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    锂离子动力电池产业发展现状及对策

    摘要

    随着新能源汽车产业的蓬勃发展,2016年锂离子电池产业进一步加快了发展步伐。产业规模方面,2016年全球锂电池电芯产值达到2088亿美元,首次突破2000亿美元,较2015年同比增长33%,连续6年保持25%以上的年均增速。同时,我国锂电池电芯产值达到1032亿元,动力锂电池成为最重要的增长极。产业布局方面,中国、日本和韩国是全球锂电池三大生产基地,当前三国企业合计占到全球市场份额的95%,国内动力电池企业分布并不集中,华东地区产业分布较为集中,达到53%,华南、华北和华中地区产业分布比较平衡。从企业动态看,全球锂离子电池产业企业间收购兼并风潮涌起,而日益激烈的国际竞争又使得跨国企业间采取更多的合作举措,以确保国际产业地位的稳固。从产业技术进展看,国际锂离子电池产业的技术突破均为实验室概念性技术突破,技术进展集中于超级电容技术和微电池技术。我国锂离子动力电池产业仍然在技术、管理、制度、标准等方面存在亟待解决的问题,应当从提高产业集中度、引导合理布局、规范行业监管制度和注重生产安全等四个方面入手,推动我国锂离子动力电池产业发展。

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    Abstract

    With the vigorous rise of new energy automotive industry,the lithium-ion battery industry has further accelerated the pace of development in 2016. In terms of industrial scale,the output value of lithium batteries in the world will reach 208.8 billion US dollars in 2016,surpassing 200 billion US dollars for the first time,33% higher than that of 2015 and maintaining an average annual growth rate of 25% for 6 consecutive years. At the same time,China’s lithium battery output will reach 103.2 billion yuan,lithium battery power to become the most important growth pole with respect to the industrial layout,China,Japan and South Korea is the world’s three major lithium battery production base,for the currently three countries accounting for 95% of the global market share. The domestic power battery business distribution is not concentrated. East China is more concentrated in industrial distribution,reaching 53%,while South China,North China and central China distribution is more balanced. With regard to the business dynamics,the global lithium-ion battery industry mergers and acquisitions surge in the industry,and the increasingly fierce international competition enables multinational companies to take more cooperative initiatives to ensure the stability of the international industrial status. For the industrial technology progress,the international lithium-ion battery industry achieved technological breakthroughs on laboratory conceptual and technological level,focusing on super-capacitor technology and micro-battery technology. China’s lithium-ion battery industry still have problems in technology,management,systems,standards and other aspects,China should improve industrial concentration,and offer guidance to rational industrial distribution,perfect the industry regulatory system and focus on production safety,in order to promote Li-ion battery industry’s development.

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    作者简介
    刘丹:刘丹,博士后,国家工业信息安全发展研究中心高级工程师,研究方向为工业经济运行分析。
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