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.

浙江野马电池股份有限公司2021年第三季度报告

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.

德赛电池：2021年第三季度报告

艾媒咨询 | 2025-2029年中国锂电池行业研究报告

在全球能源结构加速转型与“双碳”目标引领的时代浪潮下，锂电池行业已成为支撑新能源产业发展的核心力量，中国锂电池行业更是凭借政策、技术和产业链等优势在全球市场中占据重要地位。全球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《2025-2029年中国锂电池行业研究报告》数据显示，2024年中国锂电池市场规模已达到17500亿元，同比增长25.0%，预计2029年将超过5万亿元。艾媒咨询分析师认为，在全球产业智能化与绿色化转型的浪潮下，低空经济、电动车等战略性新兴产业的蓬勃发展，正成为驱动锂电池需求爆发式增长的核心引擎。
In the era of accelerated transformation of the global energy structure and the guidance of the "dual carbon" goals, the lithium battery industry has become a core force supporting the development of the new energy industry. China's lithium battery industry has occupied an important position in the global market by virtue of its advantages in policy, technology and industrial chain. According to the latest "China lithium battery industry research report from 2025 to 2029" released by iiMedia Research, a third-party data mining and analysis institution for the global new economy industry, the market size of lithium batteries in China has reached 1,750 billion yuan in 2024, with a year-on-year growth of 25.0%. It is expected to exceed five trillion yuan by 2029. Analysts from iiMedia Research believe that under the global wave of industrial intelligence and green transformation, the vigorous development of strategic emerging industries such as low-altitude economy and electric vehicles is becoming the core engine driving the explosive growth of lithium battery demand.

艾媒报告|2019-2021年中国5G手机行业发展现状及产业链分析报告

本报告研究涉及企业/品牌/案例：华为，小米，vivo，OPPO，中国移动，中国联通，中国电信，苹果，诺基亚，魅族，三星，一加，红米，荣耀，高通，联发科，紫光展锐，英特尔，Broadcom，Skyworks，Qorvo，Murate，LG，三洋，宁德时代，比亚迪，NanoGraf，京东方，深天马A，华星光电

随着智能手机的不断普及，4G市场饱和趋势已经显现，5G商用的落地将带动5G手机发展，为手机产业带来新的活力。iiMedia Research（艾媒咨询）数据显示，预计2020-2023年将会出现5G手机的换机潮，2023年全球5G智能手机出货量将会增至40130万台。目前，华为、VO、小米等中国手机品牌都已经参与了5G市场争夺战。并且，5G手机将进一步带动产业链上下游发展，上游的元器件制造商、中游的通信设备商和下游的终端厂商都将收益，预计2025年5G相关产品和服务市场规模将达到1.15万亿元。艾媒咨询分析师认为，在政策利好、经济繁荣、技术发展和社会需求扩大的背景下，5G手机行业将会加速发展，具备较强技术实力和经济实力的玩家有望成为赛道领跑者，行业头部效应逐渐凸显。

With the continuous popularization of smart phones, the saturation trend of 4G market has emerged. The landing of 5G commercial will drive the development of 5G mobile phones and bring new vitality to the mobile phone industry. IiMedia Research (AI Media Consulting) data show that it is expected that there will be a change of 5G mobile phones in 2020-2023, and the global shipment of 5G smart phones will increase to 401.3 million units in 2023. At present, Huawei, VO, Xiaomi and other Chinese mobile phone brands have all taken part in the 5G market battle. In addition, 5G mobile phones will further drive the development of the upstream and downstream of the industrial chain. The upstream component manufacturers, the middle-stream communication equipment manufacturers and the downstream terminal manufacturers will all benefit. It is estimated that the market size of 5G related products and services will reach 1.15 trillion yuan in 2025. Ai Mei's consulting analysts believe that under the background of favorable policies, economic prosperity, technological development and expanding social demand, the 5G mobile phone industry will accelerate its development. Players with strong technological and economic strength are expected to become track leaders and the head effect of the industry will gradually become prominent.

