2016-2020年全球和中国动力锂电池行业研究报告 >> 水清木华研究中心

2014年，全球电动汽车销量达到32.98万辆，同比增长51.8%，其中插电式混动动力（PHEV）汽车销量11.55万辆，纯电动（EV）汽车销量21.43万辆。2015年上半年，全球电动汽车销量达到20.43万辆，受低油价影响，日本、美国电动汽车销量同步出现下滑，中国、欧洲仍保持较快速度增长。

2014年全球电动汽车动力锂电池需求达到9.8GWh，同比增长87%，其中乘用车动力锂电池需求达到7.3GWh，商用车动力锂电池需求达到2.5GWh。2015年上半年，全球电动汽车动力锂电池需求达到7GWh，继续保持高速增长。

目前全球动力电池主要有三个技术路线：

（1）三元系，主要采用NCA和NCM作为正极材料，NCM电池能量密度高，随着电动汽车的持续增长，近年来采购成本大幅降低，已经逐渐成为电动乘用车的主流电池技术，国内电池厂商2014年后也纷纷投产三元NCM电池，代表企业包括三星SDI、SKI、天津力神、波士顿电池等。NCA 采用18650型电池，主要应用于特斯拉、丰田RAV4等车型，能量密度在目前是最高的，但由于NCA掺杂的铝元素化学活性较强，需要先进的BMS以监控电池工作状态，并未被车厂广泛采用，代表企业是松下。

（2）LFP，美国和加拿大最先开始研发的动力电池技术，主要专利主要拥有者包括，美国Valence、A123、德州大学、加拿大Phostech和魁北克水电公司；LFP仍是中国动力锂电池领域的主流技术，广泛应用于乘用车和客车中，代表厂商BYD、国轩高科等，但由于LFP电池比能量低、低温启动性能差等因素，并未被全球广泛采用。中国在2014下半年-2015年陆续上市的北汽EV200、知豆、云100、康迪K10/K11、江淮iEV5等重量级乘用车均开始转向使用三元或混合三元材料电池。LFP电池最大生产商比亚迪也宣布将在新车型“宋”上搭载自主研发的三元锂电池。不过由于成本低、循环性能强，未来很长一段时间里，LFP仍然是电动商用车的首选电池技术。尤其在中国，2015年纯电动客车出现爆发式增长，未来将带动LFP电池需求暴涨。

（3）锰系，主要采用LMO作为正极材料，但一般经过改性处理，并混合少量NCM或LNO提高电池能量密度，主要代表厂商是LGC、AESC、LEJ等，在中国主要是中信国安盟固利、多氟多等，目前也是全球电动汽车领域的主流技术路线之一。

目前全球占据主流地位的锰系动力电池，包括NCM和LMO，电池系统成本普遍在400-550$/kWh左右，2014年以来成本下降明显；采用卷绕式生产的圆柱形NCA 18650型电池虽然电芯成本较低，但由于BMS成本高昂以及安全性问题而没有成为汽车厂商的普遍选择，同样成本较低的LFP电池则由于综合性能较差，仅在中国和美国推广使用，而美国汽车厂商也已经普遍开始放弃LFP电池，转而采购日韩厂商生产的三元系和锰系电池。未来全球动力锂电池的技术发展趋势将是，乘用车领域主要采用锰系和三元系电池，商用车领域主要采用LFP电池，并逐渐向三元系转型。

目前动力电池尚没有取得重大技术突破，预计动力电池价格下跌的主要驱动因素将来自于原材料成本下跌和规模效应，下跌空间相对有限。

2014年中国动力电池出货量为3.7GWH，同比增长470%，其中乘用车动力电池需求1.6GWh，商用车动力电池需求2.1GWh。2015年上半年中国动力电池出货量达2.72GWh，随着2015年下半年纯电动客车出现爆发式增长，按今年全年预计25万辆的新能源汽车产量，对应到电池需求量将达11GWh。

从中国本土动力锂电池厂商来看，2015年上半年，比亚迪、合肥国轩、ATL、力神、沃特玛、波士顿、普莱德电池产量都超过100MWH。电池行业13家主力厂商电池出货量占比市场份额达71%，其中比亚迪一家独大，市场份额占17%。

从全球趋势来看，获得大型汽车制造商的支持对动力电池厂商尤为重要，一方面传统消费电子厂商大力转型，另一方面电池材料厂商、整车厂商也纷纷通过各种方式进入这一领域，在中国已逐渐形成了比亚迪、国轩高科、天津力神、ATL等第一梯队，以及深圳沃特玛、波士顿电池、北京普莱德、北京电控爱思开、多氟多、中航锂电、比克电池等第二梯队。

水清木华研究中心《2016-2020年全球和中国动力锂电池行业研究报告》着重研究了以下内容：
动力锂电池产业链分析，覆盖四大关键材料、电芯、Pack+BMS等领域；
动力锂电池技术路线分析，包括成本、性能及发展方向等；
全球及中国电动汽车行业分析，包括行业整体、各国市场、具体车型产销及性能参数等；
全球及中国动力锂电池行业分析，包括出货量、价格、市场规模、电池配套关系等；
美、日、韩等国9家锂电池厂商经营、技术、发展规划及产销动态；
中国10家动力锂电池厂商经营、技术、发展规划及产销动态。

In 2014, the global electric vehicle sales volume reached 329,800 units, up 51.8% from a year earlier, including 115,500 plug-in hybrid electric vehicles and 214,300 battery electric vehicles. In the first half of 2015, this figure amounted to 204,300 units. Affected by lower oil prices, the sales volume of electric vehicles in Japan and the United States declined while that in China and Europe maintained faster growth.

