双登蓄电池行业保持增长

“随着部分企业的关停，以及来自锂离子电池、燃主流料电池等新型电池的替代，整个铅酸蓄电池行业增速逐步放缓。”不久前发布的《中国铅酸蓄电池企业转型与资本运作战略研究》报告认为。

BAOGAOZHICHU，ZHENGFUBUMENDUIYUQIANSUANXUDIANCHIXINGYEDEGUANTING、ZHENGZHI，JIAJULEXINGYEZHENGHE，YOULIYUTAOTAILUOHOUCHANNENG，TIGAOXINGYEMENJIAN，POSHIXIANGGUANQIYESHIXIANJISHUSHENGJIYUZHUANXING。ERSUIZHEQIANSUANXUDIANCHIHUISHOUZHUBUGUIFAN，JIASHANGSHUANGDENGXUDIANCHIXIAYOUSHICHANGKONGJIANYIRANJUDA，QIANSUANXUDIANCHIXINGYEJIANGJIXUBAOCHIYIDINGFUDUDEZENGZHANG。

主流地位将动摇？

随着双登蓄电池等技术的不断成熟、成本的不断降低，未来必将对铅酸蓄电池形成强烈的替代效应，从而代替铅酸蓄电池目前的主流二次电池地位。

BAOGAOZHICHU，TONGGUODUIBUTONGERCIDIANCHIXINGNENGDEDUIBIFENXI，SUIRANMUQIANQIANSUANXUDIANCHIYOUYUQICHENGSHUDUJIAOGAOERBEIGUANGFANSHIYONG，DANSHIQIANSUANXUDIANCHIDETIJIBINENGLIANG、ZHONGLIANGBINENGLIANGXIANGDUIYUNIEQINGDIANCHI、LILIZIDIANCHIDENGXINXINGERCIDIANCHIERYANJIAODI。

SHUJUXIANSHI，ZHONGGUO2010NIANGUONEIQIANSUANXUDIANCHIDECHANLIANGWEI1.44YIkVAh，ZHANQUANQIUDE40%ZUOYOU，TONGBIZENGZHANG20.84%，ZENGFUJIAO2009NIANDE31.43%YOUSUOXIAJIANG。

随着国家对铅酸蓄电池行业整治的不断加剧，大量不合格的铅酸蓄电池企业将被迫停产，再加上铅酸蓄电池面临着来自镍氢电池和锂离子电池的替代，整个铅酸蓄电池行业的产量增速将逐步趋缓。

报告还指出，铅酸蓄电池行业不仅面临着以锂离子电池为代表的二次蓄电池大规模的替代，还面临着大规模环保整治的压力。据悉，铅酸蓄电池行业的主要污染物为铅烟、铅尘和含铅废水，主要来自于生产和回收两个环节，其中废旧铅酸蓄电池的回收处理是目前整个行业污染严重的最大原因。

由于铅酸蓄电池内含有大量的铅和硫酸等，在生产和回收过程中都容易对环境造成污染，并引发铅中毒事件。记者了解到，2010年以来，浙江等地陆续爆发的“血铅事件”也引起了主管部门的高度关注，并在浙江、广东、河南等全国多个省市大范围采取专项环保整治措施。

HUANBAOBU《GUANYUJIAQIANGQIANXUDIANCHIJIZAISHENGQIANXINGYEWURANFANGZHIGONGZUODETONGZHI》XIAFAHOU，QUANGUOYIBANYISHANGDEQIANSUANXUDIANCHIQIYEBEILELINGTINGCHANZHENGDUN，ZAIHUANJINGBAOHURIYIYANJUNDEXINGSHIXIA，QIANSUANXUDIANCHIDEHUISHOUZAILIYONGJIUXIANDEYOUWEIZHONGYAO，ZHENGGEQIANSUANXUDIANCHIDEHUISHOUYEJIANGZHUBUGUIFAN。

四大领域支撑增长

铅酸蓄电池行业下游巨大的市场空间将促使行业在未来一段时期内继续保持一定的增长幅度。报告指出，从全球范围来看，2010年铅酸蓄电池市场规模为362亿美元，同比增长8.6%;预计至2015年，全球铅酸蓄电池整体市场规模仍将保持2%~5%的年增长率。相对于镍氢电池约28亿美元、锂离子电池百亿美元的市场规模，铅酸蓄电池仍为全球占有率最高的储电装置产品。

BAOGAORENWEI，XIANGDUIYUQITAXINXINGERCIDIANCHIERYAN，QIANSUANXUDIANCHIYOUYUQIANQUANWENDING、XINGJIABIGAODENGYOUDIANZAIERCIDIANCHILINGYUZHANJUJIAOGAODESHICHANGFENE，BINGBEIGUANGFANYINGYONGYUQICHEQIDONG、DONGLIDIANCHIJIHOUBEIYUCHUNENGDIANCHIDENGLINGYU。

