边锋游戏

2019上半年中国动力电池及材料行业现状及发展趋势分析
发布时间:2019-10-25 10:54:23
关键词:动力电池锂电池

一、2019年H1各板块产值:三元动力电池、人造负极、电解液涨幅居前


GENJUXIANGGUANSHUJU,XINNENGYUANQICHEDONGLIDIANCHIGEBANKUAICHANLIANGTONGBIQINGKUANG,19NIANH1CHANLIANGZENGSUZUIDADEWEISANYUANDONGLIDIANCHI,TONGBIZENGZHANG145.9%;QICIWEISHIFAGEMO,TONGBIZENGZHANG93.5%;LINGWAISANYUANZHENGJICAILIAOSHANGBANNIANCHANLIANGZENGSUDA66.5%;RENZAOSHIMOFUJICHANLIANGZENGSUDA68.0%DEZENGSU。ZENGSUXIANGDUIJIAODIDEWEIGANFAGEMO、LINSUANTIELIZHENGJIJILINSUANTIELIDONGLIDIANCHI。


16H1-19H1SANYUANDONGLICHANLIANGJIZENGZHANG

SHUJULAIYUAN:GONGKAIZILIAOZHENGLI


边锋游戏16H1-19H1TIELIDONGLICHANLIANGJIZENGZHANG

SHUJULAIYUAN:GONGKAIZILIAOZHENGLI


边锋游戏16H1-19H1SANYUANZHENGJICAILIAOCHANLIANGJIZENGZHANG

边锋游戏SHUJULAIYUAN:GONGKAIZILIAOZHENGLI


16H1-19H1LINSUANTIELIZHENGJICHANLIANGJIZENGZHANG

SHUJULAIYUAN:GONGKAIZILIAOZHENGLI


16H1-19H1SHIFAGEMOCHANLIANGJIZENGZHANG

SHUJULAIYUAN:GONGKAIZILIAOZHENGLI


边锋游戏16H1-19H1GANFAGEMOCHANLIANGJIZENGZHANG

SHUJULAIYUAN:GONGKAIZILIAOZHENGLI


边锋游戏16H1-19H1DONGLIDIANJIEYECHANLIANGJIZENGZHANG

边锋游戏SHUJULAIYUAN:GONGKAIZILIAOZHENGLI


16H1-19H1RENZAOFUJICHANLIANGJIZENGZHANG

SHUJULAIYUAN:GONGKAIZILIAOZHENGLI


价格同比来看:


GENJUXIANGGUANSHUJU,19NIANSHANGBANNIANCHUDIANJIEYEWAI,JIAGEJUNYOUXIAJIANG;DIANJIEYESHANGBANNIANJIAGEPINGJUNWEI4.33WANYUAN/DUN,TONGBIZENGZHANG9.5%,DIANJIEYEZHANGJIAZHUYAOSHIYINWEIYUANCAILIAOECJIAGEDAFUSHANGZHANGSUOZHI。


ERQITACAILIAODUANJIAGEJUNCHENGXIANBUTONGCHENGDUDEXIAJIANG,QIZHONGYOUYISHIFAGEMOWEISHOU,SHIFAGEMO18NIANSHANGBANNIANJUNJIA2.70YUAN/PING,19NIANSHANGBANNIANWEI1.53YUAN/PING,TONGBIXIAHUA43.5%;GANFAGEMO18NIANSHANGBANNIANJUNJIA1.8YUAN/PING,JINNIANSHANGBANNIAN1.05YUAN/PING,PINGJUNXIAHUA41.7%。LINGWAISANYUANZHENGJICAILIAOSHANGBANNIANJIAWEI14.75WANYUAN/DUN,TONGBIXIAJIANG33.7%;19NIANH1SANYUANDONGLIDIANCHIJIAGE1.14YUAN/wh,TONGBIXIAJIANG14.0%;LINSUANTIELIJIAGE1.08YUAN/wh,TONGBIXIAJIANG18.9%。


16H1-19H1DONGLIDIANCHIJICAILIAOJIAGE

2019上半年中国动力电池及材料行业现状及发展趋势分析


结合上述电池及各个材料产量以及价格变化趋势,产值分析来看:


