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<!DOCTYPE html>
<html lang="zh-CN">
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<title>锂电池产业链分析报告</title>
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<body class="gradient-bg min-h-screen p-4 md:p-8">
<div class="max-w-7xl mx-auto">
<!-- 页面标题 -->
<div class="text-center mb-10">
<h1 class="text-3xl md:text-4xl font-bold text-gray-800 mb-3">锂电池产业链分析报告</h1>
<p class="text-gray-600 max-w-3xl mx-auto">深入剖析锂电池产业链的现状、发展趋势及投资机会</p>
</div>
<!-- 概念事件时间轴 -->
<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-clock text-blue-500 mr-3"></i>概念事件时间轴
</h2>
<div class="relative pl-8">
<div class="timeline-item relative pb-6">
<div class="timeline-dot"></div>
<div class="ml-6">
<div class="font-semibold text-gray-800">2024-08-28</div>
<p class="text-gray-600">中国专利保护协会锂电池专业委员会成立,聚焦知识产权与专利产业化,标志行业进入"技术壁垒+合规竞争"新阶段。</p>
</div>
</div>
<div class="timeline-item relative pb-6">
<div class="timeline-dot"></div>
<div class="ml-6">
<div class="font-semibold text-gray-800">2025-01-23</div>
<p class="text-gray-600">磷酸铁锂价格触底反弹头部厂商涨价500-1500元/吨,机构确认"行业触底回升"信号。</p>
</div>
</div>
<div class="timeline-item relative pb-6">
<div class="timeline-dot"></div>
<div class="ml-6">
<div class="font-semibold text-gray-800">2024-11-19</div>
<p class="text-gray-600">宁德时代首次实现动力锂电池铁路运输降低物流成本30%,强化供应链稳定性。</p>
</div>
</div>
<div class="timeline-item relative pb-6">
<div class="timeline-dot"></div>
<div class="ml-6">
<div class="font-semibold text-gray-800">2024-10-21</div>
<p class="text-gray-600">9月锂电池出口金额同比转正+6%),主因海外储能需求爆发(欧美户储/大储渗透率提升)。</p>
</div>
</div>
<div class="timeline-item relative">
<div class="timeline-dot"></div>
<div class="ml-6">
<div class="font-semibold text-gray-800">2024-09-09</div>
<p class="text-gray-600">华金电新路演指出消费类锂电池TWS/无人机/电动工具需求多元化2024年全球出货量<strong>113GWh</strong>占比9.4%AI手机换机周期成2025关键变量。</p>
</div>
</div>
</div>
</div>
<!-- 核心观点摘要 -->
<div class="bg-gradient-to-r from-blue-50 to-indigo-50 rounded-xl shadow-lg p-6 mb-8 card-hover">
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>核心观点摘要
</h2>
<div class="bg-white rounded-lg p-5 shadow">
<p class="text-lg text-gray-700 leading-relaxed">
锂电池产业链正处于<strong class="text-blue-600">"盈利底部确认+技术迭代加速"</strong>的拐点期:
</p>
<ul class="mt-4 space-y-3">
<li class="flex items-start">
<span class="inline-block w-6 h-6 rounded-full bg-blue-500 text-white text-center mr-2 flex-shrink-0"></span>
<span><strong>短期3-6个月</strong>:磷酸铁锂涨价、储能出口高景气、固态电池产业化落地,驱动板块估值修复。</span>
</li>
<li class="flex items-start">
<span class="inline-block w-6 h-6 rounded-full bg-green-500 text-white text-center mr-2 flex-shrink-0"></span>
<span><strong>长期2025-2027</strong>:技术路线分化(固态/钠离子/磷酸锰铁锂)+海外本土化产能缺口龙头市占率将再提升20%+。</span>
</li>
</ul>
</div>
</div>
<!-- 核心逻辑与市场认知分析 -->
<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-chart-line text-green-500 mr-3"></i>核心逻辑与市场认知分析
</h2>
<h3 class="text-xl font-semibold text-gray-700 mb-4">核心驱动力</h3>
<div class="overflow-x-auto">
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
<thead class="bg-gray-50">
<tr>
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">维度</th>
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">逻辑</th>
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">数据支撑</th>
</tr>
</thead>
<tbody class="divide-y divide-gray-200">
<tr>
<td class="py-4 px-4 font-medium text-gray-900">需求端</td>
<td class="py-4 px-4 text-gray-700">储能爆发2024H1中国储能电池出口<strong>51%</strong>占比)+新能源车渗透率提升中国38.6%→45.8%</td>
<td class="py-4 px-4 text-gray-700">全球储能电池出货量2024H1 <strong>115GWh</strong>+34% YoY</td>
</tr>
<tr class="bg-gray-50">
<td class="py-4 px-4 font-medium text-gray-900">供给端</td>
<td class="py-4 px-4 text-gray-700">产能出清二三线厂商亏损正极材料2024H1净利润<strong>-21.86亿元</strong>),龙头产能利用率>70%</td>
<td class="py-4 px-4 text-gray-700">2024Q3在建工程规模<strong>1593亿元</strong>(同比-3.2%),落后产能退出</td>
</tr>
<tr>
<td class="py-4 px-4 font-medium text-gray-900">技术端</td>
<td class="py-4 px-4 text-gray-700">固态电池2025年小批量宁德时代硫化物路线20Ah样品能量密度<strong>450Wh/kg</strong></td>
<td class="py-4 px-4 text-gray-700">车企规划蔚来150kWh固态电池2024量产上汽2027全固态</td>
</tr>
</tbody>
</table>
</div>
