文｜24潮 

zaifengkuangkuozhangyujiagezhanchixuchongjixia，quanqiulidianbukebimiandechuxianledatuichaojixiang。

shouxiankanguoneishichang，ju24chaochanyeyanjiuyuan(ttir)ciqiantongji，2024nianyijidu，107jia（zhu：ganggushangshigongsiweipilu2024nianyijibao）lidianshangshigongsiyingyeshouruhejiwei2929.07yiyuan，tongbixiajiangle18%，guimujinglirunhejiwei169.07yiyuan，tongbixiajiangle50.16%。

muqian（7yue14）ri，32jialidianchanyelianshangshigongsifabu2024nianbannianbaoyejiyugao，zhei32jialidianshangshigongsishangbannianjinglirunqujianhejiwei“kuisun5.80yiyuan-yingli28.22yiyuan”，jiaoquniantongqixiajiangle101.88%-90.87%。

ergenjudongwuzhengquanciqianfenxicesuan，anzhaotansuanli8wanjiagecesuan，longtoutielidianxinchengbenyuji0.32yuan/whzuoyou（buhanshui），erxianchangshangtielidianxinchengbenyuefenbiewei0.37/wh，ruoshikaolvdaoxingyesanxiandianchichangmuqianchannengliyonglvyujijinyou30-40%，qieliangpinlvjiaodi，bpinjiaoduo，yujitielidianxinchengbenchao0.4yuan/wh。

tongyangjiashe8wantansuanlijiage，genjudongwuzhengquancesuan，tielidianxinerxianlongtoudianchichangyingkuipinghengdianjiageyuji0.45-0.5yuan/wh（hanshui，duiyingpackshoujia0.6-0.7yuan/wh）。

juguangdaqihuopilu，jiezhi7yue5ri，fangxinglinsuantielidianchijiagewei0.35yuan/wh。zongshangfenxi，muqiandabufenersanxianchangshangjihudouchuyukuisunzhuangtai，henduoqiyekenengaobuguocilunxipaizhouqi。

chanyexingshizhiyanjun，jinnianshaojian。

lishiyijingduocizhengming，yiqiedoutaobuguozhouqideguilvyuyingxiang。zongguanlidianshijinianchanyefazhanshi，qiyijingliguoduolunchanyezhouqidexili，meiyilunzhouqidediaozhengjihudoushiyougongxuguanxijuliebianhuasuodaozhide，jiyidanshichanggongxuguanxifashenggaibian，jiageyidinghuizaixianshizhongkuaisufanying，zheijiushizhouqideliliang。

ju24chaochanyeyanjiuyuan(ttir)tongji，jin2nianban（2022nianchuzhi2024nian6yue）jinzhongguolidianchanyelianshanggongbudezaiyiyuanyishangdezhongdazhizaoxiangmuchao700ge，zongtouziyusuantupo3.5wanyiyuanrenminbi；lingjushichangtongji，zimeiguo《tongzhangxuejianfaan》tongguoyilai，qichezhizaoshanghegongyingshangyijingxuanbuzaibeimeitouzichaoguo500yimeiyuanyongyudiandongqichehedianchi，erciqianju24chaochanyeyanjiuyuan(ttir)tongji，muqiantesila、northvolt、lghuaxue、quantumscape、italvolt、ski、sanxingsdideng13jiaqiyedao2025nian、2030nianzaiouzhoudianchichannengbujujiangfenbieda387.3gw、971.3gw。zonghetongji，2022nianzhijinquanqiulidianchanyetouziguihuayichao4wanyiyuanrenminbi。

lingju24chaochanyeyanjiuyuan(ttir)ciqiantongjishujuxianshi：jiezhimuqian，zaidonglidianchi、chunengdianchi、zhengjicailiao、fujicailiao、dianjieyeyulidiangemozhei6dahexinsaidaoshang，yizhideqiyechannengguihuajunyuanchao2025niandisanfangyanjiujigouduishichangxuqiudeyuceshangxian，weilaisannianneichanyedaxipaiyijingbukebimian。

