最新上分器

汽车

汽车

预见2020|新能源动力电池发展四大趋势

附骥于中国新能源汽车的高速发展,国内动力电池产业过去五年复合增长率超150%。经历了2019年的市场降速,在2020年,动力电池领域硝烟弥漫且充满变局。

2020NIANSHIXINNENGYUANSHANGXIAYOUCHANYEFAZHANDEDAKAOZHINIAN。KAINIANDEXINGUANFEIYANYIQING,GENGSHIRANGXINGYECHUSHIBULI。BIANLIANGGENGJIADUOBIAN,QINGKUANGGENGJIAFUZA,QIYEJIXUZAIYALIZHONGQIUSHENGCUN。WEILETOUGUOCENGCENGJIANNANXIANZUDEMIWU,QICHEZHIJIATUICHU《YUJIAN2020》XILIEHUATINEIRONG,JIEYOUZISHENXINGYERENSHIDESHIJIAO,LEJIE2020NIANQICHECHANYEDEZHONGZHONGKENENGXING。BENQIWOMENJIANGZHONGDIANFENXIDONGLIDIANCHIFAZHANQUSHI。

汽车之家


最新上分器BENQIXINGYEPINGLUNYUAN——MOKE,ZHENLIYANJIUCE0 JIANSHOUXIFENXISHI。ZAICHANYANLINGYU,MOKEZHUYAOYISHUJUFENXIHEJINGJIXUEDEYANGUANGLAIYANJIUCHANYEFAZHAN,ZHILIYUXUNZHAOWEIGUANLIDIANCHANYE、SHICHANG、JISHUZHIJIANDEGUANXIYIJIYUHONGGUANJINGJI、GUOJIAZHENGCEDENGDENEIZAILIANXI,YIQIUZHUNQUEBAWOCHANYEHEJISHUFAZHANMAILUO。

60MIAOKUAISULEJIEHEXINLUNDIAN:

最新上分器●CHUYUHUIFUSHICHANGXINXINKAOLV,2020NIANXINNENGYUANQICHEZHENGCEZONGTIJIANGBIJIAOJIJI,ZHEIYEJIANGDAIDONGDONGLIDIANCHIXUQIULIANGDEZENGZHANG;

●GENJU2016-2019NIANZHONGGUODIANDONGQICHESHICHANGDIANCHIZHUANGJIDESHIJIQINGKUANG,YIJIBIYADIDENGQIYEDONGLIDIANCHILINGYUGUIHUADENGKEYIYUJIAN,2020NIANLINSUANTIELIDIANCHIZHUANGJILIANGYIRANHUIYOUYIDINGZENGZHANG;

最新上分器●DANGQIANDONGLIDIANCHICHANYEZHENGZAIJIASUXIPAI,QIANGZHEYUQIANG,ZHEIYIDINGCHENGDUSHANGJIANGYOULIYUDIANDONGCHENGBENDEJIANGDI、DIANCHIJISHUDEJINBU;

●CONGQUANQIUSHICHANGZHUANGJIQINGKUANGLAIKAN,ZHONGGUOFENBIEZUODAOLEDIANCHIBAONENGLIANGMIDUZUIGAOHEDIANCHICHENGBENZUIDI,SUIZHEWEILAIJISHUDEJINYIBUGAISHAN,ZHONGGUODONGLIDIANCHILINGYUYOUWANGCHAOYUERIHAN,HOULAIZHEJUSHANG。

最新上分器1、2020NIANZHONGGUODIANDONGQICHESHICHANGDIANCHIXUQIUZONGLIANGKEWANGDADAO110GWh

DONGLIDIANCHIDEXUQIUZONGLIANGGENXINNENGYUANQICHEDECHANLIANGXIXIXIANGGUAN。YOUYU2020NIANDEXINNENGYUANSHICHANGYIRANHUIZAIHENDACHENGDUSHANGQUJUEYUZHENGCEFUCHILIDU,ZHEIJIUXUYAOWOMENXIANDUIZHENGCEZUOYIGEDAZHIPANDUAN。

2020NIANDEXINNENGYUANQICHEZHENGCEZONGTISHANGHUIBIJIAOJIJI,YUANYINWUTA,SHICHANGXINXINBIXUXIUFU,FOUZEHUIYINGXIANGDAOXINNENGYUANQICHEFAZHANGUIHUA(2021-2035)DESHISHI。YUJIZHENGCEZHUYAOHUICONGLIANGFANGMIANZUOGONGZUO:①NULIHUIDAODIANCHICAIGOUCHENGBENHEBUTIEZONGTIEDUDAZHIXIANGDANGDEGUIDAOSHANGLAI,ZHEILIDEBUTIEJIBAOKUOZHENGFUBUTIE,YEBAOKUOFEIZHENGFUBUTIE(JIFENSHOUYIBUTIE);②NULITUIDONGJITUANCAIGOU(YINGYUN)GENGSHANGYICENGLOU。

