中国锂电池出海行业市场规模测算逻辑模型 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2025-04-29 12:23

Investment Rating - The report provides a positive outlook on the lithium battery export industry, indicating a strong growth trajectory in the coming years [10][11][12]. Core Insights - The total export value of Chinese lithium batteries is projected to grow from USD 159.43 billion in 2020 to USD 902.94 billion by 2029, with a notable growth rate of 78.37% in 2021 and 79.05% in 2022 [10][11]. - The export amounts to the US, Germany, South Korea, Vietnam, and India are expected to increase significantly, with the total export value reaching USD 5.29 trillion by 2029 [11][96]. - The average export price of lithium batteries to the US is anticipated to rise from USD 14.67 in 2020 to USD 186.48 by 2029, reflecting a substantial increase in value [20][26]. - The report highlights a shift in export dynamics, with a growing share of exports directed towards the US, which is expected to account for 26% of total exports by 2029 [102]. Summary by Sections Export Value Overview - The export value of Chinese lithium batteries is forecasted to reach USD 650.09 billion in 2023, with a slight decline in 2024 to USD 611.1 billion, followed by a recovery in subsequent years [10][11]. - The total export value to key markets (US, Germany, South Korea, Vietnam, India) is projected to grow from USD 760.64 billion in 2020 to USD 5.29 trillion by 2029, with a peak growth rate of 98.56% in 2021 [11][96]. Export Quantity and Price Analysis - The quantity of lithium batteries exported to the US is expected to decline from 33,554.8 million units in 2021 to 9,793.91 million units by 2029, indicating a shift in market dynamics [14][28]. - The average export price to Germany is projected to fluctuate, with an increase from USD 24.52 in 2020 to USD 67.76 by 2029, influenced by local production policies [37][45]. Market Share Insights - The report indicates that the share of lithium battery exports to the US will increase from 15.59% in 2020 to 26% by 2029, reflecting a strategic focus on this market [102]. - The share of exports to Germany is expected to stabilize around 13% by 2029, showing a more competitive landscape in the European market [106].