摘要
2015年以来,全球新能源汽车产业快速发展,产销量不断增长。由于动力电池需要用到新的矿产,以及汽车电动化以及车身轻量化等因素,都将对相关矿产需求产生重要影响。本文通过对电动汽车、插电式混合动力汽车、混合动力汽车发展趋势展望,从动力电池、汽车电动化、车身轻量化三个方面分析了新能源汽车领域对锂、钴、镍、铜、铝需求产生的影响,并分析了这五种矿产资源到2035年的全球需求。文章结论得出2035年以纯电动车和插电式混合动力汽车为主的新能源汽车在全球市场份额将扩大至37%,混合动力汽车将扩大至33%;锂、钴、镍、铜、铝在新能源汽车产业发展的拉动下,全球总消费量将分别增长至目前的16倍、4倍、2.4倍、1.6倍和1.3倍。
Since 2015,the global new energy automobile industry has developed rapidly whose production and sales have continued to grow.Due to the need for new minerals for power batteries,motorization and lightweighting will have an important impact on the demand for related minerals.This paper analyzes the development trend of electric vehicles,plug-in hybrid vehicles and hybrid vehicles and analyzes demand of lithium,cobalt,nickel,copper and aluminum in new energy vehicles fields from three aspects:power battery,automobile electrification and body weight reduction.Finally,the paper forecasts the global demand for these five mineral resources to 2035.The paper concludes that in 2035,new energy vehicles including pure electric vehicles and plug-in hybrid vehicles will expand their global market share to 37%,and hybrid vehicles will expand to 33%.Driven by the development of new energy automobile industry,lithium,cobalt,nickel,copper and aluminum will increase global total consumption to 16 times,4 times,2.4 times,1.6 times and 1.3 times respectively in 2035.
作者
邢佳韵
陈其慎
张艳飞
龙涛
郑国栋
王琨
XING Jiayun;CHEN Qishen;ZHANG Yanfei;LONG Tao;ZHENG Guodong;WANG Kun(Institute of Mineral Resources,Chinese Academy of Geological Sciences,Beijing 100037,China)
出处
《中国矿业》
北大核心
2019年第12期67-71,共5页
China Mining Magazine
基金
中国地质调查局地质调查二级项目“国外矿产资源可供性调查”资助(编号：DD20190674)
