边锋游戏

产能盘点I | 400GWh!寒冬中的暖阳?主流电池企业扩增迅速
发布时间:2019-12-28 09:16:00
关键词:动力电池锂电池

边锋游戏DONGLIDIANCHIYINGYONGFENHUIYANJIUBUTONGJISHUJUXIANSHI,2019NIAN1-11YUEWOGUOXINNENGYUANQICHELEIJICHANLIANG102.19WANLIANG,TONGBIZENGZHANG2.97%,LEIJIZHANGFUJIAOXIAO。CONGDANGQIANDEFAZHANQUSHIKAN,JINNIANNIANMODECHONGLIANGBIAOXIANMINGXIANBUJIQUNIAN,YINCI,2019NIANQUANNIANCHANLIANGHENKENENGCHUXIANJIN10NIANLAIDESHOUCIFUZENGZHANG。ZAIZHUANGJILIANGFANGMIAN,2019NIAN1-11YUE,WOGUODONGLIDIANCHILEIJIZHUANGJILIANGWEI52.47GWh,TONGBIZENGZHANG20.51%。

据不完全统计,2019年我国动力电池市场拟建、新建项目数量,在所谓的“至暗时刻”依然蔚为可观,新增产能超过400GWh,这其中既有传统主流电池企业新项目迅速扩增,也有新晋电池企业的项目落地,还有固态电池等新电池技术的投建。据电池中国网观察,新电池项目还呈现出从东部沿海向内陆靠拢发展的趋势,产线投资总额较高,资本较为雄厚。接下来,电池中国网将分别从“主流企业扩增迅速”、“后起之秀产能崛起”、“固态电池项目落地”这三个方面,来回顾2019年我国动力电池业的产能扩充情况,下面我们来看下主流企业的产能扩增情况:


产能盘点I | 400GWh!寒冬中的暖阳?主流电池企业扩增迅速

1.比亚迪年产20GWh动力电池项目&宁乡动力电池生产基地项目开工

2YUE22RI,ZHONGQINGBIYADIXINNENGYUANQICHEDIANCHISHENGCHANJIDIJI“YUNBA”XIANGMUKAIGONG。XIANGMUZONGTOUZI100YIYUAN,NIJIANSHE8TIAOLILIZIDIANCHISHENGCHANXIAN,YIQIGONGCHENGJIHUAYINIANNEIJIANCHENGBINGTOUCHAN,QUANBUJIANCHENGHOUNIANCHANNENGJIANGTUPO20GWh。

5YUE28RI,BIYADININGXIANGDONGLIDIANCHISHENGCHANJIDIXIANGMUZAIZHANGSHAKAIGONGJIANSHE。XIANGMUYIQIJIHUATOUZI50YIYUAN,JIANCHENGHOUYUJINIANXIAOSHOUSHOURUYUEBAIYIYUAN,XIANGMUBAOKUODONGLIDIANCHIDIANXIN、MOZUYIJIXIANGGUANPEITAOCHANYEDENGHEXINCHANPINDEZHIZAO,JIANGDAZAOHUAZHONGXINNENGYUANQICHEDONGLIDIANCHIZHANLVEJIDI。

2.亿纬锂能6GWh软包项目开工&拟与SK创新合资建设年产能20-25GWh软包产线

3YUE7RI,YIWEILINENGZIGONGSIYIWEIJINENGJIANGZAIHUIZHOUZHONGKAI(GUOJIAJI)GAOXINJISHUCHANYEKAIFAQUXIAQUFANWEINEIJIANSHETOUZIDONGLIDIANCHIXIANGMU,XIANGMUGUDINGZICHANTOUZIYUE30YIYUAN。XIANGMUZHUYAOYANFASHENGCHANQICHEYONGRUANBAODIANCHIDIANXIN、MOZUHECHUNENGXIANGGUANCHANPIN,CHANNENGYUEWEI6GWh,BINGYU3YUE28RIKAIGONGJIANSHE,YUJIJIANGYU2020NIAN6YUEJIANCHENGTOUCHAN。