（注：图表里动力电池产能规划含部分储能产能）

zaiyanjundechanyexingshixia，24chaochanyeyanjiuyuan(ttir)faxian，fengkuangdewanyitouzibantuxiayijingchuxianguimohuadezhongzhi，huoyanqilangchao。

ruxiabiaosuoshi，2023nianzhijin，kechadelidianzhizaolingyuzhongzhilidianyewudeshijianyichao30qi，shejilidianchi、nieliyuancailiao、lidianchiyuancailiaodengduogexifenlingyu，zongtouziguimochao600yiyuan。

24chaotuanduifenxifaxian，suizhechanyexingshideyanjunbianhua，lidiandatuichaojixianghaizaijinyibuyanshen、kuoda。

birumuqianhenduomingxingqiyeshenxiantinggong、tingchan，huozhebeilierushixinbeizhixingrenmingdan，qizhenshishilihainengfouzhichengqibaiyitouzizhanlve，cunzaiyiwen。

biruzai2022nian2yue，jieweidonglicengyuanhuichuzhoutianzhangshirenminzhengfuqianshuzhanlvehezuoxieyi，shuangfangjiujieweidongli20gwhlidianchishengchanjidixiangmuluohuchuzhoudachenghezuo。

julejie，jieweidonglichuzhoulidianchishengchanjidixiangmuzongtouziyue100yiyuan，guihuachan20gwh，chanpinleixinghangailinsuantieli、sanyuancailiaotixi，jiangzhuyaoyongyuxianjindonglililizidianchideshengchan，xiangmujihuayu2023niandiqianjianchengtouchan。

danzai2023nian11yuedi，yizejieweidongli《gongsitinggongtingchan、yuangongfangjiajipeixuntongzhi》zhendongyejie。gaiwenjianxianshi，youyushichangjishangxiayouchanyeliandengkeguanyinsuyingxiang，weibaozhenggongsiyewukechixufazhan，jingguanlicengyanjiujueding，zi2023nian12yue1riqitianjinjieweikaishitinggongtingchan。

jufenghuangwang《fengbaoyan》12yue9ribaodao，shishishangjieweidonglidewentiyuanbitongzhideyanjun。qiweiyutianjindedianchishengchanjidi，yijingtingchansangeyuele。zaijieweidongligongzuoshiyuniandejicengyuangongwusujungaosufenghuangwang《fengbaoyan》，dianchichangyicheditingbai，tingchanqianzongbuzhishengxiasibailaiweiyuangong，tingchanhou，zouleyiban；yuxiaderenyuanliuzaigongsi，yaomefangjia，yaomejieshoupeixun，lingquzuidigongzi。

qichachaxianshi，muqianjieweidongliyijingbeilierushixinbeizhixingrenmingdan，tongshihaiyouliangtiaoxianzhixiaofeiling，faburiqifenbiewei2024nian4yue28rihe5yue20ri。

lingwai，shenzhiyoudejihuabaiyikuozhangdeqiyeyijingbeilierushixinbeizhixingrenmingdan，biru2022nian5yue23rixiawu，tianjingxinnengyuan20gwhdonglidianchijipeitaochanyexiangmuhezuokuangjiaxieyijiyingkezibenheqianshanshizhanlvehezuoxieyiqianyueyishizaianhuiqianshanjuxing。biaozhizhetianjingxinnengyuan20gwhdonglidianchixiangmuzhengshiluohuanhuiqianshan。

juxi，bencitianjingxinnengyuan20gwhdonglidianchijipeitaochanyexiangmujihuazongtouzi100yiyuan，qizhongyiqitouzi50yiyuan，guihuajianshe10gwhdonglidianchizhizaoxiangmu。

