一、行业概况

锂电池极片是指将正极材料或负极材料涂布在铝箔或铜箔上，并经过干燥、压实、切割等工艺制成的薄片状物。锂电池极片是锂电池的核心组件，其性能和质量直接影响锂电池的综合性能，如容量、循环寿命、安全性等。

At present, the common lithium battery pole pieces mainly have the following types:

钴酸锂(LCO)Pole piece: mainly used in3CIn the field of consumer electronics, it has the advantages of high energy density, high working voltage, high rate performance, etc., but the cost is high and the safety is poor.

lithium iron phosphate(LFP)Pole piece: It is mainly used in the field of new energy vehicles and energy storage. It has the advantages of good safety, long cycle life, non-toxic and pollution-free, but the energy density is low and the temperature characteristics are poor.

lithium manganate(LMO)Pole piece: It is mainly used in the field of power tools and low-end new energy vehicles. It has the advantages of low cost and medium cycle life, but it has poor safety and is prone to capacity attenuation.

ternary material(NCM/NCA)Pole piece: mainly used in the field of high-end new energy vehicles, with high energy density, high working voltage, cycle life and other advantages, but the cost is high, poor safety.

2. market size

According to data from the Champ Consulting Group,2023The market size of China's lithium battery pole piece will reach about2000Billion yuan, year-on-year growth of about40%. Among them, the market size of power lithium battery pole pieces will reach about1400Billion yuan, year-on-year growth of about50%The market size of consumer lithium battery pole pieces will reach about400Billion yuan, year-on-year growth of about20%; energy storage lithium battery pole market size will reach about200Billion yuan, year-on-year growth of about60%。

The rapid growth of the market size is mainly due to the following factors:

The new energy vehicle market continues to expand.According to data from the Champ Consulting Group,2023The production and sales of new energy vehicles in China will reach about600million and58010,000 vehicles, up about40%。新能源汽车的普及推动了动力型锂电池的需求增长，从而带动了锂电池极片的市场规模扩张。

The energy storage market ushered in an outbreak.According to data from the Champ Consulting Group,2023The installed capacity of China's energy storage market will reach about30GWh, a year-on-year increase of about100%. The outbreak of the energy storage market mainly benefits from the rapid development of application scenarios such as complementary scenery, grid peaking, distributed energy storage, and the state's policy support and subsidy incentives for the energy storage industry. The rapid growth of the energy storage market has driven the demand for energy storage lithium batteries, thus promoting the expansion of the market scale of lithium battery pole pieces.

3CThe consumer electronics market is growing steadily.According to data from the Champ Consulting Group,2023China's smartphone shipments will reach about4.2亿部，同比增长约10%; Chinese tablet shipments will reach approx.300010,000 units, up about5%; China's notebook shipments will reach approx.700010,000 units, up about15%。3CThe steady growth of the consumer electronics market has led to the growth of demand for consumer lithium batteries, which has contributed to the expansion of the market size of lithium batteries.

3. product structure

According to data from the Champ Consulting Group,2023年中国锂电池极片产品结构将呈现以下特点：

三元材料极片占比最高，达到约50%. The ternary material pole piece is mainly used in the field of high-end new energy vehicles, with the new energy passenger car for high energy density, high range of demand, as well as the state of the ternary material subsidy policy adjustment, the market demand for ternary material pole piece will continue to grow. At the same time, with the continuous progress of ternary material technology and the continuous reduction of cost, ternary material pole pieces will also have more application opportunities in other fields.

Lithium iron phosphate pole piece accounted for the second, reaching about.35%. Lithium iron phosphate pole pieces are mainly used in new energy buses, logistics vehicles, low-speed vehicles and other fields, as well as scenic energy storage, communication energy storage and other fields. Lithium iron phosphate pole piece has the advantages of good safety, long cycle life, non-toxic and non-polluting, and has a strong competitiveness in these fields. At the same time, with the continuous innovation and improvement of lithium iron phosphate technology, lithium iron phosphate pole pieces have also improved in terms of energy density and temperature characteristics, and are expected to gain more market share in more fields.

Lithium cobalt oxide pole piece accounted for the third, reaching about.10%. Lithium cobalt oxide pole piece is mainly used in3CIn the field of consumer electronics, it has the advantages of high rate performance, high working voltage, high voltage real density, etc., and has strong stability and reliability in this field. However, due to the high cost of lithium cobalt oxide pole pieces, poor safety, prone to capacity decay and other shortcomings, its market demand will be extruded and replaced by ternary material pole pieces, the market share will gradually decline.

Lithium manganese acid pole piece accounted for the lowest proportion, reaching about.5%。锰酸锂极片主要应用于动力工具和低端新能源汽车领域，具有成本低、循环寿命中等等优点，但安全性较差、容易发生热失控等缺点，其市场需求将受到磷酸铁锂极片的竞争和替代，市场份额将逐渐下降。

四、竞争格局

According to data from the Champ Consulting Group,2023年中国锂电池极片行业竞争格局将呈现以下特点：

行业集中度较高，前十大企业占据了约70%的市场份额。其中，宁德时代、比亚迪、国轩高科、力神电池等企业位居前列，分别占据了约15%、10%、8%、7%的市场份额。这些企业具有较强的技术实力、品牌影响力、渠道优势和客户资源，能够提供高性能、高品质、高稳定性的锂电池极片产品，满足不同领域和不同客户的需求。

行业竞争激烈，中小企业面临较大的压力。随着行业规模的扩大和技术标准的提高，锂电池极片行业对企业的资金投入、技术创新、质量管理等方面提出了更高的要求。中小企业由于规模较小、技术较弱、品牌较弱等原因，难以与大型企业抗衡，面临着被淘汰或被并购的风险。

行业合作加强，产业链协同发展。为了应对市场变化和客户需求，锂电池极片企业与上下游企业加强了合作关系，实现了产业链的协同发展。例如，宁德时代与特斯拉达成了战略合作关系，为其提供三元材料极片；比亚迪与富士康达成了战略合作关系，为其提供磷酸铁锂极片；国轩高科与华为达成了战略合作关系，为其提供储能型锂电池极片。

五、发展趋势和机遇

根据尚普咨询集团的分析认为，未来锂电池极片行业将呈现以下几个方面的发展趋势和机遇：

技术创新不断推进，产品性能不断提升。随着新能源汽车、储能等领域对锂电池极片的性能要求不断提高，锂电池极片企业将加大技术创新的投入和力度，通过改进材料配方、涂布工艺、切割工艺等方面，提升锂电池极片的能量密度、循环寿命、安全性等性能指标，满足市场和客户的需求。

市场需求持续增长，产品结构不断优化。随着新能源汽车、储能等领域的快速发展，锂电池极片的市场需求将持续增长，预计到2025年，中国锂电池极片市场规模将达到约4000亿元。同时，随着客户对锂电池极片的品质要求不断提高，锂电池极片的产品结构将不断优化，高端产品的市场份额将逐渐增加，低端产品的市场份额将逐渐减少。

行业整合加速进行，产业集群逐步形成。随着行业竞争的加剧和行业标准的提高，锂电池极片行业将加速进行整合，优势企业将通过并购、合作等方式扩大规模和提升实力，弱势企业将被淘汰或被收购。同时，随着产业链的协同发展和区域政策的引导，锂电池极片行业将逐步形成以江苏、广东、浙江等地为代表的产业集群，实现资源共享和效率提升。