动力电池海外专题一之LG化学：厚积薄发，龙头增长潜力无限

2019年06月20日

东吴证券 曾朵红

动力电池海外专题二之松下：全球动力龙头寻求突破

2019年11月5日

东吴证券 曾朵红

German-French declaration on Battery Cell Production

European Battery Cell R&I Workshop Final Report

12/02/2018

TABLE OF CONTENTS

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EXECUTIVE SUMMARY..........................................................................3

1. General conclusions and recommendations on research and innovation needs ................................................................................................... 3

2. Recommendations for research and innovation topics .............................. 4

3. Establishing manufacturing base in Europe ............................................ 6

1. CONTEXT AND BACKGROUND..............................................................7

2. OBJECTIVES.....................................................................................8

3. PLENARY SESSION............................................................................10

3.1. Policy presentations .................................................................. 10

3.2 Technical presentations ............................................................. 11

4. WORKSHOPS: SUMMARY AND RECOMMENDATIONS ...................... 17

5.DISCUSSION: SHAPING THE FUTURE OF BATTERY CELL MANUFACTURING IN EUROPE ...................................................... 17

5. ANNEXES: BREAK-OUT SESSION REPORTS FROM RAPPORTEURS .. 19

Annex 1. Report from Session 1: Generation 3b materials .................... 20

Annex 2. Report from session 2: Solid State Batteries-Generation 4 ...... 25

Annex 3. Report from session 3: Stationary energy storage.................. 29

Annex 4. Report from session 4: Research Pilot Lines Network.............. 32

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2019年7月新能源汽车动力电池月度信息发布

7月，我国动力电池产量共计5.7GWh，环比下降10.4%。其中三元电池产量4.3GWh，占总产量74.5%，环比下降6.4%；磷酸铁锂电池产量1.4GWh，占总产量24.5%，环比下降17.0%。

1-7月，我国动力电池产量累计49.2GWh，其中三元电池产量累计31.7GWh，占总产量64.5%；磷酸铁锂电池产量累计15.3GWh，占总产量31.1%;其他材料电池产量累计2.1GWh,占总产量4.3%。

Integrated SET-Plan Action 7

~ Implementation Plan ~

"Become competitive in the global battery sector to drive e-mobility and stationary storage forward"

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2018年7月25日，欧盟更新了“地平线2020”（2018-2020）计划中能源和交通运输部分的项目资助计划，即新增一个主题名为“建立一个低碳、弹性的未来气候：下一代电池”的跨领域研究行动，旨在整合“地平线2020”（2018-2020）分散资助的与下一代电池有关的研究创新工作，推动欧盟国家电池技术创新突破，开发更具价格竞争力、更高性能和更长寿命的电池技术。新增资助计划将在2019年提供1.14亿欧元用于支持7个主题的电池研究课题。

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EUROPEAN COMMISSION Brussels, 1.2.2017 SWD(2017) 61 final COMMISSION STAFF WORKING DOCUMENT

Energy storage – the role of electricity

Energy Storage – Proposed policy principles and definition

Energy Storage is recognized as an increasingly important element in the electricity and energy systems, being able to modulate demand and act as flexible generation when needed. It can contribute to optimal use of generation and grid assets, and support emissions reductions in several economic sectors.

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Supporting the energy security, internal market and the low carbon pillars of the Energy Union, storage could become a more prominent determinant of the characteristics of the new energy system, balancing centralized and distributed power generation. It can also strengthen energy security in emergency cases. Storage will contribute through various levels of the energy system and complement other flexible elements and grid development.

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