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电芯9月排产
数说新能源· 2025-09-01 09:01
Group 1 - The core viewpoint of the article highlights the production data of various battery components, indicating a positive growth trend in both lithium-ion battery cells and their components [1] - The production of ternary battery cells reached 21.9 GWh, showing a month-on-month increase of 6% and a year-on-year increase of 13% [1] - The production of lithium iron phosphate (LiFePO4) cells was 102.9 GWh, with a month-on-month increase of 8% and a year-on-year increase of 56% [1] - Leading companies in the sector produced a total of 69.5 GWh, reflecting a month-on-month increase of 8% and a year-on-year increase of 43% [1] Group 2 - The production of ternary cathodes from four companies reached 25,000 tons, with a month-on-month decrease of 1% but a year-on-year increase of 20% [1] - The production of lithium iron phosphate cathodes from four companies was 127,000 tons, showing a month-on-month increase of 8% and a year-on-year increase of 28% [1] - The production of anodes from four companies reached 152,000 tons, with a month-on-month increase of 8% and a year-on-year increase of 44% [1] - The production of separators from three companies was 1.64 billion square meters, reflecting a month-on-month increase of 8% and a year-on-year increase of 32% [1] - The production of electrolytes from two companies reached 97,000 tons, with a month-on-month increase of 7% and a year-on-year increase of 44% [1]