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INDUSTRY 行業(yè)動(dòng)態(tài)

編者按

2022 BATTERY

INDUSTRY SUMMARY 2022年電池

行業(yè)盤(pán)點(diǎn)專題

匯聚實(shí)時(shí)行情

準(zhǔn)確把握市場(chǎng)趨勢(shì)

倏忽之間，已經(jīng)是2023年的1月刊，2022年電池行業(yè)的變化有目共睹。

縱觀2022年，動(dòng)力電池增長(zhǎng)亮眼。我國(guó)新能源汽車(chē)銷(xiāo)量激增93.4%至688.7萬(wàn)輛，銷(xiāo)量增長(zhǎng)帶動(dòng)

動(dòng)力電池產(chǎn)業(yè)的高速發(fā)展。根據(jù)中國(guó)汽車(chē)動(dòng)力電池產(chǎn)業(yè)創(chuàng)新聯(lián)盟最新數(shù)據(jù)，2022年，我國(guó)動(dòng)力電池

產(chǎn)量545.9GWh，同比增長(zhǎng)148.5%。其中，三元電池產(chǎn)量212.5GWh，占總產(chǎn)量38.9%，同比增長(zhǎng)

126.4%；磷酸鐵鋰電池產(chǎn)量332.4GWh，占總產(chǎn)量60.9%，同比增長(zhǎng)165.1%。但需要注意是，2022年

全年，我國(guó)動(dòng)力“產(chǎn)裝差”達(dá)到251.3GWh，較大差額或有產(chǎn)能過(guò)剩風(fēng)險(xiǎn)。

本期《洲際蓄電池》為大家?guī)?lái)2022年的電池行業(yè)盤(pán)點(diǎn)，希望為大家做好2023年電池行業(yè)的開(kāi)局

參考。

洲際蓄電池 15

行業(yè)動(dòng)態(tài) INDUSTRY

2022年動(dòng)力電池企業(yè)投資及產(chǎn)能

規(guī)劃盤(pán)點(diǎn)

來(lái)源：24潮

作者：潮一、水鏡

十年河?xùn)|，十年河西。“人們往往會(huì)高估一年的變化，也往往會(huì)低估十年的變化”。十年前，全球動(dòng)力電池

的出貨量也不過(guò)2.5GWh，彼時(shí)整個(gè)動(dòng)力電池江湖基本都還在日韓等外資廠商的統(tǒng)治之下。歷經(jīng)十余年持續(xù)保持兩

位數(shù)及以上高速增長(zhǎng)，2022年1～11月全球動(dòng)力電池裝機(jī)量已達(dá)436GWh，距離突破500GWh大關(guān)，僅有一步之遙。十

年間，全球動(dòng)力電池市場(chǎng)規(guī)模增長(zhǎng)近200倍！

日期 全球出貨量 同比上一年增長(zhǎng)

2013年 2.50 19.05%

2014年 10.02 300.80%

2016年 28.47 184.13%

2017年 40.52 42.33%

2018年 62.35 63.87%

2019年 106.00 10.00%

2020年 158.20 35.68%

2021年 371.00 134.51%

2022年1~11月 436.00 78.00%

十年全球動(dòng)力電池出貨量/裝機(jī)量

（除特別注明外，數(shù)字單位為GWh）

2014~2022年全球動(dòng)力電池裝機(jī)量TOP10

數(shù)據(jù)來(lái)源：24潮

在產(chǎn)業(yè)高速發(fā)展的十年間，動(dòng)力電池江湖

“戰(zhàn)火” 紛起，群雄逐鹿，市場(chǎng)版圖數(shù)次生

變，終成今日之局。

如今有寧王之稱的寧德時(shí)代已經(jīng)連續(xù)6年雄

踞全球動(dòng)力電池霸主之位，且以其為代表的中資

企業(yè)已經(jīng)連續(xù)3年在全球動(dòng)力電池TOP10中占據(jù)6

個(gè)席位。今年1～11月，寧德時(shí)代、比亞迪、中

創(chuàng)新航、國(guó)軒高科、欣旺達(dá)和億緯鋰能等6家中

國(guó)動(dòng)力電池企業(yè)合計(jì)占據(jù)全球市場(chǎng)份額的59%，

其中寧德時(shí)代、比亞迪市場(chǎng)份額分別達(dá)35.8%和

13.1%，位居全球第一、第三位！

遙想當(dāng)年，動(dòng)力電池行業(yè)那些篳路藍(lán)縷的創(chuàng)

業(yè)者和觀察者，誰(shuí)又能想到中國(guó)動(dòng)力電池產(chǎn)業(yè)會(huì)

有今日的地位和成就？

排序 2022年1~11月 2021年 2020年 2019年

1 寧德時(shí)代 寧德時(shí)代 寧德時(shí)代 寧德時(shí)代

2 LG新能源 LG新能源 LG新能源 松下

3 比亞迪 松下 松下 LG新能源

4 松下 比亞迪 比亞迪 比亞迪

5 SK On SK On 三星SDI 三星SDI

16 洲際蓄電池

INDUSTRY 行業(yè)動(dòng)態(tài)

6 三星SDI 三星SDI SKI AESC

7 中創(chuàng)新航 中創(chuàng)新航 中創(chuàng)新航 國(guó)軒高科

8 國(guó)軒高科 國(guó)軒高科 遠(yuǎn)景動(dòng)力 力神

9 欣旺達(dá) 遠(yuǎn)景動(dòng)力 國(guó)軒高科 億緯鋰能

10 億緯鋰能 蜂巢能源 億緯鋰能 SKI

排序 2018年 2017年 2016年 2015年 2014年

1 寧德時(shí)代 寧德時(shí)代 松下 松下 松下

2 松下 松下 比亞迪 比亞迪 AESC

3 比亞迪 比亞迪 寧德時(shí)代 LG化學(xué) LG化學(xué)

4 LG新能源 沃特瑪 沃特瑪 AESC 比亞迪

5 AESC LG化學(xué) LG化學(xué) 日本鋰能源 日本鋰能源

6 三星SDI 國(guó)軒高科 國(guó)軒高科 三星SDI 三星SDI

7 國(guó)軒高科 三星SDI 力神 Epower 北京普萊德

8 力神 北京國(guó)能 比克電池 北京普萊德 -

9 孚能科技 比克電池 三星SDI 中航鋰電 中航鋰電

10 比克電池 孚能科技 中航鋰電 萬(wàn)向 天能

數(shù)據(jù)來(lái)源：SNC Research、起點(diǎn)研究院等，24潮制表

數(shù)據(jù)來(lái)源：24潮

綜合各券商及機(jī)構(gòu)預(yù)測(cè)，未來(lái)數(shù)年間全球動(dòng)

力電池市場(chǎng)需求很可能繼續(xù)保持強(qiáng)勁增長(zhǎng)趨勢(shì)。

比如興業(yè)證券分析認(rèn)為，預(yù)計(jì)全年新能源車(chē)銷(xiāo)量

達(dá)到近980萬(wàn)輛，2025年超2000萬(wàn)輛，在新能源車(chē)

市場(chǎng)高景氣度的背景下，動(dòng)力電池裝機(jī)需求同步

上升。今年全球動(dòng)力電池需求預(yù)計(jì)將達(dá)533GWh，

到2025年將超1200GWh，“十四五” 期間CAGR

達(dá)50.8%，正式邁入TWh時(shí)代。

而根據(jù)GGII預(yù)測(cè)，2025年全球新能源汽車(chē)滲

透率將達(dá)到25%以上，將帶動(dòng)全球動(dòng)力電池出貨

量超過(guò)1550GWh。

興業(yè)證券全球動(dòng)力電池需求及預(yù)測(cè)

（除特別注明外，數(shù)字單位為GWh）

日期 國(guó)內(nèi)電池需求 海外電池需求 總需求 同比上一年增加

2020年 77.0 80.0 157.1 -

2021年 202.0 143.5 345.5 120%

2022年E 311.0 222.2 533.1 54%

2023年E 402.4 363.0 765.4 44%

2024年E 487.7 487.2 974.8 27%

2025年E 591.0 635.0 1226.1 26%

寧德時(shí)代掌門(mén)人曾毓群此前更是預(yù)測(cè)，到

2030年，全球動(dòng)力電池裝車(chē)量將達(dá)到4800GWh，

若1GWh的電池值10億元，那么屆時(shí)動(dòng)力電池市場(chǎng)

將是一塊價(jià)值近5萬(wàn)億的 “蛋糕”。

超十年的趨勢(shì)增長(zhǎng)以及極為樂(lè)觀的市場(chǎng)情緒

徹底點(diǎn)燃了企業(yè)的投資熱情，2022年以來(lái)甚至出

現(xiàn)一輪堪稱瘋狂的投資擴(kuò)張競(jìng)賽，投資金額以萬(wàn)

億計(jì)！

據(jù)24潮團(tuán)隊(duì)統(tǒng)計(jì)，2022年至今，30余家企

業(yè)對(duì)外至少發(fā)布了82個(gè)動(dòng)力電池投資計(jì)劃，其

中單個(gè)項(xiàng)目投資預(yù)算在100億元以上的項(xiàng)目就

多達(dá)46個(gè)。這82個(gè)動(dòng)力電池項(xiàng)目總產(chǎn)能合計(jì)超

2000GWh，而總投資預(yù)算更是超10000億元。

洲際蓄電池 17

行業(yè)動(dòng)態(tài) INDUSTRY

2022年至今六大巨頭鋰電戰(zhàn)略投資布局目錄

（除特別注明外，金額單位為人民幣億元）

排序 項(xiàng)目名稱 投資預(yù)算 所屬公司

1 150GWh鋰電池產(chǎn)業(yè)園項(xiàng)目 675 楚能新能源

2 楚能150GWh新能源電池產(chǎn)業(yè)園項(xiàng)目 600 楚能新能源

3 新能源電池全產(chǎn)業(yè)鏈項(xiàng)目 517

恩捷股份

億緯鋰能

華友控股

云文化

4 建設(shè)100GWh動(dòng)力電池系統(tǒng)生產(chǎn)線 不超過(guò)73.4億歐元 寧德時(shí)代

5 高端動(dòng)力電池生產(chǎn)、零碳汽車(chē)技術(shù)研究等五大項(xiàng)目 480 遠(yuǎn)景集團(tuán)

