资源描述
1/28|2023 02 15()S0300520100001 010-83755578(12)2021 2021-06-29 2021-2035 2025 12.0kWh/100km 20%2035 1 2 50-60%40%/-12%-8%-5%-1%2%22-02 22-02 22-02 22-03 22-03沪深300 汽车 2/28 3 12%10%15%3/28.5.5.6.7.7.7.9.13.15.16.16.18.20.22.23.24.25 1 2021-2035.5 2 2021-2035.5 3.5 4.6 5.7 6.8 7.8 8 2020.9 9 2020.9 10.9 11.10 12.10 13.11 14.11 15.12 16.13 17.13 4/28 18.13 19.14 20.14 21.14 22 CTP3.0.14 23.15 24.15 25 2021.16 26.17 27.17 28.18 29.18 30.19 31.19 32.20 33.20 34.21 35.22 36.22 37.23 38.23 39.24 40.25 41 21.25 42 21.25 5/28 2045 2021 13.8kWh/100km 2019 13.5%2021-2035 2025 12.0kWh/100km 2025 20%25%30%1 2021-2035 2020 15-17/5.4%L2()15%2025 12.0/20%(L5)2035(L5)2 2021-2035 3 2023.01 2022.01 2021.10 2030 6/28 2021.08 2021-2023 2021.07 4 4 7/28 40%+2.0 2022 5 NCM811 8/28 245Wh/kg 250Wh/kg 450Wh/L 6 LG 2019-2022 2022 180GWh 2019-2022 109%7 wind 9/28 1 2001 1981 1991 2011 Faradion 2021 2.75%0.006%)8 2020 9 2020 USGS USGS 22 50/21 22 400%3000/Wood-Mackenzie 2030 200 LCE 2035 300 LCE 10 wind 05001,0001,5002,0002,5003,0003,5004,000010203040506070现货价:碳 酸 锂（万 元/吨）左侧 现货价:纯 碱（元/吨）右 侧 10/28-20 80-2060-4080 11 wh/kg 30-60 180-350 160-260 V 2.1 3.7 4.5 80%500 3000-4000 3000+/wh 0.2-0.4 0.4-0.6 0.3-0.5-2060-2060-4080%92 89-95 70-90 12 40-50%Co 10-20%20%8%Wh of-week 11/28 2 13 2 200 200 300-350Wh/kg 500Wh/kg 14 12/28 15 2-3 5-10 13/28-Pack 16 17 2020 CTP/CTC CTP Cell-To-Pack 15-20 CTC Cell-To-Chassis CTC 8%20%40%1000 CTP CTP CTC 18 18 CTP/CTC CTP 14/28 19 20 CTP 15-20%40%,50%10%10%CTP 590 CTP-G1 24%CTP-G1 5-10%5%22%CTP-G1 0.1 Wh CTP-G2 0.21 Wh 50%30%,20-40 20-30%JTM 90%200Wh/kg 180Wh/kg 21 22 CTP3.0 15/28 CTP CTC 23 24 16/28 SNE-Research 2021 90%6 50%96.7GWh 167.1%32.6%8 8.8%2022 11.1%2021 3.1GWh 416.7%25 2021 GWh 2021 2020 2021 2020 1 96.7 36.2 167.1%32.6%24.6%2 LG 60.2 34.3 75.5%20.3%23.4%3 36.1 27 33.7%12.2%18.4%4 26.3 9.8 168.4%8.8%6.7%5 SK-On 16.7 8.1 106.2%5.6%5.5%6 SDI 13.2 8.5 55.3%4.5%5.8%7 7.9 3.4 132.4%2.7%2.3%8 6.4 2.4 166.7%2.1%1.7%9 AESC 4.2 3.9 7.7%1.4%2.7%10 3.1 0.6 416.7%1.0%0.4%26 12.5 108.0%8.8%8.5%296.8 146.8 102.2%100.0%100.0%SNE-Research 2021 50%16.8%81.7%285Wh/kg TTI 2021 10079 3772 17/28 673 70 15.5%2-4 2018 1.3%2021 6.1%2019 Pilbara8.5%2021 Millennial 26 27 wind wind 27 CTC 