汽车之家


YICHUNDIANDONGCHENGYONGCHEWEILI,2020NIANMEILIANGCHEDEDIANCHICAIGOUCHENGBENDAYUEZAI5WANYUANZUOYOU,RUGUOGUOBUNENGZAI2-2.5WANYUANQUJIAN,MOXUDIBUYOUTIAOJIANHUIGUI,TONGSHIDIAOZHENGJIFENBANFAYITISHENGJIFENSHOUYI,①SHIWANQUANYOUKENENGSHIXIANDE。ZAIJITUANCAIGOUFANGMIAN,RUGUONENGHAOHAOZONGJIEGUOQUJINIANDEJINGYAN,ZAISIDASHICHANG——CHUZUCHE、WANGYUECHE、GONGWUYONGCHE、CHENGQUWULIU——TUICHUGENGYOUZHENDUIXINGDE、BUSUNHAICANYUGEFANGLIYIDEGUANLIBANFA,YESHIWANQUANYOUKENENGQUDEHAOCHENGJIDE。BIJING,ZHEISIDASHICHANGDERONGLIANGGAODA900WANLIANG,ANZHAOYUNYINGCHELIANGDAZHI6NIANGENGHUANYIPILAIKAN,2020NIANYOU150WANLIANGXUYAOGENGHUAN。ZONGZHI,RUGUOSHANGSHULIANGFANGMIANGONGZUONENGJIBENZUODAOWEI,NEIME2020NIAN200WANLIANGMUBIAODAGAILVNENGSHIXIAN。


表1:2020年各类电动汽车产品产量及装机量预计

车辆类别产量预计(万辆)

平均带电量预计

(kWh/辆)

装机量预计(GWh)
纯电动乘用车14053.2274.51
纯电动客车8197.8815.83
纯电动专用车2176.4116.05
插电式混动乘用车3013.634.09
插电式混动客车0.545.380.23
插电式混动专用车0.525.210.13
合计200/110.83
制表:汽车之家行业评论员  数据来源:真锂研究

 

JIASHE200WANLIANGMUBIAONENGGOUSHIXIAN,DUIGELEIXINNENGYUANQICHECHANPIN2020NIANCHANLIANGZUOLEYIGEDAGAIYUJI,JIANBIAO1。ZHIYUMEIYILEICHANPINPINGJUNDAIDIANLIANG,JINDUIQIZHONGDECHUNDIANDONGCHENGYONGCHEZUOLEZENGZHANGYUCE,ANZHAO2016-2019NIANDENIANJUNFUHEZENGZHANGLV13.3%YUJI2020NIANGAILEICHANPINPINGJUNDAIDIANLIANGWEI53.22kWh/LIANG;QIYUJILEIJUNWEICHI2019NIANDESHUIPING。ZHEIYANG,YUJI2020NIANZHONGGUODIANDONGQICHESHICHANGDIANCHIZONGZHUANGJILIANGKEWANGDADAO110GWh,TONGBIZENGZHANGJIANGCHAOGUO75%。

最新上分器2、LINSUANTIELIDIANCHIZONGZHUANGJILIANG2020NIANHUIYOUYIDINGZENGZHANG,DANZHANBIJIANGHUIJIXUXIAJIANGZHI30%YINEI

DONGLIDIANCHILUXIANZHUYAOYOUSANYUANHELINSUANTIELILIANGDALEI,LILUNSHANG,SANYUANDIANCHINENGLIANGMIDUDEJINBUKONGJIANBILINSUANTIELIYAODABUSHAO,ERLINSUANTIELIDIANCHIDEANQUANXINGYAOHAOYIXIE(DANYEJINSHIXIANGDUIERYAN)。WOMENZHIDAO,XIANJIEDUANDIANDONGQICHEFAZHANMUQIANMIANLINDEZHUYAOMAODUNSHI“LICHENGJIAOLV”,JIEJUEZHEIGEWENTIDEZHUYAOBANFAJIUSHIBUDUANTIGAODIANCHINENGLIANGMIDU。ZHEILI,WOXIANGYAOTIJIDESHI,JIEJUE“LICHENGJIAOLV”ZHIHOU,DIANCHINENGLIANGMIDUYIRANHAIXUYAOJIXUBUDUANTIGAO,YINWEI,DIANDONGQICHEHAIXUYAOJIEJUE“SANGERONGHE”DEWENTI,ERZHEICAISHIDIANDONGQICHEYOUBIEYUCHUANTONGQICHEDEHEXINNENGLI。(BUCHONG:《XINNENGYUANQICHEFAZHANGUIHUA(2021-2035)》(ZHENGQIUYIJIANGAO)TIDAODIANDONGQICHEBIXUYAOYUNENGYUANXITONGRONGHE、YUJIAOTONGXITONGRONGHE、YUITTONGXINXITONGRONGHE。)

