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2025年第二季全球锂离子电池供需趋势
市场调查报告书
商品编码
1786116

2025年第二季全球锂离子电池供需趋势

Global Lithium-Ion Battery Supply and Demand Update Q2 2025
出版日期: | 出版商: Wood Mackenzie - Power & Renewables | 英文 | 商品交期: 最快1-2个工作天内

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简介目录

报告摘要

本报告分析了电动车和固定式储能系统对锂离子电池日益增长的需求，并基于700多家电池製造厂的数据，预测了2023年至2034年的全球供应量。本报告回顾了整个电池供应链的产能趋势，涵盖了电芯、正极、电解液和隔膜等电池组件的产能。报告也介绍了2025年第二季全球电池製造商的区域产能投资趋势。

简介目录
Product Code: 150396749

Report Summary:

This report analyzes the increasing demand of lithium-ion battery in electric vehicles and energy stationary storage systems and forecasts global supply from 2023 out to 2034 based on over 700 battery manufacturing facilities. This report reviews manufacturing capacity trends through battery supply chain and covers the battery component capacity, such as cell, cathode, electrolyte, and separators. It also includes capacity investment dynamics of global battery manufactures by region in Q2 2025.