1)LIANGZENGJIAWEN,CHANZHITISHENG。19NIANSHANGBANNIANLAIKANLIDIANCHANYELIANZHONGDIANJIEYESHUYULIANGZENGJIAWENDELEIXING,19NIANSHANGBANDONGLIDIANJIEYECHANZHI21.58YIYUAN,TONGBIZENGZHANG57.6%。


边锋游戏2)YILIANGBUJIA,CHANZHIDAFUZENGZHANG。ZHUYAOSHISANYUANDONGLIDIANCHIJIRENZAOSHIMOFUJI,ZHUYAOSHIYINWEILIANGDEZENGSUGAOYUDIANCHIJIAGEDEJIANGSU,CHANZHIZENGSUWEIZHENG,19NIANSHANGBANNIANSANYUANDONGLIDIANCHICHANZHI246.20YIYUAN,TONGBIZENGZHANG111.6%,RENZAOSHIMOFUJICHANZHI41.13YIYUAN,TONGBIZENGZHANG56.4%。


3)YILIANGBUJIA,CHANZHIWEIFUZENGZHANG。ZHUYAOSHISHIFAGEMOJITIELIDIANCHI,SHIFAGEMOSHOUYIYUSANYUANJISHULUXIANDEKUAISUZENGZHANGLIANGDEZENGSUJIAOGAO,DANJIAGEDEJIANGFUJIAODA,19NIANH1SHIFAGEMOCHANZHI12.79YIYUAN,TONGBIZENGZHANG9.3%;TIELIDIANCHI19NIANH1CHANZHI84.31YIYUAN,TONGBIZENGZHANG1.7%。


4)YILIANGBUJIA,CHANZHIXIAHUA。ZHUYAOSHILINSUANTIELIZHENGJI、GANFAGEMOXINGYE,QIZHONG19NIANH1LINSUANTIELIZHENGJICHANZHI13.10YIYUAN,TONGBIXIAJIANG15.3%,GANFAGEMOCHANZHI3.27YIYUAN,TONGBIXIAJIANG43.9%。


16H1-19H1DONGLIDIANCHIJICAILIAOCHANZHI

2019上半年中国动力电池及材料行业现状及发展趋势分析

二、基金前十大重仓股持仓:环比有所增加


TONGJIGONGMUJIJINQIANSHIDAZHONGCANGGUCHICANGBIANHUALAIKAN,19NIAN2JIDUXINNENGYUANQICHECHANYELIANZHENGTICHICANGBILITONGBIXIAHUA。18NIANQ2XINNENGYUANQICHECHANYELIANGONGMUJIJINQIANSHIDAZHONGCANGGUCHICANGZHANLIUTONGGUBENDEBILIZAI9.2%,19NIANQ1XIAHUAZHI3.6%,ER19NIANQ2HUISHENGZHI6.0%,HUANBIYOUSUOZENGJIA,DANRENGDIYU18NIANTONGQISHUIPING。


边锋游戏SHANGYOULIGUBANKUAI,SIDAGUQIYEGONGMUJIJINSHIDAZHONGCANGGUPINGJUNCHICANGYOU18NIAN4JIDUDE5.6%JIANGZHI1JIDUDE2.9%,2JIDUZENGZHI6.1%,ERSIDALIQIYEYOU1JIDUDE1.9%ZENGZHI3.4%。


19NIANQ2SIDACAILIAOBANKUAIJUNYOUSUOSHANGSHENG,ZHENGJICAILIAOYOU19NIANQ1DE4.0%ZENGZHI19NIANQ2DE5.2%;DIANJIEYEYOU1JIDUDE5.4%ZENGZHI13.0%;GEMOYOU1JIDUDE5.3%ZENGZHI8.3%;FUJICAILIAOYOU1JIDUDE2.0%ZENGZHI4.8%。


DONGLIDIANCHIBANKUAICHICANGYOUSUOSHANGSHENG,YOU19NIANQ1DE6.2%ZENGZHIQ2DE9.4%。


边锋游戏7NIANQ4-19NIANQ2GONGMUJIJINSHIDAZHONGCANGGUCHICANGBILI(%)

