强势赋能新能源汽车电池供应链

ALLTHEWAY ©2023A.P.Moller–Maersk 4 7 9 11 13 33% 2031 2030 2022 2022 2021 2030 EU 13.8 17.4 17.9 65% 35% 19.5 93% 7% 32% 68% 8% 92% 40 20 0 US 15.1 17.4 14% 98%86% 2% 17.4 26% 74% 18.2 49% 51% 40 20 23.829.9 33.8 38.9 12%30% 56% 73% 0 CN 40 88% 70% 44% 27% 24.5 33.8 33.5 35.7 3% 1% 99% 97% 85% 78% 20 0 15% 22% 40 20 77.1 6% 98.5 17% 102.6 41% 112.3 59% 0 40 94% 83% 59% 41% 2021 2025 2030 2035 20 0 LFP NMC 5630 5170 1560 4270 4470 1430 3950 3590 1240 1190 3030 1100 1000 34% 2530 870 1990710 1050 730280 200 1390 370 1640 440 550 3740 4070 3080 3230 2560 2850 2160 260490 1820 90150520 1020 1200 1440 770 170 240 203520222023 2024 2025 2026 2027 2028 20292030 2031 2032 2033 20342035 6000 5500 5000 4500 4000 3500 3000 2500 2000 1500 1000 500 0 LFP NMC Mn Co Ni Li OUTOFSTOCK Market JinGuangYao DanielKim RyutaIto 1https://www.iea.org/reports/global-ev-outlook-2022/executive-summary 2https://auto.economictimes.indiatimes.com/news/passenger-ve-cle/cars/evs-to-be-33-of-global-new-car-sales-by-2031-report/91801053 3https://www.canalys.com/newsroom/global-ev-sales-h1-2022 4https://www.chinadaily.com.cn/a/202301/17/WS63c602dba31057c47ebaa0ab.html 5https://www.kedglobal.com/automobiles/newsView/ked202302100008 6https://asia.nikkei.com/Business/Automobiles/China-s-BYD-starts-EV-sales-in-Japan-as-it-chases-Tesla 7https://news.mit.edu/2021/chinas-transition-electric-vehicles-0429 8https://www.globalfleet.com/en/leasing-and-rental/global/fea- tures/south-koreas-green-push-swiftly-shifting-fleets-electric?t%5B0%5D=Electrification%3B%20CO2%20target&curl=1 9https://www.strategyand.pwc.com/de/en/industries/energy-utilities/gigafactories-and-raw-materials.html 10https://www.adlittle.com/en/insights/prism/achieving-resilience-and-sustainability-ev-battery-supply-chain 11https://www.maersk.com/news/articles/2022/04/22/boosting-battery-logistics-from-end-to-end ALLTHEWAY ©2023A.P.Moller–Maersk