动力电池行业周报：全球动力电池TOP10数据出炉，中国制造占据半壁江山

Investment Rating - Investment rating: Recommended (maintained) [2] Core Views - The overall industry outlook remains positive, with a focus on the trends in raw material prices, monthly sales, and the implementation of industry regulations [2] - The domestic and international development prospects for the new energy vehicle industry are certain, making the sector worthy of attention [2] - It is expected that individual stock performance will show differentiation, suggesting a focus on leading companies in specific segments [2] Summary by Sections Industry Weekly Data Tracking - Lithium Carbonate Market: The average price of industrial-grade lithium carbonate is 68,000 yuan/ton, down 400 yuan/ton (5.56%) from last week. Battery-grade lithium carbonate averages 71,000 yuan/ton, also down 400 yuan/ton (5.33%) [8][9] - Lithium Hydroxide Market: The average price for battery-grade lithium hydroxide is 71,000 yuan/ton, down 150 yuan/ton from last week [14] - NCM Material Prices: The price for NCM 523 single crystal material is 108,500 yuan/ton, while NCM 622 multi-crystal is 109,000 yuan/ton, both down 50 yuan/ton [20] - Negative Electrode Material Prices: The market reference price is 32,378 yuan/ton, down 760 yuan/ton (2.29%) [27] - Electrolyte Prices: The average price for lithium iron phosphate electrolyte is 18,300 yuan/ton, while the average for ternary/conventional electrolyte is 25,000 yuan/ton, both stable from last week [35] - Separator Prices: The average price for 7um wet separators is 0.84 yuan/square meter, and for 16um dry separators is 0.43 yuan/square meter, both stable [41] Downstream Battery Market - Battery Installation Volume: In the first seven months of 2024, the cumulative installation volume of power batteries in China reached 244.9 GWh, a year-on-year increase of 32.8% [2] - Electric Vehicle Market: In the same period, the production and sales of new energy vehicles reached 5.911 million and 5.933 million units, respectively, with year-on-year growth of 28.7% and 31.1% [2] - Global Battery Usage: The total usage of batteries for electric vehicles (EV, PHEV, HEV) globally was approximately 434.4 GWh, a year-on-year increase of 22.4% [2] Industry Dynamics - Top 10 Battery Manufacturers: The top 10 global battery manufacturers include CATL, BYD, LG Energy Solution, SK On, and others, with Chinese manufacturers accounting for 70% of the global market [2]