘Made in China 2025’
-‘Made in China 2025’ Roadmap
-Technology Roadmap for EV battery
-Technology Roadmap for PHEV battery
-Technology Roadmap Comparison between EV & PHEV battery
-Technology Roadmap for New Battery System
-Technology Roadmap for Positive Electrode Material
-Overview of Central Government Policies Categorized According to Power Battery Lifecycle
-Upstream Manufacturing Parts
-Key new materials from upstream suppliers are encouraged for downstream stakeholders to try with insurance compensation
-Upstream Manufacturing Parts-The basic research on power battery-related components is supported by national key R&D programs
-Power Battery Enterprises-Exemplary Project for Intelligent Manufacturing
-Power Battery Enterprises-Loosen trend for market access for foreign invested enterprises in NEV-related investment
-Products and Specifications-Various catalogues together build a dynamic barrier for NEV industry
-Products and Specifications-The large portion of EV in the Announcement indicates China’s priority on EV development
-Products and Specifications-Distribution of different vehicle types among newly announced NEVs
-Products and Specifications-Overview of subsidy policies
-Products and Specifications-Subsidy policies for passenger vehicles
-Products and Specifications-Subsidy policies for buses
-Products and Specifications-Subsidy policies for commercial vehicles
-Recycling-Trials establishing network of recycling and reutilization in pilot regions began, in hopes of a more complete and efficient nationwide recycling system
Part 4. Local Government Policies
-verview of Local Government Policy On Power Battery
-Provincial Subsidy
-Municipal subsidy
-Beijing
-Shanghai
-Tianjin
-Hunan Province-subsidy & reward policy
-Hunan Province-Recycling
-Guangdong Province
-Cities in Pearl River Delta take active actions in NEV-related policies
-Jiangxi Province Local Government Policies-Guangxi Provinc
-Insights on China’s Power Battery Industry
Part 5. Fund/Associations
Fund-Provincial government and research institute take active participation in the establishment of funds
Associations-Overview of currently-active associations in power battery and related industry
Associations-China Automotive Power Battery Industry Innovation Alliance
Associations-China Association of Power Sources
Associations-China Power Battery Recycling and Ladder Utilization Union
Associations-China Energy Storage Alliance
Part 6. Appendix:Energy Storage Industry
-The energy storage is widely used in scenarios from power generation to end-use consumption
-Domestic energy storage market is growing with government support
-Domestic electrochemical energy storage market is growing fast and lithium-ion battery is the majority
-Technology roadmap for electrochemical energy storage
-Drivers for developing and commercializing batteries for energy storage
-Policy support for promoting energy storage industry
-Demand side –Grid support
-Demand side –Renewable Energy integration
-Supply Side –Cascade Recycling of Waste Power Batteries
-Supply Side –Continuous Research and Development on Promising Batteries
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