Supercapacitors have high power density and high energy conversion efficiency. Shenwan Hongyuan Securities believes that the localization of key materials provides a basis for the development of supercapacitor modules in China, and national policies are expected to be vigorously promoted and supported. In the next 3-5 years, supercapacitor modules will usher in explosive growth.
High-end products will be localized
Supercapacitor is a new type of energy storage component with long life, high energy density and super power, and new components with both capacitance and battery characteristics. Currently mainly used in hybrid vehicles, wind power, power equipment, military high-power equipment and rail transit.
Foreign research on supercapacitors started earlier and the technology is relatively mature. Japan, the United States, Europe and other countries have proposed the supercapacitor project as a national-level key research and development project, and proposed a short-term and medium-term development plan. Supercapacitors are included in the development of the USMSC program in the United States, the NewSunshine program in Japan, and the PNGU program in Europe.
China has included "the research and preparation technology of key materials for supercapacitors" in the "National Medium- and Long-Term Science and Technology Development Program (2006-2020)" as one of the leading technologies in the energy field. As the key materials of China's supercapacitors are gradually localized, the performance of domestic supercapacitors has been broken, and high-end products will gradually become localized.
The application field is gradually extended
According to research by ResearchandMarkets, the global supercapacitor market revenue in 2014 reached 3.8 billion US dollars, and the compound annual growth rate is expected to reach 21.3% in the next five years. Among them, the demand for supercapacitors in the Chinese market reached 12.1% of the global market.
Supercapacitors can replace traditional chemical batteries in part or in whole with superior performance, such as large capacity, high power, long life, low cost and environmental friendliness, and have more extensive applications than traditional chemical batteries. The technology of supercapacitors is constantly evolving, driving its application range from the initial field of electronic equipment to the field of power and energy storage.
The promotion of new energy vehicles, wind power, rail transit, electricity, military and other fields will become one of the main factors in the development of super capacitors. According to the relevant data, the size of China's supercapacitor market is expected to be about 1.92 billion yuan in 2013, and will increase to 3.3 billion yuan in 2016, with an average annual growth rate of around 20%.