11月11～13日，以"求新应变 重塑价值——中国电池新能源产业大洗牌周期下的定力与韧性"主 题，由中关村新型电池技术创新联盟、ABEC组委会主办的第12届中国（苏州）电池新能源产业国际高 峰论坛（ABEC 2025）在苏州相城举行。 凭借从技术研发到供应链整合的全链条领先优势，中国已稳固"世界电池工厂"地位。置身汽车产业百年 变局与能源革命的时代浪潮中，中国电池新能源产业在领跑全球的同时，也正经历短期挑战加剧、长期 格局重塑的现实挑战。中关村新型电池技术创新联盟、电池百人会理事长于清教在ABEC 2025上直 言："我们必须清醒地认识到，电池新能源行业仍处在深度调整期，'价格战'的阵痛尚未完全消散；国 际贸易壁垒与原材料波动仍存不确定性，库存减值压力考验企业韧性；钠电池规模化、固态电池技术瓶 颈亟待突破。"论坛期间，与会嘉宾通过多维度思想交锋与前沿洞察分享，共同探索新周期下的发展路 径，擘画产业高质量发展的新增长曲线。 固、钠电池并行发展 近年来，全球科技与产业格局深刻变革，我国推动锂电池等成熟技术迭代升级的同时，积极支持颠覆性 电池技术创新，提升高端产品市场供给能力。2025年，半固态电池示范应用持续上量 ...

Core Viewpoint - Chinese automotive companies are exploring new strategies for international expansion, particularly focusing on Indonesia for both market opportunities and resource acquisition [4][34]. Group 1: Market Entry and Challenges - Chinese automotive companies have traditionally targeted Western and Southeast Asian markets, but a new trend is emerging with a focus on Indonesia's mining sector [4][6]. - Major Chinese car manufacturers, including BYD, Wuling, Chery, Geely, and others, have established a presence in Indonesia, emphasizing a long-term commitment rather than immediate profits [6][7]. - The Indonesian market presents significant challenges, including poor traffic conditions and low national income levels, with Jakarta being the most congested city globally [9][11]. Group 2: Economic Landscape - Indonesia's population is largely low-income, with 8.47% living below the poverty line and 24.42% classified as economically vulnerable, indicating a challenging consumer market for automotive sales [14][16]. - The majority of the population falls into the lower income brackets, with less than 1% classified as wealthy, which impacts the overall purchasing power for vehicles [18][16]. Group 3: Regulatory Environment - Chinese companies must navigate complex regulations, including the requirement to establish local companies and meet local content requirements to benefit from government incentives [18][19]. - The automotive market is dominated by Japanese brands, which have established a strong foothold over decades, presenting a competitive challenge for Chinese entrants [19][22]. Group 4: Strategic Collaborations - Chinese automotive firms are increasingly forming partnerships with local companies to enhance their market entry strategies, such as CKD (Completely Knocked Down) assembly models [26][27]. - Collaborations extend to local infrastructure development, such as charging stations and financial services, which are crucial for supporting electric vehicle adoption [28][31]. Group 5: Resource Acquisition - Indonesia is rich in nickel resources, essential for battery production, making it a strategic location for Chinese companies looking to secure supply chains for electric vehicles [34][36]. - The partnership between Chinese firms and Indonesian mining companies is expected to enhance the value chain and support the growth of the electric vehicle market in both countries [40][41].

Core Insights - The announcement of the 2025 Chinese Academy of Engineering academician list includes key personnel from two listed companies, CATL and BYD, highlighting their contributions to the battery industry [1] - Wu Kai, the chief scientist of CATL, has led significant innovations in lithium-ion battery technology, achieving breakthroughs in safety, energy density, and lifespan, surpassing Japanese and Korean competitors [1] - Lian Yubo, the chief scientist of BYD, has been instrumental in developing over 20 models of fuel and new energy vehicles, contributing to BYD's position among the top five global automakers [7][11] Company Contributions - Wu Kai's leadership at CATL has focused on aligning battery technology with national strategic needs, leading to the successful domestic production of ternary lithium batteries [1] - Wu Kai emphasizes the importance of maintaining China's leadership in the lithium battery industry by participating in the formulation of international standards [4] - Lian Yubo's work at BYD has resulted in the development of core technologies such as blade batteries and hybrid technology, which are crucial for the company's sales success [11] Industry Trends - The future direction of battery technology is shifting towards solid-state batteries, but liquid lithium batteries will continue to dominate for a considerable time [3] - Key areas for further development in liquid lithium battery technology include flexible production lines, battery recycling processes, green zero-carbon initiatives, and intelligent manufacturing [3]

