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市場調查報告書
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1693696

鋰離子電池（LIB）石墨陽極：市場佔有率分析、產業趨勢與統計、成長預測（2025-2030）

Graphite Anode for LIB - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計鋰離子電池石墨陽極市場在預測期內的複合年成長率將超過 7%

鋰離子電池石墨陽極-市場-IMG1

2020年新冠疫情期間，三聚氰胺市場受到負面影響。 2021年，市場有所改善。汽車製造活動已從封鎖中回升，提振了對電池和其他電子零件等汽車零件的需求。汽車產業正在快速復甦，預計未來幾年將進一步成長，這可能會刺激對三聚氰胺的需求。

主要亮點

  • 短期內，電動車產業對鋰離子電池的需求不斷成長預計將推動市場成長。
  • 預計對傾倒電池廢棄物的嚴格規定將阻礙市場成長。
  • 然而，電池新材料的開發似乎是一個機會。
  • 亞太地區佔全球主導地位，其中中國和印度的消費量最大。

鋰離子電池石墨陽極市場趨勢

汽車產業需求增加

  • 石墨陽極廣泛應用於電動車製造中的鋰離子電池。隨著電動車需求的增加，預計市場將大幅成長。
  • 美國是世界上一些最大的汽車製造商的所在地，這些製造商都在電動車領域進行投資。通用汽車等汽車製造商計劃在 2023 年推出 20 款新型電動車，並在製造設施上投資超過 70 億美元。
  • 它也已成為繼中國之後第二大電動車市場。根據 EV Volumes 的數據，2021 年該國約有 656,900 輛插電式電動車，與 2020 年相比成長率約為 100%。
  • 據國際能源總署稱，聯邦政府的目標是到 2030 年使美國新車和輕型卡車銷量的 50% 為電動車 (EV)。此外，據國際清潔交通委員會稱，加州政府於 2020 年宣布了一項行政命令，要求到 2035 年在加州銷售的所有新車和乘用卡車均為零排放汽車，包括 BEV 和 PHEV。
  • 此外，電動車在墨西哥的成功銷售預計將進一步促進汽車的生產和銷售。根據 EV Volumes 的數據，該國 2021 年的電動車註冊量比 2020 年增加了 80%。
  • Link EV 電動車是美國私人能源公司 Citizens Resources 的子公司，該公司宣布計劃在墨西哥中部普埃布拉州建造組裝廠，耗資約 2.65 億美元。該項目計劃於 2022 年下半年開始營運，擁有四條生產線，額定產能為 1,200 輛。
  • 預計上述因素將在預測期內推動全球市場的成長。

亞太地區預計將主導市場

  • 由於印度和中國等主要經濟體的存在，亞太地區被認為是電動車最大的市場。不過，東南亞國協也在加緊電氣元件製造。
  • 隨著消費者對電動車的偏好日益成長，中國汽車產業正經歷趨勢轉變。此外，中國政府預測2025年電動車產量將達20%。
  • 儘管大宗商品價格上漲，但乘用車需求依然強勁，許多汽車製造商都熱衷於採用新技術，尤其是電動車。在印度，電動車生產得到了政府補貼和支持製造方法的優惠政策的支持。
  • 二輪車是韓國電動車市場的主要驅動力，2021 年佔比超過 48%。根據韓國公路運輸部 (MoRTH) 的數據，韓國電動車銷量為 329,190 輛，與 2020 年的銷量相比成長了 168%。
  • 韓國電動車產業預計將快速成長。 2021年，該國售出近7.1萬輛電動車。根據韓國汽車技術研究院（KAII）的數據，2021年前九個月，韓國電動車銷量飆升96%，達到71,006輛。隨著歐洲、亞太和美洲等進口經濟體的需求不斷成長，預計這一銷量還將成長。
  • 印尼是東南亞最大的汽車生產基地。 2021年汽車產量將達到11,211,967輛，比2020年增加63%。儘管該國電動車的普及率明顯較低，但該國電動車產業的前景非常光明。
  • 印尼政府決心支持該國生產者和消費者採用電動車。此外，政府也為電動車消費者提供補貼，並為電動車製造商提供稅收減免。印尼正在推進電動車和電池生產設施的開發和製造，這可能有利於該國的市場成長。
  • 在日本，由於消費者對替代燃料技術的需求不斷成長，未來電動車的銷售量可能會增加。日本的電動車製造業仍是一個新興產業。日本計劃在2035年實現100%電動車銷售，該國的電動車市場正在成長。因此，日本電動車市場的擴張預計將對市場成長產生積極影響。
  • 這些屬性正在推動該地區的市場成長。

