一 调研说明中商情报网全新发布的 Global and China Lithium Battery Industry Report, 主要依据国家统计局 国家发改委 商务部 中国海关 国务院发展研究中心 行业协会 工商 税务 海关 国内外相关刊物的基础信息以及行业研究单位等公布和

Transcription

1 Global and China Lithium Battery Industry Report, Customer Service Hotline: Page 1 of 24

2 一 调研说明中商情报网全新发布的 Global and China Lithium Battery Industry Report, 主要依据国家统计局 国家发改委 商务部 中国海关 国务院发展研究中心 行业协会 工商 税务 海关 国内外相关刊物的基础信息以及行业研究单位等公布和提供的大量资料, 结合深入的市场调研资料, 由中商情报网的资深专家和研究人员的分析 首先, 报告对本行业的特征及国内外市场环境进行描述, 其次, 对本行业的上下游产业链, 市场供需状况及竞争格局等进行了细致的详尽剖析, 接着报告中列出数家该行业的重点企业, 并分析相关经营财务数据 最后, 对该行业未来的发展前景, 投资风险及投资策略给出科学的建议 本报告是行业生产 贸易 经销等企业在激烈的市场竞争中洞察市场先机, 根据市场需求及时调整经营策略, 为战略投资者选择恰当的投资时机和公司领导层做战略规划提供了准确的市场情报信息及科学的决策依据 报告名称 Global and China Lithium Battery Industry Report, 出版日期 Sep/2011 报告格式 PDF 电子版或纸介版 交付方式 发送或 EMS 快递 中文价格 印刷版 0 元 电子版 0 元 中文印刷版 + 电子版 0 元 订购热线 二 报告目录 Abstract : In 2010, the global shipments of lithium batteries registered some billion units, up 27.4% compa Customer Service Hotline: Page 2 of 24

3 red with that in The figure is estimated to reach approximately billion units in 2011, up 14 % over In 2010, Panasonic restructured Sanyo's battery business and merged it with Panasonic s battery busin ess into Panasonic Energy Device Corporation. In FY 2011, the company achieved revenue of JPY 76 0 billion (about USD 8.66 billion), with operating margin of 1.6%. The revenue from lithium battery r eached JPY 298 billion, ranking first in the world. After years of rapid growth, China s lithium battery enterprises are showing signs of sluggishness. Th e leading enterprise BYD slid both in its revenue and sales volume, with automobiles and mobile phon es occupying more resources of BYD, while the growth rate of Lishen and BAK slows down compare d with that before Lithium battery enterprises fail to attract more capital as well as talents due to low ROI. Moreover, the implementation of tight monetary policy for a long period undermines the co mpetitiveness of enterprises. On the contrary, Korean enterprises continue to advance triumphantly, especially Samsung SDI which dominates the mobile phone field. In terms of shipments, Samsung SDI ranks first and continues to gr ow rapidly in 2011, and its shipment is estimated to grow 34%. LG Chem also keeps sound developm ent trend. On the one hand, LG Chem breaks out of the encirclement of Japanese manufacturers and e nters the battery supply chain for HP laptops; on the other hand, LG Chem has obtained recognition fr om GM, FORD, BMW, BENZ, and VOLVO in lithium batteries for automotive application. Mobile phones and laptops still provide the big market for lithium battery, while lithium battery for ve hicles witnesses slow growth. EV and HEV/PHEV manufacturers are mainly dependent on governme nt subsidies for their low priceperformance ratio. But the American and European economies intend to reduce expenditure, so the go vernment subsidy is likely to be canceled or reduced. In the next three to five years, it is impossible to bring down the price of EV and HEV, so the market will still be sluggish. In the field of anode materials, Nichia and UMICORE scramble for supremacy, together making up ov er 50% of the market share. As for Chinese enterprises, compared with that in 2010, they experienced slight rise in shipment but sharp slide in profit. The most representative example is Easpring whose m ain business declined 14.2% YoY and operating income fell 88.2% YoY in H LiFePO4, the hottest topic in H1 2010, almost vanishes in a flash. The LiFePO4 enterprises or instituti ons once spatting with each other have made peace. The patent holders, namely CNRS, Universite de Montreal, Hydro- Customer Service Hotline: Page 3 of 24

