边锋游戏

中日韩锂电优势无人能及 未来三方将鏖战
发布时间:2019-11-14 16:53:00
关键词:动力电池锂电池

11YUE5-10RI,ZAISHANGHAICANJIADIERJIEJINBOHUISHI,GUYEJUTOUOUYAZIYUANJITUAN(Eruasian Resources Group,XIACHENGOUYAZIYUAN)CEOSONGBEN(Benedikt Sobotka)ZAIJIESHOUJIEMIANXINWENDUJIAZHUANFANGSHICHENG,“JINNIANGUSHICHANGHENKUNNAN。ZHEISHIZHONGSUOZHOUZHIDE。”


2020NIANDIHE2021NIANSHIFEICHANGGUANJIANDEJIEDIAN。YINWEITESILA、DAZHONGDENGCHEQISHENGCHANDEXINXILIEDIANDONGQICHE,JIANGLUXUZAI2020NIANXIAQIUZHIJIHE2021NIANSHANGSHI。


OUYAZIYUANSHIQUANQIUTONG、GU、TIEHEJIN、GEHEJIN、LVSHENGCHANSHANG,ZONGBUWEIYULUSENBAO,QIZHUYAOZICHANJIZHONGZAIHASAKESITAN、FEIZHOUHEBAXI。HASAKESITANGONGHEGUOZHENGFUWEIQIZHUYAOGUDONG,ZHANGU40%。


动力电池生产商们正在观望。他们会根据这些品牌车企的电动汽车上市以及销售情况来排产。这将影响作为生产动力电池边锋游戏重要原材料的钴的需求。


边锋游戏SONGBENYUJI,2021NIANJIANGSHIGUXUQIUSHIFENWANGSHENGDEYINIAN。


动力电池暂时熄火,钴价陷入谷底


边锋游戏ZIQUNIANNIANZHONGQI,GUJIAJINRUXIAXINGTONGDAO,MUQIANYISHILISHIDIGU。JINNIAN9YUECHUDESHUJUXIANSHI,LUNDUNJINSHUJIAOYISUO(LME)JINSHUGUJUNJIA14.87MEIYUAN/BANG,TONGBIXIAJIANG61.4%。


边锋游戏ZHEIZHUYAOSHOUDAOGONGYINGGUOSHENG,YIJIZHONGGUOXINNENGYUANDIANDONGCHEBUTIETUICHAODEYINGXIANG。


YINWEIGUJIADIMI,GUYEJUTOUMENXIANHOUXUANZETINGCHANBAOJIA。


边锋游戏JINNIAN2YUE,OUYAZIYUANZANTINGLEQIYUGecaminesDEHEZIQIYEBOSIKUANGYEYOUXIANGONGSI(Boss Mining Sprl,XIACHENGBOSIKUANGYE)。BOSIKUANGYEDEGUCHANLIANGCENGCHAOGUOQUANQIUGONGYINGLIANGDE5%。


JINNIAN8YUE,QUANQIUZUIDAGUSHENGCHANSHANGJIANENGKEGUANBILETAZAIGANGGUO(JIN)DEMutandaTONGGUKUANG。MutandaSHIQUANQIUZUIDADEGUKUANG,YUEZHANQUANQIUGUGONGYINGDEJIN20%。JIANENGKEYUJI,GAIKUANGJIANGYIZHIZANTINGZHI2021NIAN。


边锋游戏YISHOUJIWEIDAIBIAODEXIAOFEIDIANCHI,YIJIDIANDONGCHESHICHANG,CHENGQILEGUDEZUIZHUYAOXUQIU。


边锋游戏JUGUOTAIJUNANTONGJI,QUNIANXIAOFEIDIANCHIYONGGUZHANBIZUIGAO,ZHANBI46%;CHUNDIANDONGCHEYONGGUZHANBIYUE12%。


SONGBENCHENG,SUIZHESHOUJIDUIDAIJISHIJIANDEYAOQIUYUELAIYUEZHANG,DIANCHINENGLIANGMIDUZHUJIANZENGDA,QIEXINYIDAISHOUJIPINGMUGENGDA,HAODIANGENGDUO,XUYAOXIAOHAOGENGDUODEGUJINSHU。


“SHOUJISHICHANGGUXUQIUHENDA,DANWEILAIZENGZHANGLVJIANGBURUCIQIAN。”SONGBENSHUO,DIANDONGCHEDUIGUDEXUQIUZENGZHANGZEJIANGJIAKUAI,NIANFUHEZENGZHANGLVDADAO20%-30%,ZHEIYISHICHANGXUQIUYEJIANGCHAOYUEXIAOFEIDIANCHI。