In 2014, the global demand for Li-ion power battery for electric vehicles came to 9.8GWh, up 87% from a year earlier, of which the demand from passenger vehicles totaled 7.3GWh and commercial vehicles 2.5GWh. In H1 2015, the global demand for EV Li-ion power battery hit 7GWh, maintaining high growth

There are mainly three technology roadmaps for power battery worldwide.

(1) Ternary materials-based. This mainly takes NCA and NCM as cathode materials. NCM-based batteries have high energy density. With a sustained growth of electric vehicles, the procurement costs of the batteries have in recent years declined dramatically, which has gradually made them a mainstream battery technology for electric vehicles. After 2014, domestic battery companies represented by Samsung SDI, SKI, Tianjin Lishen, and Boston-Power have also shifted their focus to NCM-based batteries. NCA adopts 18650-type battery, which is mainly used in Tesla and Toyota RAV4. It has the highest energy density so far. But because of poor safety performance, the advanced BMS is needed to monitor the operating condition of the battery. Thus, the battery has not been widely used. The typical enterprise is Panasonic.

(2) LFP-based. Canada and the United States were the first to develop power battery technology, with main patent owners including the U.S. Valence, A123 and University of Texas, and the Canadian Phostech and Hydro-Quebec. In China, by contrast, LFP, the mainstream technology in power lithium battery, is widely used in passenger vehicles and buses, with the typical companies including BYD and Guoxuan High-tech. However, due to the factors like low specific energy and poor low-temperature starting performance, LFP-based batteries are not made available worldwide. The Chinese heavyweight passenger vehicles launched in 2014H2-2015, such as BAIC EV200, Zhidou, Zotye Yun 100, Kandi K10/K11, and JAC iEV5, have begun to use ternary or hybrid ternary batteries-based batteries. The largest LFP-based battery manufacturer, BYD also announced that its new model “Song” will be equipped with its own ternary lithium battery. But due to low costs and strong cycle performance, LFP still will be used in electric commercial vehicles as the preferred battery technology for a long period of time. This is particularly true in China. In 2015, battery electric buses showed explosive growth, which would drive a surge in demand for LFP-based batteries.

(3) Manganese series. It mainly takes LMO as the cathode materials, but LMO is generally modified and is combined with a little bit of NCM or LNO to increase battery energy density. The major typical manufacturers include LGC, AESC, LEJ, etc. And in China, they are MGL, Do-Fluoride Chemicals Co., etc. Manganese series battery is also one of the mainstream technology roadmaps for electric vehicles globally.

At present, manganese-series power battery, including NCM and LMO, occupies the mainstream status on a global scale, with the cost of battery packs generally standing at USD400-550/kWh, which reflects an obvious decline since 2014. The cylindrical NCA 18650 battery produced through coiling, though lower costs for its cells, is popular with automakers due to high BMS costs and safety; Similarly, because of poor comprehensive performance, low-cost LFP battery is only is used in China and the United States. However, the US automakers have gradually abandoned LFP batteries and turned to ternary materials-based and Mn-series batteries from Japanese and S. Korean companies. When it comes to the development trends in Li-ion power battery technology, passenger vehicles will mainly adopt manganese series and ternary materials-based batteries while commercial vehicles will primarily use LFP batteries and gradually turn to ternary materials-based batteries.

At present, no major technological breakthrough has not yet been made in power battery. It is estimated that the drop in prices for power battery mainly resulted from a fall in the costs of raw materials and economies of scale, but with a limited decline.

In 2014, China’s power battery shipments totaled 3.7GWH, up 470% from a year earlier. Among them, the demand for passenger vehicle power batteries was 1.6GWh and that for commercial vehicles 2.1GWh. In H1 2015, China’s power battery shipments came to 2.72GWh. As battery electric buses showed explosive growth in the second half of 2015, and if we calculate the new energy vehicle output based on 250,000 units for the full year, the corresponding battery demand will reach 11 GWh.

As far as Chinese Li-ion power battery manufacturers are concerned, in H1 2015, any of such companies as BYD, Guoxuan, ATL, Tianjin Lishen, OptimumNano, Boston Power, and Pride Battery has a battery output of 100MWH. The shipments of 13 major battery manufacturers accounted for an aggregate 71% in market share, of which BYD had the largest market share of 17%.

From the perspective of global trends, the support from big carmakers is vital to power battery manufacturers. Traditional consumer electronics companies are aggressively conducting transformation. On the other hand, battery materials manufacturers and vehicle manufacturers have also begun to enter this field through various ways. Thus, the first echelon represented by BYD, Guoxuan, Tianjin Lishen, and ATL and the second echelon including OptimumNano, Boston Power, and Pride Battery, BESK, Do-Fluoride Chemicals, CALB, and Shenzhen BAK have taken shape.

Global and China Li-ion Power Battery Industry Report, 2016-2020 by ResearchInChina mainly covers the followings:
Analysis of industry chain, including the key materials, cells, Pack & BMS, etc.;
Analysis of technology roadmap of Li-ion power battery, including costs, performance, and development directions, etc.;
Analysis of global and Chinese electrical vehicle industry, including the industry overview, overseas markets, model output and sales volume, and performance parameter, etc.;
Analysis of global and Chinese Li-ion power battery industry, including shipment, market size, price, supply relationship, etc.;
Operation, technology, development plan, production & marketing of 9 overseas lithium battery manufacturers, mainly from Korea, Japan and USA;
Operation, technology, development plan, production & marketing of 10 Chinese Li-ion power battery manufacturers.

