电动汽车电池供应链投资指南（双语对照）--Green Finance Institute免费下载

电动汽车电池供应链投资指南Guide to Investing inthe EV Battery SupplyChain电动汽车电池供应链投资指南目录1. 执行摘要32.引言53.市场概况94.上游：原材料提取和加工20原材料提取21初级和二次再生原材料加工275.中游：电芯组件制造和29电芯制造业电芯组件制造30电芯制造396.下游：模组和电池组生产及电池管理系统42模组和电池组生产43电池管理系统447.二次利用与回收468.转型时期的政策和公共财政54附录59词汇表62本指南是与以下机构合作制作的：我们还要感谢以下组织对编写本指南的支持：Battery Associates、清洁发展基金(Clean Growth Fund)、ElbowBeach Capital、Elysia Battery Intelligence、Innovate UK KTN、国民西敏寺银行集团（NatWest）、Plug LifeConsulting、Viridis Capital22GUIDE TO INVESTING IN THE EV BATTERY SUPPLY CHAIN3 5 9 20 21 27 29 30 42 43 46 54 1. Executive Summary2. Introduction3. Market Overview4. Upstream: Raw Material Extraction & ProcessingRaw material extractionPrimary & secondary raw material processing5. Midstream: Cell Component Manufacturing & CellManufacturingCell component manufacturingCell manufacturing6. Downstream: Module and Pack Production &Battery Management SystemsModule and pack productionBattery management systems7. Second Use & Recycling8. Policy and Public Finance for the Transition62 GlossaryContents This guide was produced in partnership with:We would also like to thank the following organisations for their support in producing this guide: Battery Associates, Clean Growth Fund, Elbow Beach Capital, Elysia Battery Intelligence, Innovate UK KTN, NatWest, Plug Life Consulting, Viridis Capital39 44 Appendix59 盐水处理/DLE到氢氧化物康沃尔锂公司LEVERTON 锂业镍金属淡水河谷铁锂云母到氢氧化物康沃尔锂公司云母到氢氧化物英国锂业优质和超优质石油焦P6638吉瓦时（软包电池）远景动力/日产1.9吉瓦时（软包电池）远景动力氢氧化锂蒂斯河谷锂业氢氧化锂绿色锂磷酸锰铁锂（LFMP）电池充电产业全球市场价值氢氧化锂和碳酸锂电动汽车电池供应链投资指南执行摘要最早到2025年...