动力电池需求持续增长，动力电池检测市场规模广阔

Investment Rating - The report indicates a positive investment outlook for the power battery testing industry, driven by the continuous growth in demand for new energy vehicles [1]. Core Insights - The demand for power battery testing services is increasing due to the growing popularity of new energy vehicles, highlighting the importance of battery safety, reliability, and performance [1]. - The number of new energy vehicle products registered in China has shown a significant upward trend from 2021 to 2023, with a compound annual growth rate (CAGR) of 18.47% [2]. - By 2026, the market size for new energy power battery testing services is projected to exceed 16 billion yuan [5]. - The cumulative installed capacity of power batteries in China reached 244.9 GWh in the first seven months of 2024, reflecting a year-on-year growth of 32.8% [6]. - The outsourced battery testing market is expected to surpass 20 billion yuan by 2026, driven by the increasing trend of battery manufacturers outsourcing testing services to enhance R&D efficiency [8]. Summary by Sections Market Overview - The power battery testing market is expanding due to the rising demand for new energy vehicles, with significant growth expected in the coming years [1][5]. New Energy Vehicle Registration - The number of new energy vehicle products registered in China has increased from 3,211 in 2021 to 4,849 in 2023, indicating a robust growth trajectory [2]. Market Size Estimation - The estimated market size for new energy power battery testing services is projected to exceed 16 billion yuan by 2026, based on the growth in new energy vehicle models and testing costs [5]. - The outsourced battery testing market is anticipated to exceed 20 billion yuan by 2026, influenced by the trend of battery manufacturers outsourcing testing services [8]. Battery Manufacturers - Major battery manufacturers, including CATL and BYD, accounted for 88% of the cumulative installed capacity of power batteries in the first seven months of 2024 [6].