第一章动力锂电池介绍
1.1 动力电池分类
1.2 动力电芯结构

第二章动力锂电池产业链分析
2.1 产业概述
2.2 关键材料
2.2.1 正极材料
2.2.2 负极材料
2.2.3 隔膜
2.2.4 电解液
2.3 电芯（Cell）
2.3.1电芯成本
2.3.2电芯容量
2.3.3电芯结构
2.3.4供应关系
2.4 PACK+BMS
2.4.1电池成本
2.4.2 BMS
2.5 技术路线
2.5.1成本分析
2.5.2技术路线选择
2.5.3技术趋势

第三章全球电动汽车市场分析
3.1电动汽车分类
3.2全球电动汽车市场
3.2.1整体市场
3.2.2美国
3.2.3欧洲
3.2.4日本
3.3中国电动汽车市场
3.3.1整体
3.3.2乘用车
3.3.3商用车

第四章全球动力锂电池行业分析
4.1全球动力锂电池需求
4.1.1全球
4.1.2中国
4.2全球动力锂电池价格
4.3全球动力锂电池市场规模
4.4全球动力锂电池厂商
4.3.1市场份额
4.3.2配套关系

第五章韩国主要动力锂电池厂商
5.1 LG Chemical
5.1.1公司简介
5.1.2电池技术
5.1.3业务发展及展望
5.1.4客户分析
5.1.5在华布局
5.1.6产能产量
5.2 SDI
5.2.1公司简介
5.2.2电池技术
5.2.3业务发展及展望
5.2.4客户分析
5.2.5在华布局
5.2.6产能产量
5.3 SK Innovation
5.3.1公司简介
5.3.2电池技术
5.3.3业务发展及展望
5.3.4在华布局
5.3.5产能产量

第六章日本主要动力锂电池厂商
6.1 Panasonic
6.1.1公司简介
6.1.2电池技术
6.1.3业务发展及展望
6.1.4在华布局
6.1.5客户分析
6.1.6产量产能
6.2 AESC
6.2.1公司简介
6.2.2电池技术
6.2.3业务发展及展望
6.2.4在华布局
6.2.5产能产量
6.3 LEJ
6.3.1公司简介
6.3.2电池技术
6.3.3业务发展及展望
6.3.4客户分析
6.3.5产能产量

第七章欧美主要动力锂电池厂商
7.1 Li-Tec&Accumotive
7.1.1公司简介
7.1.2电池技术
7.1.3业务发展及展望
7.1.4客户分析
7.2 A123
7.2.1 公司简介
7.2.2业务发展及展望
7.2.3 在华布局
7.3 Valence
7.3.1公司简介
7.3.2业务发展及展望
7.3.3 技术成果
7.3.4 在华布局

第八章中国主要动力电池厂商
8.1国轩高科
8.1.1公司简介
8.1.2经营数据
8.1.3电池技术
8.1.4客户分析
8.1.5投资与产能
8.2比亚迪
8.2.1 公司简介
8.2.2电池技术
8.2.3应用领域
8.2.4客户分析
8.2.5产销、成本
8.3北京普莱德
8.3.1 公司简介
8.3.2技术工艺
8.3.3业务发展及展望
8.3.4客户分析
8.3.5产能产量
8.4天津力神
8.4.1 公司简介
8.4.2 电池技术
8.4.3 业务发展和展望
8.4.4客户分析
8.4.5产能产量
8.5东莞新能源
8.5.1公司简介
8.5.2电池技术
8.5.3业务发展及展望
8.5.4产业链
8.5.5投资和产能
8.5.6产销
8.6比克电池
8.6.1 公司简介
8.6.2电池技术
8.6.3业务发展和展望
8.6.4客户分析
8.6.5产能产量
8.7万向电动
8.7.1公司简介
8.7.2电池技术
8.7.3业务发展与展望
8.7.4客户分析
8.8中聚电池
8.8.1公司简介
8.8.2电池技术
8.8.3业务发展及展望
8.8.4客户分析
8.8.5产量产能
8.9中信国安盟固利
8.9.1公司简介
8.9.2电池技术
8.9.3业务发展及展望
8.10中航锂电
8.10.1公司简介
8.10.2电池技术
8.10.3R&D
8.10.4业务发展及展望
8.10.5客户分析
8.10.6产量产能

1. Introduction to Power Lithium Battery
1.1 Classification of Power Battery
1.2 Structure of Power Cell

2. Power Lithium Battery Industry Chain Analysis
2.1 Industry Overview
2.2 Critical Materials
2.2.1 Cathode Materials
2.2.2 Anode Materials
2.2.3 Separator
2.2.4 Electrolyte
2.3 Cell
2.3.1 Cell Cost
2.3.2 Cell Capacity
2.3.3 Cell Structure
2.3.4 Supply Relationship
2.4 PACK+BMS
2.4.1 Battery Costs
2.4.2 BMS
2.5 Technology Roadmap
2.5.1 Cost Analysis
2.5.2 Selection of Technology Roadmap
2.5.3 Technology Trends

3. Global Electric Vehicle Market
3.1 Classification
3.2 Global EV Market
3.2.1 Overview
3.2.2 USA
3.2.3 Europe
3.2.4 Japan
3.3 Chinese EV Market
3.3.1 Overview
3.3.2 Passenger Vehicle
3.3.3 Commercial Vehicle

4. Global Power Lithium Battery Industry
4.1 Demand
4.1.1 Global
4.1.2 China
4.2 Price
4.3 Market Size
4.4 Power Lithium Battery Companies
4.3.1 Market Share
4.3.2 Supporting Relationship

5. Major Power Lithium Battery Manufacturers in Korea
5.1 LG Chemical
5.1.1 Profile
5.1.2 Battery Technology
5.1.3 Business Development and Prospects
5.1.4 Customers
5.1.5 Business Layout in China
5.1.6 Capacity and Output
5.2 SDI
5.2.1 Profile
5.2.2 Battery Technology
5.2.3 Business Development and Prospects
5.2.4 Customers
5.2.5 Business Layout in China
5.2.6 Capacity and Output
5.3 SKI
5.3.1 Profile
5.3.2 Battery Technology
5.3.3 Development and Prospects
5.3.4 Business in China
5.3.5 Output & Capacity

