全球每月陰極、鋰、鈷、鎳、錳出貨動向

從2017年之後對電動車的興趣逐漸升高。其市場規模持續擴大，2016年成長至284萬輛、2017年為370萬輛。按地區來看，受到政府的支援政策影響，中國引領著市場；歐洲及北美市場也已可見活絡的動態。此外，為因應氣候變化，越來越多國家宣佈降低二氧化碳及粉塵的國家政策。美國、歐洲各國、中國、日本等主要國家作為全球努力的一環，以未因應政府政策的企業為對象，設定燃料效率目標及評價標準，積極推動提升燃油效率相關政策。這樣的全球市場環境下，預估對電動車的需求將持續升高。

本年度合約型情報服務根據電動乘用車及其重要零件的二次電池全球銷售情報，分析每月電池用陰極及4種主要原料供需趨勢，解析這個持續快速發展產業的最新情況。本服務詳細分析35家陰極材料供應商每月對於各家汽車製造商及車型的出貨量，以及乘用電動車用電池的鋰、鈷、鎳、錳含量等。

本服務根據SNE Research獨家蒐集的每月電動乘用車及電池出貨量相關數據，分析陰極及4種主要電池材料出貨動向。

本服務特徵

• 電池用陰極材料及4種重要原料相關每月銷售紀錄之獨家數據庫
• 根據數據庫的市場分析報告和分析工具，其數據庫包含67國、超過2,700件電動車型、電池用陰極材料、鋰、鈷、鎳、錳銷售等相關資訊

研究範圍

• 全球乘用電動車市場：7大洲67國
• 全球乘用電動車集團及汽車製造商：42家汽車集團及94家電動乘用車製造商
• 全球乘用電動車用電池供應商：46家二次電池製造商
• 全球陰極材料供應商：35家
• 電動車類型：BEV、PHEV、HEV

提供方法

• Excel樞紐分析報告：可進行各種數據庫分析
• 每月最後一天提供上個月調查結果彙報。

分析結果摘要

• 根據數據庫集合情報的分析結果，簡要彙整如下。

Exclusive DB containing monthly sales record of battery cathode material and four essential raw materials

Market analysis report and analysis tool, based on the database including more than 2,700 entries collected across 67 countries, on electric vehicle models, battery cathode materials, lithium, cobalt, Nickel, Manganese sales

Since 2017, interest in electric vehicles has been multiplying. The electric vehicle market size grew to 2.84 million units in 2016 and 3.7 million units in 2017. By region, China is leading the market taking advantage of the government's supportive policies, and European and North American markets have seen increasingly active movements.

Furthermore, in response to climate change, an increasing number of countries have announced national policies to reduce carbon dioxide and fine dust generation. As part of the global efforts, major countries including the US, Europe, China, and Japan have been active in promoting fuel efficiency improvement by establishing fuel efficiency targets and measures for the companies which fail to comply with governments' policies. This global environment promises increasing and persistent demand for electric vehicles.

To stay ahead in this rapidly evolving industry and market, we analyze the monthly demand and supply trends of battery cathode and four major materials based on the global sales information on electric passenger vehicles and the secondary batteries which are the core components. This report provides a detailed analysis of the monthly shipments of 35 cathode material suppliers for each automaker and vehicle models, and lithium, cobalt, nickel and manganese contents in electric passenger vehicle batteries.

This is a report covering the cathode and four major battery material shipment trends based on the monthly electric passenger vehicle and battery shipment data collected exclusively by SNE Research.

Scope

• Global electric passenger vehicles markets: 67 countries on 7 continents
• Global electric passenger vehicle groups and automakers: 42 automobile groups and 94 electric passenger vehicle makers
• Global battery suppliers for electric passenger vehicles: 46 secondary battery makers
• Global cathode material suppliers: 35 suppliers
• Electric vehicle types: BEV, PHEV, and HEV

Delivery Method

• Excel pivot table report: allows various database analysis
• Result of previous month would be collected and provided on the last day of the month

Analysis result summary

The results of analysis based on the results of DB aggregation are briefly summarized as follows