4 Quebec, LFP Technology, Dr. John Goodenough, Dr. Michel Armand, and Phostech Lithium have rea ched an agreement on the establishment of Swiss Muttenz LiFePO4+C Licensing AG to promote LiFe PO4 technology. The LiFePO4 cannot be found in any massproduction automobile models. LiFePO4 fails to solve the problems of consistency, service lifetime as well as safety, while LiNiO2 or NMC/NAC will enjoy bright market prospects in the future. A123 Sy stem, a leading manufacturer of LiFePO4, continues to suffer losses, and the loss rate is still on the ris e. In H1 2011, the company made a loss of USD 33 million, with the loss rate being as six times as tha t in H In the cathode field, Hitachi Chemical and Nippon Carbon account for more than 50% of the market s hare. In the area of separator, ASAHI KASEI, CELGARD, TONEN are the three biggest magnates, to gether making up 77% of the market share. In the electrolyte field, Cheil Industries under Samsung co ntinues to stand first, followed by UBE. Table of Contents 1 Overview of Lithium Battery Industry 1.1Global Market Size 1.2 Geographical Pattern 1.3 China s Export of Li-ion Battery 1.4 Global Ranking 1.5 Industry Chain Cost Structure Industry Chain Lithium Carbonate 2 Lithium Battery Market Customer Service Hotline: Page 4 of 24

5 2.1 Mobile Phone 2.2 Smart Phone 2.3 Market Share of Mobile Phone Battery 2.4 Laptop 2.5 Automobile Application Positive Electrode Material of Lithium Battery for Automobile EV and HEV Power Lithium Battery for Automobile Supply Relationship between Lithium Battery Manufacturers and Automakers Chinese Policies Concerning New Energy Automobile 3 Positive Electrode of Lithium Battery 3.1 Introduction 3.2 LiFePO4 Is Not the Mainstream Positive Material of Lithium Battery for Automobile 3.3 Market Trends 3.4 Global Industry Structure 3.5 Industry Structure in China Customer Service Hotline: Page 5 of 24

6 3.6 Manufacturers Umicore SHANSHAN Easpring Hunan Reshine New Material Ningbo Jinhe New Material Citic Guoan Mengguli (CITIC GUOAN MGL) New Energy Technology Tianjin B&M Science and Technology Pulead Technology Industry ShenZhen TianJiao Technology Development Nichia L&F TODA KOGYO Tanaka-chem Tianjin STL Energy Technology Yunnan Huilong Phostech Lithium Customer Service Hotline: Page 6 of 24

7 4 Negative Electrode of Lithium Battery 4.1 Introduction 4.2 Global Industry Structure 4.3 Industry Structure in China 4.4 Manufacturers Shenzhen BTR Electronic Material Morgan Hairong New Material Hitachi Chemical 5 Lithium Battery Separator 5.1 Introduction 5.2 Separator Material Market 5.3 Global Industry Structure 5.4 Manufacturers Asahi Kasei TONEN Celgard Shenzhen Senior Technology Material Foshan Jinhui Hi-Tech Customer Service Hotline: Page 7 of 24

8 5.4.6 Xinxiang Green New Energy ENTEK SK Energy 6Lithium Battery Electrolyte 6.1 Introduction 6.2 LiPF6 6.3 Industry Structure 6.4 Industry Structure in China 6.5 Manufacturers CAPCHEM Zhangjiagang Guotaihuarong Chemical Cheil Industries UBE Mitsubishi Chemical 7 Power Lithium Battery Manufacturers 7.1 Ener1 7.2 SB LiMotive 7.3 PEV Customer Service Hotline: Page 8 of 24

9 7.4 Lithium Energy Japan 7.5 Blue Energy 7.6 CPI 7.7 Saft 7.8 Hitachi Vehicle Energy 7.9 A ASEC 8 Traditional Lithium Battery Manufacturers 8.1 BAK 8.2 BYD 8.3 SUCD 8.4 Tianjin Lishen 8.5 Sanyo 8.6 Panasonic 8.7 ATL 8.8 Sony 8.9 Samsung SDI Customer Service Hotline: Page 9 of 24

10 8.9.1 Tianjin Samsung SDI 8.10 LG Chemical 8.11 Simplo 8.12 Dynapack Figures & Tables Global Shipment of Lithium Battery, Global Lithium Battery Market Size, Global Lithium Battery Industry by Region (by Value), Shipment of Major Lithium Battery Manufacturers Worldwide, Lithium Battery Industry Chain Supply of Lithium Ore by Region, Worldwide Global Presence of Lithium Ore Manufacturers Global Shipment of Mobile Phones, Quarterly Global Shipment of Mobile Phones and Annual Growth Margin, Q Q Quarterly Shipment of CDMA and WCDMA Mobile Phones, Market Shares of Main Smart Phone Manufacturers Worldwide, Q Customer Service Hotline: Page 10 of 24

