2010年中国铅酸蓄电池行业研究报告 >> 水清木华研究中心

　　近年来，中国铅酸蓄电池行业呈现稳步增长之势。2005-2010年间，中国铅酸蓄电池产量年复合增长16.8%；销售额年复合增长34.8%；出口额年复合增长16.7%（其中起动用铅酸蓄电池出口额年复合增长12.0%；其他铅酸酸蓄电池出口额年复合增长17.7%）。

图：2005、2010年中国铅酸蓄电池行业主要指标

来源：国家统计局；海关总署；水清木华研究中心

　　究其原因，主要有四点：一是铅酸蓄电池与锂电池、氢镍电池等竞争产品相比，具有安全性高、成本低、适用范围广、再回收利用率高等优势；二是电动助力车、汽车、通讯、电力等下游产业的增长较快，对铅酸蓄电池的需求也不断加大；三是天能集团、超威电源、光宇集团、双登集团等重点企业不断崛起，并成功进入资本市场；四是欧盟、美国等发达国家停止铅酸蓄电池的生产，转而向中国等发展中国家采购，从而拉动了出口的增长。

　　本报告在分析铅酸蓄电池行业发展现状的基础上，结合15家重点企业的发展情况，还着重研究了汽车用铅酸蓄电池、电动助力车用铅酸蓄电池、固定型铅酸蓄电池等五个细分市场。

　　由于中国电动助力车保有量较大，且每辆车所需的铅酸蓄电池较多（3-4只），因此在铅酸蓄电池应用市场处于主导地位，其代表性企业有天能集团、超威电源等；其次是汽车用铅酸蓄电池，代表性企业有风帆股份、骆驼集团等；用于通讯、UPS、储能等领域的固定型铅酸蓄电池则位居第三，其优势企业主要有双登集团、光宇集团、南都电源等。

　　未来，随着新能源产业以及3G、基站设备的推广应用，太阳能、风能等储能用铅酸蓄电池、电动汽车用铅酸蓄电池以及通讯、电力用铅酸蓄电池的潜力将不断释放。

　　2011年年初，国家环保部、工信部等九部委联合开展的环保专项行动将铅酸蓄电池列为首要整治对象；《重金属污染综合防治‘十二五’规划》也指出要在2011年对141家铅酸蓄电池企业、7个重点区域进行综合防控。受此影响，2011年中国铅酸蓄电池行业将进入新的调整期，一些不规范的企业将被淘汰，而可持续发展的企业将迎来新的发展机遇。

The lead-acid storage battery industry has presented steady growth in China in recent years, with the output, sales and export value growing at CAGRs of 16.8%, 34.8% and 16.7% respectively in 2005-2010 (the export values of starter lead-acid storage battery and other lead-acid storage batteries achieved CAGRs of 12.0% and 17.7% respectively).

Main Indicators of China’s Lead-acid Storage Battery Industry, 2005 and 2010

Source: National Bureau of Statistics of China; General Administration of Customs of China; ResearchInChina

The growth can be attributed to the following factors: Firstly, compared with lithium battery and Ni-MH battery, lead-acid storage battery boasts of high security, low cost, extensive applicability and high recycling rate. Secondly, the demand for lead-acid storage battery constantly increased with the fast development of downstream industries such as electric moped, automotive, communication, and electricity industries. Thirdly, key enterprises emerged continuously and successfully entered into the capital market, such as Tianneng Group, Chilwee Power Co., Ltd., Coslight Group, and Shuangdeng Group. Fourthly, developed countries like EU countries and USA ceased the manufacturing of lead-acid battery and purchased from China and other developing countries, which enhanced the export volume.

Based on an analysis of the current development of lead-acid storage battery industry and 15 key enterprises, this report probes deeply into five market segments including automotive lead-acid battery, lead-acid battery for electric moped, and stationary lead-acid battery.

As China’s ownership of electric moped is large and an electric moped needs 3-4 lead-acid storage batteries, electric moped holds a leading position in the lead-acid storage battery application market. Key enterprises include Tianneng Group and Chilwee Power Co., Ltd. The second largest application is automotive lead-acid storage battery, and representative enterprises are Fengfan Co., Ltd. and Camel Group Co, Ltd. Stationary lead-acid battery for communication, UPS, and energy storage is the third largest application, and dominant enterprises include Shuangdeng Group, Coslight Group and Narada Power Source Co., Ltd.

In the future, with the widespread application of new energy resources, 3G and base station equipment, the potential of lead-acid storage battery will be further released in extensive fields including energy storage (solar energy and wind energy), electric automobile, communication and electricity.

