2025年5月ICC鑫椤资讯全球锂电数据统计：

Core Insights - The article highlights significant growth in global lithium battery production, with a projected output of 173 GWh by May 2025, representing a year-on-year increase of 44.4% [2] - Energy storage battery production is also on the rise, with a forecasted output of 45.3 GWh by May 2025, showing a year-on-year growth of 62.6% [2] - The production of lithium iron phosphate (LFP) is expected to reach 295,400 tons by May 2025, marking a year-on-year increase of 41.9% [2] - In contrast, the production of ternary materials and ternary precursors is declining, with a decrease of 5.3% and 4.8% respectively in May 2025 compared to the previous year [2] Battery Production - Global lithium battery production for January to May 2025 reached 812.74 GWh, a year-on-year increase of 62.44% [2] - The production of energy storage batteries during the same period totaled 190.57 GWh, reflecting a substantial year-on-year growth of 114% [2] Material Production - The production of lithium manganese oxide in China for May 2025 was 12,500 tons, down 2.6% year-on-year, with a cumulative production of 53,400 tons for January to May, also down 2% [3] - Lithium cobalt oxide production reached 9,500 tons in May 2025, showing a year-on-year increase of 22.8%, with a cumulative production of 41,400 tons for January to May, up 23.95% [3] Anode and Electrolyte Production - Global anode material production in May 2025 was 222,600 tons, reflecting a year-on-year increase of 20.5%, with a cumulative production of 1,051,100 tons for January to May, up 32.64% [4] - Electrolyte production reached 170,000 tons in May 2025, marking a year-on-year growth of 24.8%, with a cumulative production of 812,600 tons for January to May, up 46.49% [4] - Separator production was 2.514 billion square meters in May 2025, showing a year-on-year increase of 22%, with a cumulative production of 11.677 billion square meters for January to May, up 38.32% [4]