<h3 class="text-xl font-semibold text-gray-700 mt-8 mb-4">市场认知分歧</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-500">
<h4 class="font-semibold text-blue-700 mb-2">乐观派</h4>
<p class="text-gray-700">认为储能需求将复制2021年动力电池爆发路径2025年全球储能需求<strong>711GWh</strong>CAGR 30%+)。</p>
</div>
<div class="bg-yellow-50 rounded-lg p-4 border-l-4 border-yellow-500">
<h4 class="font-semibold text-yellow-700 mb-2">谨慎派</h4>
<p class="text-gray-700">担忧欧美本土化政策IRA法案要求2027年电池本土化率50%)压制中国出口。</p>
</div>
<div class="bg-green-50 rounded-lg p-4 border-l-4 border-green-500">
<h4 class="font-semibold text-green-700 mb-2">预期差</h4>
<p class="text-gray-700">市场低估<strong>消费锂电</strong>AI手机/无人机)的弹性——珠海冠宇笔记本电池市占率<strong>31%</strong>但估值仅25倍PE。</p>
</div>
</div>
</div>
<!-- 关键催化剂与未来发展路径 -->
<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-rocket text-purple-500 mr-3"></i>关键催化剂与未来发展路径
</h2>
<h3 class="text-xl font-semibold text-gray-700 mb-4">近期催化剂3-6个月</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-8">
<div class="bg-gradient-to-br from-blue-50 to-blue-100 rounded-lg p-5 shadow">
<div class="text-blue-600 text-2xl mb-3">
<i class="fas fa-dollar-sign"></i>
</div>
<h4 class="font-semibold text-gray-800 mb-2">价格信号</h4>
<p class="text-gray-700">磷酸铁锂加工费上调湖南裕能Q4已提价<strong>5-10%</strong>),验证盈利底部。</p>
</div>
<div class="bg-gradient-to-br from-green-50 to-green-100 rounded-lg p-5 shadow">
<div class="text-green-600 text-2xl mb-3">
<i class="fas fa-gavel"></i>
</div>
<h4 class="font-semibold text-gray-800 mb-2">政策落地</h4>
<p class="text-gray-700">欧盟2025年碳排放新规93.6g/km倒逼车企加速电动化预计新增<strong>160亿欧元</strong>罚款压力。</p>
</div>
<div class="bg-gradient-to-br from-purple-50 to-purple-100 rounded-lg p-5 shadow">
<div class="text-purple-600 text-2xl mb-3">
<i class="fas fa-microscope"></i>
</div>
<h4 class="font-semibold text-gray-800 mb-2">技术验证</h4>
<p class="text-gray-700">宁德时代2024Q4固态电池中试线投产辉能科技2025年固态电池上车广汽埃安。</p>
</div>
</div>
<h3 class="text-xl font-semibold text-gray-700 mb-4">长期路径2025-2027</h3>
<div class="bg-gray-50 rounded-lg p-6">
<div class="flex flex-col md:flex-row items-center justify-between">
<div class="flex flex-col items-center mb-4 md:mb-0">
<div class="w-16 h-16 rounded-full bg-blue-500 flex items-center justify-center text-white font-bold text-lg mb-2">2025</div>
<div class="text-center">
<div class="font-semibold">半固态量产</div>
</div>
</div>
<div class="text-2xl text-gray-400 mb-4 md:mb-0">
<i class="fas fa-arrow-right"></i>
</div>
<div class="flex flex-col items-center mb-4 md:mb-0">
<div class="w-16 h-16 rounded-full bg-green-500 flex items-center justify-center text-white font-bold text-lg mb-2">2026</div>
<div class="text-center">
<div class="font-semibold">磷酸锰铁锂</div>
<div class="text-sm">渗透率15%</div>
</div>
</div>
<div class="text-2xl text-gray-400 mb-4 md:mb-0">
<i class="fas fa-arrow-right"></i>
</div>
<div class="flex flex-col items-center mb-4 md:mb-0">
<div class="w-16 h-16 rounded-full bg-purple-500 flex items-center justify-center text-white font-bold text-lg mb-2">2027</div>
<div class="text-center">
<div class="font-semibold">全固态电池</div>
<div class="text-sm">商业化</div>
</div>
</div>
<div class="text-2xl text-gray-400 mb-4 md:mb-0">
<i class="fas fa-arrow-right"></i>
</div>
<div class="flex flex-col items-center">
<div class="w-16 h-16 rounded-full bg-red-500 flex items-center justify-center text-white font-bold text-lg mb-2">CR4</div>
<div class="text-center">
<div class="font-semibold">龙头市占率</div>
<div class="text-sm">&gt;80%</div>
</div>
</div>
</div>
</div>
</div>
<!-- 产业链与核心公司深度剖析 -->
<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-industry text-orange-500 mr-3"></i>产业链与核心公司深度剖析
</h2>
<h3 class="text-xl font-semibold text-gray-700 mb-4">产业链图谱</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-8">
<div class="bg-gradient-to-br from-red-50 to-red-100 rounded-lg p-5 shadow">
<h4 class="font-semibold text-red-700 mb-3 text-center">上游</h4>
<ul class="space-y-2">
<li class="flex items-center">
<i class="fas fa-gem text-red-500 mr-2"></i>
<span>锂矿(天齐锂业)</span>
</li>
<li class="flex items-center">
<i class="fas fa-flask text-red-500 mr-2"></i>
<span>磷酸铁(湖南裕能市占率<strong>31%</strong></span>
</li>
</ul>
</div>
