金吾财讯 | 交银国际表示,2024年中国动力电池累计装车量548.4GWh,同比+41.5%,磷酸铁锂电池装车量409.0GWh,同比增长56.7%,占总装车量74.6%,同比提升7个百分点。出口方面,2024年中国电池出口197.1GWh,同比+29.2%,占2024年销量的19.0%。储能等其它电池出口量同比+151.6%,占总出口的32.2%。展望2025年,得益于新一轮消费品以旧换新政策出台,该行预计2025年新能源渗透率进一步提升至60%,有望带动动力电池电池装车量维持增长态势。储能方面,得益于中国大储强配加码以及美国新一轮电网改造,该行预计储能出口占比仍有进一步提升趋势。此外,2024年固态电池产业化进程加速,有望驱动材料体系升级迭代。
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