6. Lithium-ion Power Battery Enterprises in Japan
6.1 Panasonic
6.1.1 Profile
6.1.2 Battery Technology
6.1.3 Development and Prospects
6.1.4 Business in China
6.1.5 Customers
6.1.6 Output & Capacity
6.2 AESC
6.2.1 Profile
6.2.2 Battery Technology
6.2.3 Business Development and Prospects
6.2.4 Layout in China
6.2.5 Capacity and Output
6.3 LEJ
6.3.1 Profile
6.3.2 Battery Technology
6.3.3 Business Development and Prospects
6.3.4 Customers
6.3.5 Capacity and Output

7. Major Power Lithium Battery Manufacturers in Europe and America
7.1 Li-Tec&Accumotive
7.1.1 Profile
7.1.2 Battery Technology
7.1.3 Business Development and Prospects
7.1.4 Customers
7.2 A123
7.2.1 Profile
7.2.2 Operation
7.2.3 Technology Characteristics
7.2.4 Development Prospects

8. Major Chinese Power Battery Companies
8.1 Hefei Guoxuan High-tech Power Energy Co., Ltd
8.1.1 Profile
8.1.2 Operation
8.1.3 Battery Technology
8.1.4 Customers
8.1.5 Investment and Capacity
8.2 BYD
8.2.1 Profile
8.2.2 Battery Technology
8.2.3 Applications
8.2.4 Customers
8.2.5 Output & Sales and Costs
8.3 Beijing Pride Power System Technology
8.3.1 Profile
8.3.2 Technology
8.3.3 Business Development and Prospects
8.3.4 Customers
8.3.5 Capacity and Output
8.4 Tianjin Lishen Battery Joint-Stock Co., Ltd.
8.4.1 Profile
8.4.2 Battery Technology
8.4.3 Business Development and Prospects
8.4.4 Customers
8.4.5 Capacity and Output
8.5 ATL
8.5.1 Profile
8.5.2 Battery Technology
8.5.3 Business Development and Prospects
8.5.4 Industry Chain
8.5.5 Investment and Capacity
8.5.6 Production and Sales Volume
8.6 CHINA BAK BATTERY, INC.
8.6.1 Profile
8.6.2 Battery Technology
8.6.3 Business Development and Prospects
8.6.4 Customers
8.6.5 Capacity & Production
8.7 Wanxiang EV
8.7.1 Profile
8.7.2 Battery Technology
8.7.3 Business Development and Prospects
8.7.4 Customers
8.8 Sinopoly Battery
8.8.1 Profile
8.8.2 Battery Technology
8.8.3 Development and Prospects
8.8.4 Customers
8.8.5 Output & Capacity
8.9 CITIC GUOAN Mengguli
8.9.1 Profile
8.9.2 Battery Technology
8.9.3 Business Development and Prospects
8.10 China Aviation Lithium Battery
8.10.1 Profile
8.10.2 Battery Technology
8.10.3 R&D
8.10.4 Business Development and Prospects
8.10.5 Customers
8.10.6 Output and Capacity

