艾媒咨询 | 2026年全球及中国小动力型锂电池行业研究报告

随着绿色低碳转型持续深化，“铅酸换锂电”进程加速，加之低空经济的爆发式增长，共同推动全球及中国小动力型锂电池市场需求持续释放。与此同时，监管端强化生产、溯源、回收全链条的合规约束，下游应用场景不断升级，对电池安全、能量密度和循环寿命提出更高要求，双重压力迫使企业持续提升材料与工艺安全等级。受此影响，一方面，比亚迪、国轩高科等具备汽车级制造能力的动力电池企业纷纷切入该赛道，推动市场形成多元化竞争格局，行业技术门槛与品质基准持续抬升；另一方面，合规能力正逐渐成为核心竞争壁垒，加速落后产能出清，推动资源向技术领先、品质可靠、绿色可循环的头部企业集中。在此背景下，新能安等深耕该细分市场的专业企业，亦不断强化产品研发、制造体系与客户协同能力，进一步巩固其在两轮电动车、无人机等小动力锂电池应用市场的竞争优势。(《2026年全球及中国小动力型锂电池行业研究报告》完整高清PDF版共38页，可点击文章底部报告下载按钮进行报告下载）
The green and low-carbon transformation continues to deepen, the process of "replacing lead-acid batteries with lithium-ion batteries" accelerates, and the explosive growth of the low-

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.