双500,中国新建、新增锂电池有效产能均超500GWh

北极星电力网
Sep 29

2025年国内锂电池行业新一扩产启动,GGII预计全年设备招标产能超250GWh,2026年招标产能有望超350GWh。国内扩产主力集中在TOP 15锂电池企业,海外电池产能建设集中在出海力度较大的企业,其中,东南亚(印尼、马来西亚、越南、泰国等)成为继欧洲之后,又一国内电池厂重点投资区域。在新产品方面,全球固态电池设备将迎来“1”的突破,数十家企业正加速干法电极等设备开发。2025~2026年...

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