jiemianxinwenjianxijizhe ｜tianheqi

“quanqiuxinnengyuanqichefazhandedaqushibuhuibian。dao2035nian，quanqiuxinnengyuanqichexiaoliangjiangchaoguo7000wanliang，shichangshentoulvjiangdadao70%zuoyou。dao2035nian，zhongguoxinnengyuanqichexiaoliangjiangchaoguo3800wanliang，shichangshentoulv90%，baoyouliangjiangchaoguo2yiliang。”

2024年5月30日-31日，中国汽车动力电池产业创新联盟2024年度大会在北京开幕。会上发布的《中国动lidianchichanyemianxiang2035fazhankuangjiayanjiubaogao》（xiacheng《yanjiubaogao》）zuochushangshuyuce。

xinnengyuanshentoulvzhideshizaiyidingshiqinei，xinnengyuanqichexiaoliangzhanqichezongxiaoliangdebizhong。

genjubencidahuitongbufabude《2023-2024nianzhongguoqichedonglidianchijiqingranliaodianchichanyefazhanniandubaogao》（xiacheng《niandubaogao》）shuju，2023nianquanshijiexinnengyuanqichexiaoliang1438wanliang，zhongguoxinnengyuanqichexiaoliang949.5wanliang，zhongguoshichangzhanjuquanqiushichangfene66％。

截至2023年底，中国新能源汽车保有量达2041万辆，渗透率达6.07%。2023年当年，中国新能源汽车渗透率超30%，新能源乘用车和商用车产量分别为778.6万辆和42.3万辆，同比分别增长30.2%和18.2%。

同期，中国动力电池产销量双增长，分别达664.7 GWh和616.3 GWh，分别同比增长21.8%和32.4%。去年全球动力电池装车量706 GWh，同比增长38.6%，其中中国动lidianchizhuangcheliang387 gwh，zhanbichaowucheng。

《niandubaogao》yuji，2024nianzhongguoxinnengyuanqichechanliangguimojiangdadao1083wanliang，tongbizengzhang31.9%；zhongguodonglidianchiquannianzhuangchexuqiujiangda527 gwh，tongbizengzhangyue35.9%。

《yanjiubaogao》jinyibuzhichu，2035nianzhongguorengshixinnengyuanqichezuidashichang；ouzhouxinnengyuanqichefazhanqianjingjibenminglang，2035jinranlingjiangdaobicheqijiakuaixinnengyuanqichefazhan；meiguosuiyoubuquedingxing，danrengranhuishiquanqiudesandashichang。

在全球气候政策框架推动下，能源转型和技术创新需求迫切。中国动力电池产业技术领先，走在世界前列。但中国动lidianchichanyelingxiandiweibingbuwengu，mianlinzhuduotiaozhan，weilaishinianshidianchichanyenengfoujixubaochijingzhengyoushideguanjianshinian。

《yanjiubaogao》biaoshi，yifangmian，zhongguoligunieziyuangaoduyilaiguowai。judianchilianmengcesuan，dao2035nian，lidezijilvbuchaoguo50%，gunieziyuanduiwaiyicundurengchuyugaowei。zaiquanqiudahuanjingyouhenduobianshudeqingjingxia，ziyuanbaozhangcunzaibuquedingxing。

lingyifangmian，guojibujucunzaishichang、quyujingzheng。dangqian，quanqiudonglidianchidejingzhengzhuyaozaizhong、han、ri。rihanliangguoduiweilaidoutichulemingquemubiao，jiashangoumeiguojiazaijijibuju，weilaigejuhuoyougaibian。meiguo《tongzhangxuejianfaan》、oumengdianchixinfaduiweilaiquanqiudianchidequyugejujiangchanshengyingxiang，oumeng、meiguoduizhongguoqiyedongzhezhicaichongmanbianshu，zhongguoqiyeruhezaihaiwaibujuyoubuquedingxing。

2023nian，guoneidonglidianchijixiangguanchanyetouziliduchuxianfanghuan。ju《niandubaogao》，2023niandonglidianchijiguanjiancailiaolingyutouziyuewei14219.1yiyuan，tongbijianshaoyue30%。

“qunianlidianchanyelianwudatedian：fanghuan、chuhai、chuangxin、chuneng、hezuo。”《niandubaogao》cheng。

chuledonglidianchi，《yanjiubaogao》haiduichunenglingyuzuoleyuce。qizhichu，quanqiunengyuanzhuanxingshidianchichanyedezhongdajiyu，chunengdianchijiangjinruguimohuayingyongjieduan，qizhongdianchichunengshizuizhuyaodejishuluxian。

yuji2035nianzuoyou，quanqiuchunengdianchiyingyongguimojiangdadao1.6 twh。zaizhongguo，chunengdianchi50%yingyongyufadiance、dianwangce，50%yongyuyonghuce。

“能源转型的确定性是中国电池产业向上发展的推动力。未来15年左右，动力+储能电池市场空间巨大，仍是中国电池产业向上发展的重要机遇期，是产业持续创新的动力，同时，持续创新也会为中国动lidianchichanyechuangzaogengdagengguangkuodeshichangkongjian。”《yanjiubaogao》biaoshi。

jiehedonglidianchihechunengdianchi，baogaoyuce，quanqiuliziyuanxuqiufengzhizai2035nianzuoyou，tansuanlixuqiujiangdadao340wandunzuoyou，zengzhangyue4.5bei，niexuqiujiangdadao110wandunzuoyou，guziyuanxuqiuchaoguo40wandun。

《yanjiubaogao》renwei，weilaizhongguodianchichanyezhongdianrenwubaokuozhishichanquangongcheng、chuangxingongcheng、huishouliyonggongcheng、zhizaogongcheng，weicitichulewufangmianzhengcejianyi。

yiyaobaozhangguanjianziyuan。fahuiguojiatizhizuoyong，jianliguojia、difang、yangqisanjichubeijizhizhichiguoyou、minyingqiyelianshouzaihaiwaigoumaihekaicaili、gu、niedengziyuan，yunyongwaijiaoqudao，pojiexiangguanbilei，guibihejiangdigezhonghuoyoufengxian。

eryaoqianghuajichuyanjiu，jiadaduigaobinengyetaililizidianchi、gutaidianchi、nalizidianchianquanjili、cailiaojizhibeijishuyanjiudetourulidu；sanyaotuidongyuanwanghechujuhepingtaifazhan，goujianchengshiji“che-zhuang-chu-wang”jichupingtai。

siyaoweiguojihuafazhanchuangzaotiaojian，zhichiqiyezaihaiwaigoumaihexinkuangwuziyuan、zaidangdijianshechanyehuajidi，zhichijianlidianlitanyinzishujuku；wuyaotongchouhuishouliyong，jinyibuduncuzhengcheqiyeduidonglidianchiyiguandaodi，duzhutuiyidianchijinruhuisequdaodeloudong。