At the beginning of 2011, nine ministries and commissions of China including the Ministry of Environmental Protection and the Ministry of Industry and Information Technology jointly carried out an environmental protection campaign listing lead-acid battery as a primary object of regulation. The “Planning of Integrated Control of Heavy Metal Pollution during 12th Five-Year Plan Period” pointed out that comprehensive prevention and control would be conducted over 141 lead-acid storage battery enterprises and 7 key regions in China in 2011. As a result, lead-acid battery industry will enter into a new phase of adjustment in 2011, during which nonstandard enterprises will be eliminated and enterprises under sustainable development will embrace new development opportunities in the future.

第一章铅酸蓄电池简介
1.1 定义及分类
1.1.1 定义
1.1.2 分类
1.2 结构
1.3 上下游
1.3.1 上游
1.3.2 下游

第二章中国铅酸蓄电池政策环境
2.1 产业政策
2.2 贸易政策

第三章中国铅酸蓄电池行业运行分析
3.1 行业规模
3.2 行业地位
3.3 行业运行特点

第四章中国铅酸蓄电池市场分析
4.1 生产情况
4.2 消费情况
4.2.1 铅酸蓄电池耗铅量
4.2.2 消费结构
4.2.3 销售额
4.3 进出口情况
4.3.1出口
4.3.2 进口

第五章中国铅酸蓄电池细分产品分析
5.1 汽车用铅酸蓄电池
5.1.1 供应情况
5.1.2 需求情况
5.2 电动助力车用铅酸蓄电池
5.2.1 供应情况
5.2.2 需求情况
5.3 固定型铅酸蓄电池
5.3.1 供应情况
5.3.2 需求情况
5.4 摩托车用铅酸蓄电池
5.5 牵引用铅酸蓄电池

第六章中国铅酸蓄电池竞争格局分析
6.1 区域竞争
6.1.1 浙江
6.1.2 广东
6.2 企业竞争
6.3 产品替代性分析

第七章中国铅酸蓄电池重点企业研究
7.1 天能动力
7.1.1 企业简介
7.1.2 企业经营
7.1.3 主要项目
7.2 超威动力
7.2.1 企业简介
7.2.2 经营情况
7.3 风帆股份
7.3.1 企业简介
7.3.2 企业经营
7.4 光宇集团
7.4.1 企业简介
7.4.2 主营业务
7.4.3 企业经营
7.5 双登集团
7.5.1 企业简介
7.5.2 企业经营
7.5.3 研发能力
7.6 南都电源
7.6.1 企业简介
7.6.2 企业经营
7.6.3 主要项目及进展
7.7 骆驼集团
7.7.1 企业简介
7.7.2 企业经营
7.7.3 主要项目及进展
7.8 ST渝万里
7.8.1 企业简介
7.8.2 企业经营
7.8.3 发展战略
7.9 天津杰士
7.9.1 企业简介
7.9.2 企业经营
7.10 淄博火炬能源
7.10.1 企业简介
7.10.2 企业经营
7.11 其他企业
7.11.1安徽迅启
7.11.2 江苏华富集团
7.11.3 浙江诺力
7.11.4 海久电池
7.11.5 雄韬电源

第八章中国铅酸蓄电池行业展望
8.1 存在的问题
8.2 行业展望

1. Profile of Lead-acid Storage Battery
1.1 Definition and Classification
1.1.1 Definition
1.1.2 Classification
1.2 Structure
1.3 Upstream & Downstream
1.3.1 Upstream
1.3.2 Downstream

2. Policy Environment of Lead-acid Storage Battery Industry in China
2.1 Industrial Policy
2.2 Trade Policy

3. Operation of Lead-acid Storage Battery Industry in China
3.1 Industry Scale
3.2 Industry Status
3.3 Operating Characteristics

4. Lead-acid Storage Battery Market in China
4.1 Production
4.2 Consumption
4.2.1 Lead Consumption Volume
4.2.2 Consumption Structure
4.2.3 Sales
4.3 Import & Export
4.3.1 Export
4.3.2 Import

5. Lead-acid Storage Battery Market Segments in China
5.1 Automotive Lead-acid Storage Battery
5.1.1 Supply
5.1.2 Demand
5.2 Lead-acid Storage Battery for Electric Moped
5.2.1 Supply
5.2.2 Demand
5.3 Stationary Lead-acid Storage Battery
5.3.1 Supply
5.3.2 Demand
5.4 Lead-acid Storage Battery for Motorcycle
5.5 Lead-acid Traction Battery

