National lithium battery industry data and comments for January-April 2025

Release time:2025-07-01


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National Lithium-ion Battery Industry, January-April 2025 The data report presents the operating trend of the lithium battery market from multiple dimensions, including lithium battery production, export, and material supply. A detailed review is as follows:

 

01. Changes in the Scale and Structure of the Battery Sector

 

Total lithium battery production surged to 473 GWh in 2025, a year-on-year increase of 67.7%, with a two-year growth difference of 50.5%, visually reflecting the accelerating pace of industry expansion.

 

In the sub-sectors, the output of energy storage lithium batteries increased from 48 GWh to 110 GWh, with a year-on-year growth rate of 129.2%, far exceeding the industry average and becoming the core engine driving growth.

 

The installed capacity of power-type lithium batteries increased to 184 GWh (+53.3%), continuing to support the new energy vehicle market.

 

On the export side, the total amount increased to 155.4 billion yuan, with a two-year growth difference of 40%, marking a shift in the export market from "increased volume, decreased price" to "increased volume and price".

 

02. Synergistic Cooperation of First-Order Materials

Cathode, anode, diaphragm, electrolyte The year-on-year growth rate of the four materials exceeded 40%, forming a strong synergy with battery production expansion and ensuring the continuity of the industry chain supply.

 

03. Divergence in Volume and Price of Second-Order Materials

 

Lithium carbonate: Production increased from 171,000 tons to 270,000 tons (+57.9%), but the average price dropped from 104,000 yuan/ton to 74,000 yuan/ton (-28.8%), with "increased volume and decreased price" reflecting a shift from tight supply and demand balance to a relaxed one.

 

Lithium hydroxide: Production decreased from 104,000 tons to 90,000 tons (-13.5%), and the average price dropped from 98,000 yuan/ton to 76,000 yuan/ton (-22.4%), with "decreased volume and price" suggesting shrinking demand for high-nickel materials , such as the decline in the installed capacity of ternary batteries.


 

In summary, the data objectively shows that: the lithium battery industry is accelerating its expansion, with energy storage becoming the growth engine; first-order materials are expanding simultaneously to ensure supply chain; second-order materials show a differentiated price-volume trend due to technological routes and supply and demand patterns.

 

 

 
 

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