<div class="bg-gradient-to-br from-blue-50 to-blue-100 rounded-lg p-5 shadow">
<h4 class="font-semibold text-blue-700 mb-3 text-center">中游</h4>
<ul class="space-y-2">
<li class="flex items-center">
<i class="fas fa-battery-full text-blue-500 mr-2"></i>
<span>电池(宁德时代全球市占率<strong>37%</strong></span>
</li>
<li class="flex items-center">
<i class="fas fa-layer-group text-blue-500 mr-2"></i>
<span>隔膜(恩捷股份<strong>38%</strong>市占率)</span>
</li>
</ul>
</div>
<div class="bg-gradient-to-br from-green-50 to-green-100 rounded-lg p-5 shadow">
<h4 class="font-semibold text-green-700 mb-3 text-center">下游</h4>
<ul class="space-y-2">
<li class="flex items-center">
<i class="fas fa-solar-panel text-green-500 mr-2"></i>
<span>储能(阳光电源系统集成)</span>
</li>
<li class="flex items-center">
<i class="fas fa-mobile-alt text-green-500 mr-2"></i>
<span>消费(珠海冠宇苹果供应链)</span>
</li>
</ul>
</div>
</div>
<h3 class="text-xl font-semibold text-gray-700 mb-4">核心玩家对比</h3>
<div class="overflow-x-auto">
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
<thead class="bg-gray-50">
<tr>
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">竞争优势</th>
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">估值2024PE</th>
</tr>
</thead>
<tbody class="divide-y divide-gray-200">
<tr>
<td class="py-4 px-4 font-medium text-gray-900">宁德时代</td>
<td class="py-4 px-4 text-gray-700">固态电池技术领先+欧洲本土化产能</td>
<td class="py-4 px-4 text-gray-700">美国IRA法案限制</td>
<td class="py-4 px-4 text-gray-700 font-semibold">18倍</td>
</tr>
<tr class="bg-gray-50">
<td class="py-4 px-4 font-medium text-gray-900">亿纬锂能</td>
<td class="py-4 px-4 text-gray-700">储能电池出货量全球第二2024H1</td>
<td class="py-4 px-4 text-gray-700">大圆柱电池良率待验证</td>
<td class="py-4 px-4 text-gray-700 font-semibold">22倍</td>
</tr>
<tr>
<td class="py-4 px-4 font-medium text-gray-900">德方纳米</td>
<td class="py-4 px-4 text-gray-700">磷酸锰铁锂专利壁垒2022年新专利</td>
<td class="py-4 px-4 text-gray-700">锰溶出技术未完全解决</td>
<td class="py-4 px-4 text-gray-700 font-semibold">亏损</td>
</tr>
<tr class="bg-gray-50">
<td class="py-4 px-4 font-medium text-gray-900">珠海冠宇</td>
<td class="py-4 px-4 text-gray-700">苹果钢壳电池独供2024iPhone16</td>
<td class="py-4 px-4 text-gray-700">消费电子需求波动</td>
<td class="py-4 px-4 text-gray-700 font-semibold">25倍</td>
</tr>
</tbody>
</table>
</div>
<h3 class="text-xl font-semibold text-gray-700 mt-8 mb-4">验证与证伪</h3>
<div class="bg-yellow-50 border-l-4 border-yellow-500 p-4 rounded">
<p class="text-gray-700">
<strong class="text-yellow-700">证伪点</strong>德方纳米2024H1净利润<strong>-21.86亿元</strong>(同比-386%),与路演中"磷酸锰铁锂2025年渗透率65%"的乐观预测矛盾,需跟踪其锰溶出技术突破。
</p>
</div>
</div>
<!-- 潜在风险与挑战 -->
<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-exclamation-triangle text-red-500 mr-3"></i>潜在风险与挑战
</h2>
<div class="overflow-x-auto">
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
<thead class="bg-gray-50">
<tr>
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险类型</th>
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">具体表现</th>
</tr>
</thead>
<tbody class="divide-y divide-gray-200">
<tr>
<td class="py-4 px-4 font-medium text-gray-900">技术</td>
<td class="py-4 px-4 text-gray-700">固态电池界面阻抗问题(循环寿命仅<strong>1200次</strong>低于液态电池2000次</td>
</tr>
<tr class="bg-gray-50">
<td class="py-4 px-4 font-medium text-gray-900">商业化</td>
<td class="py-4 px-4 text-gray-700">钠离子电池成本虽低0.29元/Wh但能量密度仅<strong>160Wh/kg</strong>,限制应用场景</td>
</tr>
<tr>
<td class="py-4 px-4 font-medium text-gray-900">政策</td>
<td class="py-4 px-4 text-gray-700">欧盟2025年碳关税CBAM或增加中国电池出口成本<strong>10-15%</strong></td>
</tr>
<tr class="bg-gray-50">
<td class="py-4 px-4 font-medium text-gray-900">信息矛盾</td>
<td class="py-4 px-4 text-gray-700">路演称"储能需求超预期"但2024H1储能电池出货量增速<strong>+34%</strong>低于2023年<strong>+50%</strong></td>
</tr>
</tbody>
</table>
</div>
</div>
<!-- 综合结论与投资启示 -->
<div class="bg-gradient-to-r from-indigo-50 to-purple-50 rounded-xl shadow-lg p-6 mb-8 card-hover">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-flag-checkered text-indigo-500 mr-3"></i>综合结论与投资启示
</h2>
<div class="bg-white rounded-lg p-5 shadow mb-6">
<p class="text-lg text-gray-700 leading-relaxed mb-4">
