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全球掀起电池上游材料“扫货”模式
发布时间:2020-12-15 16:55:36
关键词:正极材料

全球掀起电池上游材料“扫货”模式


QUANQIUQICHEDIANDONGHUADEQUSHIBUKEZUDANG,QIEFAZHANFANGXIANGYIJINGQINGXIMINGLANG。SHOUCIYINGXIANG,SHANGYOUCAILIAOYEDEJINGZHENGYEFENGQIYUNYONG,JINQIBAOKUOLUOYANGMUYE、GANFENGLIYE、GELINMEI,YIJITESILADOUDASHOUBIZAIQUANQIU“SAOHUO”。

 

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电动汽车进入快速发展期 产业链布局应重视

 

SHUJUXIANSHI,QUANQIUXINNENGYUANQICHEXIAOLIANGYOU2015NIANDE54.6WANLIANGZENGZHANGZHI2019NIANDE221WANLIANG,NIANJUNFUHEZENGZHANGLVWEI41.8%。JINNIANWOGUOZHENGFUFABUDEXINNENGYUANQICHE2035FAZHANGUIHUATICHU,DAO2025NIANXINNENGYUANQICHEZAIXINCHEXIAOSHOUZHONGZHANBIYAODADAO20%,YUJIJIESHIGUONEIXINNENGYUANQICHENIANXIAOLIANGJIANGDADAO600WANLIANG。

 

ZHONGGUANQUANQIU,MUQIANBAOKUODAZHONG、DAIMULE、BAOMA、TONGYONG、FENGTIAN、XIANDAIDENGQUANQIUTOUBUZHENGCHEQIYE,DOUJIHUAZAIWEILAIJINIANLUXUTISHENGDIANDONGQICHEXIAOLIANGBIZHONG。XINGYEJIGOUCESUAN,DAO2025NIAN,QUANQIUXINNENGYUANQICHENIANXIAOLIANGJIANGCHAO1500WANLIANG,DUIYINGDEDONGLIDIANCHIXUQIUJIANGDADAO975GWh。

 

SHISHISHANG,MIANDUIXINNENGYUANQICHEHEDONGLIDIANCHIJIJIANGDAOLAIDEKUAISUFAZHANQI,GUOJIADIANDONGCHENGYONGCHEJISHUCHUANGXINLIANMENGJISHUWEIYUANHUIZHURENWANGBINGGANGHUYU:“CHANYELIANYAOZUOHAOBUSHU,BUYAOCUOGUOJIHUI”。TAHAIZHICHU,XINNENGYUANQICHECHANYETILIANGDEKUAISUJUEQIDUICHANYELIANDAILAIDEYINGXIANGYINGGAISHIJUDADE,XIANZAIDESHICHANGZHUNBEIHAIHENBUCHONGFEN,HENDUOTOUZIZHEHEQIYEJIADEYANGUANGZHIKANDAOZHENGCHECHANG,DANSHIMEIYOUKANDAOZHENGCHEHOUMIANJUDADECHANYELIAN。

 

目前来看,动力电池技术路线主要为三元电池和磷酸铁锂电池。由于磷酸铁锂电池材料储量丰富,业界在产业链布局上主要是把精力放在镍、钴储量相对有限的三元正极材料产业链上。

 

SHUJUXIANSHI,DAO2025NIANQUANQIUDIANCHILINGYUDUIYUGUDEXUQIULIANGYUJIJIANGDADAO18.93WANDUN,YUEZHANDANGNIANQUANQIUGUZONGXUQIULIANGDE75.74%;QIZHONGDONGLIDIANCHILINGYUGUXUQIUYUE10.8WANDUN。

 

全球掀起电池上游材料“扫货”模式

 

同为三元正极材料中的镍,未来动力电池领域对其需求同样增长较快。鉴于动力电池技术路线发展的趋势是往高镍方向走,未来高镍正极材料中镍的比例将逐步提升。数据显示,到2025年全球动力电池对镍盐(硫酸镍)需求量将达333.2万吨,折合为金属镍的需求量将达71.9万吨,占全球镍总需求的24.6%。

 

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磷酸铁锂材料 同样光芒耀眼


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KECHESHICHANGMUQIANSANYUANBINGMEIYOUCANYUJINLAI,ZHEIYIKUAITIELIDEYOUSHIDIWEIYELAOBUKEPO。

 

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ZAI5GJIZHANFANGMIAN,JINNIANZHONGGUOTIETA、ZHONGGUOYIDONG、ZHONGGUODIANXINDENGPAIFALECHAOGUO6GWhDELINSUANTIELIJIZHANDIANYUANDINGDAN。5GJIZHANRENGRANCHUYUJIANSHECHUQI,YUJIWEILAIJINIANXIANGGUANJIZHANJIANSHEHAIHUICHENGXIANGAOSUZENGZHANG,MUQIANZHEIYILINGYUSIHUYEZHIRENLINSUANTIELI。

 

CIWAI,GUONEICHUNENG、DIANDONGCHUANBOSHICHANG,LINSUANTIELIDIANCHIYESHIZUIWEISHOUCHONGDE。

 

JUXINGYEJIGOUTONGJI,NINGDESHIDAI、BIYADI、GUOXUANGAOKE、YIWEILINENG、LISHENDIANCHI、PENGHUINENGYUAN、ZHONGTIANKEJIDENGQIYE2021NIANLINSUANTIELIDIANCHIZENGLIANGHUIBIJIAOKEGUAN,DUIYINGDELINSUANTIELIZHENGJICAILIAOXUQIUYEYOUWANGDAFUZENGZHANG,YUJI2021NIANZHONGGUOSHICHANGLINSUANTIELIZHENGJICAILIAOXUQIULIANGZAI25WANDUNYISHANG。


稿件来源: 电池中国网
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