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电池博客

特斯拉电池怎么样,特斯拉能超过其他锂电池厂家吗?

来源:未知    2019-02-28 10:49    点击量:

全球动力电池业竞争日趋激烈,市场加速洗牌。截至1月17日,虽然国外的松下、LG化学、三星SDI等锂电巨头还没有公布2018全年装机量数据,但从2018年1-11月数据来看,松下装机量超过18GWh位列全球第一,宁德时代以微弱劣势位列第二。

DONGLIDIANCHIYINGYONGFENHUIYANJIUBUTONGJISHUJUXIANSHI,2018QUANNIANWOGUODONGLIDIANCHIZHUANGJIZONGLIANGWEI56.89GWh,TONGBIZENGZHANG56.88%。NINGDESHIDAIYI23.43GWhGAOJUBANGSHOU,RUGUOJIASHANGHAIWAISHICHANG,NINGDESHIDAIDEQUANQIUZHUANGJILIANGKENENGJIANGDADAO24GWh。

松下装机量也将达24GWh?

那么,松下2018年全年的装机量能达到多少呢?2018全年,特斯拉交付了超过24.52万辆汽车,其中包括14.58万辆Model 3,以及9.94万辆ModelS和Model X,几乎相当于其前几年的总和。以特斯拉车型最大的电池容量计算,松下2018年对特斯拉的最大装机量约为21.6GWh。

ZHONGSUOZHOUZHI,SONGXIASHITESILADEDONGLIDIANCHIDUJIAGONGYINGSHANG,SUIRANSONGXIAHAIYOUDAZHONG、FUTE、FENGTIANDENGDIANCHIKEHU,DANJUEDABUFENCHANNENGDOUJILETESILA。SHUJUXIANSHI,2017NIANTESILAJIAOFULE10WANLIANGCHE,DIANCHIZHUANGJILIANGYUEWEI8.64GWh,ERSONGXIAQUANNIANDEZHUANGJILIANGYUEWEI9.3GWh,DANGNIANSONGXIAGONGYINGTESILADEZHUANGJILIANGZHANSONGXIAZONGZHUANGJILIANGDE93%。

RUGUOANZHAO93%DEBILVJISUAN,SONGXIA2018NIANQUANNIANDEZONGZHUANGJILIANGDAYUEWEI23.23 GWh。BUGUO,YOUYUSONGXIAJINNIANLAIJIJITUOZHANTESILAYIWAIDEKEHU,GONGHUOTESILADEZHANBIZAI2018NIANKENENGHUIXIAOYU93%,RUGUOANZHAO90%DEBILVJISUAN,SONGXIADEZONGZHUANGJILIANGJIANGDA24GWh,ZHEIYANGJIUHENINGDESHIDAIQIGUXIANGDANGLE。

但是,总体来讲,由于松下供应特斯拉的装机量21.6GWh是以最大的电池容量计算的,所以实际装机量要打个折扣;并且在2018年,松下除特斯拉以外的客户如大众、福特、丰田等品牌的纯并没有出现爆款车型,所以装机规模大幅增加的可能性不大。那么可以预测,2018年宁德时代拿下全球动力电池冠军的概率会大于松下。

全球动力电池装机量3-10名大换血

QUANQIUDONGLIDIANCHIZHUANGJILIANGGUANYAJUNQUEDINGLE,NEIMEDISANZHISHIMINGJIUJINGHUIHUALUOSHEIJIA?GENJUDONGLIDIANCHIYINGYONGFENHUIYANJIUBUTONGJISHUJU,2018QUANNIANWOGUODONGLIDIANCHIZHUANGJILIANGPAIMINGZHONG,BIYADIZHUANGJILIANGYI11.43GWhWEILIEDIER;GUOXUANGAOKEDISAN,ZHUANGJILIANGWEI3.07GWh;DISIZHIDISHIMINGFENBIEWEILISHENDIANCHI2.05 GWh、FUNENGKEJI1.91 GWh、BIKEDONGLI1.74 GWh、YIWEILINENG1.27 GWh、BEIJINGGUONENG0.81 GWh、ZHONGHANGLIDIAN0.72 GWh、KANAIXINNENGYUAN0.63 GWh。KAOLVDAOHAIWAISHICHANG,ZHEIJIJIAQIYEQUANQIUZHUANGJILIANGJIANGGAOYUYISHANGSHUZI,DANSHIGAODEFUDUYEBUHUITAIDA。

YOUYULGHUAXUEHESANXINGSDILIANGJIAHANGUOQIYEMUQIANMEIYOUGONGBU2018QUANNIANSHUJU,DIANCHIZHONGGUOWANGZHAODAOLE2018NIANQIAN10YUEQUANQIUDONGLIDIANCHIZHUANGJILIANGQINGKUANG:LGHUAXUE5.3GWh、SANXINGSDI 2.5GWh,KEYITUICEZHEILIANGJIAQIYE2018NIANQUANNIANCHAOGUOBIYADIGUONEIZHUANGJILIANG11.43GWhDEKENENGXINGJIHUWEILING,GENGBIESHUOQUANQIUDEZHUANGJILIANGLE,BIYADIQUANQIUDISAN,DIWEIWENGU。

