天津(jin)2018年7月26日(ri)電(dian) /美通社(she)/ -- 2018年7月26日(ri)，根據企業(ye)申報(bao)(bao)數據和上市公(gong)司(si)(si)年報(bao)(bao)數據，經(jing)中國(guo)化學與物理電(dian)源行業(ye)協會審核評定(ding)，2017年度中國(guo)電(dian)池行業(ye)百強企業(ye)名單(dan)于天津揭(jie)曉。天能(neng)動力國(guo)際有限(xian)公(gong)司(si)(si)以(yi)269.03億(yi)(yi)元(yuan)蟬聯第(di)一，超威(wei)動力控股(gu)有限(xian)公(gong)司(si)(si)以(yi)246.54億(yi)(yi)元(yuan)位(wei)居(ju)第(di)二，寧德(de)時代新能(neng)源科技股(gu)份(fen)有限(xian)公(gong)司(si)(si)以(yi)199.96億(yi)(yi)元(yuan)位(wei)列第(di)三(san)，寧德(de)新能(neng)源科技有限(xian)公(gong)司(si)(si)和比(bi)亞迪(di)股(gu)份(fen)有限(xian)公(gong)司(si)(si)分別以(yi)185.89億(yi)(yi)元(yuan)和149.87億(yi)(yi)元(yuan)位(wei)居(ju)第(di)四和第(di)五。

2017年度(du)中(zhong)國(guo)電池(chi)行業(ye)百強(qiang)企(qi)(qi)業(ye)共實現銷(xiao)售(shou)(shou)(shou)收入(ru)(ru)超(chao)過3751.49億(yi)(yi)元(yuan)，同比(bi)(bi)(bi)(bi)2016年的2892.48億(yi)(yi)元(yuan)增長29.7%。新一(yi)屆百強(qiang)中(zhong)鉛酸蓄電池(chi)企(qi)(qi)業(ye)21家(jia)(jia)(jia)(jia)，鉛酸蓄電池(chi)銷(xiao)售(shou)(shou)(shou)收入(ru)(ru)978.67億(yi)(yi)元(yuan)，占(zhan)比(bi)(bi)(bi)(bi)26.1%；鋰離(li)(li)子(zi)(zi)電池(chi)企(qi)(qi)業(ye)40家(jia)(jia)(jia)(jia)，鋰離(li)(li)子(zi)(zi)電池(chi)銷(xiao)售(shou)(shou)(shou)收入(ru)(ru)1293億(yi)(yi)元(yuan)，占(zhan)比(bi)(bi)(bi)(bi)34.5%；鋰離(li)(li)子(zi)(zi)電池(chi)模(mo)組企(qi)(qi)業(ye)7家(jia)(jia)(jia)(jia)，鋰離(li)(li)子(zi)(zi)電池(chi)組銷(xiao)售(shou)(shou)(shou)收入(ru)(ru)401.6億(yi)(yi)元(yuan)，占(zhan)比(bi)(bi)(bi)(bi)10.7%；鋅(xin)錳/堿錳電池(chi)企(qi)(qi)業(ye)6家(jia)(jia)(jia)(jia)，鋅(xin)錳/堿錳電池(chi)銷(xiao)售(shou)(shou)(shou)收入(ru)(ru)163.98億(yi)(yi)元(yuan)，占(zhan)比(bi)(bi)(bi)(bi)4.4%；鎳(nie)(nie)氫／鎳(nie)(nie)鎘電池(chi)企(qi)(qi)業(ye)8家(jia)(jia)(jia)(jia)，鎳(nie)(nie)電池(chi)銷(xiao)售(shou)(shou)(shou)收入(ru)(ru)27.8億(yi)(yi)元(yuan)，占(zhan)比(bi)(bi)(bi)(bi)0.7%；材料(liao)企(qi)(qi)業(ye)26家(jia)(jia)(jia)(jia)，各種材料(liao)銷(xiao)售(shou)(shou)(shou)收入(ru)(ru)586.9億(yi)(yi)元(yuan)，占(zhan)比(bi)(bi)(bi)(bi)15.6%；設(she)備企(qi)(qi)業(ye)3家(jia)(jia)(jia)(jia)，銷(xiao)售(shou)(shou)(shou)收入(ru)(ru)42.11億(yi)(yi)元(yuan)，占(zhan)比(bi)(bi)(bi)(bi)1.1%。

