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市场调查报告书
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1636444

中国电动汽车电池隔膜：市场占有率分析、产业趋势/统计、成长预测（2025-2030）

China Electric Vehicle Battery Separator - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 95 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2025年中国电动车电池隔膜市场规模为12.3亿美元，2030年将达18.8亿美元，预测期间（2025-2030年）复合年增长率为8.9%。

中国电动车电池分离器-市场-IMG1

主要亮点

  • 从中期来看，电动车需求增加和政府支持措施等因素预计将在预测期内推动市场发展。
  • 另一方面，供应链挑战可能会阻碍预测期内的市场成长。
  • 也就是说，技术创新和永续材料的开发预计将在未来几年为市场带来重大机会。

中国电动车电池隔膜市场趋势

电动车需求增加

  • 中国是全球最大的电动车（EV）市场，电动车电池需求的快速成长正在推动电池隔膜市场的成长。根据国际能源总署（IEA）的报告，2023年中国将销售810万辆电动车，包括纯电动车（BEV）和插电式混合动力车（PHEV）。
  • 随着电动车需求的增加，对提高电池性能的高性能隔膜的需求也在增加。这些隔膜在防止短路和确保电池稳定性方面发挥关键作用，特别是当汽车製造商专注于提高续航里程、效率和安全性时。
  • 中国的电动车产量占全球一半以上，并且正在超额完成 2025 年新能源车 (NEV) 的销售目标。这一飞跃是由政府奖励和支持政策推动的。
  • 例如，2023年6月，为进一步刺激国内电动车销售，财政部、国家税务总局、工业和资讯化部联合成立公布新的汽车购置税减免税政策。该免税政策将从2024年1月1日起适用，一直持续到2027年12月31日。
  • 此外，在政府的大力支持下，中国雄心勃勃的电动车采用目标正在刺激电池製造业的成长。这种快速成长体现在扩大产能、开创性研发以及突破电池技术极限方面的大量投资。
  • 2024 年 8 月，中国着名高科技公司小米在北京的第二家电动车工厂破土动工，这是一项引人注目的倡议。根据北京市政府文件显示，已经在智慧型手机领域占据主导地位的小米于7月25日拿下土地，并于次日动工。从战略上讲，这个新工厂位于小米第一家电动汽车工厂旁边。随着製造商提高产量以满足电动车不断增长的需求，电池隔膜的重要性变得越来越明显。
  • 因此，随着电动车产业以创新和性能为重点的发展，电池隔膜已成为关键参与者，推动了中国市场的成长。随着电动车市场的持续成长，对这些重要电池组件的需求预计将迅速增加。

锂离子电池领域占市场主导地位

  • 在中国，锂离子电池领域在快速发展的电动车（EV）生态系统中发挥关键作用。到2023年，中国将占新电动车註册量的60%。作为全球领先的电动车生产国和消费国之一，中国在锂离子电池的发展和接受度方面具有至关重要的影响力，而锂离子电池是电动车的重要能源来源。
  • 锂离子电池以其能量密度和效率而闻名，并依靠高性能隔膜来确保安全性和可靠性。这些隔膜不仅可以防止负极和正极之间的短路，而且可以促进充电和放电过程中的有效离子运动。
  • 在中国，聚乙烯（PE）和聚丙烯（PP）等隔膜材料的进步正在提高锂离子电池的性能、耐用性和热稳定性。
  • 例如，2024年1月，中国科学院近代物理研究所（IMP）和广东先进能源科学技术研究院（CAS）的团队推出了一种新型聚对苯二甲酸乙二醇酯（PET）隔膜。该隔膜专为锂离子电池设计，可承受高温，直接增强电动车性能和消费者吸引力。
  • 值得注意的是，锂离子电池的平均价格一直在下降，到2023年将达到每度约139美元。自 2013 年以来下降了 82% 以上。预计这一趋势将持续下去，到 2025 年将降至 113 美元/千瓦时以下，并可能在 2030 年达到 80 美元/千瓦时。随着锂离子电池价格的下降和电动车的普及，电池隔膜的需求将会激增。这种需求是由热衷于优化成本和提高性能的製造商所推动的。
  • 此外，中国希望将其汽车销量的 40% 变成电动车，这进一步凸显了对电动车电池及其零件（包括隔膜）日益增长的需求。
  • 因此，由于技术进步、电动车市场的快速成长以及电池价格的暴跌，中国电池隔膜市场预计将大幅扩张。