国轩高科2018全年国内装机量为3.07GWh,就算加上海外装机量,也远少于LG化学2018年前10月的5.3GWh,非常明显LG化学全球第四的位置也可以确定。那么,第五名是谁呢?2018年前10月,国轩高科全球装机量为1.7 GWh,远少于三星SDI的2.5GWh;由此基本可以推算,三星SDI在2018年全年的全球装机量继续领先国轩高科的可能性非常大。
 

NEIME,WOMENKEYIYUCE2018NIANQUANQIUDONGLIDIANCHIZHUANGJILIANGQIAN10PAIMINGWEI:NINGDESHIDAI、SONGXIA、BIYADIMINGLIEQIANSAN,LGHUAXUE、SANXINGSDI、GUOXUANGAOKE、FUNENGKEJI、TIANJINLISHEN、BIKEDIANCHIHEYIWEILINENGFENBIEMINGLIEDISIZHIDISHI。DUIBI2017NIANPAIMINGKEYIKANCHU,NINGDESHIDAI、SONGXIA、BIYADIQIANSANJIADIWEIWUKEHANDONG,QIELINGXIANYOUSHIJINYIBUGONGGU;LISHENDIANCHI、YIWEILINENGJIANGSHIXINMIANKONG,ERWOTEMA、BEIJINGGUONENGZEDIELUOBANGDAN。

ZONGHEGEZHONGYINSU,DIANCHIZHONGGUOWANGDUI2018NIANQUANQIUDONGLIDIANCHIZHUANGJILIANGPAIXINGBANGYUCERUXIA:

image.png

(ZHU:YOUYUZANQUEHAIWAISHUJU,GU2018NIANYUCEBANGLIZHONGGUOQIYEWEIGUONEISHUJU,GUOWAIQIYEWEIYUGUSHUJU,DANSHIJIBENBUYINGXIANGZHENGTIPAIMINGQINGKUANG)

宁德/松下/比亚迪/LG化学们展开“军备竞赛”

GONGKAIZILIAOXIANSHI,NINGDESHIDAIMUQIANYONGYOUCHANNENGYUE24GWh,2019NIANCHANNENGJIANGDADAO45GWh,2020NIANJIANGDADAO70GWh;SONGXIAMUQIANYONGYOUCHANNENG33GWh,2019NIANYUJIJIANGDADAO49GWh,2020NIANJIANGDADAO52GWh;BIYADIMUQIANYONGYOUCHANNENG26GWh,2019NIANYUJICHANNENGJIANGDA40GWh,2020NIANCHANNENGYUJIDA60GWh。

LGHUAXUEMUQIANYONGYOUCHANNENG18GWh,JIHUADAO2020NIANCHANNENGDA90GWh,YUJIDAO2022NIANCHANNENGJIANGKUOZHANGZHI105GWh;SANXINGSDIMUQIANYONGYOUCHANNENGYUE11GWh,2019NIANYUJIJIANGDADAO18GWh,JIHUADAO2020NIANJIANGZONGCHANNENGTISHENGZHI25-30Gwh;GUOXUANGAOKEMUYONGYOUCHANNENGYUE16GWh,JIHUADAO2020NIANJIANGCHANNENGTISHENGZHI30GWh。

LISHENDIANCHIMUQIANYONGYOUCHANNENG10GWh,JIHUADAO2020NIANXINGCHENG30GWhDECHANNENG,DAO2025NIANXINGCHENG60GWhDECHANNENG;FUNENGKEJI2019NIANJIANGJUBEI20GWhCHANNENG,DAO2020NIANQUANQIUZONGCHANNENGJIANGDADAO60GWh;BIKEDONGLIMUQIANYONGYOUCHANNENG12GWh,JIHUADAO2020NIANCHANNENGDADAO15GWh;YIWEILINENGMUQIANYONGYOUCHANNENG9GWh,YUJI2019NIANJIANGDADAO11GWh。

据瑞士银行(UBS)预测,未来全球动力电池市场的需求将会激增。全球新能源电动汽车的销量将从2018年的180万辆提升至2025年的1750万辆。而电动汽车电池的需求量将增长9.5倍,预计从2018年的93GWh提升至2025年的973GWh。

CONGCHANNENGGUIHUALAIKAN,YISHANGYUCEBANGZHONG2018NIANQUANQIUQIANSHIMINGDIANCHIQIYEDAO2020NIANDECHANNENGGUIHUAJIUCHAOGUOLE450GWh,QIANGZHANSHICHANGFENEDEQITUFEICHANGMINGXIAN;ERLGHUAXUEDEBIAOXIANZUIWEIYEXINBOBO,JIANGSHININGDESHIDAIDEQIANGJINGDUISHOU。KEYIYUJIAN,WEILAIQUANQIUDONGLIDIANCHISHICHANGDEJINGZHENGJIANGYUEFAJILIE,QUANQIUDONGLIDIANCHIZHUANGJILIANGPAIXINGBANGYEJIANGHUIYOUFEICHANGDADEBIANSHU。

CHANPINXIANGGUANTUIJIAN