<strong class="text-indigo-600">结论</strong>:锂电池产业链处于<strong>"盈利底+技术顶"</strong>的共振期,<strong>储能+固态电池</strong>是核心主线,<strong>消费锂电</strong>存在预期差。
</p>
<h3 class="text-xl font-semibold text-gray-700 mb-4">投资方向</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
<div class="bg-blue-50 rounded-lg p-4">
<h4 class="font-semibold text-blue-700 mb-2">电池龙头</h4>
<ul class="space-y-1 text-gray-700">
<li>• 宁德时代(技术溢价+欧洲产能)</li>
<li>• 亿纬锂能(储能弹性)</li>
</ul>
</div>
<div class="bg-green-50 rounded-lg p-4">
<h4 class="font-semibold text-green-700 mb-2">材料升级</h4>
<ul class="space-y-1 text-gray-700">
<li>• 当升科技(固态正极)</li>
<li>• 璞泰来(硅碳负极)</li>
</ul>
</div>
<div class="bg-purple-50 rounded-lg p-4">
<h4 class="font-semibold text-purple-700 mb-2">消费预期差</h4>
<ul class="space-y-1 text-gray-700">
<li>• 珠海冠宇(苹果钢壳电池)</li>
<li>• 德赛电池Pack ASP提升30%</li>
</ul>
</div>
</div>
<h3 class="text-xl font-semibold text-gray-700 mb-4">跟踪指标</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="flex items-start">
<div class="w-8 h-8 rounded-full bg-blue-500 flex items-center justify-center text-white font-bold text-sm mr-3 flex-shrink-0"></div>
<div>
<h4 class="font-semibold text-gray-800">价格</h4>
<p class="text-gray-700 text-sm">磷酸铁锂加工费湖南裕能Q4报价、碳酸锂库存当前<strong>2162亿元</strong></p>
</div>
</div>
<div class="flex items-start">
<div class="w-8 h-8 rounded-full bg-green-500 flex items-center justify-center text-white font-bold text-sm mr-3 flex-shrink-0"></div>
<div>
<h4 class="font-semibold text-gray-800">技术</h4>
<p class="text-gray-700 text-sm">宁德时代2025年固态电池装车量目标<strong>5GWh</strong></p>
</div>
</div>
<div class="flex items-start">
<div class="w-8 h-8 rounded-full bg-purple-500 flex items-center justify-center text-white font-bold text-sm mr-3 flex-shrink-0"></div>
<div>
<h4 class="font-semibold text-gray-800">政策</h4>
<p class="text-gray-700 text-sm">欧盟碳关税细则2025年1月生效</p>
</div>
</div>
</div>
</div>
</div>
<!-- 关联股票数据表格 -->
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-table text-teal-500 mr-3"></i>关联股票数据
</h2>
<div class="table-container">
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
<thead class="bg-gray-50">
<tr>
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目/分类</th>
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">数值</th>
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因/说明</th>
</tr>
</thead>
<tbody class="divide-y divide-gray-200">
<tr>
<td class="py-3 px-4 font-medium text-gray-900">宁德时代</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">动力电池装车量占比2023</td>
<td class="py-3 px-4 text-gray-700 font-semibold">43.1%</td>
<td class="py-3 px-4 text-gray-700">2023年动力电池装车量占比数据</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">比亚迪</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">动力电池装车量占比2023</td>
<td class="py-3 px-4 text-gray-700 font-semibold">27.2%</td>
<td class="py-3 px-4 text-gray-700">2023年动力电池装车量占比数据</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">中创新航</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">动力电池装车量占比2023</td>
<td class="py-3 px-4 text-gray-700 font-semibold">8.5%</td>
<td class="py-3 px-4 text-gray-700">2023年动力电池装车量占比数据</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">亿纬锂能</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">动力电池装车量占比2023</td>
<td class="py-3 px-4 text-gray-700 font-semibold">4.5%</td>
<td class="py-3 px-4 text-gray-700">2023年动力电池装车量占比数据</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">国轩高科</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">动力电池装车量占比2023</td>
<td class="py-3 px-4 text-gray-700 font-semibold">4.1%</td>
<td class="py-3 px-4 text-gray-700">2023年动力电池装车量占比数据</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">LG新能源</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">动力电池装车量占比2023</td>
<td class="py-3 px-4 text-gray-700 font-semibold">2.2%</td>
<td class="py-3 px-4 text-gray-700">2023年动力电池装车量占比数据</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">欣旺达</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">动力电池装车量占比2023</td>
<td class="py-3 px-4 text-gray-700 font-semibold">2.1%</td>
<td class="py-3 px-4 text-gray-700">2023年动力电池装车量占比数据</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">孚能科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">动力电池装车量占比2023</td>
