ICCSINO 从细分市场来看： 动力端： 2025年中国市场在购置税减免政策带动抢装，以及新能源商用车和热门新车型销量的持续带动下，维 持超20%的增长态势；欧洲地区随着新能源汽车主要销售国家如德国、英国等重启补贴政策的刺激， 以及比利时等新市场toB端出货增加，带动欧洲地区销量同比增长明显；而美国方面受特朗普"大而 美"方案的影响及9月底乘用车IRA补贴政策提前终止，全年销量不及预期。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：鑫椤锂电、封面：图虫创意 根据鑫椤资讯统计数据显示，2025年全球锂电池产量为 2297Gwh ，同比增长48.5%，其中动力电池 依 旧 是 增 量 贡 献 的 大 头 ， 达 到 1495Gwh ， 同 比 增 长 40.5% ， 储 能 电 池 份 额 突 破 27% ， 规 模 达 到 636Gwh ，同比增长92.7%，第二增长极权重不断增加。 储能端： 2025年在中美欧以及中东、中亚、东南亚等新兴市场带动下，总体需求表现延续着上一年的强劲增长 势头。 国内在136号文及储能容量电价补贴政策的助推下，储能由风光 ...

Core Insights - The Chinese lithium battery market is experiencing strong growth, with a shipment volume of 776 GWh in the first half of 2025, representing a 68% increase year-on-year [1] - The main drivers of this growth are power batteries and energy storage batteries, with power battery shipments reaching 477 GWh (up 49% year-on-year) and energy storage battery shipments at 265 GWh (up 128% year-on-year) [1] Power Battery Sector - Lithium iron phosphate (LFP) batteries have shown remarkable performance, with shipments reaching 372 GWh, accounting for 78% of total power battery shipments, and a year-on-year growth of 68% [3] - The growth is attributed to technological improvements in fast charging and range, as well as increased adoption by overseas automakers like Volkswagen and BMW [3] Energy Storage Battery Market - The energy storage battery market has been robust, with a significant increase in shipments, particularly in May and June, leading to a 94% quarter-on-quarter growth in the second quarter [3] - Domestic energy storage lithium battery shipments have maintained a year-on-year growth rate of over 120% for two consecutive quarters, indicating strong market demand [3] Market Trends and Capacity Utilization - The lithium battery industry is showing a clear trend of differentiation, with leading companies achieving over 70% capacity utilization, while smaller firms struggle with less than 20% [4] - It is expected that this trend will continue into the second half of the year, with leading companies maintaining high capacity utilization rates between 75% and 95% [4] Future Expansion and Pricing - A new round of capacity expansion is anticipated in the lithium iron phosphate materials and energy storage lithium battery segments from the second half of 2025 to 2026, primarily driven by leading companies [4] - Short-term forecasts suggest that the costs of power and energy storage lithium batteries will bottom out, with a potential 2%-3% price increase expected in the second quarter of 2025 due to sustained market demand and improved capacity utilization [4]