QICHEQIDONGDIANCHISHIQIANSUANXUDIANCHIZUICHUANTONGYESHIZUIDADEYINGYONGLINGYU，ZHANZHENGGEQIANSUANXUDIANCHISHICHANGDEYIBANYISHANG。ZUOWEIZHENGCHEPEIJIANZHIYI，QICHEQIDONGDIANCHIDEXUQIULIANGJIANGSUIZHEQICHEGONGYEDEGAOSUFAZHANERCHIXUKUAISUZENGZHANG。QICHEQIDONGDIANCHISHIQICHESHIYONGDEXIAOHAOJIAN，XUYAODINGQIGENGHUAN，MUQIAN，QUANGUOQICHEBAOYOULIANGCHAOGUO1YILIANG，QICHEBAOYOULIANGDETISHENG，YEDIEJIALEXUQIUDEZENGZHANG。ZAIQICHECHANXIAOLIANGHEBAOYOULIANGLVCHUANGXINGAODELIANGHAOSHICHANGHUANJINGXIA，QICHEQIDONGDIANCHISHICHANGZHENGZAIYINGLAIYILUNWENDINGDEKUAISUZENGZHANG。

TONGXINYONGDIANCHILINGYU，TONGXINLINGYUSHIFAKONGMIFENGSHIQIANSUANXUDIANCHIDEZHUYAOSHICHANGZHIYI，ZHUYAOYONGYUTONGXINJIZHANHEZHONGXINJIFANGDEHOUBEIDIANYUAN，TIHUANZHOUQIWEI3~5NIAN，ZONGDECAIGOUJINEYUEZHANDIANXINGUDINGZICHANTOUZIDE2%~3%。MUQIANFAKONGMIFENGSHIQIANSUANXUDIANCHIZAITONGXINLINGYUDESHICHANGZHANYOULVDADAO90%YISHANG。TONGXINXINGYEDEKUAISUFAZHANDAIDONGLEFAKONGMIFENGSHIXUDIANCHISHICHANGXUQIUDEKUAISUZENGZHANG。LINGWAI，TONGXINHOUBEIDIANYUANSHICHANGGUIMODEZENGZHANGYEJIANGJIQIANSUANXUDIANCHICHANYEDAILAIJUDADESHICHANGKONGJIAN。

动力电池方面，铅酸蓄电池作为动力电池主要应用在电动自行车领域，2010年中国电动自行车总产量为2954万辆，同比大幅度增长24.69%。目前电动自行车动力电池市场中高达90%采用铅酸电池，镍氢电池仅8%，锂离子及其他电池仅2%。

DIANDONGZIXINGCHEDEDONGLIDIANCHISHIYONGSHOUMINGYUEWEI1~2NIAN，MEINIANDUIQIANSUANXUDIANCHIDEXUQIUBUJINJINSHIZHENGCHEPEITAOSHICHANG，GENGDADEXUQIUZAIYUGENGHUANSHICHANG。MUQIAN，DIANDONGZIXINGCHEBAOYOULIANGJIANGJIN1.7YILIANG，MEINIANDUIXUDIANCHIDEGENGHUANXUQIUJIANGDADAO1YITAOZAIXINNENGYUANQICHELINGYU，QIANSUANXUDIANCHIZUOWEIDONGLIDIANCHILINGYIDAYINGYONGLINGYU，ZHUYAOJIZHONGZAIHUNHEDIANDONGCHEHEDISUDIANDONGCHESHICHANG。

ZAICHUNENGDIANCHILINGYU，QUANQIUCHUNENGJISHUZHUYAOFENWEISANLEI：WULICHUNENG，RUCHOUSHUIXUNENG、YASUOKONGQICHUNENG、FEILUNCHUNENGDENG;HUAXUECHUNENG，RUNALIUDIANCHI、YELIUDIANCHI、QIANSUANDIANCHI、LILIZIDIANCHIDENG;DIANCICHUNENG，RUCHAODAOCHUNENG、DIANRONGCHUNENGDENG。BAOGAOYUCE，QUANQIUCHUNENGDIANZHANDESHICHANGGUIMOJIANGCONG2010NIANDE15YIMEIYUANZENGZHANGDAO2020NIANDE353YIMEIYUAN，SHICHANGKONGJIANJUDA。ZAIXINNENGYUANFADIANHEZHINENGDIANWANGJIANSHEDEDABEIJINGXIA，CHUNENGDIANZHANDEDAGUIMOSHANGYONGHUAJIANGDADATISU，CONGERHUIWEIQIANSUANXUDIANCHIZUOWEICHUNENGDIANCHIYINGYONGDAILAIYIDINGDESHICHANGKONGJIAN。

