锂电池产业链数据
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2025年7月ICC鑫椤资讯全球锂电数据统计:
鑫椤锂电· 2025-08-22 09:20
Core Viewpoint - The article highlights significant growth in the global lithium battery and related materials production, indicating a robust expansion in the energy storage and electric vehicle sectors. Group 1: Lithium Battery Production - In July 2025, global lithium battery production reached 186.6 GWh, a year-on-year increase of 48.9%. Cumulative production from January to July was 1175.12 GWh, reflecting a growth of 48.62% [2]. - Global energy storage battery production in July 2025 was 52.3 GWh, marking a year-on-year increase of 65.3%. The cumulative production for the first seven months was 291.28 GWh, up by 85.39% [2]. Group 2: Material Production - The production of lithium iron phosphate (LFP) in July 2025 was 30.62 million tons, showing a year-on-year growth of 61.2%. Cumulative production from January to July was 191.48 million tons, with a growth rate of 62.06% [2]. - In July 2025, the production of ternary materials was 8.62 million tons, reflecting a year-on-year increase of 10.3%. However, cumulative production from January to July saw a decline of 2.7%, totaling 54.15 million tons [2]. - The production of ternary precursors in July 2025 was 8.56 million tons, with a year-on-year increase of 8.9%. Cumulative production for the first seven months was 54.88 million tons, down by 2.4% [2]. Group 3: Other Materials - In July 2025, China's lithium manganese oxide production was 1.26 million tons, a year-on-year increase of 39.3%. Cumulative production from January to July was 7.78 million tons, up by 3.9% [3]. - The production of lithium cobalt oxide in July 2025 reached 0.99 million tons, marking a year-on-year growth of 13.7%. Cumulative production for the first seven months was 6.07 million tons, reflecting a growth of 19.49% [4]. - Global anode material production in July 2025 was 24.4 million tons, with a year-on-year increase of 38.7%. Cumulative production from January to July was 154.44 million tons, up by 34.21% [4]. - The global electrolyte production in July 2025 was 19.05 million tons, showing a year-on-year increase of 38.2%. Cumulative production for the first seven months was 118.66 million tons, reflecting a growth of 43.74% [4]. - In July 2025, global separator production reached 2.672 billion square meters, a year-on-year increase of 36.6%. Cumulative production from January to July was 16.96 billion square meters, up by 36.64% [4].