无机盐工业
主管:中海油天津化工研究设计院有限公司
主办:中海油天津化工研究设计院有限公司
   中海油炼油化工科学研究院(北京)有限公司
   中国化工学会无机酸碱盐专业委员会
ISSN 1006-4990 CN 12-1069/TQ

无机盐工业 ›› 2022, Vol. 54 ›› Issue (8): 12-19.doi: 10.19964/j.issn.1006-4990.2022-0002

• 综述与专论 • 上一篇    下一篇

锂离子电池产业分析及市场展望

况新亮(),刘垂祥(),熊朋   

  1. 江西省江投能源供应链有限公司,江西 南昌 330103
  • 收稿日期:2022-01-04 出版日期:2022-08-10 发布日期:2022-08-11
  • 作者简介:况新亮(1990— ),男,硕士研究生,主要研究方向为锂离子电池材料及其产业;E-mail:kxl0604@sina.com

Industry analysis and market prospect of lithium ion battery

KUANG Xinliang(),LIU Chuixiang(),XIONG Peng   

  1. Jiangxi Provincial Investment Group Energy Supply Chain Co. ,Ltd. ,Nanchang 330103,China
  • Received:2022-01-04 Published:2022-08-10 Online:2022-08-11

摘要:

得益于多年培育,当前中国锂电池产业链发展齐全,电池技术进步明显,锂电市场增长迅速,行业迎来更多的发展机遇。一方面,作为国家鼓励发展的行业,锂电池产业受政策和技术进步等推动而发展迅速;另外一方面,锂资源等问题也制约着锂电池产业的发展。通过研究相关文献等对锂离子电池技术发展和产业链进行了介绍,对影响锂电池产业发展的重要因素包括政策、技术发展、成本及锂资源等进行了论述,并结合相关数据对全球锂电池市场发展进行了展望,未来3 a全球锂电池市场将继续保持较快增长并有望迎来“TWh”(“亿千瓦时”,即1 000 GW·h,下同)时代。指出在锂电池性能、回收、行业标准化和能源生产端等方面的不足,建议加大研究力度和探讨适宜政策促进行业规范化,提醒需谨慎防范短期发展过热和产能过剩。

关键词: 锂离子电池, 政策, 锂资源, 市场

Abstract:

Due to years of cultivation,China′s lithium battery industry chain is fully developed,battery technology has made obvious progress,the lithium market is growing rapidly,and the industry has ushered in more development opportunities.On the one hand,as an emerging industry encouraged by the state,the lithium battery industry is promoted by policies and technological progress and develops rapidly.On the other hand,lithium resources and other problems also restrict the development of lithium battery industry.The development of lithium ion battery technology and industry chain were introduced by studying relevant literature and information,the important factors affecting the development of lithium battery industry including policies,development of lithium battery technology,cost and lithium metal resources were discussed,and the development of global lithium battery market based on relevant data was forecasted.In the next three years,the global lithium ion battery market would continue to maintain rapid growth and was expected to usher in the“TWh”(“100 million kW·h”,i.e.1 000 GW·h,the same below) era.The deficiencies in performance,recycling,industry standardization and energy production were pointed out.It was suggested to increase research efforts and explore appropriate policies to promote industry standardization,and to caution against short?term overheated development and excess capacity.

Key words: lithium ion battery, policy, lithium resources, market

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