图：功率型和容量型动力锂电池分类方法
图：方形电池（Prismatic Cell）结构
图：圆柱形电池（Cylindrical Cell）结构
图：软包（Pouch Cell）电池结构
图：动力锂电池价值链
图：动力锂电池生产工序
图：锂电池工作原理
图：锂电池成本结构
图：2006-2014年全球正极材料（分产品）出货量
图：2010-2016年中国正极材料价格
图：2014年全球正极材料厂商市场份额
表：2014年中国主要正极材料生产商排名
图：2014年全球负极材料产量构成
图：2014年全球负极材料厂商市场份额
表：几种负极材料技术特性对比
表：2014年中国主要负极材料生产商排名
表：普通电子和汽车对锂电池隔膜需求量
图：2007-2016年全球锂电池隔膜出货量
图：2010-2020年全球普通和高性能锂电池隔膜出货量
图：2007-2016年全球锂电池隔膜价格
图：2014年全球锂电池隔膜企业市场份额
表：2014年全球动力电池配套隔膜
表：2014年中国主要隔膜生产商排名
表：2011-2016年全球锂电池电解液出货量
表：锂电池电解液成本构成
图：2014年全球LiPF6厂商市场份额
图：2009-2016年全球LiPF6价格
图：2014年全球电解液厂商市场份额
表：2014年中国主要隔膜生产商排名
图：中国锂电池电芯成本结构
图：中国锂电池动力电芯成本下降趋势
表：2014年全球主要电动汽车搭载动力电芯情况
图：2014年全球主流电动汽车单体电池容量分布（Ah）
图：全球主流电动汽车电池结构
图：2014年全球动力电池厂商关键材料供应体系
图：2014年中国动力电池厂商关键材料供应体系
图：动力锂电池组（Module）成本分解
表：2014年全球电动汽车电池技术、供应商及成本
图：Tesla Model S 电池成本下降路径
表：预测特斯拉Model 3价格及性能参数
图：特斯拉Model 3将采用全新材料体系的20700型三元NCA电池
表：松下用于Tesla的NCA 18650电芯技术参数
图：全球主要电动汽车BMS供应商
图：不同技术路线正极材料金属含量
图：不同技术路线正极材料成本分析
图：不同技术路线动力锂电池组性能
图：正极材料产品生命周期
图：LFP和LMP正极材料对比
表：不同技术路线正极材料技术指标
图：新型正极材料发展方向
图：层状富锂锰基正极材料化学结构
表：2013-2014年全球电动乘用车销量对比（主要国家）
表：2013-2014年全球前20大电动乘用车销量对比
表：2015H1全球前20大电动乘用车销量
图：2011-2020年全球电动乘用车（EV&PHEV）销量
表：2013-2015H1美国电动汽车销量（分车型）
图：2013-2015H1欧洲电动汽车销量（分车型）
图：2013-2015H1日本电动汽车销量（分车型）
图：2010-2015H1中国电动汽车产销量
图：2011-2020年中国电动汽车（分类型）年销量
图：2011-2020年中国电动乘用车（EV&PHEV）销量
图：2011-2020年中国电动乘用车销量占全球比重
图：2014-2015年中国电动汽车推广计划
表：2015年1-9月中国电动商用车分车型产量
图：2015年1-9月中国电动客车（分技术路线）产量
图：2009-2017年中国电动公交客车产量及电动化率
图：2012-2020年中国电动客车（分用途）年销量
表：2014年全球40款电动乘用车电池容量及续航能力
图：2011-2020年全球电动乘用车单车电池容量
图：2011-2020年全球电动乘用车动力锂电池需求
图：2011-2020年全球电动汽车动力锂电池需求（分类型）
图：2014年和2015年上半年动力锂电池产量（GWh）
图：2010年-2014年电池总产量（GWh）
图：2015年上半年动力锂电池产量（GWh）
图：2010-2015年纯电动和插电式混动车用电池产量（MWh）
图：2015年各车型产量及电池产量
图：2014年各车型产量占比及平均搭载电池容量
图：2011-2020年中国动力锂电池需求（分类型）
图：动力锂电池技术路线，NCA迅速上升，NMC稳定地增长
图：各大主要整车及电池厂商成本趋势
图：动力锂电池成本占比
图：2011-2020年全球动力锂电池成本趋势
图：2011-2020年全球动力锂电池产业规模
图：2011-2020年中国动力锂电池产业规模
表：2014年全球新能源乘用车电池供应商及参数（前二十）
图：2014年全球新能源乘用车配套电池厂商份额
表：2013-2014年全球新能源乘用车配套动力锂电池出货量及份额
表：2015H1中国新能源乘用车动力电池（分技术类型）配套量占比
图：2015年上半年主力电池厂商市场份额
图：2015年上半年主力电池厂商出货量（MWh）
表：欧美动力锂电池厂商及配套车型
表：韩国动力锂电池厂商及及配套车型
表：日本动力锂电池厂商及及配套车型
表：中国动力锂电池厂商及及配套车型
图：2014年LGC股权结构图
图：2007-2015H1年LGC经营业绩
图：2014年LGC营业收入分区域
图：LGC PHEV Cell材料成本构成
图：LGC Road Map for HEV LIB Technology
图：LGC Road Map for PHEV LIB Technology
图：LGC Road Map for EV LIB Technology
图：LGC锂业务发展及展望发展历程
图：2010-2015H1 LGCPI经营业绩
图：2010-2015H1 HL Green Power经营业绩
图：2013Q1-2015H1年LGC电池业务经营业绩
表：LGC动力锂电池配套电动汽车
表：LGC中国管理机构
图：LGC中国生产、销售网络