中国电动汽车电池隔膜产业概况

中国电动车电池隔膜市场较为分散。主要参与者（排名不分先后）包括上海能源新材料科技有限公司（SEMCORP）、帝人株式会社、住友化学株式会社、三菱化学株式会社和旭化成株式会社。

其他好处：

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 调查范围
  • 市场定义
  • 研究场所

第二章调查方法

第三章执行摘要

第四章市场概况

  • 介绍
  • 至2029年市场规模及需求预测（单位：十亿美元）
  • 最新趋势和发展
  • 政府法规政策
  • 市场动态
    • 促进因素
      • 电动车需求增加
      • 政府支持措施
    • 抑制因素
      • 供应链挑战
  • 供应链分析
  • PESTLE分析
  • 投资分析

第五章市场区隔

  • 依电池类型
    • 锂离子电池
    • 铅酸电池
    • 其他的
  • 依材料类型
    • 聚丙烯
    • 聚乙烯
    • 其他材料类型

第六章 竞争状况

  • 併购、合资、联盟、协议
  • 主要企业策略
  • 公司简介
    • Shanghai Energy New Materials Technology Co., Ltd.（SEMCORP）
    • Teijin Limited
    • Sumitomo Chemical Co., Ltd.
    • Mitsubishi Chemical Group Corporation
    • Asahi Kasei Corporation
    • Entek International
    • Shanghai PTL New Energy Technology Co., Ltd.
    • Toray Industries Inc.
    • UBE Corp
    • SK Innovation Co. Ltd
  • 市场排名/份额分析
  • 其他知名企业名单

第七章 市场机会及未来趋势

  • 新兴电池材料的扩展
简介目录
Product Code: 50003711

The China Electric Vehicle Battery Separator Market size is estimated at USD 1.23 billion in 2025, and is expected to reach USD 1.88 billion by 2030, at a CAGR of 8.9% during the forecast period (2025-2030).

China Electric Vehicle Battery Separator - Market - IMG1

Key Highlights

  • Over the medium term, factors such as the increasing demand for electric vehicles and suppotive government initiatives are expected to drive the market during the forecast period.
  • On the other hand, supply chain challanges are likely to hinder the market growth during the forecast period.
  • Nevertheless, technological innovations and development of sustainable materials are expected to provide significant opportunities for the market in the coming years.

China Electric Vehicle Battery Separator Market Trends

Increasing Demand for Electric Vehicles

  • China stands as the world's largest electric vehicle (EV) market, with the surging demand for EV batteries propelling the growth of the battery separator market. The International Energy Agency reported that in 2023, China sold 8.1 million electric vehicles, encompassing both Battery Electric Vehicles (BEV) and Plug-in Hybrid Electric Vehicles (PHEV).
  • With the rising demand for EVs comes an increased need for sophisticated separators that enhance battery performance. These separators play a crucial role in preventing short circuits and ensuring battery stability, especially as automakers focus on improving vehicle range, efficiency, and safety.
  • China dominates the global EV landscape, boasting over half of the world's electric automobiles and surpassing its 2025 sales target for new energy vehicles (NEVs). This surge is bolstered by government incentives and supportive policies.
  • For example, in June 2023, aiming to further stimulate domestic EV sales, a coalition of the Ministry of Finance (MOF), State Taxation Administration (STA), and Ministry of Industry and Information Technology (MIIT) announced an extension of the "Vehicle Purchase Tax Reduction and Exemption Policy for New Energy Vehicles." This tax exemption, effective from January 1, 2024, is set to continue until December 31, 2027.
  • Furthermore, China's ambitious EV adoption targets, underpinned by robust government backing, have catalyzed the growth of its battery manufacturing sector. This surge is evident in substantial investments directed towards expanding production capacities, pioneering research & development, and pushing the boundaries of battery technologies.
  • In a notable move, in August 2024, Xiaomi, the renowned Chinese tech titan, broke ground on its second EV plant in Beijing. Documents from the Beijing city authorities reveal that Xiaomi, already a dominant player in the smartphone arena, secured the land on July 25 and promptly initiated construction the very next day. Strategically, this new facility is rising right next to Xiaomi's inaugural EV plant. As manufacturers ramp up to cater to the escalating EV demand, the significance of battery separators becomes increasingly evident.
  • Thus, as the EV industry evolves with a keen focus on innovation and performance, battery separators emerge as pivotal players, fueling market growth in China. With the EV market on an upward trajectory, the demand for these critical battery components is set to soar.