本屆百強企業特點：（1）企業規模進一步擴大、行業集中度提高：本次百強企業中首次有2家企業銷售收入超過200億元；超過100億元的有7家，比上屆增加2家；超過50億元的有21家，比上屆增加4家；超過(guo)(guo)20億元的(de)(de)有45家，比上屆增加(jia)8家。入(ru)圍企(qi)(qi)(qi)業較(jiao)低(di)銷(xiao)售收入(ru)6.79億元，上屆為(wei)4.98億元，比上屆提高1.81億元。（2）鉛(qian)(qian)酸蓄(xu)電(dian)(dian)(dian)池(chi)(chi)企(qi)(qi)(qi)業加(jia)大(da)對(dui)再(zai)生(sheng)(sheng)(sheng)鉛(qian)(qian)企(qi)(qi)(qi)業的(de)(de)整合(he)力(li)(li)度：為(wei)了積(ji)極響應國家關于生(sheng)(sheng)(sheng)產者責任制延伸制度的(de)(de)要求(qiu)，骨干(gan)鉛(qian)(qian)酸蓄(xu)電(dian)(dian)(dian)池(chi)(chi)企(qi)(qi)(qi)業均(jun)加(jia)大(da)對(dui)再(zai)生(sheng)(sheng)(sheng)鉛(qian)(qian)企(qi)(qi)(qi)業的(de)(de)整合(he)和投資力(li)(li)度，比如天能、駱(luo)駝、南(nan)都、雙登等企(qi)(qi)(qi)業通(tong)過(guo)(guo)收購或自建等形式進(jin)(jin)入(ru)再(zai)生(sheng)(sheng)(sheng)鉛(qian)(qian)行業，再(zai)生(sheng)(sheng)(sheng)鉛(qian)(qian)產品為(wei)企(qi)(qi)(qi)業貢獻了可觀的(de)(de)利潤。（3）鋰(li)離(li)(li)(li)子(zi)(zi)(zi)電(dian)(dian)(dian)池(chi)(chi)銷(xiao)售收入(ru)首次超過(guo)(guo)鉛(qian)(qian)酸蓄(xu)電(dian)(dian)(dian)池(chi)(chi)，成為(wei)中國電(dian)(dian)(dian)池(chi)(chi)行業第一(yi)大(da)產業。由于新能源汽車對(dui)動(dong)力(li)(li)鋰(li)離(li)(li)(li)子(zi)(zi)(zi)電(dian)(dian)(dian)池(chi)(chi)需(xu)求(qiu)的(de)(de)快速擴大(da)，2017年中國鋰(li)離(li)(li)(li)子(zi)(zi)(zi)電(dian)(dian)(dian)池(chi)(chi)銷(xiao)售收入(ru)達(da)到1589億元，超過(guo)(guo)鉛(qian)(qian)酸蓄(xu)電(dian)(dian)(dian)池(chi)(chi)的(de)(de)1580億元。另(ling)外，在消費類電(dian)(dian)(dian)子(zi)(zi)(zi)產品中，鋰(li)離(li)(li)(li)子(zi)(zi)(zi)電(dian)(dian)(dian)池(chi)(chi)快遞替代鎳(nie)(nie)氫(qing)電(dian)(dian)(dian)池(chi)(chi)，鎳(nie)(nie)氫(qing)電(dian)(dian)(dian)池(chi)(chi)的(de)(de)市(shi)場規模在逐(zhu)步減小，絕大(da)部分鎳(nie)(nie)氫(qing)電(dian)(dian)(dian)池(chi)(chi)企(qi)(qi)(qi)業都已進(jin)(jin)入(ru)鋰(li)離(li)(li)(li)子(zi)(zi)(zi)電(dian)(dian)(dian)池(chi)(chi)行業，并不斷擴大(da)鋰(li)離(li)(li)(li)子(zi)(zi)(zi)電(dian)(dian)(dian)池(chi)(chi)的(de)(de)產銷(xiao)量。