边锋游戏9YUE27RI,YIWEILINENGFABUGONGGAOCHENG,GONGSIHUOZIGONGSIYIWEIYAZHOUYOUXIANGONGSINIYUSKCHUANGXINZHUSHIHUISHEQIANSHU《HEZIJINGYINGHETONG》,HEZIGONGSIJIANGZHUYAOSHENGCHANRUANBAODONGLIDIANCHI,NIANSHENGCHANNENGLIWEI20-25GWh。YIWEILINENGHUOYIWEIYAZHOUJIANGCHUZIXIANJIN5.25YIMEIYUAN(YUEHERENMINBI36.69YIYUAN),ZHANHEZIGONGSIZHUCEZIBENDE50%。

3.万向聚能城80GWh项目开工

3YUE25RI,ZONGTOUZI680YIYUANDEWANXIANGCHUANGXINJUNENGCHENGDIANCHIHECHUNENGXIANGMUKAIGONG,XIANGMUJIANGYINJINGUOJILINGXIANDEQUANZIDONGDIANCHISHENGCHANXIAN,QUANBUDACHANHOUKEXINGCHENGNIANCHAN80GWhDIANCHIDESHENGCHANNENGLI。

4.欣旺达新建30GWh项目

边锋游戏3YUE27RI,NANJINGLISHUIQURENMINZHENGFUYUHUAXIAXINGFU、XINWANGDADENGQIANSHULEHEZUOXIEYI,XINWANGDAJIANGZAILISHUICHANYEXINCHENGJIANSHEDONGLIDIANCHIDIANXINJIpackZHIZAOYANFASHEJIJISHENGCHANJIDI。XIANGMUTOUZIZONGEWEI120YIYUAN,DACHANHOUKEXINGCHENG30GWhCHANNENG。

5.时代一汽拟投44亿元建动力电池项目

4YUE24RI,NINGDESHIDAIXUANBUNIYOUKONGGUZIGONGSISHIDAIYIQIZAIFUJIANNINGDESHITOUZIJIANSHEDONGLIDIANCHIXIANGMU。XIANGMUJIANSHEZHOUQIWEI36GEYUE,TOUZIZONGEBUCHAOGUORENMINBI44YIYUAN。

6.桑顿新能源拟建8GWh软包产线

边锋游戏5YUE31RI,SANGDUNXINNENGYUANFABUGONGGAOCHENG,WEIZAIZHANGSHANIJIANDE8GWhRUANBAODIANXINSHENGCHANXIANJINXINGXIANGMUZHAOBIAO,YUJIDACHANHOUSANGDUNZONGCHANNENGJIANGCHAO17GWh。

7.恒大拟建50GWh超级工厂

6YUE11RI,GUANGZHOUSHIRENMINZHENGFUYUHENGDAJITUANQIANSHUZHANLVEHEZUOKUANGJIAXIEYI。HENGDAJIANGTOUZI1600YIYUANZAIGUANGZHOUNANSHAQUJIANSHEXINNENGYUANQICHEZHENGCHEYANFASHENGCHANJIDI、XINNENGYUANDIANCHIYANFASHENGCHANJIDI、DIANJIYANFASHENGCHANJIDISANDAJIDI,QIZHONG,XINNENGYUANDIANCHIYANFASHENGCHANJIDIJIANGJIANCHENG50GWhSHENGCHANGUIMODEDONGLIDIANCHICHAOJIGONGCHANG。

8.盟固利二期6GWh项目开工

边锋游戏6YUE18RI,RONGSHENGMENGGULIDONGLIDIANCHIERQIXIANGMUKAIGONGYISHIZAITIANJINJUXING,GUIHUACHANNENGWEI6GWh,JIHUAYU2020NIAN6YUEJIANCHENGTOUCHAN。

9.中航锂电20GWh项目落户厦门

6YUE30RI,ZHONGHANGLIDIAN20GWhDONGLIDIANCHIXIANGMULUOHUSHAMEN,GAIXIANGMUZONGTOUZI100YIYUAN,FENLIANGQISHISHI,YIQIJIHUA2020NIANDISIJIDUTOUCHAN,SUIHOUJIANGQIDONGERQIXIANGMUJIANSHE,QUANBUDACHANHOUKEXINGCHENGNIANCHAN20GWhDONGLIDIANCHISHENGCHANNENGLI。

