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欧式双标?欧盟新一轮扶持计划为何将亚洲电池企业排除在外?
发布时间:2021-01-28 14:21:40
关键词:动力电池锂电池

1YUE26RI,OUMENGPIZHUNLELAIZI12GECHENGYUANGUOTIGONGDEGONGJI29YIOUYUAN(YUE35YIMEIYUAN)DEDIANCHICHANYEFAZHANBUTIEJIHUA。ZHEISHIJI2019NIAN12YUEOUMENGPIZHUNLEYIXIANGYOU7GEGUOJIAZIZHUDE32YIOUYUANBUTIEJIHUAHOU,ZAIYICIJIAMADIANCHIJISHUYANJIUHECHUANGXIN。OUMENGXIWANGTONGGUOCIJU,JIANGOUZHOUDAZAOCHENGQUANQIUDONGLIDIANCHILINGXIANDIWEI。

 

值得注意的是,此次补贴将覆盖动力电池产业链,从上游矿物开采提取到电池设计、电池制造以及回收等整个产业链,惠及的公司包括Northvolt、ElringKlinger、Manz、FCA、宝马等42家公司。



HENXIANRAN,OUMENGZAICITIGONG29YIOUYUANBUTIEZHICHI,YIZAIBANGZHUQICHENGYUANGUOZISHENSHENGCHANGENGDUODIANDONGQICHEHEDONGLIDIANCHI,SUZAOBENTUWANBEIDECHANYELIAN,YITIGAOQIZAIQUANQIUSHICHANGJINGZHENGZHONGDEDIWEI。

 

ZHIDEZHUYIDESHI,LAIZIMEIGUODETESILAYEZAIZHEIYIBUTIEZHICHIXIANGMUZHIZHONG,DANSHILAIZIYAZHOUDEDIANCHIQIYE,BAOKUONINGDESHIDAI、LGXINNENGYUAN、FUNENGKEJI、SKI、YUANJINGAESC、FENGCHAONENGYUAN、SANXINGSDI,ZHEIXIEYIJINGZAIOUZHOUJIANCHANG,HUOZHEGUIHUAJIANCHANGDEQIYE,QUEBINGMEIYOUBEINARUQIBUTIEZHICHIMINGDANZHONG。

 

RUGUOTESILAMEIYOUJINRUZHEIFENBUTIEZHICHIMINGDAN,NEIMEOUMENGLIANGCIDASHOUBITIGONGBUTIE,FUCHIBENTUQIYEDEXINQINGDAOYEKEYILIJIE。DANTONGYANGSHIWAILAIZHE,TESILASHOUDAOTESHUYOUDAI,ERZHONGHANDENGGUOQIYEQUEBEIPAICHUZAIWAI,WEIMIANRANGRENJUEDEOUMENGZHEIZHONGZUOFAYOUSHIPIANPO。

 

BIJING,MUQIANWULUNSHILGXINNENGYUAN、SANXINGSDI、YUANJINGAESC,ZHEIXIEYIJINGLIANXUDUONIANWEIOUZHOUBENTUCHEQITIGONGDIANCHIDEQIYE,HAISHININGDESHIDAI、FUNENGKEJI、FENGCHAONENGYUANZHEIXIEJIJIANGWEIOUZHOUBENTUCHEQITIGONGPEITAODEDIANCHIQIYE,DOUDUIOUZHOUQICHEDIANDONGHUAHEJIANSHAOWENSHIQITIPAIFANG、SHIXIANTANZHONGHEZAIZUOZHEGONGXIAN。

 

JUOUMENGYUJI,YOU12GECHENGYUANGUOLINGXIANDE29YIOUYUANBUTIEZHICHI,YUJIJIANGXIYINYUE90YIOUYUANSHEHUIZIBENDECANYUHETOUZI,JIANGJIASUOUZHOUBENTUDIANCHICHANYELIANDEJIANSHE,XIYINGENGDUOTOUZIXIANGOUZHOUBENTUJUJI。

 

01

2500亿欧元电池市场

 

近年来,由于欧洲实施了非常严苛的碳排放标准,汽车生产商们不得不加快电动化转型的步伐。一项研究分析,基于对欧洲2020年前10个月电动汽车销量增长的分析,预计欧洲2020年全年电动汽车销量或将突破190万辆,较2019年的56.42万辆,增幅或超出两倍有余,并且也或将超过中国2020年全年新能源汽车136.7万辆的销量,有望首次成为全球电动汽车销量最大市场。

 

BUJINYUCI,RUGUOKANDAZHONG、DAIMULE、BAOMA、PSA、JIEBAO、LEINUODENGOUZHOUBENTUCHEQIDEDIANDONGHUA“YEXIN”HEWEILEJIANSHAOTANPAIFANGERZHIDINGDEDIANDONGHUAMUBIAO,DAO2025NIANOUZHOUBENTUDIANDONGQICHEXIAOLIANGJIANGTUPO600WANLIANG。YEZHENGYINRUCI,OUZHOUSHICHANGDUIYUDONGLIDIANCHIDEXUQIUYEJIANG“SHUIZHANGCHUANGAO”。