根據(ju)中國化學(xue)與(yu)物理電(dian)(dian)源(yuan)(yuan)行業協會統計(ji)分析，2017年中國鋰離(li)子(zi)電(dian)(dian)池(chi)(chi)(chi)(chi)銷(xiao)(xiao)售(shou)收入(ru)達(da)到1589億(yi)(yi)(yi)(yi)(yi)元(yuan)，比(bi)(bi)2016年的(de)(de)1330億(yi)(yi)(yi)(yi)(yi)元(yuan)，同(tong)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)19.5%。鋰離(li)子(zi)電(dian)(dian)池(chi)(chi)(chi)(chi)的(de)(de)產(chan)量(liang)由(you)(you)873億(yi)(yi)(yi)(yi)(yi)瓦(wa)時(shi)(shi)(shi)(shi)(shi)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)到1009億(yi)(yi)(yi)(yi)(yi)瓦(wa)時(shi)(shi)(shi)(shi)(shi)，同(tong)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)15.6%。主要(yao)是由(you)(you)新能(neng)(neng)源(yuan)(yuan)汽(qi)車(che)動(dong)力電(dian)(dian)池(chi)(chi)(chi)(chi)和儲能(neng)(neng)用(yong)電(dian)(dian)池(chi)(chi)(chi)(chi)市(shi)場的(de)(de)快(kuai)速增(zeng)(zeng)(zeng)長(chang)(chang)(chang)。其中，消(xiao)費類(lei)電(dian)(dian)子(zi)產(chan)品用(yong)鋰離(li)子(zi)電(dian)(dian)池(chi)(chi)(chi)(chi)銷(xiao)(xiao)售(shou)收入(ru)由(you)(you)695億(yi)(yi)(yi)(yi)(yi)元(yuan)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)到757億(yi)(yi)(yi)(yi)(yi)元(yuan)，同(tong)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)約9%，產(chan)量(liang)由(you)(you)490億(yi)(yi)(yi)(yi)(yi)瓦(wa)時(shi)(shi)(shi)(shi)(shi)，同(tong)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)7%，達(da)到524億(yi)(yi)(yi)(yi)(yi)瓦(wa)時(shi)(shi)(shi)(shi)(shi)。新能(neng)(neng)源(yuan)(yuan)汽(qi)車(che)及電(dian)(dian)動(dong)自行車(che)用(yong)動(dong)力鋰離(li)子(zi)電(dian)(dian)池(chi)(chi)(chi)(chi)銷(xiao)(xiao)售(shou)收入(ru)由(you)(you)600億(yi)(yi)(yi)(yi)(yi)元(yuan)，同(tong)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)30%，達(da)到780億(yi)(yi)(yi)(yi)(yi)元(yuan)；產(chan)量(liang)由(you)(you)330億(yi)(yi)(yi)(yi)(yi)瓦(wa)時(shi)(shi)(shi)(shi)(shi)，同(tong)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)35%，達(da)到446億(yi)(yi)(yi)(yi)(yi)瓦(wa)時(shi)(shi)(shi)(shi)(shi)。儲能(neng)(neng)用(yong)鋰離(li)子(zi)電(dian)(dian)池(chi)(chi)(chi)(chi)銷(xiao)(xiao)售(shou)收入(ru)由(you)(you)35億(yi)(yi)(yi)(yi)(yi)元(yuan)，同(tong)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)48%，達(da)到52億(yi)(yi)(yi)(yi)(yi)元(yuan)，產(chan)量(liang)由(you)(you)25億(yi)(yi)(yi)(yi)(yi)瓦(wa)時(shi)(shi)(shi)(shi)(shi)，增(zeng)(zeng)(zeng)長(chang)(chang)(chang)到39億(yi)(yi)(yi)(yi)(yi)瓦(wa)時(shi)(shi)(shi)(shi)(shi)，同(tong)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)55%。

