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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