 

OUMENGWEIYUANHUIYUJI,DAO2025NIAN,OUZHOUDIANCHISHICHANGGUIMOJIANGDADAO2500YIOUYUAN。JUDADESHICHANGXUQIUHEKONGJIAN,YERANGOUZHOUBENTUCHEQIJIQIEXIWANGSHIXIAN“DIANCHIZIYOU”。

 

JI2019NIANTIGONG32YIOUYUANBUTIEZHICHIZHIHOU,ZHEICIZAIJIYU29YIOUYUANBUTIEZHICHI,OUMENGWEIYUANHUIFUZHUXIMaros SefcovicJIESHICHENG:“OUZHOUXIWANGTONGGUOZHEIZHONGFANGSHIGONGGUQIZUOWEIQUANQIUDIANCHITOUZIREDIANDEDIWEI。ZHEIGEFANOUXIANGMUJIANGYOUZHUYUDIANCHISHICHANGDEBIANGE。”

 

ZHEIGE“BIANGE”BUJINJINSHIWEILEBAITUOCONGYAZHOUJINKOUDIANCHIDEYILAI,HUOXUGENGSHIWEILEGAIBIANYAZHOUDIANCHIQIYEZHUDAOQUANQIUDIANCHISHICHANGFENEDEXIANZHUANG。MUQIAN,OUZHOUBENTUDEDIANCHIQIYEZAIQUANQIUDIANCHIZHIZAOSHICHANGDEFENEBUDAO5%。ERDAZHONG、BAOMA、DAIMULE、LEINUODENGBENTUCHEQIMUQIANSUOYONGDEDIANCHIJIBENDOUSHIYOUYAZHOUDIANCHIGONGYINGSHANGTIGONG。

 

事实上,为了摆脱对进口电池,亦或者说是对亚洲电池厂商的依赖,欧盟在2017年成立了由本土企业组成的欧洲电池联盟,计划由德、法两国牵头,在欧洲建立10到20个大型动力电池工厂。欧盟希望到2025年,其电池产能将可以满足当地汽车行业需求,并成为全球第二大电池市场。

 

02

欧罗巴大陆密布亚洲电池企业

 

OUZHOUZUOWEIQUANQIUQICHEZHIZAOZHONGXIN,TONGSHIYESHIDIANDONGHUAZHUANXINGDEYOUYIZHONGYAOZHENDI,QUANQIUDONGLIDIANCHIJUTOUMENCHUJIZHEIYISHICHANGDEYUANWANGBUKEWEIBUQIANGLIE。ZAOZAI2012NIAN,YUANJINGAESCDEQIANSHENAESCJIUZAIYINGGUOSANGDELANJIANSHELEOUZHOUZAOQIDEDONGLILIDIANCHIGONGCHANG。SUIHOUBUJIU,LGXINNENGYUAN(QIANSHENLGHUAXUEDIANCHISHIYEBU)、SANXINGSDIDENGYELUXUZAIOUZHOULUOZI。

 

SUIZHEZHONGGUODONGLIDIANCHISHILIDEJUEQI,JINNIANLAI,NINGDESHIDAI、FUNENGKEJI、FENGCHAONENGYUANDENGZHONGDUOZHONGGUODONGLIDIANCHIQIYEYEFENFENZAIZHEILIKAIJIANGTUOTU。



JIEZHIMUQIAN,NINGDESHIDAI、LGXINNENGYUAN、YUANJINGASEC、SANXINGSDI、FUNENGKEJI、SKI、FENGCHAONENGYUANDENGFEIOUZHOUBENTUDONGLIDIANCHIJUTOUJUNYIJINGZAIOULUOBADALUBUJUDONGLIDIANCHIXIANGMU,QIEYIJIAN、ZAIJIAN、GUIHUACHANNENGJIEJIN150GWh。

 

CIWAI,YENEIYOUCHUANYANCHENG,SONGXIA、GUOXUANGAOKEDENGYEYOUYIZAIOUZHOUJIANSHEDONGLIDIANCHIJIDI。WEILAIKENENGHAIHUIYOUGENGDUOLAIZIYAZHOUDEDIANCHISHENGCHANSHANGSHEZUOUZHOUSHICHANG。

 

CONGGEJIABUJULAIKAN,JIEXIALAIYILIANGNIANJIANGSHIZHEIXIEDIANCHIQIYEXIANGMUDECHANNENGSHIFANGQI,WEILAILIANGDAOSANNIANNEI,OUZHOUDALUDONGLIDIANCHICHANNENGJIANGDADAOSHUBAIGWh。

 

