近期新能源市场信息

Battery - In contrast to previous years, the battery production in Q4 is expected to remain at a high level due to demand pull and raw material stocking. As of November, leading battery manufacturers are maintaining high capacity operations, while small and medium manufacturers may experience slight fluctuations. Recent cobalt price volatility has led to a slight increase in the price of ternary lithium batteries, while lithium iron phosphate batteries remain stable [1] New Energy Vehicles - In the first nine months of 2025, sales of new energy heavy trucks reached 138,714 units, representing a year-on-year increase of 183.30%. Currently, CATL has surpassed 700 chocolate battery swap stations nationwide, aiming for 1,000 stations by the end of 2025. Plans are in place to establish over 2,500 battery swap stations in more than 120 cities across the country by 2026. The Leap D19 model features an 80 kWh range extender with a pure electric range of 500 kilometers, utilizing CATL's "super hybrid battery" [2] Energy Storage - The energy storage cell market prices have remained generally stable this week. CATL announced its Q3 performance, achieving a total shipment of approximately 180 GWh for both power and energy storage batteries, with energy storage batteries accounting for about 20% and power batteries for about 80%. CATL's Jining base is expected to add over 100 GWh of energy storage capacity by 2026, utilizing 587 Ah large capacity cells. Tesla reported a record global energy storage installation of 12.5 GWh in Q3 2025, a 30% increase from 9.6 GWh in Q2. On October 21, Foxconn's energy storage brand "Fuchu Kenen" launched a 9.37 MWh container energy storage system, achieving an 87% improvement in energy density compared to conventional products [3]