Lithium-Ion Batteries Segment to Dominate the Market

  • In China, the lithium-ion battery segment plays a crucial role in the burgeoning electric vehicle (EV) ecosystem. In 2023, China accounted for 60% of all new electric car registrations. As a leading global producer and consumer of electric vehicles, China's influence is paramount in the evolution and acceptance of lithium-ion batteries, which are indispensable for energizing these vehicles.
  • Lithium-ion batteries, known for their energy density and efficiency, depend on high-performance separators for safety and reliability. These separators not only prevent short circuits between the anode and cathode but also facilitate efficient ion transfer during charging and discharging.
  • In China, advancements in separator materials like polyethylene (PE) and polypropylene (PP) have enhanced the performance, durability, and thermal stability of lithium-ion batteries.
  • For example, in January 2024, a team from the Institute of Modern Physics (IMP) at the Chinese Academy of Sciences (CAS) and the Advanced Energy Science and Technology Guangdong Laboratory unveiled new polyethylene terephthalate (PET) separators. These separators, designed for lithium-ion batteries, can endure high temperatures, directly boosting electric vehicle performance and consumer appeal.
  • Notably, the average price of lithium-ion batteries has consistently fallen, hitting approximately USD 139 per kWh in 2023. This marks an over 82% drop since 2013. Projections suggest this trend will persist, with prices potentially dipping below USD 113/kWh by 2025 and reaching USD 80/kWh by 2030. As lithium-ion battery prices decline, making electric vehicles more accessible, there's a corresponding surge in demand for battery separators. Manufacturers, keen on optimizing costs and boosting performance, are driving this demand.
  • Moreover, China's ambition to have 40% of all vehicle sales be electric further underscores the rising demand for EV batteries and their components, including separators.
  • Thus, with technological strides, a burgeoning EV market, and plummeting battery prices, China's battery separator landscape is set for significant expansion.

China Electric Vehicle Battery Separator Industry Overview

The Chinese electric vehicle battery separator market is semi-fragmented. Some of the major players (not in particular order) include Shanghai Energy New Materials Technology Co., Ltd. (SEMCORP), Teijin Limited, Sumitomo Chemical Co., Ltd., Mitsubishi Chemical Group Corporation, and Asahi Kasei Corporation, among others.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD billion, till 2029
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Increasing Demand of Electric Vehicles
      • 4.5.1.2 Supportive Government Initiatives
    • 4.5.2 Restraints
      • 4.5.2.1 Supply Chain Challanges
  • 4.6 Supply Chain Analysis
  • 4.7 PESTLE Analysis
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 Battery Type
    • 5.1.1 Lithium-Ion Batteries
    • 5.1.2 Lead-Acid Batteries
    • 5.1.3 Others
  • 5.2 Material Type
    • 5.2.1 Polypropylene
    • 5.2.2 Polyethylene
    • 5.2.3 Other Material Types

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Shanghai Energy New Materials Technology Co., Ltd. (SEMCORP)
    • 6.3.2 Teijin Limited
    • 6.3.3 Sumitomo Chemical Co., Ltd.
    • 6.3.4 Mitsubishi Chemical Group Corporation
    • 6.3.5 Asahi Kasei Corporation
    • 6.3.6 Entek International
    • 6.3.7 Shanghai PTL New Energy Technology Co., Ltd.
    • 6.3.8 Toray Industries Inc.
    • 6.3.9 UBE Corp
    • 6.3.10 SK Innovation Co. Ltd
  • 6.4 Market Ranking/Share Analysis
  • 6.5 List of Other Prominent Companies

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Expansion in Emerging Battery Materials