6 年產(chǎn)100GWh鋰電池項(xiàng)目 450 楚能新能源

7 印度尼西亞動(dòng)力電池產(chǎn)業(yè)鏈項(xiàng)目 不超過(guò)59.68億美元 寧德時(shí)代

8 100GWh固態(tài)鋰電池項(xiàng)目 400 衛(wèi)藍(lán)新能源

9 50GWh碳酸鐵鋰圓柱形電芯產(chǎn)業(yè)園項(xiàng)目 300 航天鋰電

10 分期建設(shè)42GWh動(dòng)力電池項(xiàng)目 300 吉利科技集團(tuán)

11 年產(chǎn)30GWh動(dòng)力電池和年產(chǎn)10萬(wàn)噸電池級(jí)碳酸鋰等項(xiàng)目 285 比亞迪

12 動(dòng)力電池制造及西南研發(fā)基地項(xiàng)目 220 蜂巢能源

13 年產(chǎn)20GWh三元鋰電池和電極材料項(xiàng)目 220 遠(yuǎn)景集團(tuán)

14 義烏新能源動(dòng)力電池基地項(xiàng)目 213 欣旺達(dá)

15 年產(chǎn)50GWh動(dòng)力儲(chǔ)能電池生產(chǎn)基地和成都研究院 200 億緯鋰能

16 50GWh動(dòng)力電池及儲(chǔ)能系統(tǒng)廣州基地項(xiàng)目 200 中創(chuàng)新航

17 50GWh動(dòng)力電池及儲(chǔ)能系統(tǒng)江門(mén)基地項(xiàng)目 200 中創(chuàng)新航

18 蜂巢達(dá)州鋰電零碳產(chǎn)業(yè)園項(xiàng)目 170 蜂巢能源

19 美國(guó)大型電芯和電池組工廠（30GWh） 20億美元 遠(yuǎn)景集團(tuán)

20 洛陽(yáng)新能源電池生產(chǎn)基地項(xiàng)目 不超過(guò)140億元 寧德時(shí)代

21 濟(jì)寧新能源電池產(chǎn)業(yè)基地項(xiàng)目 不超過(guò)140億元 寧德時(shí)代

22 南寧年產(chǎn)45GWh電池項(xiàng)目 140 比亞迪

23 廈門(mén)時(shí)代新能源電池產(chǎn)業(yè)基地項(xiàng)目 不超過(guò)130億元 寧德時(shí)代

24 20GWh方形磷酸鐵鋰電池和48GWh動(dòng)力儲(chǔ)能電池項(xiàng)目 126 億緯鋰能

25 欣旺達(dá)30GWh動(dòng)力電池生產(chǎn)基地項(xiàng)目 120 欣旺達(dá)

26 武漢基地動(dòng)力及儲(chǔ)能電池?cái)U(kuò)產(chǎn)項(xiàng)目 120 中創(chuàng)新航

27 30GWh動(dòng)力電池生產(chǎn)基地 120

欣旺達(dá)

東風(fēng)集團(tuán)

東風(fēng)鴻泰

28 電池項(xiàng)目 120 創(chuàng)明新能源

29 自主電池產(chǎn)業(yè)化建設(shè) 109 廣汽集團(tuán)

30 25GWh鋰電池制造項(xiàng)目 105 上海百予

31 動(dòng)力與儲(chǔ)能鋰電池及系統(tǒng)項(xiàng)目 103 瑞浦能源

32 耀寧12GWh磷酸鐵鋰電池及系統(tǒng)總成項(xiàng)目 102.3 浙江耀寧科技有限公司

33 建設(shè)20GWh鋰電子電池生產(chǎn)基地 100.04

得壹能源

（實(shí)控人奇瑞汽車(chē)）

34 武漢30GWh動(dòng)力電池及零部件項(xiàng)目 100.00 比亞迪

35 襄陽(yáng)30GWh動(dòng)力電池及零部件項(xiàng)目 100.00 比亞迪

36 年產(chǎn)30GWh新型鋰電池生產(chǎn)制造基地 -- 贛鋒鋰業(yè)

37 年產(chǎn)30GWh新能源電池項(xiàng)目 -- 孚能科技

38 捷威動(dòng)力武漢新能源30GWh電池基地項(xiàng)目 -- 捷威動(dòng)力

39 20GWh動(dòng)力電池及儲(chǔ)能系統(tǒng)眉山基地項(xiàng)目 100 中創(chuàng)新航

40 年產(chǎn)22GWh動(dòng)力電池項(xiàng)目 100 蜂巢能源

41 20GWh鋰電池生產(chǎn)基地項(xiàng)目 100 捷威動(dòng)力

18 洲際蓄電池

INDUSTRY 行業(yè)動(dòng)態(tài)

42 楚能新能源電池項(xiàng)目 100 楚能新能源

43 年產(chǎn)20GWh磷酸鐵鋰電池項(xiàng)目 100 浙江耀寧科技有限公司

44 天勁新能源20GWh動(dòng)力電池及配套產(chǎn)業(yè)項(xiàng)目 100 天勁新能源

45 40GWh儲(chǔ)能與動(dòng)力電池項(xiàng)目 100 億緯鋰能

46 年產(chǎn)20GWh新型鋰電池研發(fā)及生產(chǎn)基地項(xiàng)目 96 贛鋒鋰業(yè)

47 動(dòng)力電池儲(chǔ)能鋰電池產(chǎn)能建設(shè)項(xiàng)目 85 億緯鋰能

48 欣旺達(dá)什邡動(dòng)力電池和儲(chǔ)能產(chǎn)業(yè)生產(chǎn)基地項(xiàng)目 80 欣旺達(dá)

49 中創(chuàng)新航武漢三期20GWh新能源汽車(chē)動(dòng)力電池項(xiàng)目 80 中創(chuàng)新航

50 年產(chǎn)22GWh刀片電池項(xiàng)目 -- 比亞迪

51 蜂巢能源上饒基地二期20GWh動(dòng)力電池項(xiàng)目 -- 蜂巢能源

52 10GWh~20GWh新能源動(dòng)力電池生產(chǎn)工廠 --

江淮汽車(chē)

比亞迪

浙儲(chǔ)能源集團(tuán)

安凱客車(chē)

53 西安年產(chǎn)12GWh新型動(dòng)力電池項(xiàng)目 70 比亞迪

54 年產(chǎn)10GWh半固態(tài)鋰電池生產(chǎn)基地 70 --

55 動(dòng)力電池二期年產(chǎn)10GWh新型鋰電池項(xiàng)目 62 贛鋒鋰業(yè)

56 蜂巢能源年產(chǎn)15GWh動(dòng)力鋰電池項(xiàng)目 56 蜂巢能源

57 年產(chǎn)20GWh動(dòng)力電池系統(tǒng)項(xiàng)目 55

青山實(shí)業(yè)

上汽集團(tuán)

58 23GWh圓柱磷酸鐵鋰儲(chǔ)能電池項(xiàng)目 55.1 億緯鋰能

59 高性能動(dòng)力鋰電池項(xiàng)目 52.56 孚能科技

60 21GWh大圓柱乘用車(chē)動(dòng)力電池項(xiàng)目 52.03 億緯鋰能

61 年產(chǎn)15GWh儲(chǔ)能及動(dòng)力鋰電池項(xiàng)目 51.7 天能股份

62 10GWh鋰電池研發(fā)制造基地項(xiàng)目 50 派能科技

63 高性能鋰離子電池項(xiàng)目 50 春蘭集團(tuán)

64 16GWh動(dòng)力電池項(xiàng)目 50 星恒電源

65 新能源動(dòng)力電池包項(xiàng)目 50 金彭集團(tuán)

66 年產(chǎn)10GWh動(dòng)力電池基地項(xiàng)目 48 國(guó)軒高科

67 巨灣技研建設(shè)電池生產(chǎn)基地 36.9 廣汽集團(tuán)

68 年產(chǎn)6GWh新型鋰電池生產(chǎn)項(xiàng)目 35 贛鋒鋰業(yè)

69 10GWh動(dòng)力儲(chǔ)能電池項(xiàng)目 30 億緯鋰能

70 年產(chǎn)10GWh動(dòng)力儲(chǔ)能電池項(xiàng)目 30 億緯鋰能

71 年產(chǎn)6GWh高端聚合物軟包鋰離子動(dòng)力電池項(xiàng)目 30

深圳市厚鼎能源科技有限

公司

72 蜂巢能源南京溧水一期動(dòng)力電池項(xiàng)目 26 蜂巢能源

73 欣旺達(dá)高性能圓柱鋰離子電池項(xiàng)目 23 欣旺達(dá)

74 新建10GWh圓柱鋰電池制造項(xiàng)目 2.8億美元 蔚藍(lán)鋰芯

75 年產(chǎn)6億只圓柱鋰離子電池及電池組項(xiàng)目 20

惠州道一能源科技有限公

司

76

電化學(xué)儲(chǔ)能與動(dòng)力電池產(chǎn)業(yè)共性技術(shù)研發(fā)及創(chuàng)新服務(wù)平

臺(tái) 2.36億美元 億緯鋰能

77 新型電池產(chǎn)業(yè)園（2GWh）項(xiàng)目 10.89 鑫科材料

78 鋰離子電池生產(chǎn)建設(shè)項(xiàng)目 10.16 易成新能

79 超寬溫區(qū)超長(zhǎng)壽命鋰離子電池項(xiàng)目 10 永興材料

80 動(dòng)力電池研發(fā)中心 6.99 億緯鋰能

81 鋰離子動(dòng)力電池（2.42GWh）建設(shè)項(xiàng)目 5.06 達(dá)志科技

82 年產(chǎn)能12GWh磷酸鐵鋰動(dòng)力電池線及相關(guān)配套設(shè)施 -- 吉利科技集團(tuán)

合計(jì) 超10000億

數(shù)據(jù)來(lái)源：24潮

洲際蓄電池 19

行業(yè)動(dòng)態(tài) INDUSTRY

數(shù)據(jù)來(lái)源：24潮

不過(guò)，對(duì)于電池產(chǎn)能的急劇膨脹，中國(guó)科學(xué)