genjuqichachaxianshi，muqiantianjingxinnengyuanyijingbeilierushixinzhixingrenmingdan，qieshi7tiaoxinxixianshi “quanbuweilvxing” zhuangtai，zuijindeyicifabushijianwei2024nian3yue26ri，beizhixingjinewei2871wanyuan。

weilediyuchanyehanchao，henduoqiyedouzaijiasuguojihuabuju，danzhenshiqingkuangshi，bufenqiyezhongdahaiwaixiangmuyesihuxianruleyanqi，shenzhijinhutingzhizhuangtai。

biruenjiegufenzaozai2022nian5yuegonggaocheng，jihuazaimeiguojianshelidianchigelimoxiangmu，xiangmutouziyusuanyuewei63.80yiyuan，jucaibaopilu，jiezhi2022nianmo，gaigongchanggongchengjinduyuewei10%，erdaole2023nianmo，qigongchengjindumeiyourenhebianhua，rengshi10%，jihuxianrutingzhizhuangtai。

ciwai，zai2020nian11yuefen，enjiegufenhaijihuazaixiongyalijianshe4tiaoquanzidongjinkouzhimoshengchanxianhe30yutiaotubushengchanxian，jimonianchannengyuewei4yipingfangmi。xiangmutouziyusuanyuewei3.4yiouyuan，genjuqidangshizhanlveguihua “xiangmuyujiyu2023niandiyijidumoqiankaishiliangchan。” dancaibaoxianshi，jiezhi2023nianmo，enjiegufenxiongyaligongchanggongchengjindujinwei76.50%，xiangmujindubujiyuqi。

zhongdaxiangmuzhongzhichaohaizaichixu。6yue6ri，guojishiye(000159.sz)yougonggaocheng，gongsiyu2024nian6yue6rizhaokaidijiujiedongshihuidiercilinshihuiyi，shenyitongguo《guanyukongguzigongsizhongzhitouzijianshelinsuantielichunengdianchipackjichengshengchanxianxiangmudeyian》。

“jingdiaoyan，tongqiguoneiduojiaqiyejirulidianchisaidao，yupanweilaishichangjianghuichuxiangongdayuqiu，tongshiguojishichangdingdancunzaibuquedingxing，jingzonghefenxi，zhongdagantanizhongzhigaixiangmutouzishiyi。” guojishiyerushishuo。

zaifengchaonengyuanjinqijuxingdequanqiuhezuohuobanfenghuishang，dongshizhangyanghongxinyucecheng，donglidianchiqiyedaojinnianniandikenengbuhuichaoguo40jia，qieminghounianrengjiangshijiasutaotaidejieduan。weiyingduilidianchixingyegezhongxingshibianhua，fengchaonengyuanzaijinniannianchukaishishishijianrenkongfei、yewushoushendengduoxiangjucuo。

duiyuguoqujiniangengjiahuobaodechunengjianghu，chanyelingxiumendeyucezegengweibeiguan。ruipulanjundongshizhangcaohuicengzhiyan，xianzaichanyeyijingjinruhandongqiandeshenqiu。“jingzhengyijingdaoleshenshuiqu，henduogongsidouzaishengsibianyuan。wojuede90%dedianchijichengshangdouhuidaoxia。dianchichangdaoxialiangsanjiadegailvyehengao。henduochongjinlaidegongsizuihouyidingshihuitoutuliandichuqu，duidianchidefuzaxingyaoyoujingwei。”

yuanjingnengyuanchunengshiyebuzongjinglizhenghanboyebiaodalexiangsiguandian，tarenwei，yixiekaozibenzhichengwuhexinjishudeqiye，weiqiushengcunzairongzi，dizhidijiazhongbiao，nanyichixu，yeweichanyemaixiayinhuan。“xianzaichunengdianzhanshengmingzhouqibushaoyu10nian，shouhoufuwuhennanyoubaozhang……（2024nian）keneng80%de（chunengxitongjichengshang）qiyehuidaoxia。”

rujindatuichaoxianxiangyijingxijuanquanqiu，haiwaijutoushenzhishoudaolegengqiangliedechongji。