图：2012-2015年LGC动力和储能电池出货量
图：2014年SDI股权结构图
图：2008-2015H1年SDI经营业绩
图：2014年SDI营业收入分区域
图：SDIRoad Map for xEV LIB Technology
图：SDI动力锂电池电芯技术性能
图：2007-2015H1 SDI电池业务发展及展望经营业绩
图：2007-2015年SDI电池出货量与平均售价
图：2013Q1-2015H1 SDI动力电池营收
表：SDI动力锂电池配套电动汽车
图：2012-2015年SDI动力和储能电池出货量
图：SKI旗下主要子公司
表：SKI动力锂电池配套电动汽车
图：SKI中国合资公司BESK股权结构图
图：SKI中国合资公司BESK公司基本信息
表：BESK动力锂电池技术参数
图：2008/09-2013/14财年松下经营业绩
图：2008/09-2013/14财年松下研发支出
图：2012-2014年松下营收构成（分segment）
图：2012-2014年松下运营利润构成（分segment）
图：2014年松下营收构成（分地区）
表：松下用于Tesla的NCA 18650电芯技术参数
图：松下 PHEV Cell材料成本构成
图：2013-2019年松下Automotive Batteries发展规划
图：2013-2019年松下汽车部门发展规划
图：2013-2019年松下各业务部门发展规划
表：Panasonic动力锂电池配套电动汽车
图：2010-2016年特斯拉电动汽车交付量
图：2011-2015年松下动力和储能电池出货量
图：2014年AESC股权结构图
图：AESC BEV Cell材料成本构成
图：AESC动力锂电池电池模组结构
图：AESC高容量动力电池规格及串并联方式
图：AESC高容量动力电池性能参数
图：AESC高功率动力电池规格及串并联方式
图：AESC高功率动力电池性能参数
图：AESC动力电池系统解决方案
表：AESC动力锂电池配套电动汽车
图：2011-2015年AESC动力和储能电池出货量
图：2014年LEJ股权结构图
表：LEJ动力锂电池规格
表：LEJ动力锂电池配套电动汽车
图：2011-2015年LEJ动力和储能电池出货量
图：Li-Tec高容量动力电池规格
图：Li-Tec高容量动力电池性能参数
图：Li-tec 德国卡门茨县动力电池工厂
图：2007- 2012Q3年A123经营业绩
表：A123动力锂电池配套电动汽车
图：国轩高科股权结构图（借壳上市前）
图：2009-2015H1国轩高科经营业绩
图：国轩高科磷酸铁锂正极材料技术参数
图：国轩高科磷酸铁锂动力电池规格参数
表：国轩高科动力电池配套车型技术参数
表：2014年上半年国轩高科主要客户
图：2009-2015H1国轩高科动力电池出货量
图：2009-2015H1国轩高科动力电池组价格
表：2009-2014年国轩高科磷酸铁锂正极材料及动力电池产能
表：2013-2014年国轩高科投资计划
图：2008-2015H1比亚迪经营业绩
图：2012-2015H1比亚迪（分业务）营收构成
图：2009-2015H1比亚迪（分业务）毛利率
图：比亚迪磷酸铁锂电池主要性能
表：比亚迪Automotive Batteries组容量、重量及成本
图：比亚迪电动叉车锂电池容量、重量
表：比亚迪储能系统（ESS）锂电池容量
表：比亚迪应急电源（EPS）锂电池容量
图：2014.1-2015.9比亚迪电动汽车（分车型）销量
图：2011-2017年比亚迪电动汽车销量
表：比亚迪主要新能源车型电池包参数
图：2011-2017年比亚迪动力&储能电池业务规模
图：2014年北京普莱德股权结构图
图：2011-2015H1北京普莱德经营业绩
表：北京普莱德动力电池组性能参数
图：天津力神股权结构图
图：2011-2015H1天津力神经营业绩
图：天津力神动力电芯（Cell）技术路线图
图：天津力神动力电池组（Module）技术路线图
表：天津力神卷绕式动力电芯（Cell）性能参数
表：天津力神叠片式动力电芯（Cell）性能参数
表：天津力神聚合物动力电芯（Cell）性能参数
表：天津力神动力电芯（Cell）技术参数
图：天津力神动力电池客户
表：天津力神动力电池组性能参数
图：2000-2015年天津力神锂电池产能
表：2012-2015年天津力神动力电池投资计划
图：2008-2014年ATL经营业绩
图：青海时代新能源科技有限公司基本信息
图：ATL动力及小型电池客户配套
表：ATL动力电池供应商
图：2012-2014年ATL动力电池产量及利用率
表：ATL动力及小型电池产能布局（截至2014年底）
图：2012-2014年ATL动力及储能电池业务营收及价格
图：2008-2014年ATL小型锂电池业务营收
图：2008-2014年ATL小型锂电池出货量
图：2008-2015H1比克电池经营业绩
图：2009-2014比克电池（分区域）营收构成
图：2010-2015H1年比克电池研发投入
表：比克电池动力电芯（Cell）技术参数
图：比克国际（天津）有限公司基本信息
图：大连比克动力电池有限公司基本信息
图：2009-2015H1比克动力锂电池销售收入
表：2013-2015年比克电池动力电池投资计划
图：2011-2015H1中聚电池营收和毛利率
图：2011-2015H1中聚电池净利润
表：中聚电池动力电芯技术参数
图：2009-2015H1中信国安盟固利经营业绩
表：中信国安盟固利正极材料技术参数
表：中信国安盟固利动力电池模组技术参数
图：2014年中航锂电股权结构图
图：2010-20151中航锂电经营业绩
图：中航锂电纯电动汽车BMS
图：中航锂电电池产品认证
图：中航锂电全球销售网络
图：中航锂电主要客户

