根据中国汽车动力电池产业创新联盟发布的最新数据，2023年我国动力电池装车量达到约387.8GWh，同比增长超过40%。这一显著增长主要得益于新能源汽车市场的持续扩张。2023年，中国新能源汽车销量突破900万辆，同比增长超35%，带动了上游电池产业链的强劲需求。从技术路线来看，磷酸铁锂电池（LFP）继续占据主导地位，其装车量占比超过65%，主要因其成本低、安全性高且循环寿命长，广泛应用于中低端及部分高端车型。三元锂电池则在高端车型和长续航需求场景中保持稳定份额。此外，头部电池企业如宁德时代、比亚迪等持续扩大产能并加快技术创新，推动行业整体效率提升与成本下降。同时，国家政策对绿色低碳转型的支持，以及充电基础设施的不断完善，也为动力电池市场提供了良好发展环境。展望未来，随着全球电动化趋势加速、储能市场兴起以及电池回收体系逐步完善，国内动力电池产业有望继续保持稳健增长，进一步巩固在全球供应链中的领先地位。
According to the latest data released by the China Automotive Battery Innovation Alliance, China’s power battery installations reached approximately 38.78 GWh in 2023, an increase of over 40% year-on-year. This significant growth is primarily driven by the continued expansion of the new energy vehicle (NEV) market. In 2023, NEV sales in China surpassed 9 million units, up more than 35% compared to the previous year, fueling strong demand across the upstream battery supply chain.In terms of battery chemistry, lithium iron phosphate (LFP) batteries maintained their dominant position, accounting for over 65% of total installations, thanks to their lower cost, higher safety, and longer cycle life—making them popular in both entry-level and some premium vehicle models. Meanwhile, ternary lithium batteries retained a stable share in high-end vehicles and applications requiring extended range.Leading battery manufacturers such as CATL and BYD have continuously expanded production capacity and accelerated technological innovation, enhancing overall industry efficiency and reducing costs. Moreover, supportive national policies promoting green and low-carbon transitions, along with ongoing improvements in charging infrastructure, have created a favorable environment for the power battery market.Looking ahead, with the accelerating global shift toward electrification, the rise of energy storage markets, and the gradual maturation of battery recycling systems, China’s power battery industry is poised for sustained growth and is set to further solidify its leading position in the global supply chain.
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