起点研究院 SPIR数据统计 2025 前三季度 中国两轮车锂电池 PACK 出货量为 1204 万组，同比增长 28.3%，增长原因有： ①C端领域车企 推陈出新，九号、小牛等企业增长迅猛，新国标政策9月1号正式实施，1 1 月 30号后不得在售卖老旧车型，车企推出促销活动，推动锂电两轮 车出货增长；②共享领域持续增长，哈啰、青桔等新增多个城市投放点叠加共享电单车电池替换的节点期，推动新能安、博力威等企业共享领域 锂电池出货增长；③换电领域国内前三季度出现外卖"大战"情况，小哈、铁塔等头部运营商在区域内新增多个换电柜投放点，并拓展多个 城市 投放点 投放换电柜，以及海外南非区域换电市场有所增长 ； ④海外出口增长，欧洲及印度等区域增长，东南亚区域小幅微增。 起点研究院 SPIR数据显示 2025 前三季度 中国两轮车锂电池 PACK 国外出口 约 320 万组，同比增长 12.3 % 。 其中欧美市场两轮车电池 需求稳中有升；东南亚（综合不足 10%）、印度（不足 10% ）、非洲（待开发状态）市场目前以 "燃油"两轮车为主，锂电渗透率较低，中长 期潜在需求广阔，东南亚成为国内企业海外基地重点布局区域。 起 ...

中经记者 陈茂利 张硕 北京报道 近年来，动力电池作为外贸"新三样"之一，已成为中国制造出海的重要名片。中国以电动汽车、锂电 池、光伏为代表的"新三样"成为出口新支柱。今年前三季度，"新三样"出口总额超9000亿元，其中锂电 池贡献近4000亿元，占比超四成。 日前，中国汽车动力电池产业创新联盟（以下简称"动力电池联盟"）发布月度统计数据，今年 1—10 月，我国动力和其他电池累计出口达228.1GWh，累计同比增长43.9%。合计累计出口占前10月累计销量 18.5%。其中，动力电池累计出口为148.5GWh，占总出口量65.1%，累计同比增长37.2%。 随着中国动力电池在海外市场保有量的快速提升，一个不容忽视的课题浮出水面——海外退役电池的合 规回收与循环利用。这既是中国动力电池企业全球化运营必须履行的环境责任，也是在《欧盟电池和废 电池法规》（以下简称《新电池法》）等绿色壁垒下保持竞争力的关键。 根据《新电池法》，自2027年起，动力电池出口到欧洲必须持有符合要求的"电池护照"，记录电池的制 造商、材料成分、碳足迹、供应链等信息。 《新电池法》要求，在材料回收目标方面，至2027年12月31日，钴、铜 ...

其中，三元锂电池累计装车量107.7GWh，占总装车量18.6%，累计同比下降3.0%；磷酸铁锂电池累计 装车量470.2GWh，占总装车量81.3%，累计同比增长59.7%。从数据来看，磷酸铁锂电池、三元锂电池 市场呈现"八二分"的明确格局。 中经记者 陈茂利 张硕 北京报道 11月12日，中国汽车动力电池产业创新联盟（以下简称"动力电池联盟"）发布统计数据，1—10月，国 内动力电池累计装车量578.0GWh， 累计同比增长42.4%。 这种"八二格局"的形成，是技术、市场、成本和政策多重因素共同作用的结果。 动力电池联盟理事长董扬向《中国经营报》记者指出："磷酸铁锂电池和三元锂电池都可以做到很好的 安全性，目前中国市场上磷酸铁锂电池比例明显高于三元锂电池。磷酸铁锂和三元锂电池各有优势，可 以满足不同层次汽车动力的需求。磷酸铁锂电池成本较低，从原理上安全性略好，缺点是能量密度低， 更适用于中低价位的电动汽车。三元锂电池能量密度高，动力特性也好一些，缺点一是成本相对高；二 是在安全性方面需要做更多的工作，适用于高档高价位的电动汽车。" 市场呈现"八二分"格局 今年1—10月，国内动力电池装车量达578.0G ...

Core Insights - The article highlights the rapid transformation of China's energy storage industry, with companies like CATL and EVE Energy leading the global market by 2025, overtaking established players like Samsung and LG Chem [1][10]. Industry Overview - By 2025, China is projected to dominate the global energy storage cell market, capturing all top ten positions, a significant shift from 2020 when Samsung and LG Chem were the leaders [1]. - The energy storage market has seen a dramatic change, with a shift from residential to industrial demand, driven by the growth of renewable energy sources [6][12]. Technological Advancements - Chinese companies have focused on safety, cost-effectiveness, and longevity in energy storage technology, opting for lithium iron phosphate (LFP) batteries over the higher energy density ternary lithium batteries favored by Korean firms [3][10]. - Innovations such as CATL's CTP technology and BYD's blade battery have significantly improved the energy density of LFP batteries, making them more competitive [9][10]. Market Dynamics - The global energy storage battery shipment is expected to reach 369.8 GWh in 2024, with Chinese companies accounting for 93.5% of this volume, reflecting a 2.6% increase year-on-year [10]. - The demand for energy storage solutions is expected to surge due to the rapid growth of renewable energy installations in China, which are projected to reach 2.1 billion kW by mid-2025 [12][14]. Competitive Landscape - The article emphasizes the competitive advantage of Chinese energy storage companies, which have successfully leveraged technological breakthroughs and market shifts to challenge the dominance of Korean firms [14]. - The transition from a previously marginalized position to a leading role in the global market illustrates the resilience and innovation of Chinese companies in the energy storage sector [14].