DANYUANBENZENGSHISHENGMENGDEDIANDONGCHESHICHANG,JINNIANZANSHIXIHUO。SONGBENFENXI,YUANYINZHIYISHIZHONGGUOSHICHANGCHUXIANDEBIANHUA。


边锋游戏ZAIXINNENGYUANQICHECHANYEDEDAIDONGXIA,GUOQUSHINIAN,ZHONGGUODONGLIDIANCHIYINGLAIBAOFASHIZENGZHANG。JUHENGDAYANJIUYUANSHUJUXIANSHI,2009-2018NIAN,ZHONGGUODONGLIDIANCHIZHUANGJILIANGCONG0.03GWhZENGZHI57GWh,ZENGZHANGCHAOQIANBEI。


边锋游戏2017NIAN,ZHONGGUOLIDIANCHIZAIQUANQIUSHICHANGFENETUPO60%,CHAOYUERIHAN,CHENGWEIQUANQIUZUIDADELIDIANCHISHENGCHANGUO。


JINNIAN,ZHONGGUOZHENGFUXUANBUJIANGZHUBUJIANSHAOXINNENGYUANQICHEXIANGGUANBUTIE,BINGZI6YUE21RIQIFEIZHI《QICHEDONGLIXUDIANCHIXINGYEGUIFANTIAOJIAN》,DIYI、DIER、DISAN、DISIPIFUHEGUIFANTIAOJIANQIYEMULUTONGSHIFEIZHI。ZHEIDENGYUGUONEIDONGLIDIANCHIDEBAOHUWANG,BEICHEDICHEXIA。


JUZHONGGUOQICHEGONGYEXIEHUI(XIACHENGZHONGQIXIE)ZUIXINSHUJU,10YUE,GUONEIXINNENGYUANQICHEXIAOLIANGTONGBIXIAJIANG45.6%,YILIANXUSIGEYUEXIAJIANG。DONGLIDIANCHIDEXUQIUHEZHUANGJILIANGYEZIRANGENZHEXIAJIANG。


MUQIAN,DAGUIMOSHENGCHANDIANDONGCHEDECHANGSHANGBAOKUOTESILA、DAZHONG、DAIMULE、BAOMA、FENGTIANQICHEHEZHONGGUOBUFENCHEQIDENG。


边锋游戏SONGBENCHENG,CONGQUANQIUSHICHANGKAN,MUQIANKEGONGXUANZEDEXINNENGYUANQICHECHEXINGBINGBUDUO。“DADUOCHEXINGZHINENGTONGGUODINGGOU,”SONGBENYIDAZHONGQICHEWEILI,XIANZAIDINGGOUDEXINCHE,JIAOFUXUDENGDAOMINGNIAN5YUEYIHOU。


边锋游戏YINCI,DIANCHICHANGSHANGYEZAIGUANWANG,XUDUOCHANGSHANGBINGWEIMANFUHESHENGCHAN。JUSONGBENJIESHAO,TAMENXIANGDENGLIANGSANNIANZHIHOU,SHIQIYUQICHECHANGSHANGQIANDINGDEZHANGQIXIEYIZHONGXINXILIECHEXINGDEXIAOSHOUQINGKUANG,ZAIJUEDINGPAICHAN。


SUIZHEXINCHECHEXINGLUXUCONG2020NIANSHANGSHI,SONGBENCHENGKANHAO2020NIAN,YOUQISHI2021NIANDELIDIANCHISHICHANG。


TANJILIDIANCHICHANGSHANG,SONGBENRENWEI,ZHONGRIHANSANGUODEYOUSHIMUQIANWURENKEJI。


边锋游戏NINGDESHIDAIXINNENGYUANKEJIGUFENYOUXIANGONGSI(300750.SZ)、SONGXIA、LGHUAXUE、SKIDENGGONGSI,MUQIANZAIQUANQIUDONGLIDIANCHIPAIMINGDIYIZHENYING。


边锋游戏“DONGLIDIANCHIJUTOUMENZHISUOYINENGGOUZAIJILIEJINGZHENGZHONGJUBEIYOUSHI,SHIYINWEIDACHANGCHENGBENDI。”SONGBENCHENG,ZHEIHESHOUJILIDIANCHISHENGCHANCHANGSHANGHENXIANG,ZHIYOUSHAOSHUDIANCHICHANGSHANGCAIYOUZHEIZHONGNENGLI。