院院士歐陽(yáng)明高在2022年中國(guó)電動(dòng)汽車(chē)百人會(huì)論

壇上曾表達(dá)對(duì)產(chǎn)能過(guò)剩的擔(dān)憂。

他認(rèn)為，基于產(chǎn)業(yè)投資信息預(yù)測(cè)，我國(guó)電

池產(chǎn)能在2023年可能達(dá)到1500GWh，2025年可能

達(dá)到3000GWh，電池出貨量2025年預(yù)計(jì)會(huì)達(dá)到

1200GWh，其中約百分之八十會(huì)用于國(guó)內(nèi)市場(chǎng)，

百分之二十出口海外市場(chǎng)，預(yù)計(jì)2025年會(huì)出現(xiàn)電

池產(chǎn)能過(guò)剩。

事實(shí)上，綜合產(chǎn)業(yè)發(fā)展趨勢(shì)以及各企業(yè)產(chǎn)能

規(guī)劃情況，未來(lái)動(dòng)力電池領(lǐng)域出現(xiàn)嚴(yán)重產(chǎn)能過(guò)剩

幾乎已成定局，而產(chǎn)能過(guò)剩的時(shí)點(diǎn)與競(jìng)爭(zhēng)慘烈程

度可能將超乎所有人的想象。

比如24潮團(tuán)隊(duì)綜合各券商及企業(yè)公告等數(shù)據(jù)

發(fā)現(xiàn)，全球17家動(dòng)力電池企業(yè)預(yù)計(jì)到2022年底產(chǎn)

能合計(jì)將近1600GWh，僅這17家動(dòng)力電池企業(yè)到

2025年產(chǎn)能規(guī)劃高達(dá)5868GWh。這近乎是2021年

全球動(dòng)力電池總需求量的16.98倍！

16家動(dòng)力電池企業(yè)產(chǎn)能及規(guī)劃情況

（除特別注明外，數(shù)字單位為GWh）

排序 公司 2025年 2022年電池產(chǎn)能

1 寧德時(shí)代 900 496.6

2 蜂巢能源 600 6.99（2022年6月末）

3 比亞迪 600 285

4 LG新能源 522 195

5 欣旺達(dá) 500 37.6

6 中創(chuàng)新航 500 35

7 楚能新能源 350 --

8 國(guó)軒高科 300 100

9 遠(yuǎn)景動(dòng)力 300 --

10 松下 229 131

11 SKI 222 77

12 億緯鋰能 200 107（83權(quán)益產(chǎn)能）

13 瑞普能源 200 32

14 Northvolt 126 --

15 孚能科技 120 12.92

16 捷威動(dòng)力 100 --

17 三星SDI* 99 50

總計(jì) 5868 近1600

*注：三星SDI為2024年產(chǎn)能規(guī)劃，楚能新能源產(chǎn)能規(guī)劃是根據(jù)已披露投資項(xiàng)目

信息來(lái)源：公司公告、公開(kāi)報(bào)道、東吳證券等券商報(bào)告

而全球動(dòng)力電池產(chǎn)業(yè)玩家遠(yuǎn)遠(yuǎn)不止于上述17

家企業(yè)，根據(jù)中國(guó)汽車(chē)動(dòng)力電池產(chǎn)業(yè)創(chuàng)新聯(lián)盟統(tǒng)

計(jì)，2022年1～11月我國(guó)共計(jì)51家動(dòng)力電池企業(yè)實(shí)

現(xiàn)裝車(chē)配套，當(dāng)前除了原有動(dòng)力電池巨頭持續(xù)加

大投資外，很多汽車(chē)巨頭也在動(dòng)力電池領(lǐng)域投入

重兵，試圖重塑產(chǎn)業(yè)新格局。

比如據(jù)24潮不完全統(tǒng)計(jì)，近4年間吉利系對(duì)外

至少公布了15個(gè)重大投資規(guī)劃，動(dòng)力電池產(chǎn)能規(guī)

劃超400GW，總投資預(yù)算超2000億元。此外，諸

如廣汽集團(tuán)、上汽集團(tuán)等汽車(chē)產(chǎn)業(yè)巨頭也都投入

百億資金入局動(dòng)力電池，若考慮全球范圍內(nèi)其他

產(chǎn)業(yè)巨頭發(fā)展規(guī)劃，2025年全球動(dòng)力電池企業(yè)產(chǎn)

能規(guī)劃很可能將超8000GWh，而這是上述興業(yè)證

券預(yù)測(cè)2025年總需求（1226.1GWh）的6.52倍！

20 洲際蓄電池

INDUSTRY 行業(yè)動(dòng)態(tài)

吉利系近四年電池產(chǎn)能布局目錄

部分動(dòng)力電池企業(yè)海外收入及占比情況

（除特別注明外，金額單位為人民幣億元）

日期 項(xiàng)目地點(diǎn) 投資預(yù)算億元 項(xiàng)目規(guī)劃產(chǎn)能GWh 投資主體

2019年 武漢 80 10 湖北戈馳

吉利衡遠(yuǎn)新能源

2020年 宜賓 80 12 時(shí)代吉利

2020年 -- -- 120 吉利科技集團(tuán)孚能科技

2021年 贛州 300 42 吉利科技集團(tuán)耀能

2021年 棗莊 100 30 吉利集團(tuán)欣旺達(dá)

2021年 岳陽(yáng) 103.7 12 耀寧科技

2021年 重慶兩江新區(qū) 100 12 吉利科技集團(tuán)馳航

2021年 上饒 50 -- 吉利星能數(shù)字科技

2022年 鷹潭 100 20 耀寧科技

2022年 桐廬 100 12 吉利科技集團(tuán)

2022年 鹽城 102 12 耀寧科技

2022年 衢州 -- 24 極電新能源

2022年 鷹潭 100 20 耀寧科技

2022年 贛州 300 42 吉利科技集團(tuán)

2022年 宣城 -- 12 吉利科技集團(tuán)

總計(jì) 超2000億元 超400GWh

數(shù)據(jù)來(lái)源：24潮

數(shù)據(jù)來(lái)源：24潮

筆者認(rèn)為，越是激烈的產(chǎn)業(yè)競(jìng)爭(zhēng)格局越是考

驗(yàn)企業(yè)全球化拓展的能力，在未來(lái)新的競(jìng)爭(zhēng)格局

中，只有真正實(shí)現(xiàn)全球化戰(zhàn)略布局的企業(yè)，才更

可能在殘酷的產(chǎn)業(yè)競(jìng)爭(zhēng)中存活下來(lái)，這樣的企業(yè)

更具有持續(xù)發(fā)展壯大的基因。

然而，現(xiàn)實(shí)卻是，目前國(guó)內(nèi)動(dòng)力電池企業(yè)

看似強(qiáng)大的外表下，卻難掩 “過(guò)于依賴國(guó)內(nèi)市

場(chǎng)，海外開(kāi)拓力不足” 等弱點(diǎn)及現(xiàn)象。

比如24潮團(tuán)隊(duì)對(duì)比目前動(dòng)力電池領(lǐng)域部分核

心玩家數(shù)據(jù)發(fā)現(xiàn)，除了寧德時(shí)代海外收入突破百

億大關(guān)外，諸如國(guó)軒高科、中創(chuàng)新航、蜂巢能源

等產(chǎn)業(yè)巨頭海外收入不過(guò)數(shù)千萬(wàn)元，或數(shù)億元而

已，海外銷(xiāo)售占比均不足以10%，以2022年上半

年數(shù)據(jù)為例，寧德時(shí)代海外收入達(dá)222.54億元，

這較國(guó)軒高科、中創(chuàng)新航和蜂巢能源之和還要高

出23.70倍！可謂一騎絕塵。

年份 寧德時(shí)代 國(guó)軒高科 中創(chuàng)新航 蜂巢能源

2017年 3.03

1.52%

1.51

3.12% -- --

2018年 7.88

2.66%

0.46

0.90% -- --

2019年 17.02

3.72%

0.22

0.45%

1.27

7.32%

0.00

0.00%

2020年 72.41

14.39%

1.59

2.36%

1.42

5.02%

0.03

0.16%

2021年 272.42

20.90%

5.28

5.10%

1.75

2.57%

0.86

1.92%

2022年上半年 222.54

19.70%

7.72

8.94%

0.59

1.51%

0.70

1.87%

注：圖表內(nèi)上方數(shù)據(jù)為海外收入。下方數(shù)據(jù)為占比。

洲際蓄電池 21

行業(yè)動(dòng)態(tài) INDUSTRY

國(guó)內(nèi)部分動(dòng)力電池企業(yè)海外建廠情況

而這明顯與海外市場(chǎng)發(fā)展趨勢(shì)與產(chǎn)業(yè)預(yù)期有

著強(qiáng)烈的反差。

根據(jù)美國(guó)總統(tǒng)拜登簽署的行政令，要求2030

年末實(shí)現(xiàn)美國(guó)銷(xiāo)售汽車(chē)中半數(shù)為新能源汽車(chē)的目

標(biāo)；此外，歐盟委員會(huì)通過(guò)了2035年禁售燃油車(chē)

的決議。目前，歐洲境內(nèi)約有140萬(wàn)輛電動(dòng)汽車(chē)

在路上行駛。歐盟的目標(biāo)是到2030年要讓3000萬(wàn)

輛電動(dòng)汽車(chē)上路，是現(xiàn)有規(guī)模的20倍以上。

為了搶占新能源汽車(chē)賽道的主動(dòng)權(quán)。2022年

8月16日，拜登《通脹削減法案》法案出臺(tái)，進(jìn)

一步限制中國(guó)動(dòng)力電池出口美國(guó)。《通脹削減法

案》內(nèi)容中對(duì)電動(dòng)汽車(chē)的補(bǔ)貼措施成為關(guān)注的重

點(diǎn)，法案對(duì)可獲得美國(guó)政府稅收補(bǔ)貼的新能源汽

車(chē)做了明確規(guī)定：車(chē)輛需在北美組裝，且轎車(chē)售

價(jià)低于5.5萬(wàn)美元，SUV低于8萬(wàn)美元。其次是對(duì)

電池的要求，所使用動(dòng)力電池原材料需滿足一定

比例產(chǎn)自美國(guó)或與美國(guó)簽訂有自由貿(mào)易協(xié)議的國(guó)

家，或是在北美境內(nèi)回收的，可享受3750美元稅

收減免，約合人民幣2.7萬(wàn)元。動(dòng)力電池零部件

在北美生產(chǎn)或組裝比例符合規(guī)定的，可同時(shí)享受

3750美元稅收減免。

而使用來(lái)自 “外國(guó)敏感實(shí)體” 電池的新能

源汽車(chē)也無(wú)法獲得任何補(bǔ)貼。中國(guó)、俄羅斯、

朝鮮、伊朗四國(guó)被列為 covered nation，而任何

受這四國(guó)政府影響的企業(yè)均屬于 “外國(guó)敏感實(shí)

