2025年1月ICC鑫椤资讯全球锂电排行榜

Key Points - The article discusses the global lithium battery and energy storage production statistics for January 2025, highlighting significant growth and changes in various segments of the industry [2][4][5][8][9]. Battery Production - In January 2025, global lithium battery production reached 152.69 GWh, showing a month-on-month decrease of 7.7% but a year-on-year increase of 72.41% [2]. - The penetration rate of lithium iron phosphate (LFP) batteries globally was reported at 69.6%, with overseas battery manufacturers accounting for 15.32% of total production [2]. Energy Storage - Global energy storage production in January 2025 was 30.7 GWh, reflecting a year-on-year growth of 132.5% but a month-on-month decline of 21% [4]. Material Production - The production of lithium iron phosphate reached 237,900 tons in January 2025, marking a year-on-year increase of 102.6% [5]. - The production of ternary cathode materials was 69,100 tons, showing a month-on-month decrease of 6.8% and a year-on-year decline of 13.4% [5]. - Ternary precursor production was reported at 68,300 tons, with a month-on-month decline of 13.3% [6]. - Lithium manganese oxide production in China was 8,900 tons, reflecting a year-on-year increase of 13% [7]. - Cobalt oxide production was 6,720 tons, with a year-on-year increase of 0.4% but a month-on-month decrease of 10% [7]. Anode and Electrolyte Production - Global anode material production reached 201,000 tons, with a year-on-year increase of 53.5% but a month-on-month decline of 3.1% [8]. - Electrolyte production was reported at 156,700 tons, showing a year-on-year increase of 73.58% and a month-on-month decrease of 9.65% [8]. Separator Production - Global separator production reached 2.18 billion square meters, with a year-on-year increase of 42.4% but a month-on-month decline of 12.2% [9].