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 电池： 根据ICC鑫椤锂电数据库统计： 2025年11月全球电池产量 236.4GWH ，同比增长44.6%； 2025年1-11月全球锂电池产量 2058.44GWH ，同比增长48.59%。 储能： 根据 ICC鑫椤锂电数据库 统计：2025年11月全球储能电池产量 66.2Gwh ， 同 比 增 长 49.4%。1-11月累计产量 535.98GWH ，同比增长64.14%。 磷酸铁锂： 根据 ICC鑫椤锂电数据库 统计：2025年11月全球磷酸铁锂产量为 42.51万吨 ，同比增长 57.7%。1-11月累计产量 352.08万吨 ，同比增长64.25%。 磷酸铁： 根据 ICC鑫椤锂电数据库 统计：2025年11月全球磷酸铁产量为 34.92万吨 ，同比增长 52.42%。1-11月累计产量 294.33万吨 ，同比增长68.03%。 三元材料： 根据 ICC鑫椤锂电数据库 统计：2025年11月全球三元材料产量为 9.43万吨 ，同比增长 18.2%。1-11月累计产量 92.5万吨 ， ...

Core Viewpoint - The article highlights significant growth in global battery and related materials production in 2025, indicating a robust expansion in the lithium battery industry and its components, driven by increasing demand for energy storage solutions and electric vehicles [2][3][4][5]. Battery Production - In October 2025, global battery production reached 231.8 GWh, marking a year-on-year increase of 49.1% [2] - From January to October 2025, the cumulative global lithium battery production was 1822.08 GWh, also reflecting a growth of 49.13% [2]. Energy Storage - Global energy storage battery production in October 2025 was 63.6 GWh, showing a year-on-year growth of 62.2% [2] - The cumulative production from January to October 2025 was 469.83 GWh, with a significant increase of 77.17% [2]. Lithium Iron Phosphate (LFP) - In October 2025, global lithium iron phosphate production was 40.21 million tons, up 63.7% year-on-year [2] - The cumulative production from January to October 2025 reached 309.57 million tons, reflecting a growth of 65.21% [2]. Nickel Cobalt Manganese (NCM) Materials - Global NCM material production in October 2025 was 9.58 million tons, with a year-on-year increase of 19.6% [3] - The cumulative production from January to October 2025 was 83.07 million tons, showing a modest growth of 3.9% [3]. Precursor Materials - In October 2025, global NCM precursor production was 9.65 million tons, up 23.2% year-on-year [4] - The cumulative production from January to October 2025 was 83.52 million tons, reflecting a growth of 4.67% [4]. Anode and Electrolyte Production - Global anode material production in October 2025 was 29.21 million tons, with a year-on-year increase of 44.5% [4] - Cumulative production from January to October 2025 reached 237.6 million tons, showing a growth of 37.51% [4]. - Global electrolyte production in October 2025 was 23.22 million tons, marking a year-on-year growth of 37% [4] - The cumulative production from January to October 2025 was 184.46 million tons, reflecting a growth of 41.79% [4]. Separator and Foil Production - Global separator production in October 2025 was 3.268 billion square meters, with a year-on-year increase of 45% [5] - Cumulative production from January to October 2025 was 26.048 billion square meters, showing a growth of 38.09% [5]. - Domestic copper foil production in October 2025 was 93.7 thousand tons, up 18% year-on-year [5] - Cumulative production from January to October 2025 reached 833.2 thousand tons, reflecting a growth of 30.53% [5]. - Domestic aluminum foil production in October 2025 was 56.5 thousand tons, with a significant year-on-year increase of 51% [5] - Cumulative production from January to October 2025 was 424.9 thousand tons, showing a growth of 39.22% [5]. Lithium Carbonate and Hydroxide Production - Domestic lithium carbonate production in October 2025 was 87.4 thousand tons, marking a year-on-year increase of 50.9% [5] - Cumulative production from January to October 2025 reached 734.3 thousand tons, reflecting a growth of 40.42% [5]. - Domestic lithium hydroxide production in October 2025 was 28.1 thousand tons, showing a year-on-year decrease of 5.4% [5] - Cumulative production from January to October 2025 was 281.5 thousand tons, down 6.35% year-on-year [5]. Lithium Recycling - Domestic lithium carbonate recycling production in October 2025 was 6,230 tons, with a year-on-year increase of 11.05% [5] - Cumulative recycling production from January to October 2025 was 56.1 thousand tons, reflecting a year-on-year decrease of 9.07% [5].