體”，也就是說(shuō)，所有中國(guó)企業(yè)都受該條款影

響。

為破此局，搶奪更多的海外市場(chǎng)份額，目前

多家中國(guó)動(dòng)力電池巨頭也紛紛加大了海外投資及

開(kāi)拓力度。據(jù)24潮團(tuán)隊(duì)不完全統(tǒng)計(jì)，目前僅寧

德時(shí)代、蜂巢能源、億緯鋰能、國(guó)軒高科、遠(yuǎn)景

動(dòng)力等5家企業(yè)對(duì)外公布了近20個(gè)海外工廠建設(shè)

計(jì)劃，地區(qū)主要集中在美國(guó)、英國(guó)、德國(guó)、匈牙

利、印尼、馬來(lái)西亞、日本、西班牙等國(guó)家和地

區(qū)。產(chǎn)能規(guī)劃超400GWh，總投資預(yù)算已突破千

億元。

可以預(yù)見(jiàn)的是，未來(lái)在全球范圍內(nèi)動(dòng)力電池

江湖新老玩家之間必將還有一場(chǎng)惡戰(zhàn)。

企業(yè) 海外基地 投資預(yù)算 產(chǎn)能規(guī)劃

寧德時(shí)代

德國(guó)圖林根州工廠 18億歐元

寧德時(shí)代首座海外工廠

規(guī)劃產(chǎn)能14GWh

今年4月獲得電芯生產(chǎn)許可

匈牙利德布勒森工廠 不超過(guò)73.4億歐元 建設(shè)100GWh動(dòng)力電池系統(tǒng)生產(chǎn)線

印尼工廠與ANTAM、IBI聯(lián)

合投資 不超過(guò)59.68億美元

紅土鎳礦開(kāi)發(fā)（投資2.26億美元）

鎳鐵生產(chǎn)線（投資18.12億美元）

鎳鈷中間品生產(chǎn)線（15.31億美元）

廢舊電池回收生產(chǎn)線（1.14億美元）

三元正極材料生產(chǎn)線（6.47億美元）

三元電池生產(chǎn)線（16.38億美元）

蜂巢能源

德國(guó)薩爾州工廠 20億歐元

蜂巢能源首座海外工廠

規(guī)劃產(chǎn)能24GWh

預(yù)計(jì)2023年底投產(chǎn)

德國(guó)勃蘭登堡州工廠 --規(guī)劃產(chǎn)能16GWh

預(yù)計(jì)2025年投產(chǎn)

22 洲際蓄電池

INDUSTRY 行業(yè)動(dòng)態(tài)

億緯鋰能

匈牙利德布勒森工廠 --

今年3月公布計(jì)劃在匈牙利購(gòu)地建立動(dòng)

力電池制造廠

生產(chǎn)一種新型圓柱形動(dòng)力電池

馬來(lái)西亞工廠 不超過(guò)4.22億美元

新建21799型三元圓柱電池生產(chǎn)能力以

支持配套馬來(lái)西亞及東南亞地區(qū)電動(dòng)兩

輪車(chē)及電動(dòng)工具制造企業(yè)

國(guó)軒高科

德國(guó)哥廷根工廠 --規(guī)劃產(chǎn)能20GWh

預(yù)計(jì)2025年投產(chǎn)

美國(guó)密歇根州工廠 23.6億美元

密歇根州當(dāng)?shù)孛襟w《底特律新聞》報(bào)道

工廠將于2030年完工

預(yù)計(jì)每年生產(chǎn)15萬(wàn)噸電池正極材料和5

萬(wàn)噸負(fù)極材料

越南工廠

與越南VinES聯(lián)合投資--

新工廠一期規(guī)劃年產(chǎn)能5GWh

預(yù)計(jì)2023年末投產(chǎn)

將成為越南第一座磷酸鐵鋰電池工廠

泰國(guó)工廠

與泰國(guó)PTT旗下公司Nuovo Plus聯(lián)合

投資

1.2億元 鋰離子動(dòng)力電池的Pack生產(chǎn)線

預(yù)計(jì)2023年第四季度投產(chǎn)

遠(yuǎn)景動(dòng)力

美國(guó)田納西州工廠 --

北美首座電池工廠

2012年投產(chǎn)運(yùn)營(yíng)

工廠當(dāng)前產(chǎn)能3GWh計(jì)劃年產(chǎn)能12GWh

美國(guó)肯塔基州工廠 20億美元 規(guī)劃產(chǎn)能30GWh，2025年量產(chǎn)主要為梅

賽德斯-奔馳配套

美國(guó)南卡羅來(lái)納州工廠 8.1億美元 規(guī)劃產(chǎn)能30GWh，2026年量產(chǎn)主要為寶

馬配套

日本神奈川縣工廠 -- 規(guī)劃產(chǎn)能2.6GWh

日本茨城縣工廠 --規(guī)劃產(chǎn)能18GWh

一期將于2024年投產(chǎn)

英國(guó)桑德蘭工廠 --年產(chǎn)能1.9GWh

投產(chǎn)于2012年

英國(guó)桑德蘭工廠

與日產(chǎn)汽車(chē)聯(lián)合投資 約14億美元 到2030年產(chǎn)能將達(dá)到25GWh并具備實(shí)現(xiàn)

35GWh的擴(kuò)容潛力

法國(guó)杜埃工廠 約29億美元 到2030年產(chǎn)能將達(dá)到24GWh并具備實(shí)現(xiàn)

40GWh的擴(kuò)容潛力

西班牙工廠 25億歐元 規(guī)劃產(chǎn)能30GWh計(jì)劃2025年投產(chǎn)

數(shù)據(jù)來(lái)源：24潮

寧德時(shí)代董秘在投資者關(guān)系平臺(tái)上曾表示，

1GW動(dòng)力電池的投資在3~5億元。根據(jù)各企業(yè)產(chǎn)

能規(guī)劃，未來(lái)數(shù)年間投入的資金數(shù)以萬(wàn)億計(jì)。

未來(lái)企業(yè)一切競(jìng)爭(zhēng)的背后更多的是資源與資

本的較量，沒(méi)有雄厚的資金支撐，再宏偉的戰(zhàn)略

規(guī)劃也不過(guò)是紙上談兵。

而筆者認(rèn)為，最能反應(yīng)當(dāng)前企業(yè)資本實(shí)力的

指標(biāo)是資金凈值（現(xiàn)金及現(xiàn)金等價(jià)物-短期有息

債務(wù)），根據(jù)企業(yè)相關(guān)公告披露，截止目前（9

月末），十大動(dòng)力電池企業(yè)資金凈值合計(jì)約為

2203億元，其中資本多掌控在少數(shù)寡頭手中，

其中寧德時(shí)代是唯一一家突破千億的動(dòng)力電池企

洲際蓄電池 23

行業(yè)動(dòng)態(tài) INDUSTRY

*蜂巢能源數(shù)據(jù)截止6月末，中創(chuàng)新航/LG新能源數(shù)據(jù)截止3月末

數(shù)據(jù)來(lái)源：24潮

業(yè)，第二名是比亞迪，資金凈值達(dá)309.63億元。

當(dāng)然，根據(jù)他們現(xiàn)有的資金儲(chǔ)備還難以支撐

其未來(lái)產(chǎn)能雄心。未來(lái)我們需要重點(diǎn)關(guān)注企業(yè)資

本運(yùn)作手段及進(jìn)展，其未來(lái)融資成本，將事關(guān)全

局戰(zhàn)略得失。

十大動(dòng)力電池企業(yè)9月末資金凈值對(duì)比

（除特別注明外，金額單位為人民幣億元）

動(dòng)力電池結(jié)構(gòu)創(chuàng)新年鑒

排序 公司 資產(chǎn)凈值 同比上一年增長(zhǎng)

1 寧德時(shí)代 1380.63 91.04%

2 比亞迪 309.63 410.10%

3 蜂巢能源 149.81 --

4 LG新能源 119.32 --

5 國(guó)軒高科 72.33 396.92%

6 欣旺達(dá) 59.73 353.20%

7 孚能科技 46.71 2.59%

8 中創(chuàng)新航 31.60 --

9 億緯鋰能 20.62 -24.19%

10 瑞普蘭鈞 12.74 --

縱觀中國(guó)動(dòng)力電池產(chǎn)業(yè)十年發(fā)展史，從產(chǎn)業(yè)

跟隨者做到全球 “第一”，這無(wú)疑是一部不屈

不撓的奮斗史，也更是一部永不停歇的創(chuàng)新史。

回過(guò)頭看，無(wú)論產(chǎn)業(yè)如何跌宕，動(dòng)力電池得

以不斷前進(jìn)、不斷發(fā)展壯大的核心動(dòng)力，終究源

于技術(shù)創(chuàng)新。

“過(guò)去10年內(nèi)，行業(yè)不斷創(chuàng)新，動(dòng)力電池能

量密度的增長(zhǎng)帶來(lái)了續(xù)航里程6至7倍的提升，同

時(shí)成本也下降了8成。” 在2022世界動(dòng)力電池大

會(huì)上曾毓群曾如此說(shuō)道……

時(shí)間 產(chǎn)品創(chuàng)新 應(yīng)用案例

2019年 蜂巢能源疊片電池工藝 --

2019年 寧德時(shí)代CTP1.0 北汽新能源EU5車(chē)型

2020年 比亞迪刀片電池 首搭車(chē)型為比亞迪中大型高端轎車(chē)比亞迪漢

2020年 國(guó)軒高科JTM集成科技 --

2020年 特斯拉4680電池 特斯拉德州工廠生產(chǎn)的Model Y

2021年 廣汽彈匣電池 廣汽AION Y為首搭車(chē)型

AION V PLUS、AION S PLUS等同樣予以應(yīng)用

2021年 長(zhǎng)城汽車(chē)大禹電池 首發(fā)車(chē)型為沙龍機(jī)甲龍

2022年起長(zhǎng)城旗下車(chē)型將全面應(yīng)用

2021年 中航鋰電one-stop電池 原預(yù)計(jì)于2022年6月推向市場(chǎng)

