TWh时代或提前到来？电池企业最近忙坏了

上海证券报2021-07-22

为尽早实现“双碳”目标，目前国内电动化速度大幅加快，动力电池Twh（太瓦时）时代或提前到来。在此背景下，各家电池企业不是忙着扩张就是忙着加固与上游材料企业的关系，甚至通过诉讼加强对专利技术的保护，迎接TWh时代。电池企业都很忙相关电池企业人士向上海证券报记者透露，行业已经进入快速发展期，迅速扩大产能，加强与上下游企业的深度合作，都成为各家企业参与这场竞争的必选项。各家企业可谓各显神通。公开...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

BP小林
2021-07-22
BP小林
[開心] [開心]
xiaoming97
2021-07-22
xiaoming97
?

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2153623394?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/8d8945bc93d20e19f74f7716f47b62be","is_english":false,"pubTime":"2021-07-22 15:02","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2153623394","market":"us","top_or_hot":-1,"title":"TWh时代或提前到来？电池企业最近忙坏了","media":"上海证券报","content":"<div>\n<p>为尽早实现“双碳”目标，目前国内电动化速度大幅加快，动力电池Twh（太瓦时）时代或提前到来。在此背景下，各家电池企业不是忙着扩张就是忙着加固与上游材料企业的关系，甚至通过诉讼加强对专利技术的保护，迎接TWh时代。\n电池企业都很忙\n相关电池企业人士向上海证券报记者透露，行业已经进入快速发展期，迅速扩大产能，加强与上下游企业的深度合作，都成为各家企业参与这场竞争的必选项。各家企业可谓各显神通。\n公开...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/hyyj/2021-07-22/doc-ikqciyzk6887662.shtml\">Source Link</a>\n\n</div>\n","source":"shzqb","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TWh时代或提前到来？电池企业最近忙坏了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTWh时代或提前到来？电池企业最近忙坏了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 15:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/hyyj/2021-07-22/doc-ikqciyzk6887662.shtml><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>为尽早实现“双碳”目标，目前国内电动化速度大幅加快，动力电池Twh（太瓦时）时代或提前到来。在此背景下，各家电池企业不是忙着扩张就是忙着加固与上游材料企业的关系，甚至通过诉讼加强对专利技术的保护，迎接TWh时代。\n电池企业都很忙\n相关电池企业人士向上海证券报记者透露，行业已经进入快速发展期，迅速扩大产能，加强与上下游企业的深度合作，都成为各家企业参与这场竞争的必选项。各家企业可谓各显神通。\n公开...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/hyyj/2021-07-22/doc-ikqciyzk6887662.shtml\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"300432","symbol_name":"富临精工","start_time":0,"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/hyyj/2021-07-22/doc-ikqciyzk6887662.shtml","article_id":"2153623394","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/8d8945bc93d20e19f74f7716f47b62be"],"rights":{"source":"shzqb","url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/hyyj/2021-07-22/doc-ikqciyzk6887662.shtml","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2153623394","pubTimestamp":1626937325,"sourceInfo":{"source_id":"shzqb","name":"上海证券报"},"weMediaInfo":null,"summary":"为尽早实现“双碳”目标，目前国内电动化速度大幅加快，动力电池Twh（太瓦时）时代或提前到来。在此背景下，各家电池企业不是忙着扩张就是忙着加固与上游材料企业的关系，甚至通过诉讼加强对专利技术的保护，迎接","collect":0,"end_time":0,"defaultTopTitle":"sina.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300432":"富临精工"},"translate_title":"TWh era or coming ahead of schedule? Battery companies have been busy recently","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/404951075e59d7c28466fe1b6fc91221","symbols_score_info":{"300432":0.9},"content_text":"为尽早实现“双碳”目标，目前国内电动化速度大幅加快，动力电池Twh（太瓦时）时代或提前到来。在此背景下，各家电池企业不是忙着扩张就是忙着加固与上游材料企业的关系，甚至通过诉讼加强对专利技术的保护，迎接TWh时代。\n电池企业都很忙\n相关电池企业人士向上海证券报记者透露，行业已经进入快速发展期，迅速扩大产能，加强与上下游企业的深度合作，都成为各家企业参与这场竞争的必选项。各家企业可谓各显神通。