China's supercapacitor industry: The market is in a "three legged" situation and still has great development potential in the future
According to the "Research on the Development Trends and Future Prospects of China's Supercapacitors Industry (2024-2031)" released by Guanyan Report Network, supercapacitors, also known as supercapacitors, are high-capacity capacitors that fall between electrolytic capacitors and rechargeable batteries. It not only has the characteristics of fast charging and discharging of capacitors, but also has the energy storage characteristics of batteries. It has the advantages of fast charging, green environmental protection, wide temperature resistance range, and high output power, and is widely used in fields such as new energy, rail transit, power grid, and consumer electronics.
超等电容器行业生长现状剖析
Starting late, developing rapidly, and the market size is growing rapidly
The research on supercapacitors in China started relatively late, starting in the late 1990s; In 2005, China formulated the "Technical Standards for Supercapacitors". In 2016, the Ministry of Industry and Information Technology issued the "Implementation Plan for the 2016 Industrial Strong Foundation Special Action", which for the first time included supercapacitors as a key support focus; In 2017, the Ministry of Science and Technology of China officially included "high-capacity energy storage systems and applications based on supercapacitors" in the national key basic research and development plan; Subsequently, driven by policies and downstream markets such as new energy, power grid, and rail transit, China's supercapacitor industry has experienced rapid development, with the market size continuously expanding from 850 million yuan in 2017 to 3.14 billion yuan in 2022, maintaining a growth rate of over 20%.
Under high entry barriers, the market presents a "three legged" competitive pattern
Due to the high barriers of technology, raw materials, capital, and talent in the supercapacitor industry, the industry has a high entry threshold, and most of its resources are concentrated in the hands of top enterprises, resulting in a high degree of industry concentration. According to the data from 2021, China's supercapacitor CR3 is close to 80%, and the market presents a "three legged" competitive pattern.
Development and Prospect Analysis of Supercapacitors Industry
In the future, driven by four major factors including the localization of major upstream raw materials, policy support, downstream market demand, and technological assistance, it is expected that the development prospects of China's supercapacitor industry will remain broad, with great market growth potential. Specifically, let's take a look:
· The upstream of supercapacitors mainly consists of raw materials such as electrodes, electrolytes, separators, and leads. The proportion of electrode materials in the cost of supercapacitors is about 30% -40%; The electrolyte accounts for about 25%; The proportion of diaphragm is about 5% -15%.
· Supercapacitors belong to technology intensive industries with high technological barriers. In recent years, in order to promote the research and application of supercapacitor technology, China has successively issued a series of favorable policies such as the "14th Five Year Plan for Science and Technology Innovation in the Energy Field" and the "Action Plan for Accelerating the Green and Low Carbon Innovation Development of Power Equipment".
The fragmentation of the material and device production chain
Due to the lack of a complete material device production chain for supercapacitors in domestic companies, the production chain of materials and devices is fragmented. Enterprises face high transaction costs and price fluctuations when purchasing raw materials and components, which is not conducive to cost control and market competition. The fragmentation of the industrial chain is not conducive to technological innovation and the development of new products.
Enterprises find it difficult to achieve collaborative innovation in material research and development, device design, and manufacturing processes, which hinders the full utilization of the overall advantages of the industry chain and thus affects the upgrading and development of the domestic supercapacitor industry.
Sichuan Jinshi New Energy Technology Co., Ltd
In the current development status of supercapacitors, Sichuan Jinshi New Energy Technology Co., Ltd., as a holding subsidiary of Sichuan Jinshi Technology Co., Ltd., was founded in March 2021. Guided by the "dual carbon" goal, the company has partnered with Professor Yang Weiqing's research group from the School of Materials Science and Engineering at Southwest Jiaotong University to deeply cultivate the field of energy technology, and successfully built an innovative model for the entire industry chain around supercapacitors, focusing on "materials, appliances, and applications".
Jinshi New Energy Technology not only focuses on the research and development of core carbon materials, but also has the ability to design and manufacture supercapacitor monomers and modules. The company has multiple professional production lines and more than 100 national top experimental and production equipment. In terms of technology research and development and cost control, the company has always been at the forefront of the domestic market.
The company is developing a systematic solution for the multidimensional application scenarios of supercapacitors. With its outstanding product performance and stability, it has gradually begun to explore and apply in fields such as construction machinery, renewable energy grid connection, power tools, instrumentation, new energy vehicles, building/elevator energy conservation, and medical care. With the iteration of technology and the deeper expansion of the market, this product will demonstrate its potential and value in more fields.
Friendship link：CHNYEA.TEC
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