除了头部电池企业纷纷登陆欧洲市场,电动汽车领导者——特斯拉,也已经启动了欧洲电池生产计划。近日,据多名消息人士称,特斯拉计划在德国柏林附近建设动力电池工厂,准备大批量生产其在去年“电池日”上刚刚发布的新款产品——4680电池。

 

GENJUTESILADEGUIHUA,DEGUOBOLINGONGCHANGWEILAICHANNENGJIANGCHAOGUO100GWh,YIMANZUQIDEGUOBOLINGONGCHANGDIANDONGQICHEXUQIU。JUHAIWAIMEITIBAODAO,TESILADEGUOQICHEGONGCHANGZHENGZAIKUAISUJIANSHEZHONG,GAIGONGCHANGJIANGYONGYUSHENGCHANTESILAModel Y、Model 3JIWEILAICHEXING。

 

ZHENGRUQIANSHU,TONGWEIWAILAIZHE,CICIOUMENGQUEZAIDIANXINZHIZAO、DIANCHIXITONGYIJIDIANCHIHUISHOUDENGHUANJIE,DUITESILAJIYUBUTIEZHICHI,ERLAIZIYAZHOUDEQITADIANCHISHENGCHANSHANG、CAILIAO、SHEBEIYIJIHUISHOUQIYEBINGWEIZHIJIESHOUYI。ZHEITONGCAOZUO,NANMIANHUIJIRENYIZHONG“OUSHISHUANGBIAO”DEXIANYI。

 

03

欧洲本土产业链正在崛起

 

SHISHISHANG,DEYIYUGAOEBUTIE、CHEQICANYUFUCHI、ZHENGCEZHICHI,YIJIJUDADESHICHANGQIANLI,JINJINIANOUZHOUBENTUDONGLIDIANCHICHANYELIANYESHIFENGQIYUNYONG,YOURUZHONGGUOXINNENGYUANQICHECHANYEBAOFAZHICHUBIANDIKAIHUAZHIJINGXIANG。

 

JUDIANCHIZHONGGUOWANGBUWANQUANTONGJI,JINJINJINIAN,OUZHOUJIUDANSHENGLENorthvolt、Freyr、Verkor、Automotive Cells、Stellantis、Britishvolt、InoBatAutoDENGZHONGDUOBENTUDIANCHIQIYE,ZHEIQIZHONGHAIYOUZHUDUOCHEQICANYU。RUNorthvoltYUDAZHONGQICHEHEZIYUNYINGYIJIAGONGCHANG,PSAJITUANYUFEIYATEKELAISILEHEBINGZUJIANLEStellantis。CONGCHANNENGBUJUSHANG,SHANGSHUDIANCHIQIYEDAO2025NIANGUIHUAZONGCHANNENGYICHAOGUO150GWh。



SHANGYOUCHANYELIANFANGMIAN,OUZHOUBENTUDEYOUMEIKE、BASIFU、JIANENGKE、Elkem、ZHUANGXINWANFENGDENGLIDIANCAILIAOHUOZIYUANQIYEJINJINIANYEZAIKUODALIDIANCAILIAOCHANNENG,MANZUDIANCHIQIYEDEYUANLIAOXUQIU。

 

从这次补贴对象可以看出,欧洲正在试图从上游原材料的提取、电芯和电池组的设计和制造及回收和处理等整个产业链进行扶持,打造欧洲本土完整的动力电池产业价值链,以满足汽车电动化需求及与其他市场电池供应商进行抗衡。

 

XIANJIEDUANLAIKAN,JINGUANOUZHOUBENTUHUAQIYEQISHIXIONGXIONG,DANWEILAIYIDUANSHIJIANNEI,YOUJUTOUZHUDAODEJUMIANDUANQINEIYINGGAIWUFAGAIBIAN。MUQIAN,DAZHONG、DAIMULE、BAOMA、LEINUO、AODIDENGZHONGDUOOUZHOUZHULIUCHEQIDEDIANCHIGONGYINGSHANGZHUYAOWEILGXINNENGYUAN、NINGDESHIDAI、SANXINGSDIHEFUNENGKEJI,QIECHEQIYUZHEIXIEJUTOUDEDADANBUDUANZENGJIA,BANGDINGSHENDUYIZHIZAIJIAQIANG,QIESHANGSHUDIANCHIQIYEZAIOUZHOUDEBUJUYEJIAOQITADIANCHIQIYEGENGWEIXUNSU。

 

另一方面,车企为考虑电池供应多元化,其它电池企业未来也将得到发展机会。从欧洲碳排放法规的约束性来看,欧洲车企进军电动化的步伐和力度都是空前的,全面转型电动化后,头部几家电池企业的产能应该不足以满足众多车企的电池需求,同时车企为了避免被头部电池企业掣肘,也势必会与更多具备技术、交付、规模和服务能力的电池企业开展合作。


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稿件来源: 电池中国网
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