全球领先的新经济产业第三方数据挖掘与分析机构
关于“宁德时代”的报告
艾媒报告 |2019全球及中国汽车动力电池行业研究与商业投资决策分析报告
本报告涉及企业/品牌包括:宁德时代、松下、比亚迪、LG化学、AESC、三星SDI、国轩高科、力神、孚能、比克、沃特玛、特斯拉、北汽新能源、宝马、日产、上汽荣威、奇瑞、现代、雷诺、大众、华泰、雪佛兰、江淮、吉利、江铃、丰田、三菱、东风、起亚、沃尔沃、猛狮科技、中航锂电、雄韬电源、格林美、邦普集团、豪鹏科技、超威集团、西恩科技、华友钴业、寒锐钴业、桑德集团、光华科技、芳源环保
受益于新能源汽车产业的发展,全球动力电池行业发展迅猛。iiMedia Research(艾媒咨询)数据显示,2018年全球动力电池装机量达到92.5GWh,同比增长45.8%。全球排名前十的动力电池企业市场占有率达到88.7%,宁德时代、松下、比亚迪连续两年抢占市场前三位。同时,中国动力电池行业进入快速发展阶段,2018年中国动力电池市场规模突破820亿元,中国动力电池市场集中度高,前十名企业的装机量达到整体的83.2%,宁德时代、比亚迪持续稳固行业龙头地位。作为动力电池产业衍生行业,中国电池回收行业处于起始阶段,目前已形成由生产者主导的回收和以专业第三方为主体的回收两种模式。总体而言,汽车动力电池行业呈现四大趋势:一是产销量持续快速增长,行业集中度在竞争中提升;二是动力电池系统销售价格有力下降,上游材料成为关键因素;三是动力电池发展利好,但负面事件频发仍引担忧;四是动力电池回收路线渐趋清晰,商业体系仍待健全。
Due to the development of new energy vehicle industry, the global power battery industry is developing rapidly. According to iiMedia Research, the global installed capacity of power batteries reached 92.5GWh in 2018, up 45.8% year on year. The market share of the world's top ten power battery enterprises reached 88.7%, and Ningde times, Panasonic and BYD have occupied the top three positions in the market for two consecutive years. Meanwhile, China's power battery industry has entered a stage of rapid development. In 2018, the scale of China's power battery market has exceeded 82 billion yuan, and China's power battery market is highly concentrated. The installed capacity of top ten enterprises has reached 83.2% of the total. As a derivative industry of the power battery industry, China's battery recycling industry is at the initial stage, and has formed two models of producer-led recycling and professional third-party recycling. In general, the automobile power battery industry presents four trends: first, the production and sales volume continue to grow rapidly, and the industry concentration increases in the competition; Second, the sales price of power battery system has been greatly reduced, and the upstream material has become a key factor; Third, the development of power battery is good, but the frequent occurrence of negative events is still worrying; Fourth, the recycling route of power batteries is becoming clearer, and the commercial system still needs to be improved.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.艾媒咨询 | 2023年中国备孕人群互联网行为与消费洞察报告
中国“三孩”政策以及各类辅助生殖技术的快速发展,为中国备孕产业带来了良好的市场环境和发展机遇。基于人们对优生优育的重视,适育男女备孕已经成为一个新常态。iiMedia Research(艾媒咨询)数据显示,备孕人群高度重视全面健康管理,其在备孕阶段普遍关注营养补充、作息调理及孕产知识等相关知识;在备孕信息信赖来源方面,备孕人群更倾向从专业人士处获取相关信息,医生和母婴专业媒体编辑高达77.0%和61.1%;在商品消费决策方面,62.5%的备孕人群消费支出超过备孕前,新增消费品中,孕前检查和备孕保健品占比前二,在品牌选择的决策影响上,75.7%的备孕人群聚焦在母婴APP上了解产品和品牌,而在单一品牌的搜索上表现较为分散,占比前二的分别是抖音和小红书。备孕需求下,用户会使用多个APP,81.4%的备孕用户使用母婴APP,核心需求是学习备孕知识和记录身体信息;38.8%的备孕用户使用女性健康APP来记录经期;38.4%的备孕用户会使用短视频平台,核心需求是搜索备孕品牌、购买备孕产品。26.8%的备孕用户使用内容社区平台搜索单一品牌口碑、交流备孕经历。
China's "three-child" policy and the rapid development of various types of assisted reproductive technologies have brought favorable market environment and development opportunities for China's pregnancy preparation industry. Based on people's emphasis on eugenics, it has become a new normal for fertile men and women to prepare for pregnancy. iiMedia Research's data shows that people who prepare for pregnancy attach great importance to comprehensive health management, and they generally pay attention to nutritional supplements, work and rest regimen, and pregnancy and childbirth knowledge during the stage of preparing for pregnancy; in terms of the trusted sources of information on preparing for pregnancy, people who prepare for pregnancy are more inclined to obtain relevant information from professionals, with doctors and editors of mother and baby professional media reaching 77.0% and 61.0% respectively. In terms of trusted sources of information on pregnancy preparation, pregnant people are more inclined to get relevant information from professionals, with doctors and editors of mother and baby professional media reaching 77.0% and 61.1% respectively; in terms of decision-making on consumption of commodities, 62.5% of pregnant people's consumption expenditures exceed those of the pre-pregnancy period, and pre-pregnancy checkups and pregnancy-pregnancy healthcare products account for the top two of the newly added consumer goods, and in terms of decision-making on brand choices, 75.7% of the pregnant people are focusing on mother and baby APPs to learn more about the products and brands, and in terms of searching for a single brand The performance is more decentralized, and the top two share are Jitterbug and Xiaohongshu respectively. Under the demand of pregnancy preparation, users will use multiple APPs. 81.4% of pregnant users use mother and baby APPs, and their core demand is to learn about pregnancy preparation and record body information; 38.8% of pregnant users use women's health APPs to record menstruation; 38.4% of pregnant users use short-video platforms, and their core demand is to search for pregnancy preparation brands and buy pregnancy preparation products.26.8% of pregnant users use content community platforms to search for single brand reputation and exchange pregnancy preparation experiences.
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