<td class="py-3 px-4 text-gray-700 font-semibold">1.53%</td>
<td class="py-3 px-4 text-gray-700">2023年动力电池装车量占比数据</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">瑞浦兰钧</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">动力电池装车量占比2023</td>
<td class="py-3 px-4 text-gray-700 font-semibold">1.3%</td>
<td class="py-3 px-4 text-gray-700">2023年动力电池装车量占比数据</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">多氟多</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">动力电池装车量占比2023</td>
<td class="py-3 px-4 text-gray-700 font-semibold">0.55%</td>
<td class="py-3 px-4 text-gray-700">2023年动力电池装车量占比数据</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">赣锋锂业</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">锂辉石提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂矿资源开发</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">天齐锂业</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">锂辉石提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂矿资源开发</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">天华新能</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">锂辉石提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂矿资源开发</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">融捷股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">锂辉石提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂矿资源开发</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">盛新锂能</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">锂辉石提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂矿资源开发</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">雅化集团</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">锂辉石提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂矿资源开发</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">中矿资源</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">锂辉石提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂矿资源开发</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">川能动力</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">锂辉石提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂矿资源开发</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">西藏矿业</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">盐湖提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">盐湖资源开发</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">藏格矿业</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">盐湖提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">盐湖资源开发</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">盐湖股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">盐湖提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">盐湖资源开发</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">西藏城投</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">盐湖提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">盐湖资源开发</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">西藏珠峰</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">盐湖提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">盐湖资源开发</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">科达制造</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">盐湖提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">盐湖资源开发</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">久吾高科</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">盐湖提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">盐湖资源开发</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">蓝晓科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">盐湖提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">盐湖资源开发</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">争光股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">盐湖提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">盐湖资源开发</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">唯赛勃</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">盐湖提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">盐湖资源开发</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">江特电机</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">云母提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂云母资源开发</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">永兴材料</