What Are The Benefits Of Ship Electrification To The Lithium Battery Industry?

At present, electric ships are mainly used in civil fields, focusing on inland lakes, inland rivers and offshore ports. From the perspective of application ship types, they can be divided into car-passenger ferry, passenger ship, port tugboat, port ship and offshore ship, etc.; from the application tonnage can be divided into Below 500 tons, 500-2000 tons, 2000-5000 tons, more than 5000 tons, etc.

The advantages of using lithium batteries for power driving of ships: electric ships have the advantages of green environmental protection, zero pollution, safety and low cost of use. According to the calculation of the Lithium Battery Research Institute, the operating cost per 100 kilometers of ships is 4,100 yuan for diesel-powered ships and LNG fueled ships. It is 3700 yuan, and the electric ship is 2800 yuan. The operating cost of electric ships is significantly lower than that of diesel and LNG fuel ships. At the same time, because the electric ship has a simple structure, few rotating parts, and reliable work, the maintenance cost is extremely low. The electric ship is in line with the current trend of developing green ships.

At this stage, it is more difficult to completely replace lithium-ion batteries for medium- and large-sized ships of more than 5,000 tons, and a small number of hybrid power types will be the main ones. The proportion of lithium-ion batteries in the renewal of old ships and new ships will show an increasing trend year by year.

It is predicted that if 50% of the total number of ships in the Neihu Lake are calculated according to the proportion of electrification, the total tonnage of the electric ship market in 2018 will reach 98 million tons. According to the current range of marine lithium battery power between 1.2-1.35KWh/ton, take each ship Based on the calculation of the ship's unit power of 1.3KWh, the theoretical demand for lithium batteries for electric ships in 2018 will reach 127GWh.

In fact, the lithium battery supporting ship as a power source can only be used after being certified by the classification society’s lithium battery product technical standard. As of June 2019, there are 11 domestic enterprises that have certified the classification society for electric marine lithium ion battery cells. There are 25 types of core products, and the number of cell types and the number of corresponding companies are still relatively small.

Related data research shows that the total output value of the electric ship lithium battery market in 2018 was 44 million, and the actual ship electrification ratio was 0.016%. The market share is still small. However, in the future, with the national policy toward the ship sector and the implementation of the “One Belt One Road” , Ship electrification is expected to accelerate development.

In the future, the total number and gross tonnage of civil motor ships will show a downward trend, and the corresponding gross tonnage of Neijiang and Neihu ships will also show a downward trend, but the unit tonnage weight of ships will increase slightly (with the total amount of personnel or cargo unchanged) ).

In the future, cruise ships and passenger ships and ferries under 2,000 tons will be electrically powered. At present, most passenger ships and ferries in Xinjiang and Wuhan will be purely electrified. In the future, there will be more pure electric vehicles in many water system scenic spots such as the central region and the Yangtze River Delta. Electric ship operation.

In the next 7 years, the total number of civil ships per year will decrease by 4.9% on average, and the average net weight per unit of ship tonnage is 0.178 million tons per ship. The total tonnage of Neihu ships will account for 92% of the total tonnage of civil motor ships.

In 2019, 2022 and 2025, the penetration rate of lithium battery for electric ships is calculated based on the electrification rate of 0.035%, 0.55%, and 18.5%. By 2025, the lithium battery market for electric ships will reach 35.41GWh.

The overall development of the electric ship market presents two stages. The growth rate will be slow from 2018 to 2021, and the growth rate will accelerate from 2022 to 2025. If the lithium ionization penetration rate of the lithium battery market for electric ships reaches 50%, it will drive the lithium battery market to a scale of more than 90GWh.

The future trend of ship lithium battery will mainly focus on the following areas: 1) Ferries and sightseeing boats in coastal cities along the river; 2) Inland cargo ships; 3) Port tugboat market; 4) Some large and medium-sized ships use lithium batteries instead of lead-acid, thereby promoting the use of lithium batteries in ships化 speed up.