智通财经网·2025-09-23 05:50Core Insights - The lithium battery sector is expected to see revenue of 1.14 trillion yuan in the first half of 2025, representing a year-on-year growth of 13.78%, with 67.92% of companies showing positive growth [1] - Net profit for the lithium battery sector is projected to reach 67.95 billion yuan in the first half of 2025, marking a year-on-year increase of 28.07%, with 59.43% of companies reporting positive growth [1] - The performance of the lithium battery sector is improving, but companies in the Henan province have a low overall performance contribution [1] Revenue and Profit Trends - In 2024, the lithium battery sector's revenue is expected to be 2.25 trillion yuan, showing a slight increase of 0.07% year-on-year, while net profit is projected to decline by 22.02% to 110.14 billion yuan [1] - For the first half of 2025, the lithium battery sector's revenue is anticipated to be 1.14 trillion yuan, with a year-on-year growth of 13.78%, and net profit is expected to be 67.95 billion yuan, reflecting a year-on-year increase of 28.07% [1] Regional Performance - Companies in Henan province account for only 2.83% of the total number of lithium battery companies, with their revenue and net profit being relatively small [1] - In 2024, the total revenue of Henan lithium battery companies is expected to decline by 44.85%, resulting in net losses, while in the first half of 2025, total revenue is projected to decrease by 1.15% with continued net losses [1] Industry Dynamics - The lithium battery supply chain is experiencing price differentiation, with lithium carbonate prices under pressure and cobalt-related product prices significantly increasing due to external policy changes [3] - As of September 19, 2025, lithium carbonate is priced at 72,500 yuan per ton, down 4.28% from the beginning of the year, while electrolytic cobalt is priced at 279,000 yuan per ton, up 63.64% [3] Global Market Trends - Global sales of new energy vehicles reached 10.6574 million units from January to July 2025, representing a year-on-year growth of 24.57% [2] - In China, new energy vehicle sales from January to August 2025 totaled 9.592 million units, with a year-on-year increase of 36.37%, accounting for 45.47% of global sales [2] - The production of power and other batteries in China reached 970.70 GWh, a year-on-year increase of 54.30%, with exports accounting for 18.8% of total sales [2]