“一带一路”秘鲁电动船舶电池产业投资评估报告（2025版）

Core Insights - The electric ship battery industry is experiencing rapid growth driven by policy and technology advancements, with lithium-ion batteries dominating over 90% of the market due to their high energy density and long cycle life [3][4]. Industry Overview - Electric ship batteries are the core energy storage devices for ship propulsion systems, essential for providing power during navigation [3]. - The comprehensive electric power system for ships is referred to as the "third revolution" in propulsion systems, consisting of five major modules, with the Battery Management System (BMS) being a key technology [3]. Current Development and Key Data - Carbon emissions from the global shipping sector account for 11% of transportation emissions, with China's shipping pollution being the third-largest source of air pollution [4]. - New ship tonnage is projected to reach 436,700 tons in 2024, a 31-fold increase from 2017, with expectations to hit 605,800 tons by 2025 [4]. - Battery shipment volume is expected to reach 845,800 KWH in 2024, with a compound annual growth rate (CAGR) exceeding 80% from 2017 to 2024, and is projected to surpass 1,160,000 KWH by 2025 [4]. Market Size and Growth - The global electric ship battery market is estimated to be approximately $1,092 million in 2024, with a projected CAGR of 6.1% over the next six years, reaching $1,636 million by 2031 [5]. Industry Chain Structure - The upstream sector includes key raw materials such as cathode materials (LFP/NMC), anode materials (graphite), electrolytes, and separators, which are critical to cost [7]. - The midstream sector is represented by companies like CATL and EVE Energy, which are responsible for cell production, battery pack assembly, and BMS integration [7]. - The downstream sector includes manufacturers like China Shipbuilding, which integrate battery systems into shipping vessels, with applications extending to ocean-going ships [7]. Market Competition Landscape - The industry is characterized by a "battery companies lead, shipbuilding companies collaborate" structure [8]. - Leading companies include CATL, with projected revenue of 253 billion yuan from power batteries in 2024, and EVE Energy, which accounts for over 15% of ship battery shipments [9]. - The competitive focus is on enhancing the energy density and cost control of lithium iron phosphate batteries, with the current mainstream product energy density around 250 Wh/kg [9].