Lithium batteries, are one type of batteries generally used and began in 1970 and since have occupied the majority in the EV battery market with high density of energy and long lifespan. There are two kinds of lithium batteries for EV and they are lithium iron phosphate batteries and ternary lithium batteries.
From batteries to equipment, to manufacturing equipment and to cascade utilization, complete industrial chains have been established in China. Integration regions of the power battery industry have been set up in Yangtze River Delta, Pearl River Delta, Beijing-Tianjin Region and the Central Plain Region. Investment in the whole industry surpluses RMB100 billion and annual output is over 40 billion.
With the driver of the market and supports of polices, the output of EV batteries will increase by a large scale to nearly 50GWh in 2017. However, the need for EV batteries will only be 40GWh. For the above conditions, in five years after 2017, output of EV batteries will be prevented from blind increase. But with the development of the power automobile industry, the main trend of EV batteries will increase, of which, the output will break at 110GWh.
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1 Overview of China's EV Battery Industry
1.1 General Situation
1.3 Market Analysis
1.4 Environment Analysis
2 Supply and Demand of EV Battery Industry in China
2.1 Status of Supply and Demand
2.2 Forecast of Supply and Demand
3 Analysis of Major Companies of EV Battery Industry in China
3.1 Camel Group Co., Ltd.
3.1.1 General Situation
3.1.2 Main Battery Products
3.1.3 Operating Situation
3.1.4 Sales Network
3.1.5 Strategy of Upgrading and Transforming
3.2 Dynavolt Renewable Energy Technology Co., Ltd.
3.3 Chongqing Wanli New Energy Co., Ltd.
3.4 Fengfan Co., Ltd. of CSIC
4 Analysis of Investment and Strategy Plan of EV Battery Industry in China
List of Figures
Figure 1 Cost distribution of a lithium battery
Figure 2 Materials of one EV battery
Figure 3 Gross domestic product and growth rates of China economy, 2011-2016
Figure 4 Amounts of power stations for new energy vehicles in China, 2011-2016
Figure 5 Outputs of power batteries in China, 2011-2016
Figure 6 Total output values of China power batteries (pack included), 2011-2016
Figure 7 Output forecast of power battery industry, 2017-2022
Figure 8 Demand forecast of power battery industry, 2017-2022
Figure 9 Business structure of Camel Group Co., Ltd. in 2016
Figure 10 Business structure of Dynavolt Renewable Energy Technology Co., Ltd. in 2016
Figure 11 Business structure of Fengfan Co., Ltd. of CSIC in 2016
Figure 12 Product structure of Narada in 2016
List of Tables
Table 1 Basic information about EV batteries
Table 2 Export volumes and values of China storage batteries, 2011-2017
Table 3 Import volumes and values of China storage batteries, 2011-2017
Table 4 Major technical indicators of power batteries
Table 5 Major technical indicators of power batteries in China
Table 6 Cost distribution of a 10AhLFP battery core’s materials
Table 7 Prices of lithium carbonate and cobalt during July to November of 2017
Table 8 Top 20 enterprises in China lithium battery industry in 2016
Table 11 Growth rates of GDP and forecast according to the World Bank, 2014-2016
Table 12 Sales ranking of battery suppliers in US in 2016
Table 13 Relationship between battery enterprises and automobile enterprises
Table 14 Ranking of lithium battery makers, 2014-2016
Table 15 Sales of batteries for electric vehicles in North America in 2016
Table 16 Distribution of GDP, 2014-2016
Table 9 Outputs of new energy vehicles by subdivisions in China, 2011-2016
Table 10 Sales volumes of new energy vehicles by subdivisions in China, 2011-2016
Table 17 Related policies to EV battery industry
Table 18 Outputs of lead-acid batteries in China, 2010-2016
Table 19 Outputs of lithium - ion batteries in China, 2011-2016
Table 20 Demand and production capacity of power batteries, 2015-2016
Table 21 Capacity and outputs of large enterprises in China power battery industry in 2016
Table 22 Product lines of Camel Group Co., Ltd.
Table 23 Operating situation of Camel Group Co., Ltd. by industries and products in 2016
Table 24 Revenues and profits of Camel Group Co., Ltd., 2012-2016
Table 25 Strategy of Camel Group Co., Ltd.
Table 26 Major businesses of Dynavolt Renewable Energy Technology Co., Ltd.
Table 27 Outputs and sales of batteries of Dynavolt Renewable Energy Technology Co., Ltd. in 2016
Table 28 Operating situation of Dynavolt Renewable Energy Technology Co., Ltd. by industries and products in 2016
Table 29 Revenues and profits of Dynavolt Renewable Energy Technology Co., Ltd., 2012-2016
Table 30 Batteries of Chongqing Wanli New Energy Co., Ltd.
Table 31 Operating situation of Chongqing Wanli New Energy Co., Ltd. by industries and products, 2015-2016
Table 32 Revenues and profits of Chongqing Wanli New Energy Co., Ltd., 2012-2016
Table 33 Operating situation of Fengfan Co., Ltd. of CSIC by products in 2016
Table 34 Revenues and profits of Fengfan Co., Ltd. of CSIC, 2012-2016
Table 35 Storage batteries of Narada
Table 36 Independent innovation products of Narada
Table 37 Outputs and sales volumes of power batteries of Narada, 2014-2016
Table 38 Operating situation of Narada by industries and products in 2016
Table 39 Revenues and profits of Narada, 2012-2016