接下来，起点锂电将从锂电池厂 / 材料厂 / 设备厂三大板块，为大家盘点一下今年上半年产业链整体出海情况。 01 首先来看锂电池环节 宁德时代 在项目方面，宁德时代的 匈牙利德布勒森超级工厂一期（ 34GWh ）预计 2025 年内投产，配套宝马、奔驰等车企，并规划电池回收体系 ，同时在 西班牙 规划了 50GWh 产能、 印尼 规划了 15GWh 产能 ， 分别会在 2026 年和 2027 年投产 。 业绩方面，今年上半年宁德时代境外业务营收为 612.08 亿元，占比为 34.22% 。境外业务营收同比增加 21.14% 。 订单方面，上半年宁德时代订单体量巨大，年初中标的阿联酋全球最大储能订单； 3 月与澳大利亚 Quinbrook 合作的电池储能项目规模达 到 3GW/24GWh ； 4 月，澳大利亚 Synergy 公司旗下的 Collie 500 MW/2000MWh 储能项目装机完毕，该项目同样由宁德时代操盘， 为其供货了 600 多套 EnerC Plus 储能系统产品； 7 月，宁德时代为 Lydian Energy 三个项目提供电池储能系统，总额 2.33 亿美元，规 模 550MW/1 ...

中国锂电池出海行业市场规模测算 逻辑模型 头豹词条报告系列 付淑芳 锂电池出海行业规模 | 1. 中国锂电池出口额 (结论图) | P3 | 14. 出口越南锂电池金额 | P16 | | --- | --- | --- | --- | | 2. 中国锂电池出口额 | P4 | 15. 出口印度锂电池数量 | P17 | | 3. 出口美国锂电池数量 | P5 | 16. 出口印度锂电池均价 | P18 | | 4. 出口美国锂电池均价 | P6 | 17. 出口印度锂电池金额 | P19 | | 5. 出口美国锂电池金额 | P7 | 18. 出口美、德、韩、越、印锂电池总额 | P20 | | 6. 出口德国锂电池数量 | P8 | 19. 锂电池出口美国占比（按金额计） | P21 | | 7. 出口德国锂电池均价 | P9 | 20. 锂电池出口德国占比（按金额计） | P22 | | 8. 出口德国锂电池金额 | P10 | 21. 锂电池出口韩国占比（按金额计） | P23 | | 9. 出口韩国锂电池数量 | P11 | 22. 锂电池出口越南占比（按金额计） | P24 | | 10. 出口韩 ...

Investment Rating - The report does not explicitly state an investment rating for the lithium battery export industry Core Insights - The lithium battery export industry refers to the expansion of Chinese lithium battery companies into overseas markets, covering the production and sales of both power and energy storage batteries, with significant growth driven by global energy transition and surging demand in electric vehicles and energy storage markets [3][4][36] - The industry is characterized by deepening internationalization, collaboration among equipment manufacturers, and challenges such as demand slowdown and increasing trade barriers [10][11][12] Summary by Sections Industry Definition - The lithium battery export industry encompasses the global production and sales of power and energy storage batteries by Chinese companies, involving overseas manufacturing, supply, equipment exports, and international collaborations [4] Industry Classification - The industry can be classified based on the method of overseas expansion, which includes overseas supply and overseas manufacturing [5][6] Overseas Supply - In 2024, China exported 3.91 billion lithium batteries worth $61.12 billion, with overseas supply remaining the mainstream approach, especially for emerging markets [7] Overseas Manufacturing - Over 20 lithium battery companies have established manufacturing bases overseas, particularly in response to local production requirements driven by policies like the US IRA [8] Industry Characteristics - Key characteristics include deepening internationalization, the export of lithium battery equipment manufacturers, and challenges from demand slowdown and trade barriers [10] Development History - The industry has evolved from primarily overseas supply before 2020 to accelerated overseas capacity layout post-2020, with significant investments in manufacturing bases abroad [15][17] Industry Chain Analysis - The lithium battery export industry chain includes upstream material and equipment manufacturers, midstream battery manufacturers, and downstream customers in the new energy vehicle and energy storage sectors [19][20] Market Size - The market size of the lithium battery export industry grew from $15.943 billion in 2020 to $61.110 billion in 2024, with a projected CAGR of 39.92% [36] Future Market Changes - Future changes in the market are influenced by global energy transition, technological innovation, and policy support, with expectations of continued growth in overseas demand for energy storage solutions [41][42][44] Competitive Landscape - Leading companies like CATL and BYD dominate the market due to their technological advancements, scale effects, and comprehensive supply chains, with emerging players like EVE Energy and Guoxuan High-Tech also gaining market share [47][49]