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市场调查报告书
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1693696

锂离子电池（LIB）石墨阳极：市场占有率分析、产业趋势与统计、成长预测（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个工作天内

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简介目录

预计锂离子电池石墨阳极市场在预测期内的复合年增长率将超过 7%

锂离子电池石墨阳极-市场-IMG1

2020年新冠疫情期间，三聚氰胺市场受到负面影响。 2021年，市场有所改善。汽车製造活动已从封锁中回升，提振了对电池和其他电子零件等汽车零件的需求。汽车产业正在快速復苏，预计未来几年将进一步成长，这可能会刺激对三聚氰胺的需求。

主要亮点

  • 短期内，电动车产业对锂离子电池的需求不断增长预计将推动市场成长。
  • 预计对倾倒电池废弃物的严格规定将阻碍市场成长。
  • 然而，电池新材料的开发似乎是一个机会。
  • 亚太地区占全球主导地位，其中中国和印度的消费量最大。

锂离子电池石墨阳极市场趋势

汽车产业需求增加

  • 石墨阳极广泛应用于电动车製造中的锂离子电池。随着电动车需求的增加，预计市场将大幅成长。
  • 美国是世界上一些最大的汽车製造商的所在地，这些製造商都在电动车领域进行投资。通用汽车等汽车製造商计划在 2023 年推出 20 款新型电动车，并在製造设施上投资超过 70 亿美元。
  • 它也已成为继中国之后第二大电动车市场。根据 EV Volumes 的数据，2021 年该国约有 656,900 辆插电式电动车，与 2020 年相比成长率约为 100%。
  • 据国际能源总署称，联邦政府的目标是到 2030 年使美国新车和轻型卡车销量的 50% 为电动车 (EV)。此外，据国际清洁交通委员会称，加州政府于 2020 年宣布了一项行政命令，要求到 2035 年在加州销售的所有新车和乘用卡车均为零排放汽车，包括 BEV 和 PHEV。
  • 此外，电动车在墨西哥的成功销售预计将进一步促进汽车的生产和销售。根据 EV Volumes 的数据，该国 2021 年的电动车註册量比 2020 年增加了 80%。
  • Link EV 电动车是美国私人能源公司 Citizens Resources 的子公司，该公司宣布计划在墨西哥中部普埃布拉州建造组装厂，耗资约 2.65 亿美元。该项目计划于 2022 年下半年开始运营，拥有四条生产线，额定产能为 1,200 辆。
  • 预计上述因素将在预测期内推动全球市场的成长。

亚太地区预计将主导市场

  • 由于印度和中国等主要经济体的存在，亚太地区被认为是电动车最大的市场。不过，东南亚国协也在加紧电气元件製造。
  • 随着消费者对电动车的偏好日益增长，中国汽车产业正经历趋势转变。此外，中国政府预测2025年电动车产量将达20%。
  • 儘管大宗商品价格上涨，但乘用车需求依然强劲，许多汽车製造商都热衷于采用新技术，尤其是电动车。在印度，电动车生产得到了政府补贴和支持製造方法的优惠政策的支持。
  • 两轮车是韩国电动车市场的主要驱动力，2021 年占比超过 48%。根据韩国公路运输部 (MoRTH) 的数据，韩国电动车销量为 329,190 辆，与 2020 年的销量相比增长了 168%。
  • 韩国电动车产业预计将快速成长。 2021年，该国售出近7.1万辆电动车。根据韩国汽车技术研究院（KAII）的数据，2021年前九个月，韩国电动车销量飙升96%，达到71,006辆。随着欧洲、亚太和美洲等进口经济体的需求不断增长，预计这一销量还将增长。
  • 印尼是东南亚最大的汽车生产基地。 2021年汽车产量将达到11,211,967辆，比2020年增加63%。儘管该国电动车的普及率明显较低，但该国电动车产业的前景非常光明。
  • 印尼政府决心支持该国生产者和消费者采用电动车。此外，政府也为电动车消费者提供补贴，并为电动车製造商提供税收减免。印尼正在推进电动车和电池生产设施的开发和製造，这可能有利于该国的市场成长。
  • 在日本，由于消费者对替代燃料技术的需求不断增长，未来电动车的销售量可能会增加。日本的电动车製造业仍是一个新兴产业。日本计划在2035年实现100%电动车销售，该国的电动车市场正在成长。因此，日本电动车市场的扩张预计将对市场成长产生积极影响。
  • 这些属性正在推动该地区的市场成长。

锂离子电池石墨阳极产业概况

锂离子电池石墨阳极市场正在部分整合。这些公司包括（不分先后顺序）三菱化学控股、日本碳素、西格里碳素、东海碳素和Resonc。

其他福利：

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

目录

第一章 引言

  • 调查前提条件
  • 研究范围

第二章调查方法

第三章执行摘要

第四章 市场动态

  • 驱动程式
    • 电动车对锂离子电池的需求不断增加
    • 其他驱动因素
  • 限制因素
    • 严格监管电池废弃物倾倒
    • 其他阻碍因素
  • 产业价值链分析
  • 波特五力分析
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争程度

第五章市场区隔

  • 种类
    • 合成石墨
    • 天然石墨
  • 地区
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 其他亚太地区
    • 北美洲
      • 美国
      • 加拿大
      • 墨西哥
    • 欧洲
      • 德国
      • 法国
      • 英国
      • 义大利
      • 俄罗斯
      • 其他欧洲国家
    • 世界其他地区

第六章 竞争格局

  • 併购、合资、合作与协议
  • 市场占有率（%）分析**/排名分析
  • 主要企业策略
  • 公司简介
    • 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

第七章 市场机会与未来趋势

  • 锂离子电池新材料的开发
简介目录
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