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">云母提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂云母资源开发</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">威领股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">云母提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂云母资源开发</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">国轩高科</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">云母提锂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂云母资源开发</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">天赐材料</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">磷酸铁</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">正极材料生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">湘潭电化</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">磷酸铁</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">正极材料生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">万润新能</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">磷酸铁</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">正极材料生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">龙佰集团</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">磷酸铁</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">正极材料生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">云天化</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">磷酸铁</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">正极材料生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">湖南裕能</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">磷酸铁锂市占率2023.10</td>
<td class="py-3 px-4 text-gray-700 font-semibold">31%</td>
<td class="py-3 px-4 text-gray-700">2023年10月市场占有率</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">德方纳米</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">磷酸铁锂市占率2023.10</td>
<td class="py-3 px-4 text-gray-700 font-semibold">14.3%</td>
<td class="py-3 px-4 text-gray-700">2023年10月市场占有率</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">万润新能</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">磷酸铁锂市占率2023.10</td>
<td class="py-3 px-4 text-gray-700 font-semibold">9.4%</td>
<td class="py-3 px-4 text-gray-700">2023年10月市场占有率</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">龙蟠科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">磷酸铁锂市占率2023.10</td>
<td class="py-3 px-4 text-gray-700 font-semibold">7.1%</td>
<td class="py-3 px-4 text-gray-700">2023年10月市场占有率</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">国轩高科</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">磷酸铁锂市占率2023.10</td>
<td class="py-3 px-4 text-gray-700 font-semibold">4.7%</td>
<td class="py-3 px-4 text-gray-700">2023年10月市场占有率</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">安达科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">磷酸铁锂市占率2023.10</td>
<td class="py-3 px-4 text-gray-700 font-semibold">4%</td>
<td class="py-3 px-4 text-gray-700">2023年10月市场占有率</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">富临精工</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">磷酸铁锂市占率2023.10</td>
<td class="py-3 px-4 text-gray-700 font-semibold">2.8%</td>
<td class="py-3 px-4 text-gray-700">2023年10月市场占有率</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">丰元股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">磷酸铁锂市占率2023.10</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">2023年10月市场占有率</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">中伟股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">三元前驱市占率2022</td>
<td class="py-3 px-4 text-gray-700 font-semibold">27%</td>
<td class="py-3 px-4 text-gray-700">2022年市场占有率</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">华友钴业</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">三元前驱市占率2022</td>
<td class="py-3 px-4 text-gray-700 font-semibold">12%</td>
<td class="py-3 px-4 text-gray-700">2022年市场占有率</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">格林美</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">三元前驱市占率2022</td>
<td class="py-3 px-4 text-gray-700 font-semibold">15%</td>
<td class="py-3 px-4 text-gray-700">2022年市场占有率</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">容百科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">三元材料市占率2023.10</td>