2021年 寧德時(shí)代CTP2.0 蔚來(lái)系列75kWh電池包

2022年 零跑CTC方案 零跑旗下全球首款CTC技術(shù)量產(chǎn)轎——零跑C01

2022年 比亞迪CTB 首搭車(chē)型為比亞迪海豹

2022年 上汽魔方電池 上汽MG MULAN等上汽星云純電專屬系統(tǒng)化平臺(tái)開(kāi)發(fā)的車(chē)型

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編輯/薛時(shí)幸（xueshixing@zj998.com）

24 洲際蓄電池

INDUSTRY 行業(yè)動(dòng)態(tài)

盤(pán)點(diǎn)2022年國(guó)內(nèi)各類(lèi)電池核心公司

來(lái)源：Datayes、光伏儲(chǔ)能網(wǎng)

鋰電池產(chǎn)業(yè)鏈及核心公司

釩電池產(chǎn)業(yè)鏈及核心公司

本文整理了鋰電池、鈉電池、釩電池、固態(tài)電池等電池產(chǎn)業(yè)鏈及核心公司，以供大家參考。

鋰電產(chǎn)業(yè)鏈投資標(biāo)的梳理

環(huán)節(jié) 公司 環(huán)節(jié) 公司 環(huán)節(jié) 公司

礦石提鋰

贛鋒鋰業(yè)

負(fù)極材料

璞泰來(lái) 銅箔 諾德股份

天齊鋰業(yè) 中科電氣 嘉元科技

盛新鋰能 翔豐華

動(dòng)力電池

寧德時(shí)代

永興材料 中國(guó)寶安 國(guó)軒高科

鹽湖提鋰 鹽湖股份 杉杉股份 億緯理能

科達(dá)制造

電解液

多氟多 孚能科技

氫氧化鋰

雅化集團(tuán) 天賜材料 欣旺達(dá)

天華超凈 新宙邦

電控

匯川技術(shù)

中礦資源 江蘇國(guó)泰 麥格米特

鈷 寒銳鈷業(yè) 石大勝華 正海磁材

華友鈷業(yè) VC 永太科技 電機(jī) 臥龍電驅(qū)

三元正極與前驅(qū)體

格林美 奧克股份 電機(jī)扁線 精達(dá)股份

中偉股份

隔膜

恩捷股份 充電樁 特銳德

容百科技 星源材質(zhì) 繼電器 宏發(fā)股份

當(dāng)升科技 中材科技 熱管理 三花智控

磷酸鐵

富臨精工 導(dǎo)電劑 天奈科技

川恒股份

結(jié)構(gòu)件

科達(dá)利

川發(fā)龍蟒 震?？萍?/p>

云天化 長(zhǎng)盈精密

磷酸鐵鋰 德方納米 斯萊克

釩電池產(chǎn)業(yè)鏈及相關(guān)上市公司

所屬行業(yè) 證券代碼 證券名稱 具體布局

釩資源及釩產(chǎn)品生產(chǎn)企業(yè)

000629.SZ 釩鈦股份 與大連融科合作電解液

000709.SZ 河鋼股份 與北京普能合作電解液

002601.SZ 龍佰集團(tuán) 擬建設(shè)3萬(wàn)噸五氧化二釩

002145.SZ 中核鈦白 公司與偉力得合資釩電池企業(yè)

600157.SH 永泰能源 收購(gòu)釩資源，布局釩電池

000567.SZ 海德股份 收購(gòu)釩資源，布局釩電池

002978.SZ 安寧股份 釩欽鐵精礦含釩

601168.SH 西部礦業(yè) 擁有釩礦資源

釩電池布局企業(yè)

600517.SH 國(guó)網(wǎng)英大 子公司武漢南瑞有釩電池業(yè)務(wù)

601727.SH 上海電氣 下屬研究院承接釩電池項(xiàng)目

002534.SZ 西子節(jié)能 子公司浙江國(guó)新具備全釩液流電池產(chǎn)能

300080.SZ 易成新能 參股開(kāi)封時(shí)代，布局鋼電池

000822.SZ 山東?；?投資液流儲(chǔ)能

605288.SH 凱迪股份 投資某釩電池企業(yè)

洲際蓄電池 25

行業(yè)動(dòng)態(tài) INDUSTRY

固態(tài)電池主要布局公司及動(dòng)態(tài)

復(fù)合銅箔產(chǎn)業(yè)鏈及核心公司

國(guó)內(nèi)布局固態(tài)電池業(yè)務(wù)的上市公司

證券代碼 證券名稱 相關(guān)布局

002056 橫店?yáng)|磁 公司在接受調(diào)研時(shí)表示，將組織研發(fā)固態(tài)電池，旗下三元?jiǎng)恿﹄姵?月份已試生產(chǎn)。

002709 天賜材料 公司目前對(duì)固態(tài)電池技術(shù)進(jìn)行了緊密跟蹤，現(xiàn)階段已開(kāi)展全固態(tài)電池用固態(tài)電解質(zhì)的初步

研究，目前已有專利布局。

002598 山東章鼓 公司參股的艾諾岡公司基于LNMO+金屬理負(fù)極干法電極的固態(tài)電池的能量密度最高可以達(dá)

到380Wh/kg。

688005 容百科技 公司已開(kāi)發(fā)出多款適用于固態(tài)電池的高鎳三元正極材料，所制備的適用于固態(tài)電池的高鎳

三元正極材料及固態(tài)電解質(zhì)達(dá)到國(guó)際領(lǐng)先水平。

002882 金龍羽 子公司電纜實(shí)業(yè)擬在五年內(nèi)投入不超過(guò)一億元人民幣與錦添翼共同進(jìn)行固態(tài)電池$其關(guān)鍵材

料相關(guān)技術(shù)的研究開(kāi)發(fā)并推動(dòng)研究成果產(chǎn)業(yè)化。

002091 江蘇國(guó)泰 公司下屬企業(yè)有涉及固態(tài)電池部分相關(guān)電解質(zhì)的研發(fā)、生產(chǎn)和銷(xiāo)售業(yè)務(wù)。

600884 杉杉股份 公司將從全固態(tài)電池鉆酸鋰正極材料開(kāi)始研發(fā)，逐步對(duì)全固態(tài)電池材料進(jìn)行全面布局:同時(shí)

亦側(cè)重對(duì)半固態(tài)及全固態(tài)電池電解質(zhì)的研發(fā)。

002466 天齊鋰業(yè) 公司主要通過(guò)投資進(jìn)行介入，目前通過(guò)成都天齊持有北京衛(wèi)藍(lán)新能源科技有限公司5%的股

權(quán)，通過(guò)天齊鋰業(yè)香港持有SES Holdings Pte.Ltd10.83%的股權(quán)

002460 贛鋒鋰業(yè) 公司正在開(kāi)展對(duì)固態(tài)鉀電池的廣泛研究

002733 雄韜股份 公司注重新型產(chǎn)品的技術(shù)儲(chǔ)備和新產(chǎn)品的商業(yè)化，加大投入對(duì)鋅離子電池鋁空氣電池、燃

料電池、固態(tài)電池及新型動(dòng)力鉀電池和電池系統(tǒng)產(chǎn)品的研發(fā)，保持產(chǎn)品競(jìng)爭(zhēng)優(yōu)勢(shì)。

002074 國(guó)軒高科 公司已在研發(fā)固態(tài)電池及固態(tài)電解質(zhì)。

002340 格林美 公司開(kāi)發(fā)了“表面納米鍍層高傳導(dǎo)高鎳前驅(qū)體制造核心技術(shù)”等多項(xiàng)與質(zhì)態(tài)電池健鏈的前

驅(qū)體制造技術(shù)。

601127 小康股份 公司參股的TeraWatt Technology，致力于研究固態(tài)電池相關(guān)技術(shù)。

688567 孚能科技 公司是廣汽埃安現(xiàn)有及后續(xù)車(chē)型的主要供應(yīng)商，公司一直都有固態(tài)電池技術(shù)儲(chǔ)備。

002244 濱江集團(tuán) 公司持有PLG公司11%的股份，PLG即為臺(tái)灣做固態(tài)電池的耀能科技。

300317 珈偉新能 子公司珈偉隆能量產(chǎn)產(chǎn)品為類(lèi)固態(tài)電池。

600733 北汽藍(lán)谷 公司開(kāi)展了固態(tài)電池的技術(shù)預(yù)研開(kāi)發(fā)工作，目前已經(jīng)進(jìn)行了 C 樣件的開(kāi)發(fā)，循環(huán)壽命測(cè)試

效果良好。

300073 當(dāng)升科技 公司固態(tài)鋰電材料已對(duì)國(guó)內(nèi)外多個(gè)客戶送樣，產(chǎn)品性能獲得廣泛認(rèn)可。

002805 豐元股份 公司與中科院青能所共同成立了中科豐元研究院，在固態(tài)電池、無(wú)鉆電池磷酸錳鐵鋰等新

型材料方面都有充分的技術(shù)研發(fā)和儲(chǔ)備。

300068 南都電源 公司與輝能科技就固態(tài)電池生產(chǎn)技術(shù)授權(quán)合作達(dá)成初步共識(shí)。

300473 德?tīng)柟煞?公司自主開(kāi)發(fā)的固態(tài)電池產(chǎn)品已應(yīng)日本本土客戶的需求提供樣品并開(kāi)展測(cè)試、匹配工作。

復(fù)合銅箔產(chǎn)業(yè)鏈及相關(guān)公司

產(chǎn)業(yè)鏈 細(xì)分領(lǐng)域 主要產(chǎn)品 所涉公司

上游

原材料

銅靶材

PET基膜 雙星新材、東材科技、裕興股份

PP基膜 東材科技

設(shè)備 PVD設(shè)備 振華科技

電鍍?cè)O(shè)備 東威科技

中游 復(fù)合銅箔制

造 銅箔 諾德股份、嘉元科技、萬(wàn)順新材、寶明科技、勝利精密、方邦股份、英聯(lián)

股份、銅冠銅箔

下游 電池

動(dòng)力電池 寧德時(shí)代、億緯鋰能

儲(chǔ)能電池 鵬輝能源、派能科技

3C消費(fèi)電池 欣旺達(dá)

26 洲際蓄電池

INDUSTRY 行業(yè)動(dòng)態(tài)

2022年鋰電行業(yè)八大現(xiàn)象

來(lái)源：中國(guó)汽車(chē)報(bào)

作者：張冬梅

2022年即將進(jìn)入尾聲，談及這一年汽車(chē)行業(yè)