Battery Production - In October 2025, global battery production reached 231.8 GWh, marking a year-on-year increase of 49.1% [1] - From January to October 2025, global lithium battery production totaled 1822.08 GWh, also reflecting a year-on-year growth of 49.13% [1] Energy Storage - In October 2025, global energy storage battery production was 63.6 GWh, showing a year-on-year increase of 62.2% [2] - The cumulative production from January to October 2025 reached 469.83 GWh, with a year-on-year growth of 77.17% [2] Lithium Iron Phosphate (LFP) - In October 2025, global lithium iron phosphate production was 402,100 tons, up 63.7% year-on-year [3] - The cumulative production from January to October 2025 was 3,095,700 tons, reflecting a year-on-year increase of 65.21% [3] Iron Phosphate - In October 2025, global iron phosphate production reached 336,500 tons, a year-on-year increase of 60.31% [4] - The cumulative production from January to October 2025 was 2,594,100 tons, with a year-on-year growth of 70.37% [4] NCM Materials - In October 2025, global NCM (Nickel Cobalt Manganese) materials production was 95,800 tons, showing a year-on-year increase of 19.6% [5] - The cumulative production from January to October 2025 was 830,700 tons, reflecting a year-on-year growth of 3.9% [5] NCM Precursors - In October 2025, global NCM precursor production reached 96,500 tons, up 23.2% year-on-year [6] - The cumulative production from January to October 2025 was 835,200 tons, with a year-on-year increase of 4.67% [6] Lithium Manganese Oxide - In October 2025, China's lithium manganese oxide production was 13,400 tons, marking a year-on-year increase of 19.2% [7] - The cumulative production from January to October 2025 was 117,100 tons, reflecting a year-on-year growth of 10.99% [7] Lithium Cobalt Oxide - In October 2025, China's lithium cobalt oxide production reached 11,200 tons, a year-on-year increase of 24.7% [9] - The cumulative production from January to October 2025 was 93,600 tons, showing a year-on-year growth of 20.61% [9] Anode Materials - In October 2025, global anode material production was 292,100 tons, reflecting a year-on-year increase of 44.5% [10] - The cumulative production from January to October 2025 was 2,376,000 tons, with a year-on-year growth of 37.51% [10] Electrolytes - In October 2025, global electrolyte production reached 232,200 tons, marking a year-on-year increase of 37% [11] - The cumulative production from January to October 2025 was 1,844,600 tons, reflecting a year-on-year growth of 41.79% [11] Separators - In October 2025, global separator production was 3.268 billion square meters, showing a year-on-year increase of 45% [12] - The cumulative production from January to October 2025 was 26.048 billion square meters, with a year-on-year growth of 38.09% [12] Copper Foil - In October 2025, domestic copper foil production was 93,700 tons, marking a year-on-year increase of 18% [13] - The cumulative production from January to October 2025 was 833,200 tons, reflecting a year-on-year growth of 30.53% [13] Aluminum Foil - In October 2025, domestic aluminum foil production reached 56,500 tons, a year-on-year increase of 51% [14] - The cumulative production from January to October 2025 was 424,900 tons, showing a year-on-year growth of 39.22% [14] Lithium Carbonate - In October 2025, domestic lithium carbonate production was 87,400 tons, reflecting a year-on-year increase of 50.9% [15] - The cumulative production from January to October 2025 was 734,300 tons, with a year-on-year growth of 40.42% [15] Lithium Hydroxide - In October 2025, domestic lithium hydroxide production was 28,100 tons, showing a year-on-year decrease of 5.4% [16] - The cumulative production from January to October 2025 was 281,500 tons, reflecting a year-on-year decline of 6.35% [16] Recycled Lithium Carbonate - In October 2025, domestic recycled lithium carbonate production was 6,230 tons, marking a year-on-year increase of 11.05% [17] - The cumulative production from January to October 2025 was 56,100 tons, showing a year-on-year decline of 9.07% [17]

Battery Production - In September 2025, global battery production reached 216.7 GWh, marking a year-on-year increase of 50.8%. For the first nine months of 2025, the total production was 1590.24 GWh, up by 49.13% [1] Energy Storage - Global energy storage battery production in September 2025 was 60.6 GWh, reflecting a year-on-year growth of 69.3%. The cumulative production for January to September 2025 was 406.28 GWh, an increase of 79.78% [1] Lithium Iron Phosphate (LFP) - In September 2025, global lithium iron phosphate production was 357,100 tons, showing a year-on-year increase of 50.5%. The cumulative production from January to September 2025 reached 2,661,600 tons, up by 63.47% [1] Phosphate Production - Global phosphate production in September 2025 was 295,500 tons, with a year-on-year growth of 49.62%. The total production for the first nine months of 2025 was 2,210,100 tons, increasing by 68.36% [1] NCM Materials - In September 2025, global NCM (Nickel Cobalt Manganese) material production was 97,100 tons, reflecting a year-on-year increase of 20.9%. The cumulative production for January to September 2025 was 734,800 tons, up by 2.13% [1] Precursor Production - Global NCM precursor production in September 2025 was 96,700 tons, with a year-on-year growth of 22.5%. The cumulative production for the first nine months of 2025 was 738,600 tons, increasing by 2.65% [2] Lithium Manganese Oxide - In September 2025, China's lithium manganese oxide production was 13,000 tons, marking a year-on-year increase of 27.7%. The cumulative production from January to September 2025 was 103,600 tons, up by 9.97% [2] Lithium Cobalt Oxide - China's lithium cobalt oxide production reached 11,000 tons in September 2025, reflecting a year-on-year growth of 22.9%. The total production for the first nine months of 2025 was 82,400 tons, increasing by 20.12% [2] Anode Materials - Global anode material production in September 2025 was 274,300 tons, with a year-on-year increase of 41.1%. The cumulative production for January to September 2025 was 2,084,000 tons, up by 36.59% [2] Electrolyte Production - In September 2025, global electrolyte production was 223,400 tons, reflecting a year-on-year growth of 40.6%. The cumulative production for the first nine months of 2025 was 1,625,600 tons, increasing by 43.67% [2] Separator Production - Global separator production in September 2025 was 3.046 billion square meters, with a year-on-year increase of 40.6%. The cumulative production for January to September 2025 was 22.78 billion square meters, up by 37.15% [3] Copper Foil Production - Domestic copper foil production in September 2025 was 92,200 tons, marking a year-on-year increase of 31.4%. The cumulative production for the first nine months of 2025 was 739,500 tons, up by 32.31% [3] Aluminum Foil Production - Domestic aluminum foil production in September 2025 was 51,300 tons, reflecting a year-on-year growth of 47%. The total production for January to September 2025 was 368,400 tons, increasing by 37.61% [4] Lithium Carbonate Production - Domestic lithium carbonate production in September 2025 was 84,400 tons, with a year-on-year increase of 47.1%. The cumulative production for the first nine months of 2025 was 646,900 tons, up by 39.14% [4] Lithium Hydroxide Production - Domestic lithium hydroxide production in September 2025 was 28,400 tons, showing a year-on-year decline of 5.2%. The total production for January to September 2025 was 253,400 tons, down by 6.59% [4] Recycled Lithium Carbonate - Domestic recycled lithium carbonate production in September 2025 was 6,350 tons, reflecting a year-on-year increase of 14.62%. The cumulative production for the first nine months of 2025 was 49,900 tons, down by 11.05% [4]

Core Viewpoint - The article highlights significant growth in the global battery and related materials production, indicating a robust expansion in the lithium battery industry and its components, with various segments experiencing substantial year-on-year increases in output. Battery Production - In August 2025, global battery production reached 198.42 GWh, marking a year-on-year increase of 50.31%. For the period from January to August 2025, the total production was 1373.53 GWh, reflecting a growth of 48.86% [2]. Energy Storage - Global energy storage battery production in August 2025 was 54.45 GWh, showing a year-on-year growth of 64.5%. The cumulative production from January to August 2025 was 345.73 GWh, with an impressive increase of 81.75% [2]. Lithium Iron Phosphate (LFP) - The global production of lithium iron phosphate in August 2025 was 33.85 million tons, up 61.72% year-on-year. The cumulative production for the first eight months of 2025 reached 230.45 million tons, reflecting a growth of 65.69% [2]. Nickel Cobalt Manganese (NCM) Materials - In August 2025, global NCM material production was 9.61 million tons, with a year-on-year increase of 16.48%. However, the cumulative production from January to August 2025 saw a slight decline of 0.23%, totaling 63.76 million tons [3]. Anode and Cathode Materials - Global anode material production in August 2025 was 26.3 million tons, representing a year-on-year increase of 45.7%. The cumulative production for the first eight months was 180.74 million tons, up 35.76% [5]. - The global electrolyte production in August 2025 reached 20.4 million tons, with a year-on-year growth of 38.77%. The cumulative production from January to August was 139.07 million tons, increasing by 43% [6]. Copper and Aluminum Foil - Domestic copper foil production in August 2025 was 9.26 million tons, up 44.68% year-on-year, with a cumulative production of 64.71 million tons for the first eight months, reflecting a growth of 32.41% [7]. - Domestic aluminum foil production in August 2025 was 4.57 million tons, showing a significant year-on-year increase of 59.79%. The cumulative production for January to August was 31.71 million tons, up 36.27% [8]. Lithium Carbonate and Hydroxide - Domestic lithium carbonate production in August 2025 was 8.25 million tons, marking a year-on-year increase of 38.88%. The cumulative production for the first eight months was 55.84 million tons, reflecting a growth of 37.47% [9]. - Domestic lithium hydroxide production in August 2025 was 2.96 million tons, showing a slight year-on-year decline of 0.3%. The cumulative production from January to August was 24.07 million tons, down 0.5% [10]. Lithium Recycling - Domestic lithium carbonate recycling production in August 2025 was 6010 tons, with a year-on-year increase of 2.21%. However, the cumulative recycling production for the first eight months was 46,300 tons, reflecting a decline of 8.3% [11].