Power-type and Capacity-type Power Lithium Battery Classification
Prismatic Cell Structure
Cylindrical Cell Structure
Pouch Cell Structure
Power Lithium Battery Value Chain
Power Lithium Battery Production Process
Operating Principle of Lithium Battery
Cost Structure of Lithium Battery
Shipments of Global Cathode Materials (by Product), 2006-2014
Prices of Cathode Materials in China, 2010-2016E
Market Share of Global Cathode Material Enterprises, 2014
Ranking of Major Cathode Material Manufacturers in China, 2014
Output Structure of Global Anode Materials, 2014
Market Share of Global Anode Material Enterprises, 2014
Technical Feature Comparison among Several Anode Materials
Ranking of Major Anode Material Manufacturers in China, 2014
Common Electronics and Automobiles’ Consumption of Lithium Battery Separator
Global Shipments of Lithium Battery Separator, 2007-2016E
Global Separator Price, 2008-2016E
Market Share of Global Lithium Battery Separator Enterprises, 2014
Global Power Battery Supporting Separator, 2013
Ranking of Major Separator Manufacturers in China, 2014
Global Shipments of Lithium Battery Electrolyte, 2011-2016E
Cost Structure of Lithium Battery Electrolyte
Market Share of Global LiPF6 Enterprises, 2014
Global LiPF6 Price, 2009-2016E
Market Share of Global Electrolyte Enterprises, 2014
Ranking of Major Separator Manufacturers in China, 2014
Price Trend of Functional Electrolyte in China, 2011-2015
Price Trend of General Electrolyte in China, 2011-2015
Cost Structure of Lithium Battery Cells in China
Cost Reduction Trend of Lithium Battery Cells in China
Cells Used on Major Electric Vehicle Models Worldwide, 2014
Single Cell Capacity Distribution of Mainstream Electric Vehicles Worldwide (Ah), 2014
Battery Structure of Mainstream Electric Vehicles Worldwide, 2014
Supply Chain of Key Materials of Global Power Battery Manufacturers, 2014
Supply Chain of Key Materials of Global Cell Manufacturers, 2014
Cost Decomposition of Lithium Battery Pack
Global Electric Vehicle Battery Technologies, Suppliers and Costs, 2014
The Falling Trend of Battery Cost of Tesla Model S
Predicted Price and Performance Parameters of Tesla Model 3
20700 Ternary NCA Battery with New Material System Adopted by Tesla Model 3
Technical Parameters of Panasonic's NCA 18650 Cell Adopted by Tesla
Major BMS Suppliers for Electrical Vehicles Worldwide
Metal Content of Cathode Materials in Different Technology Roadmaps
Cost Analysis of Cathode Materials in Different Technology Roadmaps
Performance of Lithium-Ion Battery Packs in Different Technology Roadmaps
Life Cycle of Cathode Material Products
Comparison of Cathode Materials LFP and LMP
Specifications of Cathode Materials in Different Technology Roadmaps
Development Trend in New Cathode Materials
Chemical Structure of Laminar Lithium-Rich Manganese-Based Cathode Materials
Electric Passenger Vehicle Sales in Major Countries, 2013-2014
Sales of Top20 Electric Passenger Vehicles Worldwide, 2013-2014
Sales of Top20 Electric Passenger Vehicles Worldwide, 2015H1
Sales of Electric Passenger Vehicles (EV&PHEV) Worldwide, 2011-2020E
Sales Volume of Electric Vehicles in the US by Model, 2013-2015H1
Sales Volume of Electric Vehicles in Europe by Model, 2013-2015H1
Sales Volume of Electric Vehicles in Japan by Model,2013-2015H1
Output and Sales Volume of EVs in China, 2010-2015H1
Sales Volume of Electric Vehicles by Model, 2011-2020E
Sales Volume of Electric Passenger Car (EV&PHEV), 2011-2020E
Proportion of China’s Electric Passenger Car in Global Total by Sales Volume, 2011-2020E
Plan for Promotion of EVs in China, 2014-2015
Output of Electric Commercial Vehicle by Model, Jan.-Sep.2015
Output of Electric Bus by Technology Roadmap, Jan.-Sep.2015
Output of Electric Bus and Electrification in China, 2009-2017E
Sales Volume of Electric Bus (by Application), 2012-2020E
Battery Capacity and Endurance of 40 Electric Passenger Vehicles Worldwide, 2014
Single-vehicle Battery Capacity of Electric Passenger Vehicle Worldwide, 2011-2020E
Power Lithium Battery Demand from Electric Passenger Vehicle Worldwide, 2011-2020E
Power Lithium Battery Demand from Electric Vehicle Worldwide by Type, 2011-2020E
Power Lithium Battery Output, 2014 & 2015H1 (GWh)
Total Power Lithium Battery Output, 2010-2014 (GWh)
Power Lithium Battery Output, 2015H1 (GWh)
Output of Battery for Battery Electric and Plug-in Hybrid Vehicles, 2010-2015 (MWh)
Output of Auto Models and Battery, 2015
Output Proportion of Auto Models and Battery Capacity Carried, 2014
China's Demand for Power Lithium Battery by Type, 2011-2020E
Technology Roadmap of Power Lithium Battery: NCA Rising Quickly and NMC Growing Steadily
Cost Trend of Major Carmakers and Battery Manufacturers
Cost Structure of Power Lithium Battery
Global Power Lithium Battery Price Trend, 2011-2020E
Global Power Lithium Battery Industry Scale, 2011-2020E
China Power Lithium Battery Industry Scale, 2011-2020E
Global Top20 Suppliers of Battery for New Energy Passenger Vehicle and Parameters, 2014
Market Share of Suppliers of Battery for New Energy Passenger Vehicle Worldwide, 2014
Shipments and Share of Power Lithium Battery for New Energy Passenger Vehicle Worldwide, 2013-2014
Proportion of Power Battery for New Energy Passenger Vehicle in China (by Type of Technology), 2015H1
Market Share of Major Battery Manufacturers, 2015H1
Shipments of Major Battery Manufacturers, 2015H1
EU and US Power Lithium Battery Companies and Their Supported Models
S. Korean Power Lithium Battery Companies and Their Supported Models
Japanese Power Lithium Battery Companies and Their Supported Models
Chinese Power Lithium Battery Companies and Their Supported Models
Equity Structure of LGC, 2014
Operating Performance of LGC, 2007-2015H1
Revenue of LGC by Region, 2014
Material Costs Structure of LGC's PHEV Cell
LGC Road Map for HEV LIB Technology
LGC Road Map for PHEV LIB Technology
LGC Road Map for EV LIB Technology
Business Development and Prospects of LGC's Lithium Business
Operating Performance of LGCPI, 2010-2014
Operating Performance of HL Green Power, 2010-2014
Operating Performance of LGC's Battery Business, 2013Q1-2015Q2
Electric Vehicles Supported by LGC's Power Lithium Batteries
