近年來，電動汽車以及動車組制造等無煙交通工具行業的發展使得蓄電池行業有了更進一步的發展。此外，隨著我國電動車保有量的持續遞增，蓄電池行業(ye)(ye)迎來巨大(da)的需(xu)求市場。那么蓄電池生意(yi)好做(zuo)嗎？蓄電池行業(ye)(ye)前(qian)景怎么樣？Maigoo小編為您整理了代理加(jia)盟(meng)蓄電池行業(ye)(ye)前(qian)景分析(xi)，希望(wang)對您有(you)所(suo)幫(bang)助。
蓄(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)是(shi)通過將儲(chu)存(cun)的(de)(de)化學(xue)能(neng)(neng)量在必(bi)要時(shi)進行轉(zhuan)化釋(shi)放為電(dian)(dian)(dian)(dian)能(neng)(neng)的(de)(de)電(dian)(dian)(dian)(dian)氣設備(bei)。隨著無煙交通工具(ju)(ju)的(de)(de)發展(zhan)，蓄(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)不斷被應(ying)(ying)(ying)用(yong)(yong)到電(dian)(dian)(dian)(dian)動(dong)車(che)、電(dian)(dian)(dian)(dian)力通信(xin)(xin)車(che)以及動(dong)車(che)組制(zhi)(zhi)造等行業(ye)(ye)。作(zuo)為蓄(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)發展(zhan)的(de)(de)主(zhu)要方向之一，鉛(qian)酸蓄(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)在我國(guo)研(yan)制(zhi)(zhi)發展(zhan)已經(jing)有(you)三十多年了(le)，目(mu)前已經(jing)成(cheng)為我國(guo)國(guo)民經(jing)濟的(de)(de)重要組成(cheng)部(bu)分。蓄(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)行業(ye)(ye)上游主(zhu)要是(shi)隔板、鉛(qian)制(zhi)(zhi)品以及硫酸等蓄(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)生產原材(cai)料，中(zhong)游是(shi)蓄(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)生產制(zhi)(zhi)造的(de)(de)各(ge)個(ge)企(qi)業(ye)(ye)集團，下(xia)游則是(shi)電(dian)(dian)(dian)(dian)動(dong)車(che)等交通工具(ju)(ju)、電(dian)(dian)(dian)(dian)力通信(xin)(xin)系統(tong)、國(guo)防軍工等蓄(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)應(ying)(ying)(ying)用(yong)(yong)領(ling)域。由于(yu)蓄(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)具(ju)(ju)有(you)一定的(de)(de)污染性，關于(yu)廢舊蓄(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)的(de)(de)回(hui)收利用(yong)(yong)相關企(qi)業(ye)(ye)公司貫(guan)穿(chuan)整(zheng)個(ge)產業(ye)(ye)鏈。從蓄(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)行業(ye)(ye)產業(ye)(ye)鏈來看，蓄(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)下(xia)游應(ying)(ying)(ying)用(yong)(yong)領(ling)域眾多，有(you)著巨大的(de)(de)需求市場。
