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锂电池板块在建项目（截至2021年年报）
锂电池板块在建项目（截至2021年年报）
行业数据
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所属报告：
有色金属行业深度报告：锂产业链一体化布局剖析-220714（82页）.pdf
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相关数据
磷酸铁锂正极材料产业链：上游为碳酸锂，中游为锂电池，下游应用于新能源车、储能等领域
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产业链
2026-07-20
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2026-2030年全球锂电池出货量预测：预计2026-2028年分别3.0、3.7、4.5TWh
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行业数据
2026-07-20
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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
原图定位
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全球锂电池出货量情况
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行业数据
2026-07-08
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表9全球锂电池出货量预测
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行业数据
2026-07-01
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2023-2026季度储能锂电池出货量（GWh）
fCDlraPluqYgfCAyMDIzIChHV2gpIHwgMjAyNCAoR1doKSB8IDIwMjUgKEdXaCkgfCAyMDI2IChHV2gpIHwKfC0tLS0tLXwtLS0tLS0tLS0tLXwtLS0tLS0tLS0tLXwtLS0tLS0tLS0tLXwtLS0tLS0tLS0tLXwKfCBRMSAgIHwgMzUgICAgICAgIHwgNDAgICAgICAgIHwgOTAgICAgICAgIHwgMjE1ICAgICAgIHwKfCBRMiAgIHwgNTAgICAgICAgIHwgNzUgICAgICAgIHwgMTc1ICAgICAgIHwgMCAgICAgICAgIHwKfCBRMyAgIHwgNDAgICAgICAgIHwgMTAwICAgICAgIHwgMTY1ICAgICAgIHwgMCAgICAgICAgIHwKfCBRNCAgIHwgODAgICAgICAgIHwgMTI1ICAgICAgIHwgMjAwICAgICAgIHwgMCAgICAgICAgIHwKCui1hOaWmeadpea6kO+8mumrmOW3peS6p+eglO+8jOWbveiBlOawkeeUn+ivgeWIuOeglOeptuaJgA==
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行业数据
2026-06-26
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2022-2030年中国储能锂电池出口规模及预测
fCDlubTku70gICB8IOWCqOiDvemUgueUteaxoOWHuuWPo++8iEdXaO+8iSB8CnwtLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tfAp8IDIwMjIgICB8IDkwICAgICAgICAgICAgICAgICAgIHwKfCAyMDIzICAgfCAxNTAgICAgICAgICAgICAgICAgICB8CnwgMjAyNCAgIHwgMjAwICAgICAgICAgICAgICAgICAgfAp8IDIwMjVFICB8IDMwMCAgICAgICAgICAgICAgICAgIHwKfCAyMDMwRSAgfCA1NjAgICAgICAgICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJrpq5jlt6XkuqfnoJTvvIzlm73ogZTmsJHnlJ/or4HliLjnoJTnqbbmiYA=
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2024年全球锂电池负极材料厂商份额（按出货量计）
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2026-06-24
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锂电池负极材料产业链分析
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产业链
2026-06-24
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2019-2029E全球锂电池负极材料市场规模（按出货量计，百万吨）
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市场规模
2026-06-24
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中国锂电池隔膜出货量上升显著
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行业数据
2026-06-18
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图35、锂电池回收产业链图
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产业链
2026-06-15
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2023-2030年全球数据中心用储能锂电池出货量
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行业数据
2026-06-10
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锂电产业链利润池模型拆分（磷酸铁锂电池）
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产业链
2026-06-09
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图13.2019Q1-2026Q2锂电板块电池/材料净利润占比
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