的熱門(mén)話題，鋰電池可謂穩(wěn)占一席。突然爆發(fā)的市

場(chǎng)需求與短期內(nèi)有限的產(chǎn)能“相撞”，帶來(lái)了原材

料價(jià)格暴漲、囤積居奇等一系列行業(yè)亂象，同時(shí)也

促使電池廠商甚至主機(jī)廠出手“搶礦”，上下游企

業(yè)不再“各司其職”，鋰電行業(yè)風(fēng)起云涌。

01鋰價(jià)暴漲逾10倍

新能源汽車(chē)發(fā)展如火如荼，對(duì)鋰電池相關(guān)產(chǎn)

品的需求不斷增長(zhǎng)，碳酸鋰、氫氧化鋰等供不應(yīng)

求，價(jià)格一路高漲。以電池級(jí)碳酸鋰為例，根據(jù)

野天鵝網(wǎng)的跟蹤統(tǒng)計(jì)，2020年其價(jià)格僅為4萬(wàn)~5萬(wàn)

元/噸，2021年初達(dá)到7.2萬(wàn)元，而至2021年底已漲

至28萬(wàn)元/噸。進(jìn)入2022年，電池級(jí)碳酸鋰價(jià)格繼

續(xù)快速上漲，3月一度突破50萬(wàn)元/噸大關(guān)，之后

略有回落，但8月下旬再次開(kāi)啟上漲模式，11月一

度逼近60萬(wàn)元/噸大關(guān)，目前約為57萬(wàn)元/噸。也就

是說(shuō)，與2020年相比，電池級(jí)碳酸鋰價(jià)格在兩年

內(nèi)暴漲逾十倍。

全球范圍內(nèi)鋰礦資源儲(chǔ)量并不低，但分布不

均，長(zhǎng)期以來(lái)，中國(guó)鋰電行業(yè)不得不依賴進(jìn)口來(lái)

滿足巨大的市場(chǎng)需求。再加上，上游鋰礦此前受

疫情影響擴(kuò)產(chǎn)乏力，而下游受電動(dòng)化浪潮推動(dòng)需

求大漲，多種因素疊加導(dǎo)致鋰價(jià)暴漲。

02囤積居奇、哄抬價(jià)格釀人禍

鋰電行業(yè)價(jià)格暴漲的背后，除了供需失衡

的市場(chǎng)因素外，也不乏人為因素。中國(guó)汽車(chē)工業(yè)

協(xié)會(huì)副秘書(shū)長(zhǎng)陳士華此前指出，本輪原材料價(jià)格

超常規(guī)上漲，背離了正常供需關(guān)系，屬于非理性

上漲，存在炒作方為搶抓鋰產(chǎn)能擴(kuò)張前的最后窗

口期，囤積居奇、蓄意哄抬物價(jià)等不正當(dāng)競(jìng)爭(zhēng)行

為。在今年11月的一次行業(yè)峰會(huì)上，中國(guó)汽車(chē)工

業(yè)協(xié)會(huì)常務(wù)副會(huì)長(zhǎng)兼秘書(shū)長(zhǎng)付炳鋒也指出，鋰電

價(jià)格暴漲等現(xiàn)象“非常不正?！薄ⅰ爱a(chǎn)業(yè)鏈有收

割現(xiàn)象”。工信部今年多次發(fā)文，要求嚴(yán)格查處

鋰電產(chǎn)業(yè)上下游囤積居奇、哄抬價(jià)格、不正當(dāng)競(jìng)

爭(zhēng)等行為。

在今年各月份的鋰電價(jià)格走勢(shì)來(lái)看，工信部

的查處的確在一定程度上給鋰電行業(yè)降了降溫，

但要從根本上解決問(wèn)題，還是要在供給端下功

夫，達(dá)到供需平衡。

03主機(jī)廠和電池廠商“掐架”

原材料價(jià)格暴漲的影響，直接向中下游傳

遞，電池價(jià)格也水漲船高，汽車(chē)主機(jī)廠自然深受

其害。在今年7月舉行的2022世界動(dòng)力電池大會(huì)

上，廣汽集團(tuán)董事長(zhǎng)曾慶洪吐槽稱：“動(dòng)力電池

成本已占到我們汽車(chē)的40%~60%，我現(xiàn)在不是給

寧德時(shí)代打工嗎？”曾慶洪還指出，大部分新能

源整車(chē)廠都處于虧損狀態(tài)。

對(duì)此，寧德時(shí)代表示不愿背這口鍋。寧德時(shí)

代首席科學(xué)家吳凱之后隔空回應(yīng)稱，公司在稍有

盈利的邊緣掙扎，而“利潤(rùn)往哪兒走，大家也可

以想象”，其言外之意不言而喻。寧德時(shí)代董事

長(zhǎng)曾毓群也直言，上游原材料的炒作帶來(lái)了產(chǎn)業(yè)

鏈短期的困擾。

洲際蓄電池 27

行業(yè)動(dòng)態(tài) INDUSTRY

行業(yè)動(dòng)態(tài)

閱讀本文完整內(nèi)容

【 掃碼！】

編輯/薛時(shí)幸（xueshixing@zj998.com）

從主機(jī)廠與電池廠商的“商業(yè)互懟”，可以

看出電池產(chǎn)業(yè)鏈中下游面臨的壓力之大，或許正

因?yàn)槿绱耍瑹o(wú)論是主機(jī)廠還是電池廠商都開(kāi)始向

上游布局。

04上游礦商盆滿缽滿

主機(jī)廠稱其虧損，電池廠商稱其在盈利的邊

緣掙扎，那么錢(qián)去哪兒了？答案可能是：上游。

與主機(jī)廠和電池廠商普遍不太樂(lè)觀的業(yè)績(jī)相比，

上游礦商在2022年可以說(shuō)是賺得盆滿缽滿。以國(guó)

內(nèi)兩大鋰王——天齊鋰業(yè)和贛鋒鋰業(yè)為例，2022

年前三季度，天齊鋰業(yè)凈利潤(rùn)約為148億元，同比

增長(zhǎng)近5倍；贛鋒鋰業(yè)凈利潤(rùn)為160億元，同比增

長(zhǎng)近30倍。

西藏礦業(yè)、融捷股份、盛新鋰能等公司業(yè)績(jī)

同樣高歌猛進(jìn)。國(guó)外礦商也一樣。例如，2022年第

三季度，智利鋰礦巨頭SQM的凈利潤(rùn)大漲近10倍。

鋰資源有一定的稀缺性，下游需求旺盛且是剛

性，下游高位拿貨意愿較大，價(jià)格的暴漲推動(dòng)著過(guò)

去不溫不火的礦商“一朝翻身”。礦商亮眼的業(yè)績(jī)

想必令主機(jī)廠甚至電池廠商感到分外“刺眼”，但

短期內(nèi)這種情形仍會(huì)持續(xù)，直至供需平衡。

05中下游集體搶礦

在供給緊張的情況下，電池產(chǎn)業(yè)鏈中下游企

業(yè)改變了以往的商業(yè)模式，不再“各司其職”，

而是爭(zhēng)相布局上游，搶奪話語(yǔ)權(quán)。寶馬、大眾集

團(tuán)、Stellantis、雷諾、通用、福特、特斯拉、豐

田等企業(yè)積極下場(chǎng)搶礦，其舉措包括直接入股礦

業(yè)公司或礦業(yè)項(xiàng)目，以及繞過(guò)電池廠商直接與礦

商簽訂原材料供應(yīng)合同。

再看國(guó)內(nèi)，整車(chē)企業(yè)和電池廠商，例如寧

德時(shí)代、比亞迪等也競(jìng)相出手，在全球買(mǎi)礦、

采礦、鎖礦。其中，寧德時(shí)代正在印尼與兩家當(dāng)

地企業(yè)合作開(kāi)采紅土鎳礦。不愿“為寧德時(shí)代打

工”的廣汽集團(tuán)，也于11月宣布聯(lián)手礦商成立合

資公司。

圍繞礦產(chǎn)資源的話語(yǔ)權(quán)之爭(zhēng)，使得中下游企

業(yè)間的界限不再那么分明，越來(lái)越多的企業(yè)被卷

入這場(chǎng)追逐戰(zhàn)中。

06主機(jī)廠切入電池賽道

當(dāng)前，不愿“把雞蛋放在一個(gè)籃子里”的

主機(jī)廠，普遍會(huì)選擇數(shù)家電池廠商來(lái)保障其供

應(yīng)，但從長(zhǎng)遠(yuǎn)考慮，越來(lái)越多的主機(jī)廠正在通過(guò)

自研、自建、合建、入股等方式切入動(dòng)力電池領(lǐng)

域，例如特斯拉、大眾集團(tuán)、梅賽德斯-奔馳、通

用、福特、Stellantis、豐田，以及國(guó)內(nèi)的廣汽、

吉利、蔚來(lái)、長(zhǎng)城等。其中，今年11月，吉利電

池項(xiàng)目簽約宜春，小鵬汽車(chē)斥資50億元新設(shè)動(dòng)力

電池公司，小米再投資一家鋰電材料企業(yè)。

持續(xù)飆升的成本，不斷弱化的話語(yǔ)權(quán)，推

動(dòng)著一家又一家車(chē)企親自下場(chǎng)造電池，期望實(shí)現(xiàn)

“電池自由”。當(dāng)然，這要投入足夠多的錢(qián)，還

要考慮到技術(shù)問(wèn)題。為此，從現(xiàn)實(shí)角度出發(fā)，更

多車(chē)企采取的是采購(gòu)+自研的雙軌并行。

07廢舊電池成“香餑餑”

在新能源汽車(chē)發(fā)展過(guò)程中，廢舊電池的回收

再利用被屢屢提及，但一直沒(méi)有得到企業(yè)重視，

直至電池原材料價(jià)格飆漲，廢舊電池瞬間變寶，

回收價(jià)格也直線攀升?？吹健坝欣蓤D”后，不

僅是第三方回收企業(yè)，電池廠商和主機(jī)廠也紛

紛下場(chǎng)，布局廢舊電池的回收再利用，且加快了

技術(shù)創(chuàng)新，以提高回收率。相關(guān)企業(yè)包括大眾集

團(tuán)、梅賽德斯-奔馳、寶馬、通用……

28 洲際蓄電池

編者按

成功監(jiān)控和響應(yīng)市場(chǎng)變化的企業(yè)，能夠從激烈的競(jìng)爭(zhēng)中脫穎而出并創(chuàng)造競(jìng)爭(zhēng)優(yōu)勢(shì)。為此，《洲際

蓄電池》特推出“趨勢(shì)預(yù)測(cè)”欄目，搜集市場(chǎng)數(shù)據(jù)，通過(guò)對(duì)市場(chǎng)趨勢(shì)相關(guān)數(shù)據(jù)的處理和分析，對(duì)市場(chǎng)

趨勢(shì)進(jìn)行估計(jì)和預(yù)測(cè)，為企業(yè)提供更有價(jià)值的信息，幫助企業(yè)有計(jì)劃的針對(duì)變化中的市場(chǎng)制定未來(lái)發(fā)

展規(guī)劃，從而做出對(duì)企業(yè)有利的應(yīng)對(duì)之策。

匯聚實(shí)時(shí)行情

準(zhǔn)確把握市場(chǎng)趨勢(shì)

TREND

PREDICTION 趨勢(shì)預(yù)測(cè)

洲際蓄電池 29

高端訪談 INTERVIEW

How can Chinese lead-acid

battery technicians go to the

world arena?