<td class="py-3 px-4 text-gray-700 font-semibold">17.3%</td>
<td class="py-3 px-4 text-gray-700">2023年10月市场占有率</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">当升科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">三元材料市占率2023.10</td>
<td class="py-3 px-4 text-gray-700 font-semibold">10.7%</td>
<td class="py-3 px-4 text-gray-700">2023年10月市场占有率</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">长远锂科</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">三元材料市占率2023.10</td>
<td class="py-3 px-4 text-gray-700 font-semibold">10%</td>
<td class="py-3 px-4 text-gray-700">2023年10月市场占有率</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">贝特瑞</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">三元材料市占率2023.10</td>
<td class="py-3 px-4 text-gray-700 font-semibold">7.4%</td>
<td class="py-3 px-4 text-gray-700">2023年10月市场占有率</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">丰元股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">三元材料市占率2023.10</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">2023年10月市场占有率</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">厦门钨业</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">钴酸锂市占率2022</td>
<td class="py-3 px-4 text-gray-700 font-semibold">39%</td>
<td class="py-3 px-4 text-gray-700">2022年市场占有率</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">盟固利</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">钴酸锂市占率2022</td>
<td class="py-3 px-4 text-gray-700 font-semibold">7%</td>
<td class="py-3 px-4 text-gray-700">2022年市场占有率</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">科恒股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">钴酸锂市占率2022</td>
<td class="py-3 px-4 text-gray-700 font-semibold">6%</td>
<td class="py-3 px-4 text-gray-700">2022年市场占有率</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">巨化股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">PVDF</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">负极材料生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">联创股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">PVDF</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">负极材料生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">璞泰来</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">PVDF</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">负极材料生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">贝特瑞</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">负极材料市占率2023</td>
<td class="py-3 px-4 text-gray-700 font-semibold">22.7%</td>
<td class="py-3 px-4 text-gray-700">2023年市场占有率</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">杉杉股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">负极材料市占率2023</td>
<td class="py-3 px-4 text-gray-700 font-semibold">16.8%</td>
<td class="py-3 px-4 text-gray-700">2023年市场占有率</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">中科电气</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">负极材料市占率2023</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">2023年市场占有率</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">璞泰来</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">负极材料市占率2023</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">2023年市场占有率</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">翔丰华</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">负极材料市占率2023</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">2023年市场占有率</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">尚太科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">负极材料市占率2023</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">2023年市场占有率</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">信德新材</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">负极包覆材料</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">负极材料生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">天赐材料</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">六氟磷酸锂2023年市占率</td>
<td class="py-3 px-4 text-gray-700 font-semibold">36%</td>
<td class="py-3 px-4 text-gray-700">2023年市场占有率</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">多氟多</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">六氟磷酸锂2023年市占率</td>
<td class="py-3 px-4 text-gray-700 font-semibold">16%</td>