边锋游戏SHUJULAIYUAN:GONGKAIZILIAOZHENGLI


三、2019年动力电池产业发展趋势


1、ZHONGGUODONGLIDIANCHISHICHANGJIXUXIANGTOUBUJIZHONG


ZAIDUANQINEI,ZHEIGEQUSHIKONGPAHAIHUIJIAQIANG。SHOUXIAN,DUIYUDIANDONGCHEDEGOUMAIZHEERYAN,DONGLIDIANCHIDUIDIANDONGCHEDEYIYIZHONGDA,TADEZHONGYAOXINGHUICHAOGUOCPUDUISHOUJIHUOZHEDIANNAODEZHONGYAOXING。YINWEIDUIDIANDONGCHEZHUERYAN,DONGLIDIANCHIYIWEIZHEANQUAN、XUHANGLICHENG、XUNHUANSHOUMINGHECHELIANGDEBAOZHILV。YONGHUDEXUANZE,HUIRANGCAIGOUXIANGLONGTOUQIYEJIZHONG。DADUOSHUCHEQI,ZAIZHENGCHANGQINGKUANGXIA,DOUHUIXUANZEPINPAIHAODE、ZHILIANGHAODETOUBUQIYEJINXINGCAIGOU。


DONGLIDIANCHIDESHANGYOU,RUZHENGJI,DIANJIEYE,GEMO,FUJI,SHENZHISHITANSUANLI、GUDENGZIYUAN,QIJIZHONGDUYEYUELAIYUEGAO,GUIMOHESHIZHANLVBUGAODEDONGLIDIANCHIZHIZAOSHANG,ZAIYUSHANGYOUYIJIAZHONGMEIYOUJINGZHENGLI。CIWAI,DONGLIDIANCHIDEYANFAHENZHONG。GUIMOYUEDA,YANFADEFENTANXIAOYIYUEHAO,YUENENGGOUJIXUZAIYANFASHANGTOURUJUZI,BAOCHIJISHUSHANGDELINGXIANYOUSHI。


DONGLIDIANCHICHANNENGJIANSHECHENGBENHENGAO,1GWhDECHANNENGJIANSHECHENGBENDAYUEWEI4YIYUAN,10GWhDEZIBENZHICHUSHI40YIYUAN。10GWhDECHANNENG,DAGAINENGGOUGONGYING20WANLIANGDIANCHIRONGLIANGWEI50DUDIANDEAJICHE。CONGZHEIGEYIYISHANGKAN,DONGLIDIANCHICHANNENGJIANSHECHENGBEN,SHENZHIYUYAOBIZHENGCHECHANNENGJIANSHETOURUHAIYAODA。


2、JIAGEBUHUIYOUXIANZHUXIAJIANG


ZAI2019NIAN,ZHONGGUODONGLIDIANCHISHICHANG,YOUZHICHANNENGDESHICHANGGEJU,YIRANGONGBUYINGQIU。SUOYI,JINGUANZHENGGECHANYELIANDEJIAGE,CONGSANYUANZHENGJI、DIANJIEYE、GEMODENGLINGYU,DOUHUICHUXIANJIAGEXIACUODEQINGKUANG,DANDONGLIDIANCHIDIANXINDEJIAGE,HAIHUIBAOCHIJIANTING。


ZAI2019NIAN,DUIYUXINNENGYUANQICHEZHIZAOSHANG,ZAIDONGLIDIANCHIFANGMIANDERIZIXIANRANBUHUITAIHAOGUO。ZAI2019NIAN,ZHONGGUODONGLIDIANCHIDEJIAGEBUHUICHUXIANDADEXIAJIANG。DANZAI2019NIANDI、2020NIANCHUDESHIHOU,ZHENGGEDONGLIDIANCHISHICHANGGEJUHUIFASHENGDADEBIANHUA。


3、GAOSUXIANGSANYUAN811DIEDAI


边锋游戏ZAI2019NIAN,JINGUANBUNENGQIDAIDONGLIDIANCHIDEJIAGECHUXIANJILIDEXIAJIANG。DANZAINENGLIMIDUSHANG,YIRANZHIDEQIDAI。ZHENGGE2019NIAN,ZHONGGUODONGLIDIANCHIDELONGTOUQIYE,JIANGZAILIANGCHANSANYUAN811DONGLIDIANCHISHANGFALI。ZAIZHEIFANGMIAN,NINGDESHIDAIYIRANHUIZOUZAIQIANLIE。ZHEIJIAQIYE,YIJINGYUTADEKEHU,BAOKUOGUANGQIXINNENGYUAN、YULAIQICHEDENGQIYEDACHENGXIEYI,ZAI2019NIANWEITAMENGONGYINGSANYUAN811DONGLIDIANCHI。


