China's supercapacitor industry investment plan

Supercapacitors, also known as electrochemical capacitors, electric double layer capacitors, gold capacitors, and farad capacitors, are electrochemical components developed in the 1970s and 1980s to store energy through polarized electrolytes. It is different from traditional chemical power sources. It is a power source with special properties between traditional capacitors and batteries. It mainly relies on electric double layers and redox pseudocapacitive charges to store electrical energy.

Because supercapacitors have the characteristics of instantaneous high power, fast charging and discharging, and long cycle life, supercapacitors are widely used in scenarios such as auxiliary peak power, backup power supply, storage of regenerative energy, and alternative power supply. They are used in new energy vehicles, rail transit, industrial control, Wind photovoltaic power generation and military industry have broad prospects. From the perspective of market size, transportation, industry, and new energy fields accounted for 38%, 30%, and 21% respectively, and transportation is still the largest application field.

Supercapacitors are partially replacing traditional lithium batteries in the consumer electronics market. Portable devices, low-power electrical appliances, smart watches, etc. mostly use smaller-sized supercapacitors, and their applications are relatively mature. With the maturity of 5G technology, the number of Internet of Things connections in my country is expected to usher in rapid growth. Supercapacitors can be used in smart watches to provide power for clock chips and power-off protection. As a low-power wide-area network cellular IoT technology based on authorized frequency bands, NB-IoT is suitable for applications such as indoor four meters and underground pipe networks, which are important scenarios for smart cities. From 2015 to 2020, the size of my country's supercapacitor market increased from 6.65 billion yuan to 15.49 billion yuan, with a compound annual growth rate of 18.4%. In 2021, China's supercapacitor market will reach 19.8 billion yuan, a year-on-year increase of 28%. Benefiting from the increase in demand in downstream markets such as new energy vehicles, the overall market size of supercapacitors in my country will continue to rise and demand will strengthen. In terms of market structure, China's supercapacitor market is highly concentrated, with the top five market participants accounting for 73.8% of the total market size. Among them, the American company Maxwell has become the company with the largest market share due to its monopoly position in the wind power pitch field. 27.0%; Ningbo CRRC (20.9%) and Aowei Technology (10.6%) ranked second and third in China's supercapacitor market, and Jianghai ranked fourth with a market share of 9.0%. Although China's supercapacitor market has a high degree of concentration, the revenue volume of each company is still small, emerging demand areas are constantly emerging, and the industry structure is still uncertain.

In January 2021, the Ministry of Industry and Information Technology issued the "Action Plan for the Development of Basic Electronic Components Industry (2021-2023)", which proposed to focus on promoting the development of automotive-grade sensors, capacitors (including supercapacitors), resistors, frequency components, connectors and wires. Cable assemblies, micro motors, control relays, new chemical and physical batteries and other electronic components. On June 28, 2021, the Ministry of Industry and Information Technology issued the "Key Points of Automobile Standardization Work in 2021", proposing to accelerate the innovation and breakthrough of key components, and formulate and revise standards for supercapacitors and drive motor systems.

The "2023-2028 China Supercapacitor Industry Investment Planning and Prospect Forecast Report" released by Ruiguan Industry Research Institute has thirteen chapters. Firstly, it introduces the relevant overview of supercapacitors, etc., then analyzes the development status of the capacitor industry, then analyzes the development environment and industry standards of my country's supercapacitor industry, and then reports the development status, technical research, application fields and supercapacitor electrodes of my country's supercapacitor industry The material is analyzed in detail, and finally the operation status of key enterprises in the supercapacitor industry at home and abroad is analyzed, and the investment potential and future development prospects of my country's supercapacitor industry are predicted.

The data in this research report mainly comes from the National Bureau of Statistics, the General Administration of Customs, the Ministry of Commerce, the Ministry of Finance, the Industrial Research Institute, the Market Research Center of the Industrial Research Institute, the Capacitor Branch of the China Electronic Components Industry Association, and key domestic and foreign publications. The data is authoritative, It is detailed and rich, and scientifically predicts the core development indicators of the industry through professional analysis and forecasting models. If you or your organization want to have a systematic and in-depth understanding of the supercapacitor industry, or want to invest in the supercapacitor industry, this report will be an indispensable and important reference tool for you.