2023年10月动力和储能电池月度信息 中国汽车动力电池产业创新联盟2023年11月 目录CONTENTS 12023!10"#$%&'()*+ 22023!10"#$%&'()1+ 32023!10"#$(),-+ 42023!10"()*./0 !"#$#3&1$()*+,-./01 10#$%&'()*+,-ę/01ffi33456789:;<=>?$?@ffi041A$B;CDE54EAF 1–10#$%&'()*+,-ę/H/01ffiI1140678$H/B;CDJ14KAF GWh 90.0 80.0 70.0 60.0 50.0 40.0 30.0 20.0 10.0 +0+1# +19/01234156/78 动⼒和储能电池⽉度产量及增⻓率 +0++# :7:/9123417;/:8 +0+6#511/0123 471/;8 100.0% 80.0% 60.0% 40.0% 20.0% 0.0% -20.0% 0.0 2021-1 2021-4 2021-7 2021-10 2022-1 2022-4 2022-7 2022-10 2023-1 2023-4 2023-7 2023-10 -40.0% ƒ"2023#1$%&'()* 121#$#3&1$()*+,-./01 23456789#$%&'()*+ !ƒ#GWh$% LMNO 10# 10#P; 1–10H/ 1–10H/P; :;CD B;CD H/B;CD QRLM E54I 504TA 1U545 514IA –I43A 045A 1541A VWXY T54I IU45A J1I4T IK4EA 545A 5340A I04TA Z[ 041 04EA 14E 04EA –J543A 34IA IJ4IA ę/ 3345 10040A I1140 10040A –041A E54EA J14KA ƒ"<=>?@AÌCDEFGH@AIJKL@AIMKL@AINJ@AOP 目录CONTENTS 12023!10"#$%&'()*+ 22023!10"#$%&'()1+ 32023!10"#$(),-+ 42023!10"()*./0 3"#$#3&1$()*+,-./41 10#$%&'()*+,-ę/\1ffi3T40678$:;CDJ43AFZ]9'(,-\1ffiI140678$P;K14JA$:;CD14TA$B;CD1U4TA^*+,-\1ffi154U6789P;1K4IA$:;CDE14UAF 1–10#$%&'()*+,-ę/H/\1ffiTT34I678FZ]$'(,-H/\1ffiJKI40678$P;K34EA$H/B;CD5341A^*+,-H/\1ffi314I678$P;1E4KAF GWh 600 500 2021年-2023年10月动⼒和储能电池销量 486.0 71.6 465.5 400 300 200 100 0 186 2021年 2022年 2023年1-10⽉ ƒ"2023#1$%Q'()* 动⼒销量储能销量 #21#$#3&1$()*+,-./41 23456789#$%&'()1+ !ƒ#GWh$% LMNO 10# 10#P; 1–10H/ 1–10H/P; :;CD B;CD H/B;CD '( QRLM E543 514IA 1KK4U 554UA –54IA E041A EI41A VWXY 534E JU43A EUI40 T541A T4TA 1U4EA JT40A Z[ 041 041A 141 04EA –IE4JA –E14EA TT4JA ę/ I140 K14JA JKI40 K34EA 14TA 1U4TA 5341A *+ QRLM 040 040A 140 04EA –5K40A VWXY 154U 1K4IA 304I 1E43A EE41A ę/ 154U 1K4IA 314I 1E4KA E14UA '()*+`/ 3T40 10040A TT34I 10040A J43A ƒ"<=>?@AÌCDEFGH@AIJKL@AIMKL@AINJ@AOP #2#2#$#3&1$()*+,-./671 10#$%&'()*+,-ę/ab1J4T6789:;CDU41A$Pc#\11U4JAFZ]'(,-ab114T678$P;3K4UA$:;CD54KA$B;CD5J40AF*+,-ab541678$P;E141A$:;CD5J4UAF 1–10#$%&'()*+,-ę/H/abd11T43678$Pe10#H/\1E04KAFZ]$'(,-H/ab1014E678$P;K34TA$H/B;CD10T4JA^*+,-H/ab1J4T678$P;1E4TAF 16.0 14.0 12.0 10.0 8.0 6.0 4.0 2.0 0.0 +0++#5;/1123 动⼒和储能电池⽉度�⼝情况 +0+6#1R10$11:/0123 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% -10.0% -20.0% -30.0% 2022-012022-022022-032022-042022-052022-062022-072022-082022-092022-102022-112022-122023-12023-22023-32023-42023-52023-62023-72023-82023-92023-10 �⼝增⻓率 !fi#$%&'()*+,-./012345678497:;4<=>:4?@AB4CDEF4GHIJ4KLM74NOPQR #23#$#3&1$()*+,-./89:;671 23456789#$%&'():;+ !