2024年中国锂电池出货量增长32.6%
Chinese lithium battery shipments up 32.6% in 2024
Kallanish（开阑商务信息咨询）从高工产业研究院获悉，2024年中国锂电池出货量增长32.6%，达到1,175吉瓦时。
Shipments of Chinese lithium batteries increased 32.6% to 1,175 gigawatt-hours in 2024, Kallanish learns from the Gaogong Industrial Institute (GGII).
其中动力电池超过780吉瓦时，储能电池335吉瓦时，年增长率分别为23%和64%。
The volume breaks down into over 780 GWh of power batteries and 335 GWh of energy storage batteries, representing annual increases of 23% and 64%, respectively.
去年，中国正极材料全球销量达到335万吨，比2023年增长35%。其中，磷酸铁锂（LFP）材料的出货量达到246万吨，同比增长49%，占正极材料总出货量的近74%。同时，三元锂正极材料出货量略有下降，为65万吨。
Chinese cathode material global sales reached 3.35 million tonnes last year, a volume 35% higher than in 2023. Of that, lithium iron phosphate (LFP) materials shipments reached 2.46m t, up 49% year-on-year – nearly 74% of the total cathode material shipments. Meanwhile, ternary lithium cathode material shipments slightly declined to 650,000 t.
LFP化学材料的采用率持续上升，去年占据72%的市场份额，出货量超过560吉瓦时。
The adoption of LFP chemistry continues to increase, taking a 72% market share last year and exceeding 560 GWh of shipments.
该研究机构指出，三元锂电池，即使用镍、钴和锰的电池，由于具有能量密度高、电池寿命长等优势，2018-2020年在中国的市场份额一直保持领先。
The institute points out that ternary lithium batteries, those that use nickel, cobalt and manganese, have maintained a leading market share in China in 2018-2020 due to advantages such as high energy density and long battery life.
不过，LFP电池的安全和低成本等优势正日益凸显。2021 年，LFP电池的市场份额首次超过三元锂电池，此后一直保持领先地位。
However, the advantages of LFP batteries, such as safety and low cost, are becoming increasingly prominent. The market share of LFP batteries surpassed that of ternary lithium batteries for the first time in 2021 and has maintained its leading position ever since.
该研究机构指出：“差异化的LFP材料增强了行业的议价能力，其中高密度和高倍率LFP在行业中的应用正在加速。截至2024年底，高密度（每立方厘米大于2.6克）LFP月出货量超过3.5万吨，高倍率（放电速率大于30C）LFP月出货量超过2,000吨。”
“Differentiated LFP materials enhance the industry’s bargaining power, among which the application of high-density and high-rate LFP in the industry is accelerating,” the institute states. “By the end of 2024, the monthly shipments of high-density (greater than 2.6 grams per cubic centimetre) LFP exceeded 35,000 t, and the monthly shipments of high-rate (discharge rate greater than 30C) LFP exceeded 2,000 t.”
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