WOMENKEYIKANDAO,JINIANLAIZHEILIANGDADIANCHILUXIANDOUZAIBUDUANTIGAOGEZIDENENGLIANGMIDU,QIZHONGLINSUANTIELIDIANCHINENGLIANGMIDUDEJINZHANYIJINGFEICHANGJIEJINSHENZHICHAOYUELEPUBIANRENWEIDELILUNJIXIAN(GEBIEQIYEDELINSUANTIELIDIANCHIXINNENGLIANGMIDUYIJINGDADAOLE190Wh/kg,DIANCHIBAONENGLIANGMIDUYEYIJINGCHAOGUOLE150Wh/kg,WEILAIJUSHUOYOUKENENGDADAO170Wh/kg,BUKESIYI)。DANSHI,RUCIZHUIQIUJIXIANDEZUOFA,YIWEIZHEANQUANFANGMIANDEGONGZUOHUIFEICHANGNANZUO。


表2:2016-2020年中国新能源汽车市场电池总装机量(kWh)
车辆类型2016年2017年2018年 2019年2020年预计
纯电动乘用车7,928,84312,770,11130,337,46739,770,22974,508,000
纯电动客车15,147,36612,361,67216,239,88414,853,44515,830,400
纯电动专用车3,125,3676,220,4636,144,6505,381,68216,046,100
插混乘用车1,021,5691,668,7023,696,8332,625,0614,089,000
插混客车500,414638,784271,337258,614231,900
插混专用车20/726,075126,050
总计27,723,57833,659,73256,690,24462,895,107110,831,450
制表:汽车之家行业评论员  数据来源:真锂研究

 

最新上分器GENJU2016-2019NIANZHONGGUODIANDONGQICHESHICHANGDIANCHIZHUANGJIDESHIJIQINGKUANG,YIJI2020NIANYIJINGQUEDINGDEYIXIEBIANHUA(RUBIYADIQUEDINGZAICHUNDIANDONGCHENGYONGCHESHANGCAIYONGLINSUANTIELIDAOPIANDIANCHI、SHANGQIJUEDINGZAIQIBUFENCHAHUNCHENGYONGCHESHANGCAIYONGLINSUANTIELIDIANCHIDENGDENG),DUI2020NIANLINSUANTIELIDIANCHIZAIGELEIDIANDONGQICHECHANPINSHANGDEZHUANGJIQINGKUANGZUOLEYIGEYUCE,JIANBIAO3。ANZHAOZHEIGEYUCELAIKAN,2020NIANLINSUANTIELIDIANCHIZHUANGJILIANGHUIYOUYIDINGZENGZHANG,DANZHUANGJIZHANBIJIANGHUIJIXUXIAJIANGBINGSHOUCIJIANGDAO30%YINEI。XIANGDUIYING,SANYUANDIANCHIZHUANGJIZHANBIJIANGJIEJIN70%,JIXUKUODALINGXIANYOUSHI。


表3:2016-2020年中国新能源汽车市场 磷酸铁锂电池总装机量(kWh)
车辆类型2016年2017年2018年 2019年2020年预计
纯电动乘用车40.69%23.53%10.71%6.51%8%
纯电动客车95.65%92.38%94.36%96.02%96.02%
纯电动专用车47.66%28.74%45.2%82.48%70%
插混乘用车74.49%7.31%0%0%2%
插混客车22.45%32.48%26.78%21.38%21.38%
插混专用车100%0%0%0%0.5%
总计72.42%49.14%37.79%33.94%29.35%
制表:汽车之家行业评论员  数据来源:真锂研究

 

3、DIANCHIGONGYINGZAIXIANGYOUXIUQIYEJIZHONG,YOULIYUDIANCHIPINZHIDEJINYIBUTIGAOHECHENGBENDEJIXUXIAJIANG

ZHONGGUODIANDONGQICHESHICHANGDEDIANCHIGONGYING,CHENGXIANCHUJIAOWEIMINGXIANDE“JIZHONG→FENSAN→ZAIJIZHONG→ZAIFENSAN……”DELUOXUANSHANGSHENGDEFAZHANGUILV,MUQIANCHUYU“FENSAN→ZAIJIZHONG”JIEDUAN,RUGUONENGKONGZHIHAOLONGDUANDAILAIDEFUMIANZUOYONG,ZHEIZHONGJIZHONGYOULIYUDIANCHIPINZHIDEJINYIBUTIGAOHECHENGBENDEJIXUXIAJIANG,YEYOULIYUTISHENGGUONEILONGTOUQIYEDEQUANQIUJINGZHENGLI。