但受到環保節能意識的(de)(de)(de)推(tui)動(dong)，隨(sui)(sui)著綠色(se)消(xiao)費(fei)逐漸(jian)深(shen)入(ru)(ru)人心，蓄(xu)電池(chi)污(wu)染(ran)問(wen)題越發(fa)突出，行(xing)(xing)業(ye)發(fa)展(zhan)受到影(ying)響。隨(sui)(sui)著《“十四五”循環經(jing)濟發(fa)展(zhan)規劃》等相(xiang)關政(zheng)策文件的(de)(de)(de)頒布，我國(guo)蓄(xu)電池(chi)行(xing)(xing)業(ye)產(chan)業(ye)結構得到了相(xiang)應(ying)的(de)(de)(de)調整(zheng)，行(xing)(xing)業(ye)進入(ru)(ru)門檻得到提高，違法違規的(de)(de)(de)蓄(xu)電池(chi)生產(chan)制造企業(ye)得到整(zheng)頓(dun)，推(tui)動(dong)了蓄(xu)電池(chi)行(xing)(xing)業(ye)的(de)(de)(de)規范發(fa)展(zhan)。Maigoo小編認為隨(sui)(sui)著我國(guo)新經(jing)濟模式以及綠色(se)發(fa)展(zhan)模式的(de)(de)(de)發(fa)展(zhan)，同時(shi)，在巨(ju)(ju)大的(de)(de)(de)蓄(xu)電池(chi)消(xiao)費(fei)需(xu)求(qiu)的(de)(de)(de)刺激下，未(wei)來蓄(xu)電池(chi)行(xing)(xing)業(ye)將迎來發(fa)展(zhan)的(de)(de)(de)告訴階段。可(ke)見(jian)，投資加(jia)盟蓄(xu)電池(chi)行(xing)(xing)業(ye)有著巨(ju)(ju)大的(de)(de)(de)潛力優勢(shi)。
近五年來，我國蓄電(dian)(dian)(dian)池(chi)(chi)搜(sou)索(suo)指(zhi)數(shu)整體呈現(xian)出先升后降的(de)趨勢，2017-2020年蓄電(dian)(dian)(dian)池(chi)(chi)搜(sou)索(suo)指(zhi)數(shu)不(bu)斷下(xia)(xia)降，2021年蓄電(dian)(dian)(dian)池(chi)(chi)搜(sou)索(suo)指(zhi)數(shu)有所上升。Maigoo小編認為應該是受(shou)到(dao)綠色消費的(de)新(xin)經(jing)濟(ji)模式影響，蓄電(dian)(dian)(dian)池(chi)(chi)污染問題突出，蓄電(dian)(dian)(dian)池(chi)(chi)制造生產受(shou)到(dao)限制，導致搜(sou)索(suo)指(zhi)數(shu)不(bu)斷下(xia)(xia)降。2021年在新(xin)冠疫情(qing)的(de)刺(ci)激(ji)下(xia)(xia)，各行各業(ye)活力得到(dao)釋放，因此(ci)推動著蓄電(dian)(dian)(dian)池(chi)(chi)搜(sou)索(suo)指(zhi)數(shu)的(de)提(ti)高(gao)。
從百度指(zhi)數(shu)蓄(xu)(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)地(di)(di)域分(fen)布情況來看，華(hua)東(dong)地(di)(di)區(qu)蓄(xu)(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)搜(sou)索(suo)指(zhi)數(shu)最高(gao)，西(xi)北地(di)(di)區(qu)蓄(xu)(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)搜(sou)索(suo)指(zhi)數(shu)最低。Maigoo小編認為由于(yu)華(hua)東(dong)地(di)(di)區(qu)社會經(jing)濟(ji)發(fa)(fa)展(zhan)水平較(jiao)(jiao)高(gao)、人口流動頻繁，交(jiao)(jiao)通工(gong)具(ju)蓄(xu)(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)需求量較(jiao)(jiao)大(da)(da)，推動著華(hua)東(dong)地(di)(di)區(qu)蓄(xu)(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)搜(sou)索(suo)指(zhi)數(shu)的(de)提高(gao)。廣東(dong)省份的(de)蓄(xu)(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)搜(sou)索(suo)指(zhi)數(shu)較(jiao)(jiao)高(gao)，珠三角地(di)(di)區(qu)社會經(jing)濟(ji)水平較(jiao)(jiao)高(gao)，汽車(che)產(chan)業生產(chan)企業集聚，蓄(xu)(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)需求較(jiao)(jiao)大(da)(da)。