20230306_中邮证券_钒电池行业证券研究报告:储能金属卓尔不“钒”_37页.pdf
11 2023 3 6|/2 4 3000/kWh 0.85/kWh 2650/kWh 1 10 36.54%/70%/57.6%91.4%2021 2.44%2025 2.44%20%1.72 1ZDWvMtOtQqRpRsRqNpQnM8ObPbRmOqQpNsRjMpPpMfQnMmM8OpOqPMYpPuMuOmNrO3 4 4 51.1 4 VanadiumRedoxBattery VRB V4+V5+V2+V3+1 CNESA 2 LE SYSTEM Co.,Ltd.61.2 Skyllas-Kazacos 1985 20 80 1995 500W 1kW 3 71.3 2022 3 21 2025 2030 2022 7 1 2022 4 Powerlab 81.4 5 2021 2016 2022 5 100MW/400MW 2022 11 1GWh GWh 9 9 102.1 70 2022 1-10 17 15-20 0.02 1 112.1 200 MW/800MWh 31.5kW 8 500kW/2MWh 50 1 25MW/100MWh 4 100MW/400MWh 6 7 122.2 15-50Wh/kg 100/400 800-1000 0-45 V5+V2O5 3000-4000/kWh 1500-2000/kWh 3.1/Wh 2.65/Wh 1.44/Wh 2 8 132.3 2021 9 142.4 4/50%-80%10 4 15-20%4 15%4 2022 4 6-8 10 Long-Duration Electricity Storage Applications,Economics,and Technologies 152.4 4h 14 20 20 11 12 162.5 1500/kWh 1h 6000/kWh 3630/kWh 2.65/Wh 3.1/Wh 70%()()CO2 H2O 13/kWh 172.6 3000/kWh 4h 0.85/kWh 0.81/kWh 0.71/kWh 14/kWh 18 18 193.1 15 powerlab 41%37%16 203.2 2/3 1kWh 5.6kg 70%8kg 17 213.3 55%1/3 GGII 2021 23.15%75%1/3 18 19 2021 GGII 223.4 80%,20 SEM 233.5 1-10 1-10 20 21 EVTank 24 24 254.1 98%88%70 3 98%2021 88%20%+60%+12%80%-50%22 264.2 23 2013-2022 USGS USGS 2022 6300 2600 10 260:1 2022 950 7 36.54%/70%2021 57.6%24 2013-2022 274.3 91.4%/2.80%/3.36%2021 2.44%2022 CNESA 2026 48.5GW 2022-2026 53.3%79.5GW 69.2%2022 94.5%1.6%1%25 2021 Mysteel 26 2022 284.4 2025 20%-1.72 27 CNESA 2025 15%0.8/GW 2025 3.29 20%1.72 29 29 30 2018 2019 2022 8 40.2%13.95 5.1 28 2017 wind 2023/2/28 31 1993 3 27 2021 V2O5 4 23.5 24 2021)4.33 24.44 21.24 22/2 28 6/2023 2023 8,000 2023 20%5.2 32 33 33 THANK YOU SAC S1340522060001 SAC S1340123020001 34 2017 7 1 35 2002 9 50.6 010-67017788 17 100050 15800181922 9023 518048 18717767929 1080 3 200000 36 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告