Power Battery in China in 2019

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Deliverable: Industry report PPT (118 pages) 

Report contents: reports on power battery (lithium phosphate (LFP)) in China, ternary battery, solid state battery), market trend, market players, industry associations, funds, 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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