表:4:2016-2019年中国电动汽车市场电池芯供应企业情况统计

2016年2017年2018年2019年2019年附注
电芯企业数量123918872

①前两强CATL和比亚迪的市场份额分别是51.09%和17.42%,合计68.51%

②共有12家企业的市场份额超1%

1-10名份额79.29%74.19%83.18%88.19%
11-20名份额9.87%13.34%8.95%7.64%
其他份额10.84%12.47%7.87%4.17%
制表:汽车之家行业评论员  数据来源:真锂研究

 

BIAO4DETONGJISHUJUXIANSHI,QIAN10QIANGDESHICHANGFENE2017NIANZHIHOUKUAISUTISHENG,XIANGDUIYING,QITAQIYEDESHICHANGFENEZAIKUAISUXIAHUA。YUJI2020NIANQIAN10QIANGDESHICHANGFENEJIANGTUPO90%,TONGSHI,GONGYINGDIANCHIXINDEQIYEZONGSHULIANGKENENGHUIZAI2019NIAN72JIADEJICHUSHANGJIANBANSHENZHIGENGDUO。

长安汽车 E-Rock 2020款 基本型


『DAZAIBIYADIDIANCHIDEZHANGANE-Rock(CANSHU|XUNJIA)CHUNDIANDONGCHEXING』

最新上分器2020NIAN,NINGDESHIDAIDESHICHANGFENEKENENGHUIYOUSUOXIAHUA,YINWEIYOUNENGLIJINGZHENGDEDUISHOUFENFENKAISHIFALI。BIYADIDEDIANCHIYEWUKAISHIFENCHAI,YIWEIZHEQIDIANCHIWAIGONGZHENGSHIKAIQI,ZHANGANQICHEYIKUANCAIYONGBIYADIDIANCHIDECHANPINYIYU2019NIAN12YUELVXIANLIANGCHAN。SONGXIA、LGHUAXUE、SKCHUANGXINDENGRIHANQIYEYEZHENGZAIJIADAZHONGGUOSHICHANGDEKAITUOLIDU:CAIYONGSONGXIANCAYUANZHUDIANCHIHELGHUAXUENCM811YUANZHUDIANCHIDETESILAModel 3YIJINGGUOCHANHUABINGSHANGSHIXIAOSHOU;FENGTIAN2019NIANKAISHIZAIZHONGGUOSHICHANGFALI,YUJIJINHOUHUIZHUBUJIADALIDU,ERMUQIANJIEDUANSONGXIASHIQIZUIZHUYAODEDIANCHIGONGYINGSHANG;LGHUAXUENAXIALEJILIDEYIGEDADAN;SKCHUANGXINYUBEIQI(HANBEIJINGBENCHI)DEHEZUOZAIJINGLIYIDUANSHIJIANDECHENJIZHIHOU,YUJI2020NIANHUIZHONGXINFALI。ZONGTIERYAN,2020NIANZAIJIZHONGDEJICHUSHANGKENENGHUICHENGXIANCHUYIDINGFENSANDETEZHENG。

RUGUOWEILAIJINIANGUTAIDIANCHINENGGOUSHIXIANSHANGYEHUAYINGYONG,NEIMELIDIANGEJUDAGAILVHUIZAICIJINRUYIGEQUNXIONGBINGQIDEZAIFENSANDEFAZHANXINJIEDUAN。

最新上分器4、ZHONGGUOLIDIANDEQUANQIUJINGZHENGLIYOUWANGHOULAIJUSHANG

最新上分器ZHEIBUFENBUNENGSUANSHI2020NIANYUCELE,DANFEICHANGYOUBIYAOSHUO。2009NIAN“SHICHENGQIANLIANG”YILAI,ZHONGGUOKUAISUFAZHANDEDIANDONGQICHEQUDELEZHUDUOCHENGJIU,QIZHONGZUILIANGYANDECHENGJIUGERENRENWEIJIUSHIDIANCHIJISHUHECHANYEFAZHANQUDELEZHANGZUJINBU。DIANDONGQICHEYAOZAIBUYILAIYUBUTIEDEQINGKUANGXIAQUDEDUICHUANTONGQICHEDEYOUSHI,XUYAOZAIDIANCHIFANGMIANJUBEILIANGGEJICHUTIAOJIAN:DIANCHINENGLIANGMIDUYAOJINKENENGGAO,TONGSHI,DIANCHICHENGBENYAOJINKENENGDI。MUQIANQUANQIUDIANDONGQICHESHICHANG,CONGYIZHUANGJIDEQINGKUANGLAIKAN,ZHONGGUOFENBIEZUODAOLEDIANCHIBAONENGLIANGMIDUZUIGAOHEDIANCHICHENGBENZUIDI,ZANSHIHAIWEIJIANGERZHEHEERWEIYI,DANYEZHISHISHIJIANWENTI。

