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锂电排产走势（GWh）
锂电排产走势（GWh）
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所属报告：
【爱建证券】光储行业周报：10月光伏出口环比下滑，储能需求旺盛-251125（11页）.pdf
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全球锂电池出货量增速周期性特征显著（GWh）
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行业数据
2026-07-20
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2020-2027E全球储能装机预测（系统集成-并网口径，单位：GWh）
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行业数据
2026-07-16
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2025年各侧投运构网型储能项目容量规模及占比（单位：GWh，%）
fCDkvqfliKsgICB8IOWuuemHj++8iEdXaO+8iSB8CnwtLS0tLS0tLXwtLS0tLS0tLS0tLS18Cnwg55S1572R5L6nIHwgMjAuMCAgICAgICB8Cnwg55S15rqQ5L6nIHwgNC45ICAgICAgICB8Cnwg55So5oi35L6nIHwgMC4zICAgICAgICB8CgrmlbDmja7mnaXmupDvvJpFU0NO44CBQ0VTQeOAgeW5v+WPkeivgeWIuOWPkeWxleeglOeptuS4reW/gw==
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市场规模
2026-07-16
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国内储能电芯月度产量（GWh）
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行业数据
2026-07-08
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国内新型储能新增装机（GWh）
fCDlubTku70gfCDlm73lhoXlgqjog73mlrDlop7oo4XmnLrvvIhHV2jvvIkgfAp8LS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwKfCAyMDIxIHwgNSAgICAgICAgICAgICAgICAgICAgICB8CnwgMjAyMiB8IDE1ICAgICAgICAgICAgICAgICAgICAgfAp8IDIwMjMgfCA1MCAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDI0IHwgMTAwICAgICAgICAgICAgICAgICAgICB8CnwgMjAyNSB8IDIwMCAgICAgICAgICAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77ya5Zu95a626IO95rqQ5bGA77yMQ05FU0HvvIxTTU3vvIzlm73ogZTmsJHnlJ/or4HliLjnoJTnqbbmiYA=
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行业数据
2026-07-08
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全球锂电储能系统新增装机量（GWh）
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行业数据
2026-07-06
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中东非储能的新增装机（GWh）
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行业数据
2026-07-06
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最新数据
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2026-07-30
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2026-07-30
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电芯排产：据大东时代智库（TD）预测，2025 年 11 月中国市场动力+储能+消费类电池排产量 209GWh，环比增长 12.4%，同比增长 64.6%，其中储能电芯排产占比约为 33.6%，头部企业有效产能持续紧张；2025 年 11 月全球市场动力+储能+消费类电池排产量 228GWh，环比增长 11.2%。
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【爱建证券】光储行业周报：10月光伏出口环比下滑，储能需求旺盛-251125（11页）.pdf
2024-2025年国内新型储能应用项目月度新增招标容量（GWh）
国内新增光伏月度装机量（GW）
国内储能系统月度中标加权均价（元/Wh）
TOPCon电池片价格走势（元/片）
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