7yue7ri，quanqiudisidadianchizhizaoshangsk oncheng，youyuqixiayoukehupiyuyingduiouzhouhemeiguolingrenshiwangdediandongqichexiaoshoujumian，gaigongsizhengmianlinweiji。zi2021niancongskjituanfenchaihou，sk onyilianxushigejiduchuxiankuisun。

jinnianyijidu，sk onkuisun3315yihanyuan（yuehe17yiyuanrenminbi），jiaoquniansijidu186yihanyuan（yuehe0.97yiyuanrenminbi）dekuisunekuodajin17bei。youyuxiaolianghejiagexiajiang，sk onjinnianyijidudexiaoshouewei1.68wanyihanyuan（yuehe88yiyuanrenminbi），tongbijianshaole49%。

suizhekuisunfudukuoda，sk onshouxizhixingguanlishixi(lee seok-hee)fabuleyixiliejieyuechengbenhegaishanjingyingdejucuo，bingjiangqimiaoshuweiyingjiguanlicuoshi。

lishixizaizhiyuangongdexinzhongcheng，“womenyijingzoutouwulule，bixugongtongnuli。” sk onshangzhouxuanbu，weihuanjiecaiwukunjing，jiangdongjiesuoyougaoguangongzi，zhidaogongsiniukuiweiyingweizhi。

zaizheizhiqian，sk onzaimeiguoheouzhoujinxingleyixiliejijintouzi，zhongyaoyuanyinzhiyishiciqiangefangyucediandongqichexuqiujiangjizeng。buguo，congqunianxiabannianyilai，oumeishichangdiandongqicheshengchanpiruan，xiaolianggengyuandiyuyuqi。weici，sk onbudebushousuoqizaioumeidetouzi，gaigongsixianyixuanbuyanzhangmeiguozuozhiyazhougongchanggongrendetinggongshijian，bingtuichiyuqizhuyaomeiguokehufutehezizaikentajizhouchenglidierjiagongchangdejihua。

jingeyitian，ji7yue8ri，lgxinnengyuangongbudechubucaiwushujuxianshi，jinniandierjidu，gaigongsiyingshoutongbixiahua30%，zhi6.16wanyihanyuan（yuehe323.4yiyuanrenminbi）；yingyeliruntongbidadie58%，zhi1953yihanyuan（yuehe10.3yiyuanrenminbi），diyuxingyeyuqi。shenzhi，ruobujirumeiguo《tongzhangxuejianfaan》tigongdeshuishoudimianjine，lgxinnengyuangaijidushijishangchuxianle2525yihanyuan（yuehe13.3yiyuanrenminbi）deyingyekuisun。

lgxinnengyuanjinribiaoshi，gongsizhengzaigenjushichangqingkuanggaoxiaolinghuodidiaozhengjihuatouzizhixingdebufa，yizantingmeiguoyalisangneizhougongchangchunengxitong(ess)dianchishengchanxiandejianshe。gaidianchigongchangshilgxinnengyuanzaimeiguojianshededierjiaduligongchang，yiyujinnian4yuekaishijianshe，jihuashengchanyongyudiandongqichede46xilieyuanzhuxingdianchiheyongyuchunengxitongdelinsuantieliruanbaodianchi。

shishishang，meiguobentudedianchiqiyeriziyebingbuhaoguo。5yue5ri，meiguomingxingdianchigongsiambri inc.xiangmeiguotelahuazhoufayuanshenqingpochan，bingjiangbeipaimai，paimaijiage3800wanmeiyuan。