相较中韩,日本市场具有独特之处。


边锋游戏RIBENCIQIANGENGQINGXIANGYUSHENGCHANQINGRANLIAOXINNENGYUANQICHE,DIANDONGQICHEGUIMOJIAOXIAO。


边锋游戏“TAMENZHENGCHUYUZANSHIXIANGLIDIANCHIDIANDONGCHEGUODUDEGUOCHENGZHONG。FENGTIANHEBENTIANDOUSHIGANGGANGKAISHIGUIMOSHENGCHANDIANDONGCHE。”SONGBENSHUO。


ANZHAOZHENGJICAILIAOFENLEI,DONGLIDIANCHIYOUSANYUANLIDIANCHI、LINSUANTIELIDIANCHI、MENGSUANLIDIANCHI、TAISUANLIDIANCHIDENG。


ZHONGGUODONGLIDIANCHIYINGYONGFENHUIYANJIUBURENWEI,MIANDUIBUTIEBUDUANTUIPO,GUONEICHEQIWEIYINGHESHICHANGXUQIUKAISHIZHUIQIUGENGGAODEXUHANGLICHENG,SANYUANLIDIANCHIZAICHENGYONGCHELINGYUDASHOUZHUIPENG。


边锋游戏JUZHONGGUODONGLIDIANCHIYINGYONGFENHUIYANJIUBUTONGJI,JINNIANSHANGBANNIAN,SANYUANLIDIANCHIZAIGUONEIZHUANGJILIANGZHONGDEZHANBIWEI71.14%,WEILIEDIYI;LINSUANTIELIZHANBIWEI26.97%,WEILIEDIER。


ZAISANYUANLIDIANCHISHENGCHANSHANG,RIBENDEJISHULUXIANYUZHONGHANYIBUTONG。


边锋游戏LIRU,RIBENSONGXIACAIYONGDEZHENGJICAILIAOSHINCA(NIEGULV),SANZHONGCAILIAOPEIBIWEI80:15:5。TESILACAIYONGDEZHENGSHISONGXIANCALIDIANCHI。


DANZHONGGUOHEHANGUOSHICHANG,DIANCHICHANGSHANGMENDUOZOUNCM(NIEGUMENG)ZHENGJICAILIAOJISHULUXIAN,BIRUNINGDESHIDAIHESKI。


SONGBENBIAOSHI,NCMJISHULUXIANCHUQI,NIEHANLIANGJIAODI,GENGRONGYIKUAISUHEDAGUIMOSHENGCHAN。TARENWEI,ZHONGGUODIANCHICHANGSHANGDEJINGZHENGYOUSHIYEZAIYUGUIMOHUA,“CHANNENGGUIMOYUEDA,YUEJUBEIJINGZHENGYOUSHI。”


边锋游戏DANSUIZHEDUIDIANCHINENGLIANGMIDUYAOQIUZENGJIA,NCMKAISHIJINRUGAONIELUXIAN。NCM811,JIZHENGJICAILIAOZHONGNIEGUMENGDEHANLIANGBILIWEI80:10:10DESANYUANLIDIANCHI,SHIMUQIANNENGLIANGMIDUYUJISHUHANLIANGZUIGAODEJISHULUXIAN。


SONGBENCHENG,YINCM811SANYUANLIDIANCHIWEIDAIBIAODEGAONIELUXIAN,SHIWEILAILIDIANCHIDEFAZHANFANGXIANG。DONGLIDIANCHICHANGSHANGJIANGZHANKAIJILIEJINGZHENG。


宁德时代、比亚迪计划今年将量产NCM811动力电池。


边锋游戏DANNCM811SANYUANDIANCHIDEGOUCHENG,RANGQIHENNANWANQUANMANZUXIAOFEIZHEXUHANGLICHENGHEANQUANXINGHEYIDEWANMEISHEXIANG,YINWEINENGLIANGMIDUYUEGAO,WENKONGHEANQUANXINGJIUYUENANBAOZHANG。YINCI,YAOBAOZHANGDIANCHIANQUANXINGJIXUNHUANSHOUMING,NENGLIANGMIDUHUIXIANGDUISHOUXIAN。