6. Competition Pattern of Lead-acid Storage Battery Industry in China
6.1 Regional Competition
6.1.1 Zhejiang
6.1.2 Guangdong
6.2 Competition among Enterprises
6.3 Product Alternatives

7. Key Enterprises
7.1 Tianneng Power International Limited
7.1.1 Profile
7.1.2 Operation
7.1.3 Key Project
7.2 Chaowei Power Holdings Limited
7.2.1 Profile
7.2.2 Operation
7.3 Fengfan Co., Ltd
7.3.1 Profile
7.3.2 Operation
7.4 Coslight Group
7.4.1 Profile
7.4.2 Primary Business
7.4.3 Operation
7.5 Shuangdeng Group
7.5.1 Profile
7.5.2 Operation
7.5.3 R&D
7.6 Narada Power Source Co., Ltd
7.6.1 Profile
7.6.2 Operation
7.6.3 Key Projects and Progress
7.7 Camel Group Co., Ltd
7.7.1 Profile
7.7.2 Operation
7.7.3 Key Projects and Progress
7.8 Chongqing Wanli Holding (Group) Co., Ltd
7.8.1 Profile
7.8.2 Operation
7.8.3 Development Strategy
7.9 Tianjin GS Battery Co., Ltd
7.9.1 Profile
7.9.2 Operation
7.10 Zibo Torch Energy Co., Ltd
7.10.1 Profile
7.10.2 Operation
7.11 Others
7.11.1 Anhui Xunqi Battery Co., Ltd
7.11.2 Jiangsu Huafu Group
7.11.3 ChangXing Noble Power Co., Ltd
7.11.4 Zhejiang Haijiu Battery Co., Ltd
7.11.5 Shenzhen Center Power Tech Co., Ltd

8. Prospect of Lead-acid Storage Battery Industry in China
8.1 Problem
8.2 Prospect

表：铅酸蓄电池的分类及用途
图：铅酸蓄电池的结构
表：2009年中国规模以上铅酸蓄电池企业主要经济指标
图：2009-2011年中国1#铅锭价格走势
图：2006-2010年中国铅酸蓄电池产量及同比增长
图：2006-2010年中国铅酸蓄电池用铅量
图：2005-2010年中国铅酸电池销售额
表：2008-2010年中国铅酸电池出口量及出口额
图：2010年中国起动用铅酸蓄电池出口金额（分目的国）构成
图：2010年中国其他铅酸蓄电池出口金额（分目的国）构成
表：2008-2010年中国铅酸电池进口量及进口额
表：2009年中国汽车用铅酸蓄电池TOP5企业产量
图：2003-2010年中国汽车销量
图：2006-2011年中国汽车用铅酸蓄电池需求量
表：2008-2009年中国电动助力车用铅酸蓄电池TOP3企业及产量
图：2005-2011年中国电动自行车产量
图：2005-2011年中国电动自行车用铅酸蓄电池（分市场）需求量
表：2009年中国固定型铅酸蓄电池TOP3企业产量及同比增长
图：2006-2010年中国摩托车保有量
图：2010年中国铅酸蓄电池产量（分省市）构成
图：2008-2010年浙江省铅酸蓄电池产量
图：2008-2010年广东省铅酸蓄电池产量
表：2009-2010年重点企业铅酸蓄电池销售收入
表：中国铅酸蓄电池（分市场）重点企业
表：铅酸蓄电池、镍氢电池、锂电池性能对比
图：2006-2010年天能动力销售额及净利润
图：2006-2010年天能动力铅酸蓄电池销售额
图：2008-2010年天能动力电动汽车电池和储能电池销售额
图：2008-2010年天能动力镍氢及锂电池销售额
图：2007-2010年超威动力销售额和净利润
表：2007-2010年超威动力（分产品）销售额
图：2007-2010年风帆股份营业收入和净利润
图：2008-2010年风帆股份铅酸蓄电池销量及销售收入
表：光宇集团电池业务生产公司及业务范围
图：2007-2010年光宇集团销售收入和净利润
表：2007-2010年光宇集团主要电池业务销售额
表：双登集团下属公司及主营业务
图：2006-2009年双登集团销售收入和利润总额
图：2007-2010年南都阀控密封铅酸蓄电池(VRLA)产能
图：2007-2010年南都电源营业收入和净利润
图：2007-2010年南都电源（分产品）销售收入
图：2006-2010年骆驼集团销售收入
图：2007-2010年ST渝万里铅酸蓄电池销售收入和毛利率
图：2009年ST渝万里铅酸蓄电池销售收入（分地区）构成
图：2004-2010年天津杰士营业收入
表：淄博火炬能源下属子公司及主营业务
表：淄博火炬能源主要铅酸蓄电池产品及应用领域
图：2004-2010年淄博火炬能源销售收入
图：2005-2010年安徽迅启营业收入和利润总额
表：华富集团产品系列及应用领域
表：浙江诺力控股有限公司下属子公司及主营业务
图：2004-2008年雄韬电源营业收入和利润总额

