深度报告-20221229-东方证券-钠离子电池行业报告_应用拓宽降本可期_产业化迈入快车道_24页_1mb.pdf
|A00 A00 300mAh/g 300 mAh/g 80%2023 2023(300750)(600348)(600152)(002866)/2022 12 29 021-63325888*6118 S0860515100003 S0860517100003 S0860521080002 2022-12-09 2023 2022-11-24 2022-11-02 2.5.10.10.13.16.16.16.17.19.21.22 3 1.5 2/.5 3/kWh.5 4.6 5.7 6.8 7.9 8.10 9.10 10.10 11.11 12.11 13.12 14 NaFePO4.12 15 Na3V2(PO4)3.12 16 Na2FeP2O7.12 17.13 18.13 19.13 20.14 21:(a)-;(b)-;(c)-.14 22.15 23.16 24 2022 12.17 25.18 26.18 27.18 28.19 1.6 2.7 3 BOM.8 4 A00.9 4 5.15 6 2021.16 7.17 5 0.002%76%7%2022 12 55/2020 7 1300%1 2/USGS 3/kWh 2.64%440 41.0%25.4%9.8%6.7%3.3%1.0%0.4%0.3%12.0%0100,000200,000300,000400,000500,000600,000700,00001002003004005006007008009002020 7 2021 7 2022 7 2022 12 6 4 1 6.9 23/mm 0.076 0.106/V(vs.SHE)-3.04-2.74/(mAh/g)3829 1165/%0.002 2.64-160Wh/kg 200Wh/kg 100-150Wh/kg 2000-3000 3000-6000 7 2/3050Wh/kg 120180 Wh/kg 100150 Wh/kg 60100Wh/L 200350 Wh/L 180280Wh/L 300500 3000 2000 2.0V 3.2V 3.2V-20 60%70%88%0V-1 2 3 5-1 2 6/BOM 0.44/Wh 55/8 BOM 0.69/Wh 0.25/Wh 15/3 BOM kWh kWh kg/kg kg/kg 2.7 60 162 2.3 172 395.6 1.5 60 90 1.2 50 60 18 m2 2.2/m2 39.6 18 m2 2.2/m2 39.6 1 20 20 1 55 55 0.7 19 13.3 0.65 36 23.4 110 0.35 19 6.7 110 435 690 6 2019 00.10.20.30.40.50.60.70.80 10 20 30 40 50 60/Wh/Wh 9 7 A00 A00 A00 A00 4 A00 2 14 3 MINIEV Nano EV KiWi EV 4000 8000 4 E-Star 10 8-NaxMO2 M Mn Fe Ni Co V Cu Cr,(x0.5),MO6,9 10-11/Na Cu Fe Mn 11 PB NaxFeFe(CN)6 PBA NaxMFe(CN)6 C N 12-Na4Fe(CN)6 FeCl3 NiCl2 Fe Ni Ni Na4Fe(CN)6 Na4Fe(CN)6 12 13 NaxMy(XaOb)zZw NaMPO4 NASICON Na3V2(PO4)3 Na2MP2O7(M=Fe Mn Co)14 NaFePO4-15 Na3V2(PO4)3 16 Na2FeP2O7-13/-/17 LiC6 35mAh/g 110mAh/g 18 19-14 2500 300mAh/g 20-珅 1 2 3 4/Na+0.1 V 0.1 V Na+21:(a)-;(b)-;(c)-,15 22-(300 mA h/g)5 mAh/g%314 83.2 315 83 314 91.4 330 88.3 222 81+254 82 300.6 88.6 277.8 80.2 263 80 400 80 410 84-1600 C 90%220mAh/g 16 2021 7 160Wh/kg 15 80%-20 C 90%80%23 CATL 600 25Gwh 10 4 CTP 11 1+1 2.5GWh 6.25GWh 2023 6 2021 740,311,000 441,892,000 120,165,460 380,330,000 161,522,000 160,600,000 835,229,000 502,581,000 140,872,010 321,103,700 167,838,000 86,419,000 286,982,000 119,729,000 116,421,000 59,773,000 38,490,000 7,556,478 48,969,000 5,540,000 14,115,000 17 61,110,000 5,982,000 1,349,838 376,391,000 108,921,000 78,875,000-3,110,198,700 1,552,495,000 726,373,786 5GWh 1GWh 11 2000 2000 1GWh 9 24 2022 12 7 100%1GWh 45%2000 45%2000 2004 18 Pack 18 25 26 27 2018 A 2022 9 9 19 28 150Wh/kg 3000 2GWh 2022 2023 6 6 2GWh 8GWh 10GWh 10 200MWh 150Wh/kg-160Wh/kg 4000 2GWh 4.5GWh 20 140mAh/g 300mAh/g 5/10 2022 11 2023 3 12 27 2023 PACK 1.3GWh 21 A00 A00 300mAh/g 300 mAh/g 80%2023 2023(300750)(600348)(600152)(002866)22 A00 23 Tabl e_Disclai mer 12/15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer
