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 1 2023!10"#$%&'()*+ 2 2023!10"#$%&'()1+ 3 2023!10"#$(),-+ 4 2023!10"()*./0 !"#$#%&'$()*+,-./01 l !"#$%&'()*+,-./01233456789:;<=>?$?@2"4!A$B;CD E54EAF l !G!"#$%&'()*+,-./H/012I!!4"678$H/B;CDJ!4KAF 动⼒和储能电池⽉度产量及增⻓率 GWh +,+-# +-./0123 4-56/789 90.0 80.0 +,++# :7:/.123 4-7;/:89 +,+6# 5--/,123 47-/;89 100.0% 80.0% 70.0 60.0% 60.0 50.0 40.0% 40.0 20.0% 30.0 0.0% 20.0 -20.0% 10.0 0.0 -40.0% 2021-1 2021-4 !"2023#1$%&'()* 2021-7 2021-10 2022-1 2022-4 2022-7 2022-10 2023-1 2023-4 2023-7 2023-10 '2' #$#%&'$()*+,-./01 23456789#$%&'()*+ !"#GWh$% LMNO !"# !"#P; !G!"H/ !G!"H/P; :;CD B;CD H/B;CD QRLM E54IS 5"4TA !U545S 5!4IA GI43A "45A !54!A VWXY T54IS IU45A J!I4TS IK4EA 545A 534"A I"4TA Z[ "4!S "4EA !4ES "4EA GJ543A 34IA IJ4IA ./ 3345S !""4"A I!!4"S !""4"A G"4!A E54EA J!4KA !"<=>?@ABCDEFGH@AIJKL@AIMKL@AINJ@AOP 目 录 CONTENTS 1 2023!10"#$%&'()*+ 2 2023!10"#$%&'()1+ 3 2023!10"#$(),-+ 4 2023!10"()*./0 3"#$#%&'$()*+,-./41 l !"#$%&'()*+,-./\123T4"678$:;CDJ43AFZ]9'(,-\12 I!4"678$P;K!4JA$:;CD!4TA$B;CD!U4TA^*+,-\12!54U6789P; !K4IA$:;CDE!4UAF l !G!"#$%&'()*+,-./H/\12TT34I678FZ]$'(,-H/\12 JKI4"678$P;K34EA$H/B;CD534!A^*+,-H/\123!4I678$P;!E4KAF GWh 2021年-2023年10月动⼒和储能电池销量 600 71.6 500 400 300 465.5 486.0 2022年 2023年1-10⽉ 200 100 186 0 2021年 !"2023#1$%Q'()* 动⼒销量 储能销量 #2' #$#%&'$()*+,-./41 23456789#$%&'()1+ !"#GWh$% LMNO QRLM VWXY '( Z[ !"# !"#P; !G!"H/ !G!"H/P; :;CD B;CD H/B;CD E543S 5!4IA !KK4US 554UA G54IA E"4!A EI4!A 534ES JU43A EUI4"S T54!A T4TA !U4EA JT4"A "4!S "4!A !4!S "4EA GIE4JA GE!4EA TT4JA I!4"S K!4JA JKI4"S K34EA !4TA !U4TA 534!A ./ QRLM "4"S "4"A !4"S "4EA G5K4"A __ __ *+ VWXY !54US !K4IA 3"4IS !E43A EE4!A __ __ !54US !K4IA 3!4IS !E4KA E!4UA __ __ ./ '()*+`/ 3T4"S !""4"A TT34IS !""4"A J43A __ __ !"<=>?@ABCDEFGH@AIJKL@AIMKL@AINJ@AOP #2#25#$#%&'$()*+,-./671 l !"#$%&'()*+,-./ab!J4T6789:;CDU4!A$Pc#\1!U4JAFZ]' (,-ab!!4T678$P;3K4UA$:;CD54KA$B;CD5J4"AF*+,-ab54!678$ P;E!4!A$:;CD5J4UAF l !G!"#$%&'()*+,-./H/abd!!T43678$Pe!"#H/\1E"4KAFZ]$ '(,-H/ab!"!4E678$P;K34TA$H/B;CD!"T4JA^*+,-H/ab !J4T678$P;!E4TAF 16.0 +,++# 5;/-1239 动⼒和储能电池⽉度出⼝情况 +,+6#-R-,$ --:/0123 50.0% 14.0 40.0% 12.0 30.0% 10.0 20.0% 8.0 10.0% 6.0 0.0% 4.0 -10.0% 2.0 -20.0% 0.0 -30.0% 2022-012022-022022-032022-042022-052022-062022-072022-082022-092022-102022-112022-12 2023-1 2023-2 2023-3 2023-4 2023-5 2023-6 2023-7 2023-8 2023-9 2023-10 出⼝ 增⻓率 !"#$%&'()*+,-./012345678497:;4<=>:4?@AB4CDEF4GHIJ4KLM74NOPQR #2% #$#%&'$()*+,-./89:;671 23456789#$%&'():;+ LMNO !"#GWh%% !"# !"#P; !G!"#H/ !G!"H/P; :;CD B;CD H/B;CD QRLM 34JS T"4KA IU4!S TU4KA G!!43A EI4JA UU4UA VWXY J4"S E34KA 5!4TS E34EA IE4EA T"4EA !!K4JA "4IS "4TA G3T4JA TJ4TA !E34IA !"!4ES K34TA 54KA 5J4"A !"T4JA "4"A "4!S "4!A G3E4JA __ __ *+ VWXY 54!S E!4!A !J4JS !E4TA 5T4EA __ __ 54!S E!4!A !J4TS !E4TA 5J4UA __ __ '()*+f/ !J4TS !""4"A !!T43S !""4"A U4!A __ __ '( Z[ "4"S ./ !!4TS 3K4UA QRLM "4"S ./ "45A #2< #$#%&'$()*+,-./41=> 1-10SIJTU7VWXYZ[ 1-10SU7VWXYZ\ 1-10SIJVWXYZ[ !"#$ !"#$ %&' %&' ()*+ ,-./ ,-./ ()*+ 0123 0123 4+35 4+35 6789 =>? :;+< 6789 =>? :;+< @ABC @ABC 10SIJTU7XYZ[ !"#$ ()*+ 6789 ,-./ %&' 10SU7VWXYZ\ 10SIJVWXYZ[ !"#$ !"#$ %&' %&' ()*+ ,-./ ,-./ ()*+ 0123 0123 6789 4+35 4+35 :;+< :;+< 6789 =>? =>? @ABC @ABC !"#$ ()*+ %&' ,-./ 6789 &#'()*+,-./0%12345.%6789:;<.=>?@ABC #2? #$#%&'$()*+,-./67=> 1-10!"#$%&'()* 1-10!"#'()* !"#$ !"#$ %&'( %&'( )*+ )*+ ,-.' ,-.' /01 /01 2345 2345 678& 678& 9:;< 9:;< =>&? =>&? 10!"#$%&'()* 0.0 !"#$ )*+ %&'( 2.0 4.0 6.0 8.0 10!"#'()* 10.0 12.0 !"#$ )*+ %&'( ,-.' 2345 /01 ,-.' 9:;< 678& =>&? 9:;< 2345 /01 =>&? 678& &#'()*+,DE/0%12345.%6789:;<.=>?@ABC 目 录 CONTENTS 1 2023!10"#$%&'()*+ 2 2023!10"#$%&'()1+ 3 2023!10"#$(),-+ 4 2023!10"()*./0 @"#$#%&'$(AB)*./CD1EF l !"#$%&'(,-gh15U4E678$B;CDEK45A$:;CD34IAFZ]QR,-g h1!E45678$Pfgh15!4JA$B;CD!J4"A$:;CD"4KA^VWXY,-gh 1EI4K678$Pfgh1IK4TA$B;CD5I4JA$:;CD!"4UAF l !G!"#$%&'(,-H/gh1EUJ4U6789SH/B;CD5!4TAFZ]QR,-H/ gh1U54U6789Pfgh15!4KA$H/B;CDI43A^VWXY,-H/gh1 E""436789Pfgh1IK4!A$H/B;CDJ34IAF %2'5#$#'G#$#%&'$(AB)*./(HCD1IJKL 45 100.0% S123T +,+-. -/01/234 5-0+1678 40 35 +,++. +901:234 59,1;78 +,+<. +9019234 5<-1/78 80.0% 60.0% 30 40.0% 25 20.0% 20 0.0% 15 -20.0% 10 -40.0% 5 -60.0% 0 -80.0% 2021-1 2021-4 20