10.海四达2GWh项目奠基

10YUE19RI,HAISIDANIANCHAN2GWhGAOBINENGGAOANQUANDONGLILIDIANZIDIANCHIJIDIANYUANXITONGXIANGMUJUXINGDIANJIYISHI。XIANGMUTOUZI10YIYUAN,JIHUAJIANGXINZENG4TIAOLILIZIDIANCHIQUANZIDONGSHENGCHANXIAN,MINGNIANNIANZHONGKESHIXIANTOUCHAN。

11.*ST猛狮签订5GWh锂电池项目

10YUE23RI,*STMENGSHIYUSANMENXIASHICHENGXIANGYITIHUASHIFANQUGUANLIWEIYUANHUI、SANMENXIASHITOUZIJITUANQIANSHU《LIDIANCHIXIANGMUHEZUOXIEYI》,JIUJIANSHE5GWhGAODUANLIDIANCHISHENGCHANXIANGMUDACHENGJUTIHEZUOYIXIANG,XIANGMUTOUZI25YIYUAN。

12.国轩高科拟投55亿元新建7GWh项目

11YUE18RI,GUOXUANGAOKEGONGGAOCHENGJIANGYUTANGSHANSHIZHENGFUQIANSHUHEZUOKUANGJIAXIEYI,NITOUJIANGUOXUANGAOKE(TANGSHAN)“5G”XINNENGYUANCHANYEJIDIXIANGMU,YUJIZONGTOUZI55YIYUAN。XIANGMUZHUYAOJIANSHEXINNENGYUANCHANYEJIDI,XINJIANDONGLILIDIANCHICHANNENG7GWh,JIANCHENGHOUYUXIANQIXIANGMUHEJIXINGCHENGZONGCHANNENG10GWh。XIANGMUTOUJIANZHOUQI2NIAN,YUJI2021NIANSANJIDUJIANGQUANMIANJIANCHENGBINGYUDANGNIANDISIJIDUZHENGSHITOUCHAN。

13.SKI拟投73.8亿元建设电池工厂

边锋游戏12YUE4RI,WAIMEIBAODAOCHENGSKINITOUZI10.5YIMEIYUAN(YUEHERENMINBI73.8YIYUAN)ZAIJIANGSUYANCHENGJIANLIYIZUOXINDEDONGLIDIANCHIGONGCHANG。ZHEIGEGONGCHANGDEDIANCHICHANNENGJIANGZHUYAOGONGYINGZAIYANCHENGSHENGCHANDEDONGFENGYUEDAQIYAQICHE,GAIZHUJICHANGZHENGZAIJINYIBUKUODAQIXINNENGYUANQICHECHANNENG。

14.宁德时代30GWh项目开工

边锋游戏12YUE24RI,NINGDESHIDAIWEIYUSICHUANYIBINDESICHUANSHIDAIDONGLIDIANCHIXIANGMUKAIGONG。NINGDESHIDAIJIANGTOUZI100YIYUAN,JIANSHENIANCHANNENG30GWhDEDONGLIDIANCHISHENGCHANXIAN。XIANGMUFENWEILIANGQIJIANSHE:YIQIXIANGMUZONGTOUZI45YIYUAN,JIANSHENIANCHANNENG15GWhDEDONGLIDIANCHISHENGCHANXIAN,JIANSHEZHOUQIBUCHAOGUO26GEYUE;ERQIXIANGMUZONGTOUZI55YIYUAN,JIANSHE15GWhDONGLIDIANCHISHENGCHANXIAN,JIHUAZAIYIQITOUCHANHOULIANGNIANNEIQIDONG。

从以上2019年国内拟建、新建的产能项目和规模来看,我国动力电池市场继续向头部集中,规模和市场占有率较高的动力电池企业,随着龙头电池企业产能增量,这类电池企业在上游议价及效益分摊等方面将更具优势,这也是企业在未来“群狼环绕”的市场竞争中杀出重围的有力保证。传统主流电池企业今年新规划、投建动力电池项目接近300GWh,值得注意的是,近两年新晋电池企业产能也在迅速增长,电池中国网将在“后起之秀产能崛起”、“固态电池项目落地”等方向进行系列报道,敬请关注。


稿件来源: 电池中国网
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