汽车之家


SHANGTUXIANSHI,2017NIANYILAI,ZHONGGUOSHICHANGCHUNDIANDONGCHENGYONGCHECHANPINDEDIANCHIBAOPINGJUNNENGLIANGMIDUMEINIANDOUYOUXIANZHUTIGAO,DAO2019NIANYIDADAOZHENGTI144.07Wh/kgDEGAOSHUIPING,QIZHONG,ZUIGAODESHIGUANGQIXINNENGYUAN-Aion LX(AIANLX),GAICHEDAZAILENINGDESHIDAITIGONGDENENGLIANGMIDUGAODA176.31Wh/kgDENCM811DIANCHIBAO,ZHEIYESHIMUQIANQUANQIUZUIGAOSHUIPING,GAICHEQUNIAN9YUELIANGCHAN,QUNIANHOU4GEYUEYIGONGSHENGCHANLE2057LIANG。XUYAOTIJIDESHI,ZHONGGUOSHICHANGSHIMUQIANQUANQIUWEIYIYIGESHIXIANNCM811GAONENGLIANGMIDUDIANCHIDAGUIMOZHUANGJIYINGYONGDESHICHANG,ZHENLIYANJIUDESHUJUXIANSHI,2019NIANQUANNIANGONGSHIXIANLE3.25GWhDEZHUANGJIYINGYONG,MUQIANWEIZHICHUYULAIYOUGUOZHAOHUIZHIWAI,JIBENMEIFAXIANQITAANQUANSHIGUBAODAO。

汽车之家


最新上分器ZAIDIANCHICHENGBENFANGMIAN,ZHENLIYANJIUDESHUJUXIANSHI,ZHONGGUODIANDONGQICHESHICHANG2019NIANDEDIANCHIXINHEDIANCHIBAOJUNJIAFENBIEBI2009NIANXIAJIANGLE82%HE86%。2019NIANZUIHOUYILIANGGEYUE,ZHONGGUOSHICHANGDESANYUANDIANCHIBAODANJIAYIJINGPUBIANJIANGDAOLE1.05YUAN/WhDESHUIPING,HEHAIWAISHICHANGDAZHIXIANGDANG;LINSUANTIELIDIANCHIBAO0.8YUAN/WhCHUTOU(MUQIANJIBENSHANGSHIZAIZHONGGUOSHICHANGYINGYONG)。ZAISANYUANDIANCHIFANGMIAN,ZHONGGUOQIYEDECAILIAOCHENGBENMINGXIANDIYURIHANQIYE,YINBUTIEYANCHIFAFANGDAOZHIZIJINCHENGBENGAOQIDEYINSUXIAOCHUZHIHOU,YUJIZHONGGUOQIYESANYUANDIANCHICHENGBENYEJIANGHUIYOUMINGXIANYOUSHI。

LINGWAI,ZAICHEQIJIWEIZHONGSHIDEDIANCHIPINZHIFANGMIAN(ZHUYAOSHIYIZHIXING),ZHONGGUOLIDIANQIYEZAICAILIAOXIANGDUILIANJIA、ZHILIANGYEXIANGDUICHAYIXIEDEQINGKUANGXIA,QUENENGZAIDIANCHIPINZHIFANGMIANZUODAOKUAISUTISHENG,MUQIANLINGXIANQIYEYIDAOLEFEICHANGJIEJINRIHANQIYEDESHUIPING,ZHEIYEXIYINLEBENCHI、BAOMA、DAZHONG、LEINUO、RICHAN、FENGTIANDENGHAIWAICHEQIJUTOUYUELAIYUEDUODIJIZHONGGUOLIDIANQIYEXIADINGDAN。ZHONGGUOLIDIANQIYEDEQUANQIUJINGZHENGLIFEICHANGYOUXIWANGHOULAIJUSHANG。(WEN/QICHEZHIJIAXINGYEPINGLUNYUAN MOKE)


(BIANJI:JINJING)  

FEN XIANG