ambrichuangliyu2010nian，hexinchanpinshiyetijinshudianchi。ambrideliangweichuangshirenshimashengligongxueyuandeyiduishitu。huaxuejiaoshoutangnade·saduowei(donald sadoway)zaishiyanshidaizheboshishengdawei·buladeweier(david bradwell)famingleyetijinshudianchi：zheizhongdianchifujiyongmei（houlaigaiyonggai），zhengjiyongti，dianjiezhiweirongyan。zheizhongdianchixunhuanchongfangshoumingzhangda20nian，zhizuocailiaozhongdegaihetiyoubizhuliudianchishiyongdeli、nie、gu、mengbianyideduo，qiebichuantonglidianchigenganquan。

erambrizhuyaokehubushidiandongchechangjia，tadechanpinzhuyaoyufenglifadianhetaiyangnengfadiandechunengduan，keyizhangqichucundianneng，jishi20nianhou，rengyou93%deliucunlv。

2011nian，ambrigangchuangli，jiuhuodeleshubaiwanmeiyuantouzi，laizifaguoshiyoujutoudaodaer、bier·gaicihemeiguonengyuanbu；2014nian，ambrixuanbuhuode3500wanmeiyuantouzi，kesilajijin(khosla ventures)lingtou，bier·gaicigentou；2021nian，zaicixuanbuhuode1.44yimeiyuantouzi，yindujutouxinshigongyeqixiaxinnengyuanjijinlingtou，bier·gaicizaicigentou。

duiyuambridepochanyuanyin，“qianbidao” fenxirenweizhuyaoshisandianyuanyin：

diyi，meiyoushangyehua，meiyouliangchan。ambridechanpinyizhichuyuxiaoguimoshengchan，bingtigongjishaoliangkehu。zheixie “kehu” youdegonggongjigou，youdechangxiandegongchang，youdeshigudong，ambrishouhuilaideqianshaodekelian，erqiebuliangchanchengbenjiudabuxialai。tesilarongziguimozheimeda，zailiangchanzhiqian，masiketiantianshuigongchangcuijindu，tazhidaobukuaguoneitiaoxian，suishikenengzijinlianduanlie；

dier，lidianchitainengdale。lidianchizheixienianjiangjiafudujingren，xingnengyezaibuduantisheng。zheixiehaochengyaoqudailidianchidechuchuangqiyefaxian，duishichangyugucuole；

disan，dakehuyaodeshiwending。duihenduodakehulaishuo，xinxingtaidianchiyexuyouhenduoyoudian，danshimeiyoubeishichangjianyan，chengshudelidianchijishuburongyichucuo。daguimotihuanxindianchi，wanyichucuojiubushijingjisunshineimejiandan，huanjinganquan、renyuananquan、qiyeshengyudoukenengshoudaozhongdasunshi，zhendeshichibuledouzhezou。

ouzhoushichangxingshiyeburongleguan。ouzhoudianchiqiyenorthvoltjinqizaifabuniandujuekuisundeyejihou，yexuanbujiangdiaozhengqichannengkuozhangjihua，“kenenghuiyanchideguo、jianadaheruidianxingongchangdejianshe。” 2023cainian，northvoltkuisuneyouqianyiniande2.85yimeiyuan（yuehe20.7yiyuanrenminbi）zhouzengzhi12yimeiyuan（yuehe87yiyuanrenminbi）。

6yue4ri，acc——ouzhoucheqistellantis、meisaidesi-benchijituanhedaodaernengyuandehezidianchiqiye，xuanbuzantingouzhouliangjiadiandongqichedianchichangdejianshe。zheiyijuecebeihou，fanyingchushichangduigaoangdediandongqichexuqiuyousuojianhuan，yincitamenkenengkaolvzhuanxiangshengchanchengbenjiaodidedianchi。

