中国新能源汽车产业锂资源需求预测及建议

    Forecast and suggestions of lithium resources demand for new energy vehicles in China

    • 摘要: 新能源汽车的发展带动了锂资源需求的大幅增长,核心的动力电池为消耗锂的主要部件。本文根据产业发展政策以及动力电池技术路径,对各类新能源汽车的年产量、电池装配比例、动力电池容量等参数分别进行分析,最终预测2030年我国新能源汽车对锂资源的需求量将达58.2万t。由于国内锂资源的供需存在较大缺口,建议提升本土开发技术,降低对外依存度;完善回收技术,减小供应风险;提高电池制造中的材料利用率,缓解供应压力。

       

      Abstract: The development of new energy vehicles has led to a substantial increase in the demand for lithium resources, and the power battery is the main component to consume lithium.According to the industrial development policy and the power battery technology path, this paper analyzes the annual output of new energy vehicles, assembly ratio, capacity of the lithium battery and other parameters of new energy vehicles.We predict that the demand for lithium in China's new energy vehicles will reach 582 000 tons in 2030.Due to the large gap in the supply and demand of domestic lithium resources, it is recommended that improving local developing technology to lower external dependence, improving recycling technology to reduce supply risks, improving material utilization in battery manufacturing to ease supply pressure.

       

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