11 Market Shares of Smart Phone OS, Smart Phone Shipment of World s Major Mobile Phone Manufacturers Market Shares of Major Mobile Phone Battery Manufacturers, 2010 Market Shares of Major Mobile Phone Battery Manufacturers, 2011 Sales Volume of Desktop PCs and Servers Worldwide, Q Q Sales Volume of Laptops and Tablet Computers Worldwide, Q Q Global Output of Electric Vehicles and Hybrid Electric Vehicles, Global Output of Lithium Battery for EV and HEV, Global Demand of Lithium Battery (by Type) for EV and HEV EV and HEV Output in China, Global Shipment of Positive Electrode Materials for Lithium Battery, Global Shipment of Positive Electrode Materials for Lithium Battery (by Technology), Global Shipment of Positive Electrode Materials for Non-Power Customer Service Hotline: Page 11 of 24

12 Lithium Battery (by Technology), Global Shipment of Positive Electrode Materials for Power Lithium Battery (by Technology), Market Shares of Major Manufacturers of Positive Electrode Material for Lithium Battery, 2010 Market Shares of Major Manufacturers of Positive Electrode Material for Lithium Battery, 2011 Global Shipment of Positive Electrode Materials for Lithium Battery (by Type), 2011 Supply Relationship between LiCoO2 Manufacturers and Battery Manufacturers Organization Structure of Umicore Umicore s Revenue and EBIT Ratio Umicore s Energy Material Revenue and EBIT Umicore s Battery Material Bases Organization Structure of Umicore in Greater China Presence of Umicore in China Customer Service Hotline: Page 12 of 24

13 Revenue by Product of Umicore in Greater China Revenue and Gross Margin of Shanshan, Revenue by Product of Shanshan, Sales Volume by Product of Shanshan, Organization of Easpring Customers of Easpring, Cost Structure of Easpring, 2009 Revenue and Gross Margin of Easpring, Revenue and Operating Margin of Nichia s Lithium Battery Materials Division, Revenue and Operating Income of L&F, L&F s Revenue and Proportion of Battery Material Revenue, Revenue and Operating Income of TODA KOGYO, FY2006-FY2012 Global Presence of Battery Material Production Bases of TODA KOGYO Revenue and Operating Income of Tanaka-chem, FY2006-FY2011 Product Shipment of Tanaka-chem, FY2009-FY2011 Revenue of Tanaka-chem by Application, FY2009-FY2011 Customer Service Hotline: Page 13 of 24

14 Customers of Phostech Lithium Global Shipment of Negative Electrode Material for Lithium Battery by Type, 2011 Supply Relationship between Lithium Battery Negative Electrode Manufacturers and Battery Manufacturers Market Shares of Key Negative Electrode Material Manufacturers, 2010 Market Shares of Key Negative Electrode Material Manufacturers, 2011 Revenue and Operating Margin of Hitachi Chemical, FY2004-FY2011 Revenue of Hitachi Chemical by Sector, FY2004-FY2010 Global Output Value of Lithium Battery Separator, Global Demand for Lithium Battery Separator, Market Shares of Major Lithium Battery Separator Material Manufacturers, 2010 Market Shares of Major Lithium Battery Separator Material Manufacturers, 2011 Main Customers of Major Lithium Battery Separator Material Manufacturers, 2010 Customer Service Hotline: Page 14 of 24

15 Revenue and Operating Income of Asahi Kasei, FY2005-FY2011 Revenue of Asahi Kasei by Product, FY2009-FY2011 Operating Income of Asahi Kasei by Product, FY2009-FY2011 Organization Structure of Electronic Material Divisions of Asahi Kasei Revenue and Operating Margin of Polypore, Revenue of Polypore by Product, Capacity and Growth Rate of Lithium Hexafluorophosphate(LiPF6) of Morita Market Shares of Main Lithium Battery Electrolyte Manufacturers, 2010 Market Shares of Main Lithium Battery Electrolyte Manufacturers, 2011 Capacity of Main Lithium Battery Electrolyte Manufacturers, 2010 Revenue of Capchem, H12011 Net Income of Capchem, H12011 Revenue of Jiangsu Guotai by Business, Customer Service Hotline: Page 15 of 24

