艾媒咨询 | 2025年中国锂电池领域市场状况及标杆企业经营数据分析报告

2025年中国锂电池产业在经历两年深度回调后实现强劲复苏，摆脱此前“以价换量”的内卷困境，步入以技术创新、全球运营为核心的高质量发展新阶段。全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布《2025年中国锂电池领域市场状况及标杆企业经营数据分析报告》数据显示，2025年前三季度中国储能锂电池出货量已较2024年超出30%，全年动力电池出货量预计首破TWh，带动产业链上下游需求全面回暖，资本市场表现呈现明显分层特征，在市值、营收、利润、研发投入等核心指标上，TOP10企业与尾部企业差距持续拉大，头部企业凭借资源整合、技术壁垒与产业链一体化优势，持续占据市场主导地位。艾媒咨询分析师认为，2025年中国锂电池产业复苏势头超预期，核心驱动力来自全球储能需求的爆发式增长与供给端“反内卷”的阶段性成效。行业竞争逻辑正从价格战转向技术力、产品力与全球化运营能力的综合比拼，资金加速向具备核心技术、稳定客户结构和可持续盈利模式的优质企业集中，推动产业迈向高质量发展新阶段。
After two years of in-depth correction, China’s lithium battery industry achieved a strong recovery in 2025, breaking away from the previous inward competition dilemma of "trading price for quantity" and entering a new high-quality development stage centered on technological innovation and global operations. Data from the latest report 2025 China Lithium Battery Market Status and Benchmark Enterprise Operation Data Analysis Report released by iiMedia Research, a leading global third-party data mining and analysis institution for the new economy industry, shows that in the first three quarters of 2025, China’s energy storage lithium battery shipments exceeded the full-year 2024 figure by 30%, and the annual power battery shipments are expected to break 1 TWh for the first time, driving a comprehensive recovery in demand across the industrial chain upstream and downstream. The capital market performance presents obvious stratified characteristics: in core indicators such as market value, revenue, profit, and R&D investment, the gap between the top 10 enterprises and the tail-end enterprises continues to widen. Leading enterprises continue to occupy a dominant position in the market by virtue of their advantages in resource integration, technological barriers, and industrial chain integration.In the view of iiMedia Research analysts, the recovery momentum of China’s lithium battery industry in 2025 exceeded expectations, with the core driving forces coming from the explosive growth of global energy storage demand and the phased results of "anti-inward competition" on the supply side. The industry competition logic is shifting from price wars to a comprehensive competition of technological strength, product strength, and global operation capabilities. Capital is accelerating its concentration on high-quality enterprises with core technologies, stable customer structures, and sustainable profit models, driving the industry towards a new stage of high-quality development.

艾媒咨询 | 2025年中国固态电池行业分析报告

在全球新能源汽车产业追求更高安全与续航的背景下，中国固态电池行业正迈入产业化突破与全固态技术攻关并行的关键期。根据全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2025年中国固态电池行业分析报告》显示，2024年全球固态电池设备市场规模达40.0亿元，其中半固态电池设备占38.4亿元，全固态电池设备因尚处实验室中试阶段，规模仅1.6亿元。随着产业化进程推进，预计到2030年全球固态电池设备市场规模将飙升至1079.4亿元。此外，全球固态电池（半固态+全固态）出货量预计从2026年的34GWh上升至2030年的614GWh，市场规模呈指数级扩张趋势。
艾媒咨询分析师认为，未来中国固态电池行业将迎来高速发展期。以半固态电池为先导的技术路径将率先实现产业化，并带动上游设备与材料产业链快速发展。随着技术持续突破与成本下降，全固态电池也将逐步从实验室走向市场，应用领域将从高端电动车向更广泛的储能等场景拓展，推动市场规模实现指数级增长。
Against the backdrop of the global new energy vehicle industry's pursuit of higher safety and longer range, China's solid-state battery industry is entering a critical period where industrialization breakthroughs and all-solid-state technology research are advancing in parallel. According to the latest "China's solid-state battery industry analysis report in 2025" released by iiMedia Research, a leading third-party data mining and analysis agency for new economy industries, the global solid-state battery equipment market size reached 4.0 billion yuan in 2024, with semi-solid-state battery equipment accounting for 3.84 billion yuan. All-solid-state battery equipment, still in the laboratory pilot stage, had a scale of only 160 million yuan. With the advancement of industrialization, it is expected that the global solid-state battery equipment market size will soar to 107.94 billion yuan by 2030. Additionally, the global solid-state battery (semi-solid-state + all-solid-state) shipment volume is projected to rise from 34 GWh in 2026 to 614 GWh in 2030, demonstrating an exponential expansion trend in market size.
Analysts from iiMedia Research believe that China's solid-state battery industry will experience a period of rapid development in the future. The technology path led by semi-solid-state batteries will be the first to achieve industrialization, driving the rapid development of the upstream equipment and material industry chain. As technology continues to break through and costs decline, all-solid-state batteries will gradually move from the laboratory to the market, and their application fields will expand from high-end electric vehicles to a wider range of energy storage scenarios, promoting an exponential growth in market size.