北京、上海、深圳、廣州地(di)(di)區(qu)的(de)消費者(zhe)對蓄(xu)(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)的(de)關注(zhu)較(jiao)(jiao)大(da)(da)，這與(yu)當(dang)地(di)(di)的(de)經(jing)濟(ji)發(fa)(fa)展(zhan)水平以及交(jiao)(jiao)通工(gong)具(ju)發(fa)(fa)達有著較(jiao)(jiao)大(da)(da)的(de)關系。因此(ci)在華(hua)南、華(hua)東(dong)地(di)(di)區(qu)投資蓄(xu)(xu)(xu)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)行業潛力(li)較(jiao)(jiao)大(da)(da)。
根據(ju)圖表(biao)數據(ju)顯示(shi)，2015-2020年我(wo)國鉛(qian)酸蓄電(dian)池行(xing)(xing)(xing)業(ye)(ye)產(chan)量(liang)呈現出(chu)先降后升(sheng)的趨勢，2020年蓄電(dian)池行(xing)(xing)(xing)業(ye)(ye)產(chan)量(liang)為(wei)20248.6萬千伏(fu)安(an)時。Maigoo小(xiao)編認為(wei)鉛(qian)酸蓄電(dian)池具(ju)有一定(ding)的污染性，行(xing)(xing)(xing)業(ye)(ye)發展受到限制(zhi)，進(jin)入(ru)門檻提高，導(dao)致鉛(qian)酸蓄電(dian)池產(chan)量(liang)有所下降。未來(lai)隨著鉛(qian)酸蓄電(dian)池技術的發展，隨著污染問題的解(jie)決，鉛(qian)酸蓄電(dian)池將不(bu)斷被應用到交通工具(ju)、國防(fang)軍工、新能(neng)源以(yi)及電(dian)力通信(xin)等行(xing)(xing)(xing)業(ye)(ye)，市(shi)場需求量(liang)大。預計到2023年，我(wo)國鉛(qian)酸蓄電(dian)池產(chan)量(liang)將達到24128萬千伏(fu)安(an)時。
眾所周知，蓄電(dian)(dian)(dian)池使用壽命有限，蓄電(dian)(dian)(dian)池行業污染(ran)較(jiao)為(wei)嚴重。Maigoo小編認為(wei)廢棄蓄電(dian)(dian)(dian)池對環(huan)境有著(zhu)較(jiao)大的(de)(de)污染(ran)性，隨(sui)著(zhu)綠色經濟模式(shi)的(de)(de)發(fa)展(zhan)，蓄電(dian)(dian)(dian)池回(hui)收再生(sheng)迫在眉睫。特別是在《“十四五”循環(huan)經濟發(fa)展(zhan)規劃》的(de)(de)政策宣導下，蓄電(dian)(dian)(dian)池回(hui)收再生(sheng)利用設備發(fa)展(zhan)迅(xun)速，廢舊蓄電(dian)(dian)(dian)池再生(sheng)市場將獲得蓬勃發(fa)展(zhan)。
Maigoo小(xiao)編認為由于(yu)蓄(xu)電(dian)池(chi)(chi)環境污染較(jiao)為嚴重，國家對蓄(xu)電(dian)池(chi)(chi)產品提出了(le)更高的(de)(de)要(yao)求，特別(bie)是在新冠疫情的(de)(de)沖擊下，由于(yu)缺乏較(jiao)高的(de)(de)技術(shu)以及資金(jin)缺陷，不少(shao)中小(xiao)型蓄(xu)電(dian)池(chi)(chi)企業相應出局(ju)，市(shi)場份額進一(yi)步向(xiang)資金(jin)技術(shu)密集(ji)的(de)(de)頭部(bu)蓄(xu)電(dian)池(chi)(chi)企業集(ji)中。
受到資源(yuan)枯竭的(de)影響，新(xin)(xin)能(neng)源(yuan)汽(qi)車需(xu)求(qiu)(qiu)不斷提升(sheng)。作為(wei)(wei)新(xin)(xin)能(neng)源(yuan)汽(qi)車的(de)動(dong)力系統，蓄(xu)電池(chi)的(de)需(xu)求(qiu)(qiu)必將隨著(zhu)新(xin)(xin)能(neng)源(yuan)汽(qi)車保有量的(de)提高不斷擴大(da)。Maigoo小(xiao)編認為(wei)(wei)，隨著(zhu)我國多(duo)項新(xin)(xin)能(neng)源(yuan)汽(qi)車鼓勵政策的(de)出(chu)臺，新(xin)(xin)能(neng)源(yuan)汽(qi)車產(chan)業(ye)得到了進一步(bu)的(de)發展(zhan)。在(zai)巨大(da)的(de)新(xin)(xin)能(neng)源(yuan)汽(qi)車需(xu)求(qiu)(qiu)的(de)帶動(dong)下，未來(lai)蓄(xu)電池(chi)行業(ye)將得到快速(su)發展(zhan)。