16 Operating Income of Jiangsu Guotai by Business, Sales and Revenue of Guotaihuarong, Revenue and Operating Margin of Cheil Industries, Revenue of CHIEL by Sector, Q Q Operating Income of CHIEL by Sector, Q Q Revenue of UBE by Sector, FY2007-FY2010 Operating Income of UBE by Sector, FY2007-FY2010 Revenue and Operating Income of Ener1, Product Usage Examples of PEVE Revenue and EBITDA of SAFT, Revenue of SAFT by Application, 2010 Revenue of SAFT by Technology, 2010 Revenue and Gross Profit of A123 Systems, Revenue of A123 Systems by Region, Revenue of A123 Systems by Application, Global Distribution of A123 Systems Offices Battery Application Examples of A123 Customer Service Hotline: Page 16 of 24

17 History of BAK Battery Revenue and Operating Margin of BAK Battery, FY2003-FY2010 Revenue and Gross Margin of BAK Battery, Q2 FY2009- Q3 FY2011 Revenue of BAK Battery by Product, FY2004-FY2010 Revenue of BAK Battery by Region, FY2004-FY2009 Major Customers of BAK Battery Revenue of BAK Battery by Application, Q3 FY2011 Capacity Utilization of BAK Battery, Jan Dec Revenue and Operating Margin of BYD, Revenue of BYD by Product, Average Sales Price of BYD Batteries, Shipment of BYD Batteries, Revenue and Before-tax Profit Margin of Scud, Revenue of Scud by Product, 2009 Revenue of Scud by Product, 2010 Sales Volume of Scud Batteries, Revenue and Shipment of Lishen, Customer Service Hotline: Page 17 of 24

18 Revenue and Operating Margin of Lishen, Revenue and Operating Margin of Samsung SDI, Revenue and Operating Margin of Battery Business of Samsung SDI, Shipment and Average Selling Price of Samsung SDI Batteries, Revenue and Operating Income of Tianjin Samsung SDI, Revenue and EBITDA of LG Chem, Revenue from Battery Business of LG Chem, Q Q Revenue and Gross Margin of Simplo, Shipment and Global Market Share & Forecast of Simplo Laptop Batteries, Shipment and Average Price & Forecast of Simplo Laptop Batteries, Revenue of Simplo, May May 2011 Market Shares of Major Laptop Battery Module Manufacturers Worldwide, 2010 Customer Service Hotline: Page 18 of 24

19 Revenue and Gross Margin of Dynapack, Revenue of Dynapack, May May 2011 Export Volume & Value of China s Li-ion Batteries, Export Values of Key Li-ion Battery Manufacturers in China, Top Ten Importers of China s Li-ion Battery, 2010 Ranking of Main Lithium Battery Manufacturers Worldwide by Revenue, Supply Relationship Between Mobile Phone Manufacturers and Battery Providers Ranking of Global Positive Electrode Manufacturers by Revenue, Ranking of Positive Electrode Manufacturers in China by Revenue, Suppliers of LiFePO4 in China, 2010 Revenue of Tianjin B & M Science and Technology by Product, Customer Service Hotline: Page 19 of 24

20 Capacity and Output of Tianjin B & M Science and Technology, Sales Volume of Tianjin B & M Science and Technology, Top 5 Customers of Tianjin B & M Science and Technology, 2009 Top 5 Suppliers of Tianjin B & M Science and Technology, Revenue from Positive Electrode Materials of TODA KOGYO, FY2006-FY2010 Financial Data of Shenzhen BTR Electronic Material, Product Parameters of Lithium Battery of PEVE Revenue of BYD Batteries by Product, Capacity, Output, Sales and ASP of BYD s Battery Business, Revenue and Operating Income of Sanyo Energy (Beijing) Co., Revenue and Operating Income of Sanyo Energy (Suzhou) Co., Revenue and Operating Income of Panasonic Energy (Wuxi) Co., 访问中商情报网 : 报告在线阅读 : Customer Service Hotline: Page 20 of 24

