Power Battery in China in 2019

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【Power Battery in China in 2019]

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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