yuanxian，accdeguihuashizaiouzhoujianlibingyunyingsanjiachaojidianchigongchang，zongtouzigaoda70yiouyuan（yue552yiyuanrenminbi），yujizongchannengjiangdadao120gwh，meijiagongchangdechannengwei40gwh。muqian，weiyufaguobeibudegongchangzhengchuyuchannengtishengjieduan，erweiyuyidalihedeguodegongchangzeyinshichangbianhuaerzanshitingzhijianshehechoubei。

shishishang，zaozai2023nian1yuezhongxun，yingguochuchuangdianchigongsibritishvoltdepochanjiuyijinglakaileouzhoushichangcankuxipaiyujingzhengdexumu。

britishvoltchuangliyu2019nian12yue，2020nian，britishvoltzhengshitouruyunying，zhaopinyuangong，bingqianshuleyixiliehezuojihua。gaigongsixuanzhizainuosenbolanjunbulaisijianlichaojigongchang，gengshichengnuoweigaixiangmutouzi26yiyingbang，chengweiyingguodongbeidiquyoushiyilaizuidadetouzizhiyi。

danzhidaopochan，britishvoltdetouzizhanlveyezhishitingliuzaizhimianshang，shenzhibujinmeiyounadaoyigezhongliangjikehudedingdan，yemeiyouyikuanchengshudechanpintuiguangdaoshichang。

buguanruhe，weilezishennengyuananquan，zhong、mei、oudengguoyijiangchunengtishengzhiguojiazhanlvegaodu，bingbanbulexiangguanfuchizhengce，buguooumeidengguozhengceanhanmaoyibaohutiaokuan，zheizaijinyibujiasulelidianchanyehuajinchengdetongshi，yezengjialeqiyequanqiuhuafazhanjijingzhengdenandu。

weilaikeyiyujian，weilezhengduoquanqiuxinnengyuanchanyedezhudaoquanyudingjiaquan，oumeizhengfuduizhongziqiyedeweijiaofanweiyulidudagailvhaihuijinyibushengji。chanyejingzhengjiushirucicanku，womenbuyinggaibaoyourenhejiaoxingxinli。

huiguidaoqiyejingzhengyufazhancengmian，kaolvdaoyizuodianchigongchangjianchengtouchanxuyaosandaosinian，“huixue” xuyao5-6nian，anzhaozheigeshijianxian，liujizhongziqiyeguojihuabujuyufazhandeshijianyijingfeichangjinpole。

haowuyiwen，yichangxijuanxinnengyuanchanyedequanqiujingzhengyijingdaxiang，erquanqiuhuajingzhengchengbai，huojiangduiqiye，shenzhichanyeweilaifazhanqushiyufangxiangchanshengshenyuanyingxiang。

24chaochanyeyuan(ttir)fenxirenwei，juedingquanqiuhuachengbaiyouwudaguanjianyaosu：channengbuju、shichangkaituoli、gongyinglianwangluo、yanfatixi、tanzhonghenengli。

zonghechanyezuixinfazhanqushiyubianhua，weilaiquanqiuxinnengyuanqiyejiangweiraoxinjishu、xinchanneng、xinzibendengduogeweidujinxingxinyilunjiaoliang，jingzhengchengbaibijiangduiweilaichanyegejuyufazhanchanshengshenyuanyingxiang。bizhefenxirenwei，weilaiyongyou “jishutupoyuchixuchuangxinli，xianjinchannengbujuyugaoxiaozhixingli，quanqiuhuabujuyufazhan，caiwujiankangyuxionghouzibenshili” dengnenglideqiyegengjuyouchuanyuezhouqi，chixufazhanzhuangdadejiyinyushili。

buguokaolvdaoquanqiujingji、jinrongyushichanghuanjingcunzaijuliebodongfengxian，qiyezaixianjinchanneng、yitihuayuquanqiuhuabujushi，yeyaolianglierxing。renzhengfeizai《buzuotanhuayixiandeyingxiong》yiwenzhongcengshuoguo，“ruguomeiyoujianshidejichu，shanzikuozhang，neizhinengshizisha。”