ƒ#GWh%% LMNO 10# 10#P; 1–10#H/ 1–10H/P; :;CD B;CD H/B;CD '( QRLM 34J T04KA IU41 TU4KA –1143A EI4JA UU4UA VWXY J40 E34KA 514T E34EA IE4EA T04EA 11K4JA Z[ 040 045A 04I 04TA –3T4JA TJ4TA 1E34IA ę/ 114T 3K4UA 1014E K34TA 54KA 5J40A 10T4JA *+ QRLM 040 040A 041 041A –3E4JA VWXY 541 E141A 1J4J 1E4TA 5T4EA ę/ 541 E141A 1J4T 1E4TA 5J4UA '()*+f/ 1J4T 10040A 11T43 10040A U41A 1-10SIJTU7VWXYZ[ 1-10SIJVWXYZ[ 1-10SU7VWXYZ\ !"#$ K&'()*+ ,-./0123 4+35 6789 :;+< =>?@ABC !"#$ #2<#$#3&1$()*+,-./41=> K&' ,-./()*+0123 4+35 =>?6789 :;+<@ABC !"#$ ()*+6789 ,-./ K&' 10SIJTU7XYZ[ 10SIJVWXYZ[ 10SU7VWXYZ\ !"#$ K&'()*+ ,-./0123 6789 4+35 :;+< =>?@ABC !"#$ K&' ,-./()*+0123 4+35 :;+<6789 =>?@ABC !"#$ ()*+ K&' ,-./6789 &#'()*+,-./0%12345.%6789:;<.=>?@ABC !"#$ %&ƒ( )*+ ,-.ƒ /012345 678& 9:;< =>&? 1-10!"#$%&'()* #2?#$#3&1$()*+,-./67=> 10!"#$%&'()* !"#$ %&ƒ( )*+ ,-.ƒ /012345 678& 9:;< =>&? 1-10!"#'()* 10!"#'()* !"#$ )*+ %&ƒ( ,-.ƒ2345 /019:;< 678& =>&? 0.02.04.06.08.010.012.0 !"#$ )*+ %&ƒ( ,-.ƒ2345 /019:;< =>&?678& &#'()*+,DE/0%12345.%6789:;<.=>?@ABC 目录CONTENTS 12023!10"#$%&'()*+ 22023!10"#$%&'()1+ 32023!10"#$(),-+ 42023!10"()*./0 @"#$#3&1$(AB)*./CD1EF 10#$%&'(,-gh15U4E678$B;CDEK45A$:;CD34IAFZ]QR,-g h11E45678$Pfgh1514JA$B;CD1J40A$:;CD04KA^VWXY,-gh1EI4K678$Pfgh1IK4TA$B;CD5I4JA$:;CD104UAF 1–10#$%&'(,-H/gh1EUJ4U6789H/B;CD514TAFZ]QR,-H/gh1U54U6789Pfgh1514KA$H/B;CDI43A^VWXY,-H/gh1E00436789Pfgh1IK41A$H/B;CDJ34IAF 321#$#1–#$#3&1$(AB)*./(HCD1IJKL 45 S123T 40 35 +0+1.1/01/234 510+167 +0++. +901:234 5901;7 +0+<. +90192345<11/7 100.0% 80.0% 60.0% 3040.0% 2520.0% 200.0% 15-20.0% 10-40.0% 5-60.0% 0 2021-1 2021-4 2021-7 2021-10 2022-1 2022-4 装⻋ 2022-7 增⻓率 2022-10 2023-1 2023-4 2023-7 2023-10 -80.0% 32##$#3&1$(AB)*./CD1 23456789#$(),-+ !ƒ#GWh$% LMNO 10# 10#P; 1–10#H/ 1–10#P; :;CD B;CD H/B;CD QRLM 1E45 514JA U54U 514KA 04KA 1J40A I43A VWXY EI4K IK4TA E0043 IK41A 104UA 5I4JA J34IA Z[ 040 041A 045 041A J1U45A –JT4TA 340A ę/ 5U4E 100400A EUJ4U 100400A 34IA EK45A 514TA ƒ"<=>?@AÌCDEFGH@AIJKL@AIMKL@AINJ@AOP 323#$#3&1$(AB)*./CD1 2-6789#$(),-+<==>?% @ABC 10!DE 1–10!DE GEHI JEHI KLJEHI M'"NO@ ;+117 ;0197 :197 19197 +<197 M'"P@ 11<7 11/7 –+/107 –:11;7 –<91<7 M'"QO@ ;197 :197 ;1;7 :0197 <+1/7 RSNO@ 161/7 1:1:7 1<1+7 901<7 1101;7 RSP@ 0107 0107 <0107 1+00107 –1<167 RSQO@ 0117 0107 0<1+7 /;01<7 /11;7 TU'(NO@ 0107 0107 VV –100107 /<117 TU'(P@ 0107 0107 –<01/7 –6+1/7 –001+7 TU'(QO@ 0117 0117 :90107 1<6197 ::1;7 WL 100107 100107 ;1:7 +61<7 <11/7 32<#$#3&1$(AB)*./MNCD1OPHQR 10#$%&i+jkhlm`/5Tn'(,-opqrghst$uvwBxyzTnF [|e5n]eTn]e10n'(,-op'(,-gh1~