動(dong)(dong)力鋰離子電(dian)(dian)(dian)(dian)(dian)池市(shi)(shi)場(chang)需求巨(ju)大(da)，但行(xing)(xing)(xing)業(ye)(ye)(ye)(ye)(ye)競(jing)爭(zheng)(zheng)激烈，行(xing)(xing)(xing)業(ye)(ye)(ye)(ye)(ye)呈現(xian)產(chan)能(neng)結構性過(guo)剩，2017年(nian)動(dong)(dong)力電(dian)(dian)(dian)(dian)(dian)池的(de)(de)產(chan)能(neng)利用率只有32%，行(xing)(xing)(xing)業(ye)(ye)(ye)(ye)(ye)的(de)(de)整(zheng)合(he)正在持續進(jin)行(xing)(xing)(xing)中(zhong)，市(shi)(shi)場(chang)將進(jin)一步(bu)向優勢企業(ye)(ye)(ye)(ye)(ye)集中(zhong)。根據統計分析，2017年(nian)前(qian)20家動(dong)(dong)力鋰離子電(dian)(dian)(dian)(dian)(dian)池企業(ye)(ye)(ye)(ye)(ye)裝(zhuang)機量320.9億(yi)瓦(wa)時，占(zhan)比87%；前(qian)5家企業(ye)(ye)(ye)(ye)(ye)裝(zhuang)機量223.4億(yi)瓦(wa)時，占(zhan)60.5%。2018年(nian)前(qian)6個月前(qian)20家企業(ye)(ye)(ye)(ye)(ye)裝(zhuang)機量146.8億(yi)瓦(wa)時，占(zhan)比94.2%；前(qian)5家企業(ye)(ye)(ye)(ye)(ye)裝(zhuang)機量121.3億(yi)瓦(wa)時，占(zhan)比77.8%。2018年(nian)行(xing)(xing)(xing)業(ye)(ye)(ye)(ye)(ye)內的(de)(de)一線(xian)企業(ye)(ye)(ye)(ye)(ye)通過(guo)技(ji)術優勢逐漸蠶(can)食市(shi)(shi)場(chang)份額，而二三線(xian)企業(ye)(ye)(ye)(ye)(ye)的(de)(de)低(di)端(duan)(duan)產(chan)能(neng)面臨被淘汰的(de)(de)危機。目前(qian)新(xin)能(neng)源汽車和(he)動(dong)(dong)力電(dian)(dian)(dian)(dian)(dian)池領(ling)域(yu)外商投資條件已經(jing)開放，2020年(nian)補貼完全取消后，國內動(dong)(dong)力電(dian)(dian)(dian)(dian)(dian)池企業(ye)(ye)(ye)(ye)(ye)將面臨來自國內外企業(ye)(ye)(ye)(ye)(ye)的(de)(de)全方位競(jing)爭(zheng)(zheng)，全球化競(jing)爭(zheng)(zheng)加(jia)(jia)劇。動(dong)(dong)力電(dian)(dian)(dian)(dian)(dian)池企業(ye)(ye)(ye)(ye)(ye)要(yao)(yao)積(ji)極主(zhu)動(dong)(dong)轉變發(fa)(fa)展方式：要(yao)(yao)從產(chan)能(neng)擴張轉到提質增效上來，堅持依靠科技(ji)創新(xin)，走產(chan)異化、高端(duan)(duan)化發(fa)(fa)展之路(lu)。企業(ye)(ye)(ye)(ye)(ye)、大(da)學和(he)研究機構要(yao)(yao)積(ji)極走聯(lian)合(he)發(fa)(fa)展之路(lu)，實(shi)行(xing)(xing)(xing)強(qiang)強(qiang)聯(lian)合(he)，上下游(you)企業(ye)(ye)(ye)(ye)(ye)間要(yao)(yao)緊密合(he)作，要(yao)(yao)加(jia)(jia)快推進(jin)電(dian)(dian)(dian)(dian)(dian)池行(xing)(xing)(xing)業(ye)(ye)(ye)(ye)(ye)的(de)(de)智(zhi)能(neng)制造，要(yao)(yao)將質量和(he)安全放到首位，要(yao)(yao)加(jia)(jia)強(qiang)過(guo)程(cheng)控(kong)制和(he)優化，完善研發(fa)(fa)全產(chan)業(ye)(ye)(ye)(ye)(ye)鏈建設，深度推進(jin)產(chan)品技(ji)術、工藝及路(lu)線(xian)變革，只有擁有雄厚技(ji)術積(ji)累、足(zu)夠資金支撐、理(li)性市(shi)(shi)場(chang)定(ding)位和(he)對(dui)市(shi)(shi)場(chang)快速反應的(de)(de)廠商才(cai)能(neng)在未來激烈的(de)(de)市(shi)(shi)場(chang)競(jing)爭(zheng)(zheng)中(zhong)占(zhan)得先機，贏(ying)得市(shi)(shi)場(chang)。

請勿盲目進入動力電池鋰離子電池行業！

2017年度中國電池行業百強企業名單
(根(gen)據2017年銷(xiao)售收(shou)入排(pai)序)

有關(guan)百強(qiang)企業排名事宜，請聯系協(xie)會(hui)，E-mail: