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亚洲开发银行:2025越南锂离子电池供应链多元化、再利用、回收和就业机会创造研究报告(中译版)(148页).pdf

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1、ASIAN DEVELOPMENT BANKJULY 2025LITHIUM-ION BATTERY SUPPLY CHAIN DIVERSIFICATION,REPURPOSING,RECYCLING,AND JOB CREATION OPPORTUNITIES IN VIET NAM ASIAN DEVELOPMENT BANKJULY 2025LITHIUM-ION BATTERY SUPPLY CHAIN DIVERSIFICATION,REPURPOSING,RECYCLING,AND JOB CREATION OPPORTUNITIES IN VIET NAM Creative C

2、ommons Attribution 3.0 IGO license(CC BY 3.0 IGO)2025 Asian Development Bank6 ADB Avenue,Mandaluyong City,1550 Metro Manila,PhilippinesTel+63 2 8632 4444;Fax+63 2 8636 2444www.adb.orgSome rights reserved.Published in 2025.ISBN 978-92-9277-369-4(print);978-92-9277-370-0(PDF);978-92-9277-371-7(ebook)P

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根据报告的内容,本文主要概括了以下关键点: 1. **全球电池需求增长**:预计到2040年,全球锂离子电池需求将超过4.5太瓦时,其中中国将占40%以上,而越南则占比较小。 2. **电池供应情况**:中国和欧盟的电池生产能力预计将超过需求,而中国将成为主要的电池出口国。尽管有多个玩家宣布了大量生产能力,但预计未来几年电池行业将出现整合。 3. **电池原材料供应**:中国控制着全球大部分电池原材料供应,预计锂和镍的供应将非常紧张。价格波动将持续,需要电池制造商采取稳健的风险管理策略。 4. **越南电池产业**:越南电池产业处于起步阶段,预计到2030年,越南电动汽车市场份额将达到26%,同时可再生能源项目将推动对储能系统的强劲需求。 5. **电池回收利用**:电池回收、再利用和再利用在促进可持续资源利用、保护环境和创造经济价值方面发挥着关键作用。预计到2030年,可回收的锂离子电池材料在北美和欧洲都将超过100吉瓦时。 6. **就业机会**:预计到2025年,越南电池行业投资可创造22万至65万个新的就业机会,需要大量高技能人才,包括工程师、研究人员、业务分析师和数据科学家。
锂电池回收利用前景如何? 越南在锂电池供应链中的角色? 锂电池行业如何创造就业机会?
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