金吾财讯 | 交银国际发布电池行业月报，4月中国动力和其他电池合计产量/销量为118.2GWh/118.1GWh，分别同比+49.0%/73.5%，产销比接近1；中国动力电池装车量54.1 GWh，同/环比+52.8%/-4.3%，其中磷酸铁锂电池装车量占比升至82.8%。海外动力电池市场方面，1季度中国企业份额升至42%。韩国电池企业（包括LG Energy Solution 、Samsung SDI 、LG Energy Solution ）的市场份额合计达40.3%，同比-5.4%。日企松下电池市占同比-2.5ppts至7.4%。该行指，中美大幅降低双边关税水平，预计短期储能企业迎来 “抢出口”潮。中美发布联合声明（2025/5/12），其中美方将取消4月8日和4月9日对中国商品加征的共计91%的关税，修改4月2日34%的对等关税，其中24%的关税暂停加征90天，保留剩余10%的关税。据海关总署，2024中国锂离子电池出口美国金额占锂离子电池出口总额25%，其中以储能电池为主。因税率大幅下降，该行预计今年5-6月中国储能电池有望加速出口以利用窗口期。建议关注有成本和技术优势，及出海布局领先的宁德时代（300750 CH/买入）
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