--Interview with Mr. Guo Difeng, Deputy Chief Commander of

Bangladesh RK Power Project Construction

Editor's notes

After a hundred years of development,

lead-acid battery has a very mature

production process and technology

accumulation, a perfect industrial chain,

and nearly 100% recycling rate. Lead-acid

battery has become a synonym for battery.

However, on a global scale, the maturity

of the lead-acid battery industry is unevenly

distributed, whether in terms of equipment,

production technology or talents. Many

countries do not have their own battery

manufacturers and rely on imports. In some

countries, the battery production is still at

the manual level, and its quality and life are

extremely unstable.

I n t h e p a s t 2 0 y e a r s , t h e r a p i d

development of VRLA batteries has made

lead-acid batteries shining again. In

particular, China has become the world's

largest producer and exporter of VRLA

batteries, and its industry is in the forefront

of the world. At the same time, it has also

accumulated a lot of production technology

experience, mature upstream supply chain

and supporting equipment applications, and

trained a large number of lead acid battery

technicians.

Therefore, in recent years, the overseas

market has a large demand for Chinese

battery technicians. There are also groups of

enterprises and technicians who have gone

abroad to promote the power of lead-acid

batteries for the benefit of mankind.

Mr. Guo Difeng, as a Chinese battery

technician who went to the international

market earlier, cooperated with local

enterprises in Bangladesh and was fully

responsible for the planning, construction

and operation of the whole industry chain

from waste battery recycling and smelting

to battery production. Therefore, Mr.

Guo has rich working experience abroad.

Intercontinental Media (Intercontinental

Battery), as a media platform focusing on

the battery industry for many years, it’s a

great honor to invite Mr. Guo to talk about

how Chinese lead-battery technicians go to

30 洲際蓄電池

高端訪談

INTERVIEW 高端訪談

It can be said that it is the combined

effect of independent choice and fate that

makes me embark on the road of lead-acid

battery.

I was born in an ordinary rural family

in Dalian, Liaoning Province.It was a poor

family. When I entered the society for the

first time, my goal was very simple. At that

time, I just wanted to find a job that could

support me, lighten the burden of my parents

as soon as possible, and to subsidize my

family. At that time, China was in the period

of great construction, and the cities were full

of buildings under construction. I followed

my uncle to work as a construction worker

in the construction industry. After several

years of work, I looked at the old bricklayers

of the uncles’ generation. I could not see

any hope in my life. I was really unwilling to

become such a worker in the future. So with

the idea of changing my own destiny, I left

home resolutely and went to Qingdao alone.

Because I left home, I only had 160 yuan

left when I arrived at the Qingdao Railway

Station, and I bumped into the battery

industry by hitting the mark by a fluke.

Now think about it, running away from

home at that time was too radical, and my

parents were worried about me by taking

the world arena. We hoped that the battery

industry peers can find the answer through

the experience of working abroad shared by

Mr. Guo.

1、Mr. Guo, can you introduce

your current work?

At present, I work for Bangladesh

RK Power Technology Co., Ltd., which is

engaged in a construction project from battery

recycling and smelting to battery production.

I am the Deputy Chief Technical Director of

the project construction, fully responsible

for the project planning and construction.

Including the team organization of Chinese

technicians, the command of plant design and

construction, product development, technical

quality management and Chinese personnel

management, etc. That is, in addition to

being responsible for project construction, I

also need to ensure that after the construction

is completed, it can operate normally, which

is a turnkey project.

Bangladesh RK Power Technology

Co., Ltd. is a technology company fully

invested by Bangladeshi capital. It has trade

relations with China for nearly 20 years. For

the project being built by the company, the

first phase capacity is designed to produce

100 tons of secondary lead per day, and

the battery capacity is designed to start

the capacity based on the benchmark of

secondary lead output. The main batteries are

tubular traction batteries, VRLA batteries,

UPS batteries and starting batteries.

2、You've worked in the battery

industry for more than 20 years.

The battery industry has become

your lifelong career. How did you

get involved in the lead-acid battery

industry? And staying for 20 years.

洲際蓄電池 31

高端訪談

高端訪談 INTERVIEW

risks. But I was grateful for the choice at that

time. It was a wrong method, but the choice

was right. I chose not to bow to reality, but

to break through the status quo to change

my destiny. Therefore, it is my choice and

fate that makes me bond with the lead-acid

battery.

How can I persist for 20 years? In

retrospect, I always lament that time is so

fast. I sometimes review and summarize

myself. There are two reasons. First of all, in

terms of macro external factors, it is because

of the good industrial environment of leadacid batteries and their rapid development

over the years, which enable our enterprises

and practitioners to prosper with the industry.

Secondly, internal factors may be the

reason for my personality. I don't think I'm a

talented person, so I have to use the tenacity

and perseverance of \"grinding an iron pestle

into a needle\" to make some achievements.

From the perspective of my career, I have

worked in many positions, from worker to

general manager, from sales to chief engineer,

but I have almost never left the lead-acid

battery industry and have been polishing the

\"needle of lead-acid battery\". Now it seems

that my point is right. The comprehensive

ability I have now is the result of persistent

training.

3、Can you review what you have

experienced on the road of battery

during 20 years?

In 1998, when I left home to Qingdao,

I became an ordinary worker in a battery

factory in Qingdao by chance. Later, I

became an tester, a monitor and a workshop

director one after another because I was

proactive and down-to-earth.

In order to better raising my ability ,

in 2001, I went to Qingdao Aifu Science

and Trade Co., Ltd. as the sales manager,

responsible for the sales of batteries.

During 2002~2006, I worked as the

quality assurance director and workshop

director in several enterprises, and was

responsible for ISO quality management

system certification, industrial production

license certification and CCS certification of

classification societies. From 2007 to 2009,

I began to work as the chief engineer and

deputy general manager of the enterprise,

responsible for the preparation of the new

enterprise, technical quality and production

management, and consulting.

In 2015, I was fortunate to be in charge

of the coordination and commissioning of the

first fully-automatic assembly line in China

in a leading battery enterprise.

In 2017, I began to work abroad. I have

been working in Vientiane Industry Co.,

LTD., Bangladesh, as chief engineer for

4 years, responsible for technical quality

management, new product development,

design, construction, operation and

maintenance of production and material

control management systems.

Since 2021, I have been working on this

project in RK Power Technology Co., Ltd. in

Bangladesh.

4、What do you think of the

current situation of Chinese battery

enterprises and technicians going

32 洲際蓄電池

高端訪談

INTERVIEW 高端訪談

abroad?

This situation is normal and a general

trend.

First, after decades of development,

China's lead-acid battery industry has been

relatively saturated. All walks of life in

China have experienced overcapacity and

oversupply to various degrees. The leadacid battery industry has developed some

applications in new fields and markets.

However, with the increasing automation

of the production process, the industry

intensification is faster and faster, and the

production capacity of the head enterprises is

also growing, leaving less and less space for

small and medium-sized enterprises to dig

deeper.

Second, in the context of increasing

domestic environmental governance efforts,

the environmental protection costs of

enterprises are also increasing. Since the

blood lead incident ten years ago, the state

has made great efforts to control the leadacid battery industry. The introduction of

various standards and regulations related

to environmental protection has led to

higher and higher investment of production

enterprises in environmental protection,

which has resulted in smaller and smaller

living space for SMEs. Therefore, if SMEs

want to survive, going global is undoubtedly

a priority option.

Third, China's lead-acid battery industry

is very mature, but globally, the maturity of

the lead-acid battery industry is extremely

uneven. There is a large demand for Chinese

technical talents abroad. Each country does

not want to rely on imports for all its battery

products, and hopes to vigorously develop its

own local enterprises. However, the reality

is that many countries do not have their

own battery production enterprises and rely

on imports. Even some countries' battery

production technology is still in the manual

stage, leading to extremely unstable quality

and life. Therefore, it is the fastest and most

effective way to introduce mature battery

expert from abroad.

Fourth, for lead-acid battery technicians,

working abroad can first give full play to the

industry skills that have been accumulated

for many years. In addition, we can also

carry forward China's mature production

technology, which will bring us a sense of

personal accomplishment, and the salary will

be higher than that in China.

So I think a large number of enterprises

or individuals go abroad to build factories or

work abroad for the above reasons that.

5、How did you go abroad? How

do you know the current leaders of

Bangladeshi enterprises?

Around October 2017, a battery company

in Bangladesh, in order to improve the

quality and production process of batteries,

the boss of the company found Mr. Peng, a

domestic charger, and hoped to introduce

a suitable technical consultant to them.

Later, he found me. So we got to know each

other and accepted the invitation to work in

Bangladesh.

After arriving in Bangladesh, through

careful understanding in my work, I gradually

realized that it would not take long for this

industry to be localized in Bangladesh.

As it happens, RK started to look for the

person in charge of the Chinese side as early

as 2019 for the current project. In 2020,

the boss of Bangladesh learned about me

through my technical article published in

Intercontinental Battery and inquired about

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高端訪談 INTERVIEW

my experience and background. Later,

through the introduction of Mr. Yang Jiqiang,

they finally signed a cooperation agreement

and took full charge of their new project.

The political, economic, trade, military

and cultural relations between China

and Bangladesh have been constantly

strengthened and deepened. Under such a

background, my team and I get along well

with Bangladeshi people, both the boss and

middle managers, in terms of work and life.

