锂电数据

Group 1: Global and Domestic Battery Production - In January, global major companies' planned battery production totaled 161.04 GWh, representing a year-on-year increase of 34.4% but a month-on-month decrease of 3.8% [1] - Domestic battery production in January reached 142.44 GWh, with a year-on-year increase of 39.8% and a month-on-month decrease of 4.2% [1] - Overseas battery production in January was 18.6 GWh, showing a year-on-year increase of 3.3% and a month-on-month decrease of 0.3% [1] Group 2: Domestic Battery Manufacturers - The leading domestic manufacturer C planned to produce 75.5 GWh in January, a year-on-year increase of 47.2% and a month-on-month decrease of 2.6% [1] - The second-ranked manufacturer B planned to produce 24.8 GWh, reflecting a year-on-year decrease of 5.6% and a month-on-month decrease of 9.8% [1] - The third-ranked manufacturer Z planned to produce 12.4 GWh, with a year-on-year increase of 96.8% and a month-on-month decrease of 6.1% [1] - The fourth-ranked manufacturer E planned to produce 12.19 GWh, showing a year-on-year increase of 61.7% and no month-on-month change [1] - The fifth-ranked manufacturer G planned to produce 12.05 GWh, reflecting a year-on-year increase of 84.0% and no month-on-month change [1] Group 3: Key Material Production - For lithium iron phosphate cathodes, planned production totaled 116,000 tons in January, a year-on-year increase of 30.3% but a month-on-month decrease of 16.5% [1] - For anodes, planned production reached 189,500 tons, with a year-on-year increase of 42.5% and a month-on-month decrease of 1.3% [1] Group 4: Separator Production - Planned production of separators in January totaled 201,500 million square meters, representing a year-on-year increase of 63.2% and a month-on-month increase of 1.8% [2] - The leading manufacturer E planned to produce 114,500 million square meters, with a year-on-year increase of 77.5% and a month-on-month increase of 6.0% [2] - The second-ranked manufacturer Z planned to produce 46,000 million square meters, reflecting a year-on-year increase of 119.0% but a month-on-month decrease of 2.1% [2] Group 5: Electrolyte Production - Planned production of electrolytes in January totaled 105,500 tons, with a year-on-year increase of 57.5% and a month-on-month decrease of 2.8% [3] - The leading manufacturer T planned to produce 73,500 tons, reflecting a year-on-year increase of 53.1% and a month-on-month decrease of 2.6% [3] - The second-ranked manufacturer X planned to produce 32,000 tons, with a year-on-year increase of 68.4% and a month-on-month decrease of 3.0% [3]