当有声音质疑"资本撤出，电动汽车增长放缓"时，动力电池装车量数据的趋势，将给产业带来更大信心。 用数据说话，根据动力电池装车量榜单数据，我们能得到多个重要结论。 首先，汽车的电动化进程还在加速。 由眼下局面可知，尽管依旧存在"政策产物"、"海外不搞新能源是人间清醒"等声音，然而新能源车与动力电池的高涨势头，仍将长期持续。 动力电池增速＞新能源车 都说新能源车的高速增长，成为汽车市场最大的希望。 没错，10月份，乘用车国内零售销量同比微跌0.8%至224.2万辆时，新能源车却同比增长7.3%至128.2万辆。从1~10月累计数据看，乘用车同比上升7.9%至 1,925.0万辆，新能源车同比大涨21.9%至1,015.1万辆，渗透率高达52.7%。 但如果只将新能源汽车的走热，看成优惠政策的产物，那就大错特错了。倘若多数人更爱油车，只因为政策而勉强选择电车，那么在宏观层面，单车电动 化程度应该倒退——有插混不选纯电，有便宜的小电池不选昂贵的大电池。 1-10月，我国动力电池累计销量创下910.3GWh同期新高，同比增幅高达49.9%。这一速度明显高于新能源车销量增幅。 其次，中国确实在引领全球汽车电动化发展进程， ...

Core Insights - The Chinese lithium battery industry is projected to exceed a total output value of 1.2 trillion yuan in 2024, with a production capacity of 826 GWh, marking a year-on-year growth of 22.4% [1] - The global market for power batteries is increasingly concentrated, with Chinese companies holding six out of the top ten positions in the global rankings [2] - The transportation of lithium batteries is undergoing significant improvements, with a focus on safety and efficiency, as the industry faces new challenges [3][4] Industry Overview - The production and sales of new energy vehicles in China are expected to surpass 10 million units for the first time in 2024, with a battery installation volume of approximately 548.4 GWh, reflecting a year-on-year increase of 41.5% [1] - The cumulative export of lithium-ion batteries from China is projected to reach 197.1 GWh in 2024, also showing a year-on-year growth of 29.2% [1] - The market share of leading battery manufacturers is increasing, with CATL achieving a market share of 37.9% and a production volume of 339.3 GWh in 2024, representing a growth of 31.7% from the previous year [2] Transportation Developments - The Chinese government is implementing measures to enhance the safety and efficiency of lithium battery transportation, aiming to eliminate logistical bottlenecks by 2027 [3] - The transportation volume of lithium batteries in China is expected to exceed 10 million tons in 2024, with a diversified transportation structure being established [4] - Significant advancements in transportation methods include the first large-scale trial of railway transport for lithium batteries, as well as the initiation of a pilot program for road transport in the Sichuan-Chongqing region [4][5] Regulatory Framework - New safety standards for the maritime transport of lithium batteries have been established, aligning with international conventions [5] - The development of technical requirements for various modes of transport, including rail and air, is underway to ensure safe and efficient logistics for lithium batteries [4][5]

"最近一两周，跟我们所有的电池厂商老板都喝过酒了！"11月6日晚，小鹏汽车董事长何小鹏在接受 《每日经济新闻》记者采访时，对当下动力电池的产能现状颇为感慨。 据《每日经济新闻》记者了解，今年四季度，我国动力电池厂商的产能供给趋紧，产能利用率处于高 位，车企纷纷出招"抢"电池，无论是三元锂电池，还是磷酸铁锂电池。 车fans创始人孙少军表示："最近，供应链配货是大问题，尤其是像宁德时代这样的核心供应商。各汽 车品牌要货时间特别紧张，现在都是拼人脉的时候了。" 此外，还有媒体报道称，数家中国车企的采购人士，集中到宁德时代总部销售办公室"堵门"，以期锁定 电池产能。对此，《每日经济新闻》记者向宁德时代方面求证，但截至发稿，未获置评。 新能源车订单增长 车企现"囤电池"大战 有业内分析认为，今年以来，我国新能源汽车销量持续走高，市场对后市预期乐观，同时叠加四季度是 传统销售旺季，以及受新能源汽车购置税减免政策调整等多方因素的影响，导致出现车企的"囤电池"大 战。 中汽协数据显示，今年1~10月，我国新能源汽车产销量分别完成1301.5万辆和1294.3万辆，同比增长逾 三成；10月，新能源汽车月度新车销量更是首次超过 ...