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国内储能电芯生产量（单月值，Gwh）
国内储能电芯生产量（单月值，Gwh）
行业数据
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图片大小：70KB
图片尺寸：1877*1016
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所属报告：
锂行业专题：供需趋紧+低库存重视春季行情-260226（15页）.pdf
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国内储能电芯月度产量（GWh）
fCDmnIjku70gfCAyMDIyIChHV2gpIHwgMjAyMyAoR1doKSB8IDIwMjQgKEdXaCkgfCAyMDI1IChHV2gpIHwgMjAyNiAoR1doKSB8CnwtLS0tLS18LS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLXwKfCAx5pyIICB8IDYgICAgICAgICAgfCAxMyAgICAgICAgIHwgMTIgICAgICAgICB8IDMyICAgICAgICAgfCA2NSAgICAgICAgIHwKfCAy5pyIICB8IDUgICAgICAgICAgfCAxNCAgICAgICAgIHwgOSAgICAgICAgICB8IDI5ICAgICAgICAgfCA1OSAgICAgICAgIHwKfCAz5pyIICB8IDYgICAgICAgICAgfCAxNCAgICAgICAgIHwgMjAgICAgICAgICB8IDM1ICAgICAgICAgfCA3NiAgICAgICAgIHwKfCA05pyIICB8IDcgICAgICAgICAgfCAxMyAgICAgICAgIHwgMjggICAgICAgICB8IDM4ICAgICAgICAgfCA3OSAgICAgICAgIHwKfCA15pyIICB8IDkgICAgICAgICAgfCAxOSAgICAgICAgIHwgMzAgICAgICAgICB8IDQyICAgICAgICAgfCA4MCAgICAgICAgIHwKfCA25pyIICB8IDEwICAgICAgICAgfCAyMCAgICAgICAgIHwgMzAgICAgICAgICB8IDQ1ICAgICAgICAgfCA4MCAgICAgICAgIHwKfCA35pyIICB8IDExICAgICAgICAgfCAyMCAgICAgICAgIHwgMzAgICAgICAgICB8IDUwICAgICAgICAgfCA4MCAgICAgICAgIHwKfCA45pyIICB8IDEyICAgICAgICAgfCAxOCAgICAgICAgIHwgMzMgICAgICAgICB8IDUzICAgICAgICAgfCA4MCAgICAgICAgIHwKfCA55pyIICB8IDEzICAgICAgICAgfCAxNiAgICAgICAgIHwgMzcgICAgICAgICB8IDU1ICAgICAgICAgfCA4MCAgICAgICAgIHwKfCAxMOaciCB8IDE1ICAgICAgICAgfCAxNSAgICAgICAgIHwgMzkgICAgICAgICB8IDU4ICAgICAgICAgfCA4MCAgICAgICAgIHwKfCAxMeaciCB8IDE4ICAgICAgICAgfCAxMyAgICAgICAgIHwgNDIgICAgICAgICB8IDYxICAgICAgICAgfCA4MCAgICAgICAgIHwKfCAxMuaciCB8IDIxICAgICAgICAgfCAxMSAgICAgICAgIHwgMzggICAgICAgICB8IDYzICAgICAgICAgfCA4MCAgICAgICAgIHwKCui1hOaWmeadpea6kO+8mlNNTe+8jOWbveiBlOawkeeUn+ivgeWIuOeglOeptuaJgA==
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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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北美大储的新增装机（GWh）
fCDlubTku70gICB8IOWMl+e+juWkp+WCqOaWsOWinuijheacuu+8iEdXaO+8iSB8CnwtLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS18CnwgMjAyM0EgIHwgMjYgICAgICAgICAgICAgICAgICAgICB8CnwgMjAyNEEgIHwgMzQgICAgICAgICAgICAgICAgICAgICB8CnwgMjAyNUEgIHwgNDcgICAgICAgICAgICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJpXb29kTWFja2Vuemll77yM5paw6LSi5a+M5YWs5LyX5Y+377yM5Zu95rOw5rW36YCa6K+B5Yi456CU56m2
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2026-07-06
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2026-07-30
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全球锂行业供需基本处于平衡的状态，但若超过900Gwh，每100Gwh储能电池需消耗约6万吨碳酸锂，锂行业供需将会有明显缺口。另外从短期的维度来看，SMM数据统计，2025年12月国内储能电芯产量为62.50Gwh，环比增长8.6%，2026年1月国内储能电芯产量为63.02Gwh，环比增长0.8%，预计2026年2月产量为57.46Gwh，环比仅减少8.8%，考虑到2月份天数较少且有春节假期影响，表明储能电池企业开工率仍维持在非常高的水平。年初储能电池保持旺盛的需求状态，部分弥补了动力电池需求环比下降。
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锂行业专题：供需趋紧+低库存重视春季行情-260226（15页）.pdf
2026年锂行业报告：供需趋紧+低库存，锂价上行可期
锂行业专题：供需趋紧+低库存重视春季行情-260226
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