边锋游戏SUOYI,ZAI2019NIANDESHIHOU,ZHONGGUODONGLIDIANCHICHANYEZAIBINENGLIANGFANGMIAN,JIANGHUIYOUYIXIEXINDESHOUHUO。NENGLIANGMIDUDETISHENG,JIAGEXIAJIANG,HAIJIANGHUISHIDECHUNENGDENGYINGYONGZAICHENGBENSHANGBIANDEKEXING,SHENZHIYUHUIRANGFEIXINGQICHEDENGQITACHANYESHOUYI。DONGLIDIANCHINENGLIANGMIDUDETISHENG,SHIWEILAIGEZHONGJIQIRENNENGGOUZHENZHENGDIDAXINGQIDAODEJICHUTIAOJIAN。


4、WAIZIGONGYINGSHANGJINRUGONGYINGLIAN


边锋游戏YIFANGMIAN,ZHONGGUODEDONGLIDIANCHIBAIMINGDANJIZHI,YIJINGJIENALEHANXIQIYE。ZHONGGUOZHENGZAIXIANGZHENGGESHIJIEXIANSHICHUGENGDADEKAIFANGXING。LINGYIFANGMIAN,ZHONGGUOXINNENGYUANQICHEDEBUTIE,ZHENGZAIXIAJIANG,XIAJIANGDEFUDUHAIZAIJIADA。ZHEISHIDEZHENGCHEZHIZAOSHANG,ZAIXUANZEDONGLIDIANCHIGONGYINGSHANGDESHIHOU,HUIKAOLVGENGDUODEKENENGXING。2019NIAN,JIANGHUIYOUBUFENCHEQIYURIHANDEGONGYINGSHANGJINXINGJIEQIA。ZAI2020NIANDESHIHOU,JIANGHUIYOURIHANGONGYINGSHANG,CHENGWEIZHONGGUOXINNENGYUANQICHEZHIZAOSHANGDEDONGLIDIANCHIGONGYINGSHANG。


边锋游戏5、OUZHOUCHEQIJIANGBUJUDIANXINSHENGCHAN


动力电池的技术升级到三元811,且供应链、装备也趋于成熟之际,就是整车制造商进军动力电池产业的时间节点。因为在接下来的很长一段时间之内,动力电池产业的技术升级和迭代的速度,将会放缓。更多的工作,将会是在三元811的基础上进行修补。下一次重大的技术升级,则是固态电池,时间点至少是在2023年以后,要形成规模量产恐怕要到2025年。对整车企业而言,2019年会是一个比较好的,进军动力电池制造产业的时机。


边锋游戏2019NIAN,DUIYUXIAODEDONGLIDIANCHIZHIZAOSHANG,JIANGHUIBIANDEFEICHANGCANKU,KONGPAHUIGENGDUODEDONGLIDIANCHIZHIZAOSHANGTUICHUSHICHANGJINGZHENG。DUIYUDONGLIDIANCHIJUTOUERYAN,YEXUHAIKEYIXIANGSHOUBUCUOMAOLIDEYINIAN,JIEXIALAIJIANGHUIYINGLAIJILIEDEJINGZHENG。GENGJIAZHONGYAODESHI,TAMENXUYAOKAOLV,RUHEYINGDUIZHENGCHEQIYEJINRUDONGLIDIANCHIZHIZAOCHANYE,YIDANZHEIGESHIQINGFASHENG,YEJIUYIWEIZHE:DISANFANGDONGLIDIANCHIGONGYINGSHANG,HUOXUHUIQUYUXIAOSHI。XIANJIEDUAN,YUZHEIXIECHEQIHEZIJIANCHANGDEMOSHI,BINGBUNENGZUDANGZHEIGESHIQINGDEFASHENG,FANERHUICUJINZHEIGESHIQINGDEFASHENG。


第四届动力电池应用国际峰会CBIS2019

稿件来源: :中国产业信息网
相关阅读:
发布
验证码: