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亿纬锂能动力电池产能梳理
亿纬锂能动力电池产能梳理
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【公司研究】亿纬锂能-亿纬锂能的厚积与薄发：亿万斯年大有可为-20200609[28页].pdf
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向电动汽车、软件定义汽车和电池规模化生产的转型，给汽车企业带来了巨大的人才压力，加剧了对快速技能重塑、跨领域招聘以及结构化劳动力转型的需
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行业数据
2026-07-28
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全球电动化汽车动力电池装机量（CAGR45.5%）
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行业数据
2026-07-21
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动力电池产量略有放缓（兆瓦时，%）
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行业数据
2026-07-08
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动力电池装车量同比持续增加（兆瓦时，%）
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行业数据
2026-07-08
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2023-2025年动力及储能电池市场销量
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行业数据
2026-06-25
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图33.我国无人机电池及动力系统核心配套企业梳理
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jeW3suiOt+W+l+S6v+iIquaZuuiDveOAgVZPTE9DT1BURVLjgIHpq5jln5/jgIHkur/nu7TnibnnrYnkvY7nqbrnu4/mtY7poobln5/lm73lhoXlpJblpLTpg6jkvIHkuJrnmoTlpJrkuKrpobnnm67lrprngrnjgIIgfAoK6LWE5paZ5p2l5rqQ77ya5ZCE5YWs5Y+45YWs5ZGK77yM5ZCE5YWs5Y+45a6Y572R77yM5Zu95oqV6K+B5Yi46K+B5Yi456CU56m25omA
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行业数据
2026-06-24
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国内年度动力电池装车量
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行业数据
2026-06-23
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国内月度动力电池装车量
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行业数据
2026-06-23
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全球动力离子电池出货量（GWh）与增速（%）
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行业数据
2026-06-18
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图1、2024年1月至2026年4月动力储能电池产量
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行业数据
2026-06-15
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我们预计2026年全球动力电池产量有望达到1,548GWh，同比+16.32%（GWh）
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行业数据
2026-06-10
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2024/2025年国内动力电池装机前十大企业市占率
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竞争格局
2026-06-09
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图3.中国动力、其他电池月度产量
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行业数据
2026-06-02
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图2.2026年1-4月全球动力电池厂商市场份额
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竞争格局
2026-06-02
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全球动力电池装机量
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行业数据
2026-06-02
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最新数据
全球全年龄段奶粉市场规模（亿美元）
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行业数据
2026-07-30
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2026-07-30
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2026-07-30
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行业数据
2026-07-30
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软包三元电池牵手 SKI，已进入戴姆勒（对应 3Gwh)、现代起亚(5.8Gwh)供应链，远期扩产 29-34Gwh，亿纬锂能持股 50%。方形三元为自有技术研发，荆门扩产 5Gwh，预计 2021年陆续投产，2022年产能达 6.5Gwh。LFP已有 6Gwh产能，新增扩产 6Gwh，预计 2022年达产，合计 12Gwh，主要应用动力（金龙）与储能（移动、电网、铁塔）。2020年动力产能约 16Gwh，预计 2022年产能达 27.3Gwh。
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