高工锂电董事长张小飞：今年动力电池出货量将突破太瓦时 多种锂电池材料价格或将上涨

Core Insights - The lithium battery industry has experienced significant growth, with production increasing from approximately 15 GWh in 2010 to nearly 150 GWh in 2020, and is expected to see a 25-fold increase from 2020 to 2030 [1] - By 2025, the shipment volume of power batteries is projected to exceed 1 TWh for the first time, although the industry still faces a shortage of effective production capacity [1] - The market for lithium battery materials is expected to see price increases in 2026, with a forecasted addition of 700 GWh of effective capacity [1] Industry Growth - The lithium battery production is anticipated to grow threefold from 2025 to 2035 [1] - The share of lithium iron phosphate batteries in total shipments is expected to remain stable at around 75% [1] - Silicon-based anode materials are projected to have significant development potential, with production capacity expected to exceed 2.6 million tons by 2025 and potentially grow over 3.5 times by 2035 [1] Material Pricing and Capacity - In September 2025, multiple lithium battery materials are expected to see price increases, including power batteries, energy storage batteries, lithium hexafluorophosphate, separators, and electrolytes [1] - The current effective production capacity is described as very tight, indicating a pressing need for expansion in the industry [1]