\n公开信息可以验证，近期整个锂电产业链普遍处于快速扩张状态。\n7月20日晚间，富临精工发布公告称，公司子公司江西升华拟规划新增投资建设年产25万吨磷酸铁锂正极材料项目，预计总投资40亿元，项目将分期投入，公司与相关方签订了第一期年产6万吨磷酸铁锂正极材料项目的《战略合作协议》。\n富临精工方面称，扩产是为了满足核心客户对产品供应的需求，进一步优化磷酸铁锂正极材料产能布局等目的。而富临精工6月在深交所互动易平台回答投资者提问称，子公司江西升华正在持续向宁德时代供货，目前供货量约占江西升华年产能的70%。\n同在7月20日，国轩高科旗下全资子公司合肥国轩高科动力能源有限公司与合肥新站高新技术产业开发区管委会正式签署合作协议，拟在新站高新区建设 20GWh动力电池生产基地。根据协议，国轩高科与大众将联合开展电池技术创新研发，将新站高新区打造成全球新能源汽车动力电池产业的重要基地。\n为了应对产能快速增长，保证供应链安全，还有企业加强了与上游原材料企业的捆绑。\n7月19日，延安必康发布公告，公司控股子公司九九久科技与比亚迪签署协议。双方就九九久科技向比亚迪长期供应（电池重要原料）六氟磷酸锂事宜达成一致。九九久科技承诺，2021年7-12月将向比亚迪供货不低于1150吨，2022年供货不低于3360吨，2023年供货不低于3360吨。\n技术方面的竞争也日趋激烈。7月21日，宁德时代方面对上海证券报记者表示，公司已就中航锂电专利侵权提起诉讼。中航锂电则回应称，截至目前未接到起诉状。\n根据中国汽车动力电池产业创新联盟对国内企业出货量排名，中航锂电最新排名在第4位，出货量占比为6.4%；塔菲尔的排名是第9位，出货量占比在1.5%左右。电池产业专家表示，专利保卫战对于企业占据市场份额具有重要意义。\n去年，宁德时代还对塔菲尔新能源提起诉讼，诉称塔菲尔侵犯了其电池防爆技术等方面的专利。宁德时代方面对上海证券报记者表示，宁德时代与塔菲尔系列诉讼，法院已经全部作出判决，宁德时代方面胜诉。\n新能源汽车和储能市场空间已经打开\nTWh时代或提前到来\n作为动力电池主要的两大应用领域，新能源汽车和储能市场今年双双迎来快速增长，带动电池需求大增。\n据工业和信息化部最新发布的数据显示，今年1-6月份，我国新能源汽车的产销分别完成了121.5万辆和120.6万辆，同比均增长了两倍。新能源车爆发式增长也带动了电池产量大幅增长。中国汽车动力电池产业创新联盟公布的数据显示，1-6月我国动力电池产量累计为74.7GWh（吉瓦时），同比增长217.5%。\n作为构建以新能源为主体的新型电力化系统的关键，储能项目也在加速上马。近几个月，国内单体规模最大的电网侧独立站房式电化学储能电站—宁德霞浦储能项目、国网时代华电大同300兆瓦/600兆瓦时储能项目先后开工，储能电池市场需求迅速打开。\n中关村储能产业技术联盟常务副理事长俞振华表示，为了配合我国风电、光伏高增长目标，储能配套已成刚需，在支持政策持续加码下，2025年新型储能装机规模最近5年复合增长率最保守估计也超过50%。而未来5年的新型储能装机规模仍将以成熟的锂电为主导，将令动力电池的需求进一步增长。\n锂电研究机构高工锂电预测，到2025年动力锂电池的出货量是850GWh，韩国锂电产业咨询机构SNE预估，2025年动力电池出货量1160GWh，从而将实现GWh到TWh的跳跃。\n动力电池龙头企业宁德时代董事长曾毓群去年底曾公开表示，随着“电动化+智能化”创新应用正在越来越多的场景进行渗透，加上高速发展的新能源发电需要配备大量储能项目，行业将迎接TWh时代的到来。\n近日相关企业负责人进一步对上海证券报记者表示，目前电动化推进速度十分顺利，TWh时代可能提前到来，整个行业都在抓紧快速发展的历史机遇。\n机构持续看好锂电产业链\n安信证券电新行业邓永康团队认为，目前动力电池行业呈现寡头垄断格局，全球前三名企业宁德时代、LG 新能源和松下装机占比合计近70%。第二梯队尚不明朗，动力电池的竞争是围绕成本、客户和产能规模的竞争，从头部厂商产能规划来看，军备竞赛业已开启，具备优质产能的全球供应商将更具优势。\n短期内，锂电中游产业链被机构普遍看好。首创证券研报认为，新能源汽车产业链供给紧张将贯穿全年，其中中游材料环节尤为明显。在行业高速增长背景下，建议关注量利齐升的龙头企业和渗透率加速提升的二供企业。还有观点认为，短期高景气下供需错配加剧，铜箔、隔膜等环节有望迎来量价齐升。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":172340117,"gmtCreate":1626939925439,"gmtModify":1703480951653,"author":{"id":"3569034930679856","authorId":"3569034930679856","name":"BP小林","avatar":"https://static.tigerbbs.com/ab11857f8510820e3bc13bd0a9bd1bcb","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3569034930679856","authorIdStr":"3569034930679856"},"htmlText":"[開心]&nbsp;[開心]&nbsp;","listText":"[開心]&nbsp;[開心]&nbsp;","text":"[開心] [開心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172340117","repostId":2153623394,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":172365595,"gmtCreate":1626937998417,"gmtModify":1703480918796,"author":{"id":"3585664795193547","authorId":"3585664795193547","name":"xiaoming97","avatar":"https://static.tigerbbs.com/1aad15c759f45ce7dfe4397f33e862e5","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585664795193547","authorIdStr":"3585664795193547"},"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172365595","repostId":2153623394,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":10,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2153623394"}