证券研究报告4/14/2024动力电池行业数据库增持庞钧文（分析师）电话：021-38674703邮箱：牟俊宇（分析师）电话：0755-23976610邮箱：马铭宏（分析师）电话：0755-23976068邮箱：SNESNE动力电池联盟SNESNE行业评级:目录数据来源全球动力电池行业装机规模海外动力电池行业装机规模中国动力电池行业装机规模中国动力电池装车量动力电池联盟全球动力电池企业装机量排名海外动力电池企业装机量排名中国动力电池企业装机量排名动力电池联盟中国动力电池行业产量规模动力电池联盟中国动力电池产量动力电池联盟中国动力和储能电池销量动力电池联盟中国单车平均装机电量动力电池联盟储能电池销量及出口情况动力电池联盟★请务必阅读最末页的重要声明券研究报告力电池行业数据库证书编号：S0880517120001证书编号：S0880521080003证书编号：S0880523050001pangjunwen@gtjas.commoujunyu@gtjas.commaminghong027534@gtjas.com的重要声明Gwh201520162017201820192020全球动力电池行业装机规模15.042.059.1100.0117.9146.8YOY180.0%40.7%69.2%17.9%24.5%20207.05.48.65.76.711.3202113.711.223.417.821.226.3同比96%107%172%212%216%133%环比-52%-18%109%-24%19%24%202227.625.941.427.133.745.2同比101%131%77%52%59%72%环比-37%-6%60%-35%24%34%20233342.257.849.555.166.7同比20%63%40%83%64%48%环比-54%28%37%-14%11%21%202451.592.4同比56%27%环比-43%79%1月2月3月4月5月6月202120222023296.8517.9705.5102.2%71.8%36.2%总计11.211.416.915.416.128.5144.222.625.232.926.230.843.7295102%121%95%70%91%53%105%-14%12%31%-20%18%42%39.745.754.748.057.271.7517.976%81%66%83%86%64%76%-12%15%20%-12%19%25%58.666.156.966.362.490.9705.548%45%4%38%42%27%36%-12%12.8%-13.9%17%-6%46%7月8月9月10月11月12月1月2月3月4月5月6月7月8月9月10月11月12月010203040506070809010020202021202220232024GWhGwh20192020202120222023海外动力电池行业装机规模（除中国）52.081.2147.8219.3317.9YOY56.2%79.0%45.2%45.0%20202021202220230501001502002503003500%10%20%30%40%50%60%70%80%90%海外动力电池行业装机规模（除中国）YOYGWhGwh20152016201720182019中国动力电池行业装机规模16.528.336.356.962.2YOY71.5%28.3%56.7%9.3%三元33.140.5铁锂22.220.2其他1.61.520194,970.002,240.005,090.005,410.005,680.0020202,316.70598.102,770.103,587.303,506.2020218,661.205,579.008,996.508,394.709,755.00同比274%833%225%134%178%环比-33%-36%61%-7%16%202216,184.0013,676.0021,415.3013,269.1018,564.10同比87%145%138%58%90%环比-38%-15%57%-38%40%202316,133.3021,935.2027,782.7025,138.2028,242.30同比0%60%30%89%52%环比-55%36%27%-10%12%202432,300.0018,000.0035,000.00同比100%-18%26%环比-33%-44%94%20193,450.001,850.003,890.003,800.003,610.0020201,579.20521.202,224.502,620.302,673.4020215,398.603,328.105,094.405,168.805,221.40同比242%539%129%97%95%环比-10%-38%53%1%1%20227,299.905,845.308,210.004,362.808,303.40同比35%76%61%-16%59%环比-34%-20%40%-47%90%20235,433.006,720.608,725.408,004.109,028.10同比-26%15%6%84%9%环比-52%24%30%-8%13%202412,600.006,900.0011,300.00同比132%3%30%环比-24%-45%64%20191,420.00320.001,050.001,500.001,910.002020723.4076.60534.50930.80808.6020213,253.902,240.303,890.703,206.604,517.10同比350%2825%628%244%459%环比-53%-31%74%-18%41%20228,873.907,780.1013,181.308,888.0010,232.30同比173%247%239%177%127%环比-41%-12%69%-33%15%动力电池装机(MWh)1月2月3月4月5月三元动力电池装机(MWh)1月2月3月4月5月铁锂动力电池装机(MWh)1月2月3月4月5月202310,683.2015,193.1019,039.5017,126.6019,153.30同比20%95%44%93%87%环比-57%42%25%-10%12%202419,700.0011,000.0023,600.00同比84%-28%24%环比-37%-44%115%2015201620172018201920202021202220050100150200250300350400450中国动力电池行业装机规模YOYGWh20202021202...