ZUOWEIQIANSUANXUDIANCHIXINGYESHANGSHIGONGSIDEDAIBIAO———LUOTUOGUFENDONGMIWANGCONGQIANGZAIJIESHOUJIZHECAIFANGSHIBIAOSHI，GAIGONGSI2011NIANYIJINGWANCHENGLELUOHOUCHANNENGDETAOTAICUOSHI，BUHUIYINGXIANGDAOGONGSI2012NIANDEYEJI，GONGSIJIANGJIXUKUODACHANNENG。JUXI，LUOTUOGUFEN2011NIANNIANBAOHE2012NIANYIJIBAOXIANSHI，GONGSIJINGLIRUNTONGBIFENBIEZENGZHANG22.49%、27%。

集中度有望提升

2011NIAN，ZHEJIANGDENGDIDE“XUEQIANSHIJIAN”YINQIZHENGFUZHUGUANBUMENGAODUGUANZHU，BINGZAIZHEJIANG、GUANGDONG、HENANDENGQUANGUODUOGESHENGSHIDAFANWEICAIQULEZHUANXIANGHUANBAOZHENGZHI、ZECHENGQIYETINGCHANZICHAWEISHENGANQUANFANGHUJULI。

YIZHEJIANGSHENGWEILI，328JIAQIYEQUDIGUANBI216JIA，TINGCHANZHENGDUN99JIA，ZHENGCHANGSHENGCHANQIYEHEJICHANLIANGJINZHAN2010NIANQUANSHENGCHANLIANGDE8%。CONGZHEJIANG、GUANGDONG、HEBEI、HUBEI、JIANGSU、SHANDONG、ANHUIHESICHUANDENGSHENGFENDEZHENGDUNQINGKUANGLAIKAN，HAIJIANGYOUDALIANGQIYECUNZAIZHEZHENGDUNSHENZHIGUANBIDEKENENG。XINGYEZHENGDUNTONGYANGSHEJIDAOSHANGSHIGONGSI。CONGGONGGAOLAIKAN，YILUOTUOGUFEN、FENGFANGUFEN、NANDOUDIANYUANDENGWEIDAIBIAODELONGTOUQIYEJUNYOUBUFENSHENGCHANXIANYINWEIZHENGDUNHEGUANTINGSHOUDAOBUTONGCHENGDUDEYINGXIANG。

事实上，我国铅酸蓄电池行业的集中度极低。赛迪顾问提供的数据显示，国内铅酸蓄电池企业共2000余家，其中产值超过20亿元的企业约10家左右，超过1亿元的企业约260家，整个行业非常分散，CR4(前4位企业市场占有率)仅为25%左右，远远低于美国、日本等国家。

DANSUIZHEGUOJIAHUANBAOBUMENDUIXINGYEZHENGDUNLIDUDEJIADA，DALIANGDEQIANSUANXUDIANCHIQIYEBEIPOTINGCHANZHENGDUN，GENJUJINNIAN7YUE1RIQISHISHIDE《QIANSUANXUDIANCHIXINGYEZHUNRUTIAOJIAN》YUJI，GAIXINGYEWEILAI3NIANJIANGYOUSANFENZHIERLUOHOUCHANNENGMIANLINTAOTAI，QIANSUANXUDIANCHIDECHANGSHANGJIANGYOU2000JIAJIANSHAODAO300JIAYIXIA。

CONGZHONGZHANGQIKAN，HUANBAOBUMENDETINGCHANZHENGDUNHEZHUNRUTIAOJIANDECHUTAIJIANGCUJINXIANYOUQIYEJIAKUAITOUZI，SHIXINGJISHUGAIZAOTISHENGCHANNENGGUIMO。YIXIEJISHULUOHOUNANYIBAOZHENGHUANBAOYAOQIUDEQIYEJIANGBEITAOTAI，XINGYEZIYUANJIANGJIZHONGZAIYOUSHILIDEQIYESHOUZHONG，YOULIYUXINGYEJISHUSHUIPINGDETISHENG，CONGERTIGAOXINGYEJIZHONGDU，XINGCHENGXINDESHICHANGGEJU。

GUONEIJIUCHENGDIANDONGZIXINGCHESHIYONGQIANSUANXUDIANCHI

QICHEQIDONGDIANCHIRENGWEIQIANSUANXUDIANCHIZHUYAOYINGYONGSHICHANG，QUANQIUGELEICHENGYONGCHE、SHANGYONGCHEHEJICHEQIDONGDIANCHI(BAOKUOYIJIHEERJISHICHANG)SHICHANGGUIMOHEJIZHAN58%DEFENE，DANSHIZENGSUYIJINGQUHUAN。DIANDONGZIXINGCHEZEWEIZENGSUZUIKUAIDESHICHANG，MUQIAN，GUONEIYUE90%DEDIANDONGZIXINGCHESHIYONGQIANSUANXUDIANCHI。

