金吾财讯 | 摩根大通在2026年5月13日发布的研报中指出，全球纯电动汽车（BEV）4月销量环比增长5%至86万辆，同比转正增长6%，结束了此前连续三个月的同比下滑，全球BEV渗透率升至23%，高于3月的19%。
中国BEV渗透率从3月的27%跃升至4月的42%，销量环比大增30%至57.9万辆，包含插电混动在内的整体新能源汽车渗透率则达到61%，创2025年8月以来新高。美国BEV销量环比下跌7%至7.8万辆，同比仍下降23%，渗透率维持在6%不变。欧洲十国BEV销量在3月创四年新高后环比回落29%至20.2万辆，但同比仍强劲增长38%，渗透率稳定在22%。
研报认为，电动汽车销售市场出现积极信号，叠加储能领域持续强势和供应端的挑战，对锂市场形成利好——当前锂市场仍处于短缺状态，锂辉石价格年内至今已上涨90%，锂化学品价格同步上涨80%。
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