边锋游戏

锂电超薄铜箔加速渗透,头部玩家业绩高增长
发布时间:2020-03-08 10:09:33
关键词:锂电池铜箔

据统计,2019 年全球动力电池出货约 117GWh,同比增长约 17%,增速出现下滑,但2020欧盟碳排放趋严,预计2025年欧洲新能源乘用车销量有望达336万辆,占乘用车总销量21.4%;中国2021-2023年双积分征求意见稿有望驱动2025年新能源乘用车占比达20%以上,叠加美国及其他国家动力、储能、消费电池需求,2025年全球锂电需求有望达950GWh,预测未来六年复合增速在31%左右。


若假设单 GWh 锂电铜箔需求为 800 吨,则 2025 年全球锂电铜箔需求约为 75 万吨,对应市值 为 570 亿元左右。


边锋游戏TONGBOQINGBOHUASHUNYINGDIANCHIGAONENGLIANGMIDUQUSHI,TONGSHIYONGLIANGJIANSHAOKESHIXIANJIANGBEN。CATLZUIZAOYU2018NIANKAISHI6μmTONGBOQIEHUAN,DANGQIANYISHIXIAN90%YISHANGSHENTOULV;BIYADI、GUOXUANGAOKEDENGGUONEIDIANCHICHANGSHANGYEZAIJIJIYINRU6μmTONGBO,GUONEI6μmTONGBOSHENTOULVYOUWANGTISHENGZHI55%YISHANG。HAIWAIRULG、SKYIKAISHIXIAOPILIANGSHIYONG6μm,YUJIWEILAIJINIANHUISHIDAGUIMOQIEHUANCHUANGKOUQI。


TONGBOBIANBODEGUOCHENGZHONGDUIYUQIYESHEBEIJINGDU、TIANJIAJIPEIFANGDENGGONGYIYAOQIUTISHENG,GOUCHENGXINGBILEI;TONGSHI,SHOUZHIYUHEXINSHEBEIYINJIGUNCHANNENGZHIYUE,KUOCHANZHOUQIZHANGDA2-3NIAN,YINCIGONGJIDUANFANGLIANGJIAOMAN。WOMENYUJI2020-2021NIANGONGXUQUEKOUFENBIEWEI-0.7WANDUN、+0.2WANDUN。


SUIZHESHICHANGJIASU,LIDIANCHAOBOTONGBOTOUBUQIYEYEJIGAOZENGZHANG。GENJUZUIXINCAIBAOSHUJU,JIAYUANKEJI2018NIANSHIXIANYINGSHOU11.53YI,XIANGBISHANGNIANTONGQISHANGZHANG103.68%,SHIXIANGUIMUJINGLIRUN1.76YIYUAN,TONGBIZENGZHANGFANFAN。2018NIANYEJIGAOZENGZHANGZHUYAOSHOUYIYU6μmLIDIANTONGBODEFANGLIANG。JIAYUANKEJISHIGUONEISHAOSHUNENGGOUSHIXIAN6μmCHANPINLIANGCHANDEQIYE,GAICHANPINJUBEIJIAOGAODEYINGLINENGLI(2018NIANMAOLILV39%),ZHUYAOKEHUWEICATL。


边锋游戏JIAYUANKEJIQIANWUDAKEHUBAOKUOCATL、ATL、BIYADI、FUNENG、XINGHENGDIANYUAN。CHUFUNENGZHIWAI,HEZUOSHIJIANJUNCHAOGUO8NIAN。QIZHONG,JIAYUANKEJI6μmTONGBOZAICATLTONGLEICHANPINCAIGOUZHANBIDADAO60%,ZHANJUJIAOGAOBILI;YUBIYADIZICHENGLIYISHIBIANKAISHIHEZUO。CIWAI,GONGSIDANGQIANYIZAIJIJICHUBEI4.5μm、5μmJIBOTONGBOYICHIXUBAOCHICHANPINJINGZHENGLI。


稿件来源: OFweek锂电网
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