鋰離子電池石墨陽極產業概況

鋰離子電池石墨陽極市場正在部分整合。這些公司包括（不分先後順序）三菱化學控股、日本碳素、西格里碳素、東海碳素和Resonc。

其他福利：

  • Excel 格式的市場預測 (ME) 表
  • 3個月的分析師支持

目錄

第1章 引言

  • 調查前提條件
  • 研究範圍

第2章調查方法

第3章執行摘要

第4章 市場動態

  • 驅動程式
    • 電動車對鋰離子電池的需求不斷增加
    • 其他促進因素
  • 限制因素
    • 嚴格監管電池廢棄物傾倒
    • 其他阻礙因素
  • 產業價值鏈分析
  • 波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭程度

第5章市場區隔

  • 種類
    • 合成石墨
    • 天然石墨
  • 地區
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 其他亞太地區
    • 北美洲
      • 美國
      • 加拿大
      • 墨西哥
    • 歐洲
      • 德國
      • 法國
      • 英國
      • 義大利
      • 俄羅斯
      • 其他歐洲國家
    • 世界其他地區

第6章 競爭格局

  • 併購、合資、合作與協議
  • 市場佔有率（%）分析**/排名分析
  • 主要企業策略
  • 公司簡介
    • Beterui New Materials Group Co. Ltd.
    • Elkem ASA
    • Guangdong Kaijin New Energy Technology Co. Ltd
    • JFE Chemical Corporation
    • Longbai Group
    • Mitsubishi Chemical Holdings Corporation
    • Ningbo Shanshan Co. Ltd.
    • Nippon Carbon Co. Ltd
    • POSCO CHEMICAL
    • Resonac
    • SGL Carbon
    • Shanghai Pu Tailai New Energy Technology Co. Ltd
    • Shenzhen XFH Technology Co. Ltd
    • Syrah Resources Limited
    • Tokai Carbon Co. Ltd

第7章 市場機會與未來趨勢

  • 鋰離子電池新材料的開發
簡介目錄
Product Code: 93485

The Graphite Anode for LIB Market is expected to register a CAGR of greater than 7% during the forecast period.

Graphite Anode for LIB - Market - IMG1

The melamine market was negatively impacted during the COVID-19 pandemic in 2020. The market improved in 2021. With automotive manufacturing activities recovering from the lockdown, the demand for automobile components such as batteries and other electronic components increased. The automotive industry is recovering rapidly and is estimated to grow further in the coming years, which may boost the demand for melamine.

Key Highlights

  • Over the short term, the rising demand for lithium-ion batteries from the electric vehicles industry is expected to drive the market's growth.
  • The stringent regulations against dumping battery waste are expected to hinder the market's growth.
  • However, developing newer materials for batteries is likely to be an opportunity.
  • Asia-Pacific dominates the world, with the most significant consumption from China and India.

Graphite Anode for LIB Market Trends

Increasing Demand from Automobile Industry

  • Graphite anodes are widely used in electric vehicle manufacturing in lithium-ion batteries. With the increased demand for electric vehicles, the market is expected to grow significantly.
  • The United States is home to some of the major automotive players in the world, which are investing in the electric car segment. Automakers such as General Motors plan to launch 20 new all-electric vehicles in 2023 and manufacturing facilities with an investment of more than USD 7 billion.
  • The country has also emerged as a massive market for electric vehicles after China. According to the EV Volumes, in 2021, the country's total plug-in electrical cars accounted for around 656,900 units, registering a growth rate of ~100% compared to 2020.
  • According to the IEA, in the United States, the federal aim is for electric vehicles (EVs) to make up 50% of new passenger cars and light trucks sold by 2030. Moreover, as per the International Council on Clean Transportation, in 2020, the California Government announced an executive order that by 2035 all new cars and passenger trucks sold in California be zero-emission vehicles, which includes BEV and PHEV, and others
  • Additionally, the successful sales of electric vehicles in Mexico are further anticipated to support vehicle production and sales. According to the EV Volumes, in 2021, the country's electric vehicle registration witnessed a growth rate of 80% compared to 2020.
  • The Link EV Electric Vehicles, a unit of private US energy company, Citizens Resources, announced its plans to build an assembly plant in the central Mexican state of Puebla with an investment of around USD 265 million. The operations are scheduled to begin in the second half of 2022 with four production lines with a nominal capacity of 1,200 units.
  • All the above factors will likely drive global market growth during the forecast period.