Classification and Application of Lead-acid Storage Battery
Structure of Lead-acid Storage Battery
Major Economic Indicators of Lead-acid Storage Battery Enterprises above Designated Size in China, 2009
Price of Lead Ingot #1 in China, 2009-2011
Output and Growth of Lead-acid Storage Battery in China, 2006-2010
Lead Consumption of Lead-acid Storage Battery in China, 2006-2010
Sales of Lead-acid Storage Battery in China, 2005-2010
Export Volume and Value of Lead-acid Storage Battery in China, 2008-2010
Structure of Export Value of Lead-acid Starter Storage Battery in China (by Country of Destination), 2010
Structure of Export Value of Lead-acid Storage Battery Used for Other Purposes in China (by Country of Destination), 2010
Import Volume and Value of Lead-acid Storage Battery in China, 2008-2010
Output of Top 5 Automotive Lead-acid Storage Battery Manufacturers in China, 2009
Automobile Sales Volume in China, 2003-2010
Demand of Automotive Lead-acid Battery in China, 2006-2011
Output of Top 3 Manufacturers of Lead-acid Storage Battery for Electric Moped in China, 2008-2009
Output of Electric Bicycle in China, 2005-2011
Demand of Lead-acid Storage Battery Used for Electric Bicycle in China by Market, 2005-2011
Output and Growth of Top 3 Manufacturers of Stationary Lead-acid Storage Battery in China, 2009
Ownership of Motorcycle in China, 2006-2010
Output of Lead-acid Storage Battery in China (by Province/Municipality), 2010
Output of Lead-acid Storage Battery of Zhejiang Province, 2008-2010
Output of Lead-acid Storage Battery of Guangdong Province, 2008-2010
Sales of Lead-acid Storage Battery of Key Enterprises, 2009-2010
Key Lead-acid Storage Battery Enterprises in China (by Market)
Performance of Lead-acid Storage Battery, Ni-MH Battery and Lithium Battery
Sales and Net Income of Tianneng Power International Limited, 2006-2010
Sales of Lead-acid Storage Battery of Tianneng Power International Limited, 2006-2010
Sales of Automotive Battery and Energy Storage Battery of Tianneng Power International Limited, 2008-2010
Sales of Ni-MH Battery and Lithium Battery of Tianneng Power International Limited, 2008-2010
Sales and Net Income of Chaowei Power Holdings Limited, 2007-2010
Sales of Chaowei Power Holdings Limited (by Product), 2007-2010
Operating Income and Net Income of Fengfan Co., Ltd, 2007-2010
Sales Volume and Revenue of Lead-acid Battery of Fengfan Co., Ltd, 2008-2010
Battery Producing Companies and Business Scope of Coslight Group
Sales and Net Income of Coslight Group, 2007-2010
Operating Income from Battery Business of Coslight Group, 2007-2010
Main Business of Subsidiaries of Shuangdeng Group
Sales and Total Profit of Shuangdeng Group, 2006-2009
Capacity of VRLA Battery of Narada Power Source Co., Ltd, 2007-2010
Operating Income and Net Income of Narada Power Source Co., Ltd, 2007-2010
Sales of Narada Power Source Co., Ltd (by Product), 2007-2010
Sales of Camel Group Co, Ltd, 2006-2010
Sales and Gross Margin of Lead-acid Storage Battery of Chongqing Wanli Holding (Group) Co., Ltd, 2007-2010
Sales of Lead-acid Storage Battery of Chongqing Wanli Holding (Group) Co., Ltd (by Region), 2009
Operating Income of Tianjin GS Battery Co., Ltd, 2004-2010
Main Business of Subsidiaries of Zibo Torch Energy Co., Ltd
Main Products and Applications of Lead-acid Storage Battery of Zibo Torch Energy Co., Ltd
Sales of Zibo Torch Energy Co., Ltd, 2004-2010
Operating Income and Net Income of Anhui Xunqi Battery Co., Ltd, 2005-2010
Product Lines and Applications of Huafu Group
Main Business of Subsidiaries of ChangXing Noble Power Co., Ltd
Operating Income and Total Profit of Shenzhen Center Power Tech Co., Ltd, 2004-2008