Managing Organizations of LGC in China
Production and Sales Network of LGC in China
Shipment of LGC's Power and Energy Storage Batteries, 2012-2015
Equity Structure of SDI, 2014
Operating Performance of SDI, 2008-2015H1
Revenue of SDI by Region,2014
SDI Road Map for xEV LIB Technology
Technical Performance of SDI's Power Lithium Batteries
Operating Performance of SDI's Battery Business, 2007-2015H1
SDI's Battery Shipments and Average Selling Price, 2007-2014
SDI's Revenue of Power and Energy Storage Batteries, 2013Q1-2014Q4
Electric Vehicles Supported by SDI's Power Lithium Batteries
SDI's Shipment of Power and Energy Storage Batteries (MWh), 2012-2015
Major Subsidiaries of SKI
Supported EV Models of SKI’s Lithium Power Battery
Equity Structure of BESK
Profile of BESK
Specifications of BESK’s Lithium Power Battery
Operation Performance of Panasonic, FY2008/09- FY2013/14
R & D Costs of Panasonic, FY2008/09-FY2013/14
Revenue Breakdown of Panasonic by Segment, 2012-2014
Operating Profit Breakdown of Panasonic by Segment, 2012-2014
Revenue Breakdown of Panasonic by Region,2014
Specifications of Panasonic’s NCA 18650 Cell Applied in Tesla
Cost Strucuture of Panasonic’s PHEV Cell
Development Plan of Panasonic’s Automotive Batteries, FY2013-FY2019
Development Plan of Panasonic’s Automobile Segment, FY2013- FY2019
Development Plan of Panasonic by Segment, FY2013-FY2019
Electric Vehicles Supported by Panasonic’s Lithium-ion Power Battery
Deliveries of Tesla’s Electric Vehicle,2010-2016E
Shipment of Panasonic’s Power Battery and Energy-storage Battery (MWh), 2011-2015
Equity Structure of AESC, 2014
Cost Structure of AESC BEV Cell Materials
AESC Power Lithium-ion Battery Module Structure
Specification and Connection of AESC High-capacity Power Battery
Performance Parameter of AESC High-capacity Power Battery
Specification and Connection of AESC High Power Battery
Performance Parameter of AESC High Power Battery
AESC Power Battery System Solutions
Supporting Electric Vehicles of AESC Power Lithium Battery
Shipments of AESC Power and Energy Storage Battery (MWh), 2011-2015E
Equity Structure of LEJ, 2014
Specifications of LEJ Power Lithium Batteries
Electric Vehicles Supported by LEJ's Power Lithium Batteries
LEJ's Shipment of Power and Energy Storage Batteries (MWh), 2011-2015
Specifications of Li-Tec's High-Capacity Power Batteries
Performance Parameters of Li-Tec's High-Capacity Power Batteries
Li-Tec's power battery plant in Kamenz, Germany
History of A123Systems
Operating Performance of A123, 2007- 2012Q3
Electric Vehicles Supported by A123's Power Lithium Batteries
Equity Structure Chart of Guoxuan (before Backdoor listing)
Operating Performance of Guoxuan, 2009-2015H1
Technical Parameters for Guoxuan’s LFP Cathode Materials
Specification Parameters for Guoxuan’s LFP Power Cells
Technical Parameters for Models Supported by Guoxuan’s Power Batteries
Major Customers of Guoxuan High-Tech Power Energy, 2014
Power Battery Shipments of Guoxuan High-Tech Power Energy, 2009-2015H1
Price of Power Battery Pack of Guoxuan High-Tech Power Energy, 2009-2014
LiFePo4 Cathode Materials and Power Battery Capacity of Guoxuan High-Tech Power Energy, 2009-2014
Investment Plans of Guoxuan High-Tech Power Energy, 2013-2014
Operating Performance of BYD, 2008-2015H1
Revenue Structure of BYD (by Business), 2012-2015H1
Gross Margin of BYD (by Business), 2009-2015H1
Major Characteristics of BYD Lithium Iron Phosphate Battery
Capacity, Weight and Cost of BYD Automotive Battery Pack
Lithium Battery Capacity and Weight of BYD Electric Forklifts
Lithium Battery Capacity of BYD ESS
Lithium Battery Capacity of BYD EPS
Sales Volume of BYD Electric Vehicle (by Model), Jan. 2014-Sep. 2015
Sales Volume of BYD Electric Vehicles, 2011-2017E
Parameters of Main Battery Packs for New Energy Vehicle of BYD
Power Battery Business Scale of BYD, 2011-2017E
Shareholding Structure of Pride,2014
Operating Performance of Pride, 2011-2014
Performance Parameters of Pride’s Power Battery Pack
Shareholding Structure of Lishen
Operating Performance of Lishen, 2011-2014
Technology Roadmap for Power Cell of Lishen
Technology Roadmap for Power Battery Pack of Lishen
Performance Parameters of Spiral Wound Power Cell of Lishen
Performance Parameters of Laminated Power Cell of Lishen
Performance Parameters of Laminated Power Cell of Lishen
Technical Parameters of Power Cell of Lishen
Customers of Lishen’s Power Battery
Performance Parameters of Power Battery Pack of Lishen
Lithium Battery Capacity of Lishen, 2000-2014
Investment Plan for Power Battery of Lishen, 2012-2014
Operating Performance of ATL, 2008-2014
Profile of Qinghai Contemporary Amperex Technology
Customers of ATL’s Power and Small Battery
Suppliers of Raw Materials for ATL's Power Battery
Power Battery Output and Utilization of ATL, 2012-2014
Power and Small Battery Capacity of ATL
Power and Energy Storage Battery Revenue and Prices of ATL, 2012-2014
Small Lithium Battery Revenue of ATL, 2008-2014
Small Lithium Battery Shipments of ATL, 2008-2014
Operating Performance of CHINA BAK BATTERY, 2008-2015H1
Revenue Structure of CHINA BAK BATTERY (by Region), 2009-2014
R&D Costs and % of Total Revenue of CHINA BAK BATTERY, 2010-2015Q1
Technical Parameters of Power Cell of CHINA BAK BATTERY
Basic Information of BAK International (Tianjin) Limited
Basic Information of BAK Power Battery (Dalian)
Sales of High-power Lithium Battery Cells of CHINA BAK BATTERY, 2009- 2009-2015H1
Investment Plan of High-power Lithium Battery Cells of CHINA BAK BATTERY, 2013-2014
Revenue and Gross Margin of Sinopoly Battery, 2011-2014
Net Income of Sinopoly Battery, 2011-2014
Specifications of Sinopoly’s Power Cell
Operating Results of CITIC GUOAN Mengguli,2009-2015H1
Technical Parameters of Cathode Materials of CITIC GUOAN Mengguli
Technical Parameters of Power Battery Modules of CITIC GUOAN Mengguli
Equity Structure of China Aviation Lithium Battery, 2014
Operating Results of China Aviation Lithium Battery, 2010-2015H1
Pure Electric Vehicle BMS of China Aviation Lithium Battery
Battery Certification of China Aviation Lithium Battery
Global Sales Network of China Aviation Lithium Battery
Major Customers of China Aviation Lithium Battery