5、 史家琰 海外储能政策对中国制造的影响_jiayan.pdf

1、Overseas storage policy and impact on China manufacturing海外海外储能政策对中国制造的影响储能政策对中国制造的影响BNEF presentation at CIESJiayan Shi史家琰May 22,20231BNEFSource:BloombergNEF.Note:Data as of April 4,2023.20232030China will continue to dominate the lithium-ion battery supply chain中国将中国将继续主导锂离子电池供应链继续主导锂离子电池供应链0%50%1

2、00%CellSeparatorElectrolyteAnodeCathodeChinaSouth KoreaJapanEuropeNorth AmericaRoW0%50%100%CellSeparatorElectrolyteAnodeCathodeChinaSouth KoreaJapanEuropeNorth AmericaRoWComponent and cell production capacity组件和电池芯产能组件和电池芯产能2BNEF13691821172113224262324261841510629315101510561761621410389571115139451

3、37621213108111614110211725881154181520ChinaCanadaUSFinlandNorwayGermanySouth KoreaSwedenJapanAustraliaFranceUKCzechiaPolandHungary1234513121110986615147151320845112626101619112610101421262019222318122427252315211817272225192028262419131317262025262416222328ChileTurkeyIndiaVietnamSouth AfricaBrazilIn

4、donesiaArgentinaSlovakiaThailandPhilippinesMexicoMoroccoDRCBolivia163029282726252423222120191817Source:BloombergNEF.Note:Segment bars represent inverse of rankings,e.g.Rank 1=30.Shaded areas for manufacturing indicate that the country has no capacity and comes joint last in the rankings with other c

5、ountries.Final rankings are an average of the scores in the five categories and are indicated by the labels at the end of the bars.China topping BNEFs battery supply chain rankings中国在中国在BNEF电池供应链排名中位列榜首电池供应链排名中位列榜首Downstream demandRaw materialsEnvironment,social and governanceBattery manufacturingIn

6、dustry,innovation and infrastructureTop 15Rank 16-30Global battery supply chain rankings summary:2022全球全球电池供应链排名汇总：电池供应链排名汇总：2022年年3BNEFEU energy storage recommendations&flexibility law欧盟欧盟储能建议和灵活性法案储能建议和灵活性法案Chile 智利智利Japan 日本日本Many regions are approving energy storage related policies许许多地多地区正在批准区正