艾媒咨询 | 2023-2024年全球及中国汽车动力电池行业研究报告

全球汽车电动化转型趋势愈演愈烈，各国正加速布局新能源汽车产业，而动力电池作为电动汽车的核心部件和动力来源，是推动新能源汽车产业发展的关键。数据显示，2022全球动力电池装机量为517.9GWh，预计2023年将达到749.0GWh。

艾媒咨询 | 2025年中国折叠屏手机行业数据与消费行为调查数据

在技术迭代与消费升级的双重驱动下，中国折叠屏手机市场呈现爆发式增长态势。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年中国折叠屏手机行业数据与消费行为调查数据》数据显示，2020-2025年中国国产折叠屏手机出货量呈现迅猛增长态势。2020年出货量仅为50.0万台，2024年出货量飙升至859.0万台，预计2025年将达到1490.3万台。未来，随着技术持续迭代、成本逐步降低及价格进一步下探，折叠屏手机有望进一步普及，出货量将持续增长。在2025年中国消费者对折叠屏手机品牌认知度中，华为以45.32%的占比在折叠屏手机品牌认知度中排名第一，远高于其他品牌。三星以31.15%的占比位居第二，小米以30.35%的占比位列第三。在2025年中国消费者购买折叠屏手机时关注方面中，占比最高的是手机电池能耗，占比达到33.69%；其次是手机质量，占比为32.62%。智能系统和外观形象也受到了较高关注，占比均为31.15%。在2025年中国消费者购买折叠屏手机的目的中，娱乐用途占比最高，达到79.46%，显示出折叠屏手机在娱乐领域的巨大吸引力。工具性用途如拍照、录像等占比为53.37%，位居第二，说明折叠屏手机在提升拍照和录像体验方面具有明显优势。艾媒咨询分析师认为，未来折叠屏手机将向 “技术平民化、体验场景化、服务生态化” 方向发展，企业需在屏幕折痕优化、续航提升及售后服务体系建设上持续发力，以推动市场渗透率进一步突破。
Driven by both technological iteration and consumption upgrade, the Chinese foldable phone market has shown an explosive growth trend. According to the latest "iiMedia Report | China's foldable phone industry data and consumer behavior survey data in 2025" released by iiMedia Research, a world-leading third-party data mining and analysis institution for the new economy industry, the shipment volume of domestic foldable phones in China showed a rapid growth trend from 2020 to 2025. The shipment volume was only 500,000 units in 2020, soared to 8.59 million units in 2024, and is expected to reach 14.903 million units in 2025. In the future, as technology continues to iterate, costs gradually decrease and prices further drop, foldable screen phones are expected to become more widespread and their shipment volumes will continue to grow. In the brand awareness of foldable phones among Chinese consumers in 2025, Huawei ranked first with a share of 45.32%, far exceeding other brands. Samsung ranked second with a share of 31.15%, and Xiaomi ranked third with a share of 30.35%.
Among the aspects that Chinese consumers pay attention to when purchasing foldable screen phones in 2025, the one with the highest proportion is the battery energy consumption of the phone, accounting for 33.69%. The second is the quality of mobile phones, accounting for 32.62%. Intelligent systems and appearance images have also received considerable attention, each accounting for 31.15%. Among the purposes for which Chinese consumers purchase foldable screen phones in 2025, entertainment uses account for the highest proportion, reaching 79.46%, demonstrating the huge appeal of foldable screen phones in the entertainment field. Tool uses such as taking photos and recording videos account for 53.37%, ranking second, indicating that foldable screen phones have obvious advantages in enhancing the experience of taking photos and recording videos. Analysts from iiMedia Research believe that in the future, foldable screen phones will develop in the direction of "technology popularization, experience scenario-based, and service ecosystem". Enterprises need to continuously make efforts in optimizing screen crease, improving battery life, and building after-sales service systems to further break through the market penetration rate.

艾媒咨询|2020-2021年中国新能源汽车产业研究及典型案例分析报告

本报告研究涉及企业/品牌/案例：特斯拉、宝马、小鹏汽车、比亚迪、北汽蓝谷。

在中国汽车行业滞胀、燃油车走下坡路的背景下，中国新能源汽车是一个全新的赛道。2020年8月，在新能源汽车里，中国新能源乘用车销量远高于商用车，单月销量为10.0万辆，环比增长13.0%，同比增长23.1%。在经济下行压力及车企行业低迷的情况下，国家十分重视汽车行业问题的解决，并以新能源汽车发展作为突破口；同时，国内新能源汽车企业纷纷寻求美国上市，这都令网民持续关注新能源汽车及其基础设施建设动向，网络热度指数在高位震荡。随着疫情对中国影响的减弱，新能源汽车销量在2020年7月首次同比正增长，增幅超过传统汽车。

In the context of the downward pressure on the economy and the downturn in the auto industry, the country attaches great importance to solving problems in the auto industry and takes the development of new energy vehicles as a breakthrough. At the same time, domestic new energy auto companies have sought to go public in the United States, which has caused netizens to continue to pay attention to new energy vehicles. The trend of energy vehicles and infrastructure construction, the network heat index fluctuates at a high level. As the impact of the epidemic on China diminishes, sales of new energy vehicles will increase year-on-year for the first time in July 2020, which is higher than that of traditional vehicles.