SONGBENCHENG,NCM811SANYUANDIANCHIDADAOANQUANGUIMOSHENGCHANRENGYOUNANDU。DANSONGXIADENCADIANCHI,YIKAISHIJIWEIGAONIELUXIAN,YIJINGJIEJUELEGAONIESANYUANDIANCHIDEDAGUIMOSHENGCHANWENTI。


边锋游戏SUIZHEZHONGGUOZHUJIANJIANSHAOBUTIEBINGQUXIAODONGLIDIANCHIBAIMINGDANXIANZHI,WEILAIZHONGRIHANSANGUODELIDIANCHIJUTOUJIANGZAIZHONGGUOAOZHAN,JINGZHENGDEFANGXIANGZHUYAOSHIGAONIESANYUANDIANCHIYIJICHONGDIANZHUANGDEJIANSHE。


边锋游戏RIHANDE“JINGONG”YIJINGKAISHI。


边锋游戏LGHUAXUEYIXIANHOUXUANBUSANXIANGZAIHUATOUZI。QUNIAN4YUE,QIYUHUAYOUGUYEHEZUO,JUEDINGTOUZI100DUOYIYUANCHENGLILELIANGJIAHEZIGONGSI,YONGYUSHENGCHANLIDIANSANYUANQIANQUTIHEZHENGJICAILIAO。


TONGNIAN7YUE,LGHUAXUEXUANBU,TOUZIYUE138YIYUANJIANSHECHANNENGDA32GWhDENANJINGGONGCHANG。JINNIANNIANCHU,GAIGONGSIYOUXUANBU,2020NIANQIANZAITOUZI1.2WANYIHANYUAN(YUEHE72YIYUANRENMINBI),ZAINANJINGXINGANGKAIFAQUXINJIANLIANGJIADIANCHICHANG。


边锋游戏TESILADELAOGONGYINGSHANGSONGXIA,YEYIZAIZHONGGUODALIANTOUZI500YIRIYUAN(YUEHE31.13YIYUANRENMINBI)JIANSHEFANGXINGDIANCHIGONGCHANG,QUNIANYISHENGCHANGONGHUO。


边锋游戏SONGXIAHAIXUANBU,JIANGYUTESILAHEZUOZAIZHONGGUOSHENGCHANDIANCHI。FENGTIANZAIZHONGGUODEYIXIECHEXINGRUHUAGUANHELEILING,YIKAISHISHIYONGSONGXIADELIDIANCHI。


极其重要的中国市场


DUIYUWEILAIZHONGGUODONGLIDIANCHISHICHANGDEGUXUQIU,SONGBENBIAOSHI,YIRANYONGYOUHENQIANGDEXINXIN。


TAYUJI,JINGUANZENGSUFANGHUAN,ZHONGGUOJINNIANRENGJIANGSHENGCHAN150WANLIANGDIANDONGCHE。QUNIAN,ZHONGGUODEXINNENGYUANQICHEXIAOLIANGGONGJI122WANLIANG。


边锋游戏MUQIAN,ZHONGGUOSHICHANGYUEZHANOUYAZIYUANYINGSHOUDE1/4。


SONGBENBIAOSHI,CONGDONGLIDIANCHILINGYUKAN,ZHONGGUOSHIOUYAZIYUANZUIDADEJINGLIANSHICHANG,DANBUSHIZUIDADEZHONGDUANSHICHANG。


边锋游戏MUQIAN,ZHONGGUOYONGYOUQUANQIU80%-90%DELI、GUJINGLIANNENGLI。OUYAZIYUANDENGSHENGCHANDELIHEGU,XUZAIZHONGGUOJIAGONGCHENGWEIJINGLIANLIHEJINGLIANGU,CAINENGCHUKOUZHIZHONGDUANKEHU,BIRURIHAN。


边锋游戏CHUMAOYIFANGSHIWAI,JINNIANLAI,OUYAZIYUANYUZHONGGUOQIYEKAISHILIANSHOUZAIGANGGUO(JIN)YIJIQITADIQUKAISHIKUANGYEXIANGMUHEZUO。


SONGBENCHENG,YIZHONGGUOGUOQIWEIDAIBIAODEZHONGQI,ZAIFEIZHOUYONGYOUDUONIANKUANGYEJINGYINGJINGYAN。YIKAOQIANGYOULIDEGUOJIAZHICHI,ZHEIXIEZHONGQIZAIBINGBURONGYITUOZHANSHANGYEDEZHONGFEIDIDAIYINGSHANGDUONIAN。“ZHEISHIZHONGGUOQIYEDEYOUSHI。”SONGBENCHENG。