Asia Pacific Region is Expected to Dominate the Market

  • The Asia-Pacific region is deemed to largest market for electric vehicles because of the presence of major economies such as India and China. Although, various ASEAN countries are also pacing up in the manufacturing of electric components.
  • The automobile industry in China is witnessing switching trends as the consumer inclination toward battery-operated vehicles is on the higher side. Moreover, the government of China estimates a 20% penetration rate of electric vehicle production by 2025.
  • With demand for passenger vehicles remaining strong despite rising commodity prices, many automakers are eager to adopt new technologies, particularly electric vehicles. In India, the production of electric vehicles is supported by government subsidies and favourable policies supporting manufacturing practices.
  • The electric vehicles market in the country is majorly driven by the two-wheeler segment, which accounted for over 48% in 2021. According to the Ministry of Road Transport & Highways (MoRTH), 3,29,190 electric vehicles were sold in the country, representing an increase of 168% compared with the sales in 2020.
  • The electric vehicle industry in South Korea is expected to grow at a rapid rate. In 2021, nearly 71,000 units of electric vehicles were sold in the country. South Korean sales of electric vehicles surged by 96% to 71,006 units in the first nine months of 2021, according to data collected by the Korea Automotive Technology Institute (KAII). The sales figure is expected to increase with the growing demand from the importing economies in Europe, Asia-Pacific, and the Americas.
  • Indonesia is Southeast Asia's largest automotive production hub. The production of automobiles for the year 2021 accounted for 11,21,967 units an increase of 63% in comparison to 2020. Although the penetration of electric vehicles in the country is admissibly low, the future of the electric vehicle industry in the country looks very bright.
  • The Indonesian government is determined to support the adoption of electric vehicles in the country for both producers and consumers. Moreover, the government has been giving subsidies to EV consumers, along with tax cuts to EV automakers. Indonesia is pushing for the development and manufacture of electric vehicles and battery production facilities, which in turn is likely to benefit the market growth in the country.
  • Electric vehicle sales in Japan are likely to ascend in the coming future with rising consumer demand for alternate fuel technology. Electric vehicle manufacturing in Japan is still an emerging industry as several manufacturers prefer production in other Asian economies. Japan is transitioning to 100% electric car sales by 2035, and the Japanese electric vehicle market is growing. Expansion of the electric vehicle market in the country is therefore projected to benefit the market growth.
  • All the aforementioned attributes are favoring the regional market growth.

Graphite Anode for LIB Industry Overview

The graphite anode for the LIB market is partially consolidated in nature. These companies include Mitsubishi Chemical Holdings Corporation, Nippon Carbon Co. Ltd, SGL Carbon, Tokai Carbon Co. Ltd, and Resonc (not in any particular order).

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Drivers
    • 4.1.1 Increasing Demand for Lithium-Ion Batteries for Electric Vehicle
    • 4.1.2 Other Drivers
  • 4.2 Restraints
    • 4.2.1 Stringent Regulations Against Dumping of Battery Waste
    • 4.2.2 Other Restraints
  • 4.3 Industry Value Chain Analysis
  • 4.4 Porter's Five Forces Analysis
    • 4.4.1 Bargaining Power of Suppliers
    • 4.4.2 Bargaining Power of Consumers
    • 4.4.3 Threat of New Entrants
    • 4.4.4 Threat of Substitute Products and Services
    • 4.4.5 Degree of Competition

5 MARKET SEGMENTATION (Market Size in Value)

  • 5.1 Type
    • 5.1.1 Synthetic Graphite
    • 5.1.2 Natural Graphite
  • 5.2 Geography
    • 5.2.1 Asia-Pacific
      • 5.2.1.1 China
      • 5.2.1.2 India
      • 5.2.1.3 Japan
      • 5.2.1.4 South Korea
      • 5.2.1.5 Rest of Asia-Pacific
    • 5.2.2 North America
      • 5.2.2.1 United States
      • 5.2.2.2 Canada
      • 5.2.2.3 Mexico
    • 5.2.3 Europe
      • 5.2.3.1 Germany
      • 5.2.3.2 France
      • 5.2.3.3 United Kingdom
      • 5.2.3.4 Italy
      • 5.2.3.5 Russia
      • 5.2.3.6 Rest of Europe
    • 5.2.4 Rest of World

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Share (%) Analysis**/Ranking Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles
    • 6.4.1 Beterui New Materials Group Co. Ltd.
    • 6.4.2 Elkem ASA
    • 6.4.3 Guangdong Kaijin New Energy Technology Co. Ltd
    • 6.4.4 JFE Chemical Corporation
    • 6.4.5 Longbai Group
    • 6.4.6 Mitsubishi Chemical Holdings Corporation
    • 6.4.7 Ningbo Shanshan Co. Ltd.
    • 6.4.8 Nippon Carbon Co. Ltd
    • 6.4.9 POSCO CHEMICAL
    • 6.4.10 Resonac
    • 6.4.11 SGL Carbon
    • 6.4.12 Shanghai Pu Tailai New Energy Technology Co. Ltd
    • 6.4.13 Shenzhen XFH Technology Co. Ltd
    • 6.4.14 Syrah Resources Limited
    • 6.4.15 Tokai Carbon Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Development of Newer Materials for LIB