21 三 研究机构 中商情报网 ( 是中国行业市场研究咨询 市场调研咨询 企业上市 IP O 咨询及并购重组决策咨询 项目可行性报告 项目商业计划书 项目投资咨询等专业的服务机构 致力于为企业中高层管理人员 企事业发展研究部门人员 市场研究人士 咨询行业人士 投资银行专家 个人投资者等提供各行业丰富翔实的市场研究报告和商业竞争情报数据 ; 为国内外的行业企业 研究机构 社会团体和政府部门提供专业的行业市场研究 商业分析 投资咨询 兼并重组决策及战略咨询服务 中商情报网从创建之初就矢志成为中国专业的商业信息收集 研究 传播的资讯情报服务机构, 通过多年的积累中商情报网已经构建了包括政府部门 行业协会 专业调查公司 自有调查网络等多种渠道 多层面的数据来源 ; 建立起上百个行业及企业的庞大商业情报数据库 ; 并形成了多十种专业研究分析模型和研究方法 ; 中商情报网始终坚持研究的独立性和公正性, 其研究结论和研究数据广泛被媒体采用 目前公司与国家相关数据部门 行业协会等权威机构建立了良好的合作关系, 同时与多家国际著名咨询服务机构建立了战略伙伴关系 并与国内外众多基金公司 证券公司 PE VC 机构 律师事务所 会计师事务所结成战略合作伙伴 公司还拥有近 10 多年来对各行业追踪研究的海量信息数据积累 建立了多种海量数据库, 分为 : 宏观经济数据库, 行业月度财务数据库, 产品产量数据库, 产业进出口数据库, 企业财务数据库等 并将这些数据及时更新与核实 可以保证数据的全面 权威 公正 客观 多年来, 中商情报网为上万家企业事业提供了专业的投资咨询 信息咨询及研究报告服务, 并 得到客户的广泛认可 ; 我们坚信您也可以从中商情报网提供的资讯产品中洞察商业潜在的价值 和风险, 提高您的决策支持效率 中商情报网管理团队和中商情报网的战略合伙人一直致力于为客户提供高价值的企业咨询服务 解决方案 服务 内容 Customer Service Hotline: Page 21 of 24

22 研究咨询项目咨询投行咨询专项咨询竞争情况调研数据库咨询 行业研究报告 行业投资咨询报告 市场调查项目计划 可行性研究 价值分析 风险分析 商业计划书 项目融资 资金申请 资产评估 政府项目立项 产业园区规划咨询 PE 及 VC 投资咨询 IPO 咨询消费者研究 渠道研究 营销咨询 管理咨询 市场进入策略咨询竞争对手调研及监测 竞争策略研究 竞争环境研究 监测 企业战略研究 市场营销 / 促销策略分析 合作伙伴调研中国行业财务数据库 中国企业财务数据库 产品进出口数据库 中商情报网在调查工作中能够很好的借助国家部办委 行业协会等部门的资源为客户提供服务 ; 高层访谈的执行能力, 能够访问国家各个部委为企业提供全方位的政策导向 行业规划 ; 多年来针对工业领域的企业及用户调研的庞大数据库资源, 历史数据和企业 用户数据非常丰 福 国内权威市场研究公司, 具有行业内良好知名度 拥有多项自主开发的研究模型及专项咨询产品, 提供专业化的 市场研究整体解决方案 由国际专家和本土行业专家组成的资深项目团队, 为客户提供精准的研究服务 权威数据采集渠道, 持续 10 年的数据监测,7 年的国内市场研究经验, 超过 1000 多个市场研究案例 中商情报网订购单回执表 单位名称 部门 Customer Service Hotline: Page 22 of 24

23 联系人 地址 邮编 联系电话 手机 传真 报告名称 : Global and China Lithium Battery Industry Report, 报告格式 : PDF 电子版或印刷版 付款方式 : 银行 邮局 支票 其他 定购数量 : 份 请选择报告版本 : 1. PDF 电子版 0 元 / 份 2. 印刷版 0 元 / 份 3. PDF 电子版 + 印刷版 0 元 / 份总计金额万仟佰拾元 ( 小写 : 元 ) 预计付款日期年月日开户行 : 中国工商银行深圳黄贝支行开户名 : 深圳中商智汇咨询服务有限公司帐号 : 备注 : 此帐户可开具增值税普通发票 指定账号 开户行 : 中国工商银行深圳黄贝支行开户名 : 深圳中商智业投资顾问有限公司帐号 : 备注 : 此帐户可开具增值税专用发票 开户行 : 中国建设银行北京丰台支行开户名 : 中商智汇 ( 北京 ) 咨询有限公司帐号 : 备注 : 此帐户只可开具增值税普通发票 Customer Service Hotline: Page 23 of 24

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