GANGGUO(JIN)GONGYINGLEQUANQIU2/3DEGU。ZAIZHEILI,CHULEJIANENGKE、OUYAZIYUANLIANGJIAGUYEJUTOUWAI,HAIYOUZHONGTIEZIYUANJITUAN、JINCHUANJITUAN、HUAYOUGUYE(603799.SH)、HANRUIGUYE(300618.SZ)、LUOYANGMUYE(603993.SH)、ZIJINKUANGYE(601899.SH)、WUKUANGZIYUAN(01208.HK)DENGSHIJIJIATAOGUDEZHONGQI。


边锋游戏OUYAZIYUANZEYONGYOU“XIANDAOZHE”YIJICHENGBENYOUSHI。


2015NIAN9YUE2RI,ZHONGGUOYOUSEJINSHUJIANSHEGUFENYOUXIANGONGSI(XIACHENGZHONGSEGUFEN)YUOUYAZIYUANZIGONGSIMetalkol SAQIANSHULE《GANGGUO(JIN)RTRXIANGMUZONGCHENGBAOKUANGJIAXIEYI》。


边锋游戏2016NIAN6YUE,SHUANGFANGQIANSHUXIANGMUZONGCHENGBAOHETONG,YIQIXIANGMUHETONGJINEYUE6.54YIMEIYUAN,2017NIAN2YUE6RIKAIGONGJIANSHE。


边锋游戏CHUQIANSHUJIANENGKEXIANCHANGUANTINGDEMutandaTONGGUKUANGWAI,WEILAI1-3NIANGUXINGYEDEZUIDAGONGJIZENGLIANG,HAIJIANGLAIZIJIANENGKELINGYIGE3WANDUNCHANNENGDEGUXIANGMUKCC,YIJIOUYAZIYUANDERTRXIANGMU。RTRXIANGMUDEGUGONGYINGLIANGJIANGZHANQUANQIUDE15%,QIZHONGYIQICHANNENG1.4WANDUN,ERQIHEJICHANNENGYUE2WANDUN。


JUSONGBENJIESHAO,RTRXIANGMUQUNIANYITOUCHAN。RUONENGQUANFUHEDACHAN,OUYAZIYUANJIANGCHENGWEIJINCIYUJIANENGKEDEQUANQIUDIERDAGUGONGYINGSHANG,JIZHONGGUOZUIDADEGUGONGYINGSHANG。


CHUGUKUANGWAI,OUYAZIYUANHAIYUZHONGGUOQIYELIANMENGZAIBAXIKAIFATIEKUANGSHIXIANGMU,JIBaminYITIHUAXIANGMU。


边锋游戏2017NIAN9YUE,OUYAZIYUANDEBAXIZIGONGSIBahiaMinerao(Bamin)YUBAXIBAYIYAZHOUZHENGFU、ZHONGGUOQIYELIANMENGGONGTONGQIANSHULEXIEYI,JIHUAKAIFABaminYITIHUAXIANGMU,TOUZIYUE23YIMEIYUAN,SHEJICAIKUANGHEWULIUDENG。


边锋游戏ZHONGGUOQIYELIANMENGYOUZHONGGUOZHONGTIE、ZHONGGUOJIAOTONGJIANSHEGONGSIHEDALIANHUARUIZHONGGONGYEJITUANZUCHENG。


GENJUXIEYI,ZHONGGUOQIYEJIANGGONGTONGYONGYOUKUANGSHAN、TIELUHEGANGKOUXIANGMUDESUOYOUQUANBINGCANYUXIANGMUDEFAZHANHERONGZI。


边锋游戏GAIKUANGSHANXIANGMUZHUYAODUIPedradeFerroKUANGSHANJINXINGKAIFA,YUJIGAIKUANGMEINIANJIANGSHENGCHAN1950WANDUNGAOPINWEITIEJINGKUANG。


边锋游戏YOUYUQUNIANBAXIZHENGFUHUANJIEDENGYINSU,ZHEIYIXIANGMUYOUSUOTUICHI。SONGBENCHENG,MUQIANGAIXIANGMUYIKAIGONGJIANSHE,KAICAICHUDETIEKUANGSHIJIANGYUNWANGOUZHOU、ZHONGDONGYIJIZHONGGUO。


第四届动力电池应用国际峰会CBIS2019

稿件来源: 界面新闻
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