中国政策档案 Governance Archive HOLDINGS 191,801 · FONDS 70
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2026 Domestic Power Battery Installation Demand Expected to Reach 888.7 GWh, Up 15.8% Year-on-Year

今年国内动力电池全年装车需求预计达888.7GWh,同比增长15.8%

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This report covers forecasts from the China Automotive Power Battery Industry Innovation Alliance forum, predicting 2026 domestic power battery installation demand of 888.7 GWh, with growth slowing from 40.4% in 2025 to 15.8% as the new energy vehicle sector enters a phase of stable growth and structural upgrading.
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IT之家6 月 30 日消息,据《中国证券报》报道,中国汽车动力电池产业创新联盟 2026 年度论坛于今天(30 日)召开,国家动力电池创新中心副主任马小利在论坛上表示,受新能源汽车增量放缓影响,国内动力电池行业由“高速增长”进入“稳健增长、结构升级”阶段,增速较 2025 年降低。<br> 马小利预计,2026 年国内动力电池全年装车需求达 888.7GWh,同比增长 15.8%。其中,新能源乘用车装车需求达 672.7GWh,同比增长 10.8%,新能源商用车装车需求达 216.1GWh,同比增长 34.7%。<br> 综合IT之家此前报道,2025 年国内动力电池装车量 769.7GWh,同比增长 40.4%。同期内,我国动力和储能电池累计产量为 1755.6GWh,累计同比增长 60.1%。<br> 国家统计局数据显示,2025 年新能源汽车产量同比增长 25.1%,带动锂离子动力电池增长 41.7%。<br> “特别声明:以上作品内容(包括在内的视频、图片或音频)为凤凰网旗下自媒体平台“大风号”用户上传并发布,本平台仅提供信息存储空间服务。<br> Notice: The content above (including the videos, pictures and audios if any) is uploaded and posted by the user of Dafeng Hao, which is a social media platform and merely provides information storage space services.”