【券商聚焦】交银国际:1月动力电池装车量季节性回落 关注锂电板块配置机会

金吾财讯
Feb 13

(原标题:【券商聚焦】交银国际:1月动力电池装车量季节性回落 关注锂电板块配置机会)金吾财讯|交银国际发布研报指,2026年1月中国内地动力电池装车量42.0GWh,同比+8.4%,受春节因素影响环比回落57.2%。其中磷酸铁锂电池占比提升至77.7%,延续高渗透趋势。出口方面,当月电池出口24.1GWh,同比+38.3%,动力电池出口占比达73.3%。 报告显示,2025年全球动力电池装车量同比...

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