BUJIUQIANFABUDE《ZHONGGUOQIANSUANXUDIANCHIQIYEZHUANXINGYUZIBENYUNZUOZHANLVEYANJIU》BAOGAORENWEI，QIANSUANXUDIANCHIYOUYUSHIYONGFANWEIGUANG、ANQUANWENDINGHEYOULIANGDEXINGJIABI，BEIGUANGFAYINGYONGYUJIAOTONGYUNSHU、TONGXUN、DIANLI、TIELU、KUANGSHAN、GANGKOU、GUOFANG、JISUANJI、KEYANDENGGUOMINJINGJIDEZHONGYAOLINGYU。

CONGYINGYONGLINGYULAIKAN，ZHUYAOKEFENWEIQICHEQIDONGDIANCHI、DONGLIDIANCHI(BAOKUODIANDONGZHULICHE、DIANDONGCHACHE、DIANDONGDAOLUCHEDENGDONGLIYONG)HEHOUBEIYUCHUNENG(GUDING)DIANCHISANDALEIBIE。

据悉，铅酸蓄电池自1859年至今已有150年的历史，技术十分成熟，是世界上使用最广泛的化学电源。铅酸蓄电池的正极材料主要采用二氧化铅，负极材料为铅，以稀硫酸作为电解液。

DIANCHIFANGDIANSHI，ZHENG、FUJIWUZHIHELIUSUANFANYINGSHENGCHANLIUSUANQIAN;FANGDIANZHONGZHISHI，DIANJIEYELIUSUANNONGDUJIANGDI，ERQIEDIANCHINEIDIANZUSHENGGAO，CISHIXUYAOJIEZHUQICHE、JICHEZHONGDEFADIANJILAICHONGDIAN。TONGCHANGYIGEQIANSUANXUDIANCHIYOU6GE2VDEDANGEGONGTONGCHUANLIANERCHENG，ZAIYOUDIANCHICHUANLIANCHENGBUTONGDIANYADEDIANCHIZUYONGYUBUTONGDELINGYU。

SUIZHEXIANDAISHEHUIKEXUEJISHUDEBUDUANJINBU，QIANSUANXUDIANCHIJISHUHECHANYEYEZAIJINGLIZHEBUDUANDESHENGJIHEJINBU。

XINJISHUFANGMIAN，MUQIANDEZHONGLIJIAOZHUJIBANJISHUJIANGBEILIANZHULIANYAJISHU、GAOJINGDUCHONGYAJISHU、XINXINGBANZHACHENGXINGGONGYI、PINGBANGUANSHIJIBANJISHU、GANGDAIWUFENGSHUANGMIANTUJISHUDENGZHUJIANDAITI，JIANGSHISHENGCHANJISHUGENGGAOXIAOGENGJIENENGJIECAI，CONGERSHIXIANQUANXINDESHEJISIXIANG，SHIDIANCHIJUYOUGENGGAODEXINGJIABI。

XINCAILIAOFANGMIAN，SUIZHEDUIFAPAOTAN、SULIAOJIBANDIANJI、NAMIQIXIANGERYANGHUAGUIJIAOTICAILIAO、CHAODAODIANTANHEIJIGAOHUANBAOZURANCAILIAODENGYANJIUDEZHUBUSHENRUHEZAIDIANCHIZHONGDEYINGYONG，DIANCHIJIANGJUYOUGENGGAODEBINENGLIANGHEGENGGAODEANQUANXING。

XINJIEGOUFANGMIAN，SHUANGJIXINGDIANJIJIEGOU、JUANRAOSHIJIQUNJIEGOU、GAODIANYASHUIPINGDUICHENGFANGZHIJIEGOU、DUANJIZHUJIEGOUDEYANJIUTUPO，JIANGSHIDIANCHIDEXINGNENGTUFEIMENGJIN。

BAOGAOZHICHU，SUIZHEXINJISHU、XINCAILIAO、XINJIEGOUDEJINZHAN，QIANSUANXUDIANCHIJISHUJIANGXIANGGAOBINENGLIANG、GAOXINGJIABI、KUANWENDUSHIYINGXING、ZHANGSHIYONGSHOUMINGFANGXIANGFAZHAN，TUIDONGZHENGGEQIANSUANXUDIANCHICHANYEBUDUANDESHENGJIYUJINBU。