瞭望 | 推升动力电池全链生态

Core Insights - China's power battery industry has transitioned from following to leading globally, supplying 70% of battery materials and 60% of power batteries worldwide, with a cumulative sales volume of 485.5 GWh in the first half of the year, representing a year-on-year growth of 51.6% [2][3] Industry Policy - Continuous optimization of industrial policies has been observed, with the introduction of several key policy documents aimed at guiding the development of the power battery industry, including subsidies and tax exemptions for new energy vehicles [2] Industry Structure - A complete and advanced industrial system has been established in China, covering key materials, battery manufacturing, system integration, and recycling, with significant market shares in various components such as 95% in anode materials and 87.3% in electrolytes [3] Technological Innovation - Significant breakthroughs in technology have been achieved, with lithium iron phosphate batteries reaching energy densities of 160-190 Wh/kg and ternary lithium batteries exceeding 250 Wh/kg, alongside the large-scale application of innovative technologies [3] Market Expansion - The scale of market applications is expanding, with projections indicating that by 2024, the number of new energy vehicles in China will reach 31.4 million, maintaining its position as the global leader [3] Global Expansion - Chinese battery companies are accelerating their global presence, with firms like CATL and BYD establishing production bases in countries such as Germany and Hungary, leading to a market share increase to 43% among the top ten companies [4] Competitive Landscape - The global competitive landscape is evolving, with intensified competition over standards and regulations, such as the EU's battery regulations and the US Inflation Reduction Act, which aim to reshape the industry [6] Resource Management - A shift in resource competition is noted, expanding from mineral acquisition to comprehensive lifecycle management, with leading companies building complete resource assurance systems [6] Strategic Alliances - There is a trend towards group formation among international automotive, battery, and material companies through joint ventures and technology collaborations, complicating the competitive landscape [6] Future Directions - To achieve high-quality development, the industry must focus on three key areas: establishing technical standards, creating a sustainable resource recycling system, and fostering global industry cooperation [7][8] Government and Industry Roles - Government support is crucial for creating a favorable environment for industry upgrades, including policy frameworks, legal regulations, and financial support [8][9] Industry Transformation - The transition of the power battery industry towards an ecological definition represents a profound industrial change, facing challenges such as technological innovation bottlenecks and international cooperation barriers [9]