Mr. Saikat Saha is an excellent entrepreneur

in Bangladesh. He is very modest, and he

also gives great recognition to my work

ability. We have also given enough trust

to the cooperation of the project. Now the

project is progressing smoothly, and we have

become friends.

Therefore, I would like to take this

opportunity to emphatically thank Mr. Yang

Jiqiang, the presenter of my current project.

He was responsible for all the translation

work between me and Mr. Saikat Saha, the

boss of Bangladesh enterprise. At the same

time, I would also like to thank Mr. Peng, my

key person who helped me to go abroad, and

give thanks to my first boss and landlady by

the time I came to Bangladesh. It was their

presence in my life that added a brilliant

supports to my career.

I am always happy to make friends in the

industry. As people who has met me knows,

I never make friends with any utilitarian

purpose. I always adhere to the principle

of \"being cautious, being sincere, making

friends and getting along with each other

with sincerity\". Adhere to the principle that

some people can instruct without reservation,

some people can simply communicate, and

some people must be ignored . If my friend

encounters difficulties and needs my help,

6、You have taken many people

to work abroad or work together on

projects, and you will certainly bear

greater responsibilities and risks! Do

you have a lot of pressure? What is

your driving force?

in case of ask me for help, unless I don't

understand, as long as I understand, I will

say all I know and say it without reserve.

Many industry teachers and apprentices will

have a saying of \"hold back a trick or two\".

But when I teach apprentices and make

friends, I always instruct without reservation.

I think that when you achieve others, you

become a key person, and you will achieve

win-win results.

In the project of RK company that I am

responsible for now, there are many Chinese

technicians who have held some important

positions in the project. They are all my

friends for many years.

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INTERVIEW 高端訪談

It's true that the pressure is not small,

everyone is coming because of me, and we

can harvest together after doing well. But if I

can't do it well, although my friends generally

won't say anything, because they know that I

am kind and want to lead everyone to develop

together, not to cheat anyone or make money

from them. But I also feel guilty, so I always

have an invisible sense of responsibility and

pressure, which forces me to go all out and

urge me not to slack off. So I know that this

kind of pressure is something I must accept

and adapt. On the contrary, this kind of

pressure is also a driving force, and it is also

beneficial to me personally.

In addition, I can lead friends to develop

together one day, is also my own wish for

many years. I have never forgotten the people

who helped me without reservation, and the

partners who worked with me. Although they

were all poor, but they were able to help and

care for each other. At that time, there was

a wish: to work hard, to be successful, and

one day we must take everyone to develop

together with each other, to witness a broader

world.

7 、 W h a t i s t h e d i f f e r e n c e

between such a new project you are

responsible for and working as a

chief engineer in a mature factory?

What is your biggest pressure for this

project?

There is a big difference. In a mature

factory, the work of the chief engineer

is basically within the scope of R&D,

technology and quality. However, for new

enterprises, I need to be involved in the

whole process from the beginning of the

project to the final production and operation,

and take full control.

First, capacity design, product planning

and equipment planning should be done

according to the actual situation of the

project to provide reliable data support for

the boss's decision. Then I will participate

in the land purchase. After the land is

determined, I will start to plan and design

the plant and infrastructure according to

the actual situation. In this process, water,

electricity, gas, sewage and environmental

protection, fire safety, road traffic, office and

living facilities should be well planned and

designed. In the process of infrastructure

construction, I need to supervise, guide and

check before acceptance the whole process.

In addition, during the procurement of

production equipment, I need to track and

guide the implementation of procurement and

provide technical support for procurement

at any time. At the same time, during this

period, I need to build a good Chinese team,

that is, the Chinese leaders of each section,

who will be teachers in the future. Therefore,

it is necessary to consider the mastery of

technical skills, management ability and

personal behavior. we must have a good

understanding of the special situation here.

Middle and senior managers are composed

of people from two different countries, races

and faiths. This kind of team management is

not a small test for any manager.

In the process of doing this project, I

have full confidence in the applicability

of production technology and process and

production management, so the pressure

in this respect is not great. Take everyone

abroad happily, and we should ensure

that we can bring everyone back safely.

Therefore, the issue of personnel safety is my

biggest pressure. Secondly, in this country

with different beliefs and living habits,

洲際蓄電池 35

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高端訪談 INTERVIEW

I need to face front-line employees with

different thinking habits. It is also a great

pressure to let the teachers integrate with

the Bangladeshi employees, so that the skills

they have mastered can be effectively passed

on to Bangladeshi employees and meet the

boss's expectations.

8 、 W h a t d i f f i c u l t i e s a n d

problems will Chinese lead-acid

battery technicians face when going

abroad? What suggestions do you

have for Chinese technicians to work

abroad.

F i r s t , t h e b i g g e s t d i f f i c u l t y i s

communication. Most of the practitioners in

the lead-acid battery industry, especially

the technical talents at the middle and

basic levels, are good at doing things and

solving problems. However, there are certain

weaknesses in communication, and facing

language barrier, so the biggest difficulty is

communication. And because there are a lot

of industry terms, if we don't understand the

translation of the industry again, we will not

be able to express the meaning.

Secondly, due to the difference of

climate and environment, mature domestic

technologies cannot be completely copied.

In the process of practical application,

the seemingly mature process will have

deviations. For example, differences in

temperature, humidity and raw materials

will cause problems in your mature Chinese

process. Therefore, we need to constantly

correct in practice, and require technicians

to know what is and why, so as to be flexible.

Then there are problems in personal life

and psychology, such as eating habits and

customs in other countries. In addition, the

life circle is narrow, leaving the family and

hometown, sometimes lonely and homesick.

As for suggestions on working abroad,

I think the most important is that Chinese

technicians must have a clear and rational

orientation when working abroad. We should

clearly recognize our value and always ask

ourselves: Why do we do this job? Why does

the boss hire me? Don't be arrogant because

you know some skills, and don't hide them.

For the teaching of technology and skills, do

not have the mentality of teaching disciples

to starve to death teacher, and do not want to

\"conceal something\" everywhere. Since the

boss has invited you, this is the value you

should play. If you don't teach, the boss will

invite others. You can't hold onto that skill

for a lifetime. If these problems are not clear,

the work will encounter great resistance and

the road will only narrow.

After working abroad, first of all, we

should try our best to adapt and solve

communication problems, which is the

prerequisite for doing a good job. Use your

terminology and professional knowledge

to influence translators, and let them be as

professional as possible， to form a tacit

partner with you, and learn more of their

language vocabulary if you can, so as to

achieve efficient transmission.

Secondly, we should fully understand

and master the quality of local raw materials,

and clearly understand the direct relationship

between product quality and raw materials.

It is forbidden to copy mechanically. The

36 洲際蓄電池

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INTERVIEW 高端訪談

process and quality standards should

be used flexibly. In practice, we need

to constantly correct it, and we need to

know the principle, so that we can grasp it

flexibly.Quality standards and production

process specifications must be formulated

in combination with the use environment of

products.

In terms of personal life and mental

health, foreign countries are not as

convenient as domestic countries. We should

be able to actively accept and treat all the

differences with China, fully understand and

deal with these differences, and then find out

the different interesting points. It is also a

good experience to live in a foreign country.

It is also meaningful and rewarding to respect

and earnestly understand their culture,

local customs and practices. In addition,

because the interpersonal relationship and

entertainment are not as much as those in

China, you may as well use the time you have

now to learn and recharge, or even learn the

local language, to help in advance for future

development.

9、You have done sales, technical

research, enterprise management,

quality system construction and

certification, and published many

technical articles, including the

improvement of formation, curing

and other processes, as well as the

research on electrolyte formula.

In the eyes of insiders, you are

a multidisciplinary talent in the

battery industry. How do you think

battery technicians can grow into

multidisciplinary talents?

I reviewed my growth experience and

shared some personal experience.

First of all, my experience is that don’t

easily to change the career.Have a foothold in

one industry and work hard in one industry.

Although there will be certain advantages

and disadvantages in the development of

each industry, on the premise that there is

no significant difference, do not too tangle

about which industry is the best and has the

most potential. Because the cost of transfer

is far greater than the benefit brought by the

differences of the industry.

Secondly, consciously exercise your

comprehensive ability in the industry, that

is, take the initiative to try multiple positions

whenever you have the opportunity, and

dare to jump out of your comfort zone,

provided that you do a good job in the current

position. From countries to enterprises and

individuals, the future will be the competition

of comprehensive strength, systems, and

capabilities. Comprehensive talents are the

most difficult to create and cultivate, but also

the most valuable.

To sum up, we should stabilize our

own industry direction and have an active

consciousness to develop towards the

direction of comprehensive talents. Keep

studying and studying all aspects of the

industry, be conscientious and responsible,

and be openand inclusive to people and

things. Only by being open-minded can we

go further and have a wider road.

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主營(yíng)產(chǎn)品：板柵模具、板柵鑄造機(jī)

泉州市豐澤創(chuàng)新機(jī)械有限公司

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保定新東遠(yuǎn)機(jī)械設(shè)備有限公司

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主營(yíng)產(chǎn)品：全自動(dòng)鉛零件機(jī)

泉州市鯉城鉅東蓄電池機(jī)械廠

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主營(yíng)產(chǎn)品：無(wú)氧干燥機(jī)

東莞市大統(tǒng)機(jī)械設(shè)備有限公司

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主營(yíng)產(chǎn)品：極板制造、電池組裝設(shè)備

武漢深藍(lán)自動(dòng)化設(shè)備股份有限公司

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主營(yíng)產(chǎn)品：板柵模具

保定市恒辰機(jī)械設(shè)備制造有限公司

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主營(yíng)產(chǎn)品：全自動(dòng)蓄電池組裝線

浙江海悅自動(dòng)化機(jī)械股份有限公司

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主營(yíng)產(chǎn)品：全自動(dòng)蓄電池組裝、包裝線

中山市盛屹機(jī)電科技有限公司

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主營(yíng)產(chǎn)品：連續(xù)極板生產(chǎn)線

保定金陽(yáng)光能源裝備科技有限公司

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主營(yíng)產(chǎn)品：全自動(dòng)蓄電池組裝線

南京遜度機(jī)電設(shè)備有限公司

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東臺(tái)市振東軟木粉廠

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氧化油、超細(xì)硫酸鋇等

淄博鼎晟電源材料有限公司

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泰州市宏發(fā)膠帶有限公司

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山東海量電力器材有限公司

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池電解液

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50 洲際蓄電池