55925972175113539677161007969732159191811601007020004000600080001000012000宁德时代 欣旺达 亿纬锂能 国轩高科 孚能科技 鹏辉能源2020 年研发人员数量 2021年研发人员数量79.976.923.313.16.45.42.53.7%5.9%6.2%7.8%6.2%15.5%4.3%0%2%4%6%8%10%12%14%16%18%0102030405060708090比亚迪 宁德时代 欣旺达 亿纬锂能 国轩高科 孚能科技 鹏辉能源2021 年研发费用（亿元）2021年研发强度 18/28 28 70 2011 Faradion 20 Faradion Natron-Energy Naiades 29 大众中国国轩高科持股26.47%戴姆勒 孚能科技持股3%本田 宁德时代持股1%一汽 上汽 广汽 东风 吉利 宁德时代吉利欣旺达长安 比亚迪广汽集团（巨湾技研）比亚迪（弗迪电池）长城汽车（蜂巢能源）特斯拉 大众入股电池企业合资成立公司自研自产电池 19/28 30 NaCoO 2 NaMnO 2 NaFePO 350mAh/g NaCuFeMnO 30 NaPF6)NaCIO4(NaTFSI 5000 3-5 8 NaFSI EC)(PC DMC FEC 31 Faradion 2011 2015 2015 5 20/28 SDI SKI LG 2019 MAB 32 33+2004 2019 1 2020 5 2020 2025 AS-LiB)2025 SDI+SKI+LG 2017 SDI 2018 1000 2020 SDI 900Wh/L 1000 99.8 800 Bollore 2011 Bluecar 30kWh LMP Solid-power 2019 2020 10 Solid-Power 2Ah ASSB)320Wh/kg 2021 2026 Solid-Energy-System 3000 2020 SES 2024 2021 21/28 2023 Ionic Materials 2018 2025 lonic-Materials Quantum Scape 2014 5 2018 6 1 2020 6 2 2025 34 0.3GWh 2021 1GWh 2017 12 2.5 2021 7 2019 2021 12 E70 10Ah 240Wh/kg 350Wh/kg 400 2021 1GWh 2023 7GWh 2025 54GWh 2017 40MWh 2019 MAB 2021 3.26 2020 45.1Ah 2021 1GWh 2019 2020 384Wh/L Tesla-Model3 2020 2022 2025 2019 2021 1000km 300Wh/kg 0.2GWh 2022 2GWh 2023 8GWh 2019 3 5 2021 2Gwh 9.5 2020 2GWh 2022 8GWh 2023 300Wh/kg 0.1GWh 2GWh 2.1GWh 3.8 0.1GWh 2GWh 36Ah 10GWh 2019 7 10GWh 1GWh 5.5 9GWh 49.5 2021 1GWh QT-360(1/3C)116Ah 368Wh/kg 10GWh 2019 12 10GWh 60 20 18 40 18 1000 2021 2021 7 260Wh/Kg 22/28 12%10%DC/DC PTC DC/DC IGBT 35 36 IGBT CAN OBC DC/DC DC/DC 400-500V 12-48V 23/28 37%e 200 300-500 300 300-500/4000-6000 12000-15000 4000-15000 15000 N PDU DC/DC OBC N 38 38 Drive-One e3.0 MCU DCDC OBC PDU BCU OBC DC/DC PDU VCU BMS OBC DC/DC PDU vCU BMS 20%15%5%10%37%15%5%17%20%15%20%KW 120-150350V 160-300240-800V 150KW 89%90%89%93%95%+93%24/28 7000-9000 10000 NE 2021 325.5 2020 39 Maxwell electron LEM hartinc LG 15%2021 CR4 42.5%SiC 25/28 40 41 21 42 21 50-60%40%15%14%14%9%6%5%4%4%3%3%3%36%特斯拉弗迪动力方正电机蔚然动力宁波双林日本电产上海电驱 动汇川技术联合汽车 电子精进电动其他14%14%9%7%6%6%4%4%3%3%30%特斯拉弗迪动力汇川技术蔚然动力联合 汽车 电子阳光 电动 力日本电产上海 电驱 动央腾电子英特尔其他 26/28 1 2 27/28 2016 S0300520100001 10485001 12 300 10%5%10%-5%5%-5%12 300 5%-5%5%5%28/28 60 19 21 22 23 377
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