Cell Material Opportunity In India for China - by MolSynth - Kunal Daga - Draft Copy - SMM CLNB 2024.pdf

1、INDIA OPPORTUNITY印度的机会印度的机会Lithium-ion battery materials opportunities in India印度锂离子电池材料机遇30-05-2024Prepared by MolSynth for SMMs CLNB 20241NEW ENERGY BATTERY DEMAND新能源需求新能源需求预测Prepared by MolSynth for SMMs CLNB 202430-05-20242 175+GWhINDIA DEMAND BY 20302023:10 GWh2030年印度需求175+GWh2023年印度需求 10+GWhAG

2、GRESSIVEESTIMATES乐观估计CONSERVATIVEESTIMATES保守估保守估计India is emulating Chinas EV Supply Chain 印度正在仿照中国的印度正在仿照中国的电动汽车供应链Prepared by MolSynth for SMMs CLNB 202430-05-20243CHINAI N D I AI N D I AIn last 5 yrsPLI support from GOI for GIGAFACTORIES印度政府（印度政府（GOI）提供的生）提供的生产挂钩激励（PLI）支持）支持Rajesh Exports05 GWH吉瓦

3、Ola Electric20 GWH吉瓦Reliance New Energy05 GWH吉瓦20 GWH吉瓦30-05-2024Prepared by MolSynth for SMMs CLNB 20244Government of India has extended subsidies to below four companies for their Gigafactories:印度政府（GOI）已向以下四家公司的项目提供了补贴：65%Domestic Value Capture Target申报条件：国内原材料采购占比Gigafactories already underway已已

4、经在进行中的千兆工厂30-05-2024Prepared by MolSynth for SMMs CLNB 20245Gujarat古吉拉特邦Karnataka卡纳塔克邦Telangana特兰加纳Tamil Nadu泰米尔纳德邦0.251111.21.5555510101212151850505060100Log9MunothBELAtherCyngiTDS-GL&TRajesh Exp.TDK-ATLNsureTVS-24MIBCGodiExideMahindraAmara RajaJSW GroupRelianceAdaniTata-AgartasOlaYEAR2023202420252

5、0262027202820292030GWh212264766768696100GWhBY 2030Orrisa奥里萨邦Indias Indigenous Strengths 3Ms Man,Machines&Material印度的本土印度的本土优势 3Ms（人力、机械（人力、机械设备和物料）30-05-2024Prepared by MolSynth for SMMs CLNB 20246 Upcoming Battery Materials Plants in India即将在印度建即将在印度建设的电池化学品工厂30-05-2024Prepared by MolSynth for SMMs

6、 CLNB 20247ANODE MATERIALEPSILONHIMADRIHEGTIRUPATHI (NATURAL)CATHODE MATERIALALTMIN-ACRIEPSILON-JMGFCL-EVHIMADRIIFFCO-ALEEESNEOGEN-ALEEESELECTROLYTE SALTSGFCL-EVNEOGENELECTROLYTEADDITIVESAMIORGANICSAETHER INDUSTRIESANUPAM RASAYANTATVACHINTANBINDERSSRFGFCL-EVSOLVENTSALKYLAMINESBALAJIAMINESPRASOLSEPER