<td class="py-3 px-4 text-gray-700">2023年市场占有率</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">天际股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">六氟磷酸锂2023年市占率</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">2023年市场占有率</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">永太科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">六氟磷酸锂2023年市占率</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">2023年市场占有率</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">多氟多</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">双氟磺酰亚胺锂盐</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电解液添加剂生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">天赐材料</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">双氟磺酰亚胺锂盐</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电解液添加剂生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">新宙邦</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">双氟磺酰亚胺锂盐</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电解液添加剂生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">永太科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">双氟磺酰亚胺锂盐</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电解液添加剂生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">康鹏科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">双氟磺酰亚胺锂盐</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电解液添加剂生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">中欣氟材</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">双氟磺酰亚胺锂盐</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电解液添加剂生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">海科新源</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">电解液溶剂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电解液生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">丰山集团</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">电解液溶剂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电解液生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">新宙邦</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">电解液溶剂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电解液生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">胜华新材</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">电解液溶剂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电解液生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">奥克股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">电解液溶剂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电解液生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">华盛锂电</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">电解液添加剂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电解液生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">永太科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">电解液添加剂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电解液生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">新宙邦</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">电解液添加剂</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电解液生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">恩捷股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">隔膜2022市占率</td>
<td class="py-3 px-4 text-gray-700 font-semibold">38%</td>
<td class="py-3 px-4 text-gray-700">2022年市场占有率</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">星源材质</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">隔膜2022市占率</td>
<td class="py-3 px-4 text-gray-700 font-semibold">12.9%</td>
<td class="py-3 px-4 text-gray-700">2022年市场占有率</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">中材科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">隔膜2022市占率</td>
<td class="py-3 px-4 text-gray-700 font-semibold">8.5%</td>
<td class="py-3 px-4 text-gray-700">2022年市场占有率</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">沧州明珠</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">隔膜2022市占率</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">2022年市场占有率</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">璞泰来</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">隔膜2022市占率</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">2022年市场占有率</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">万顺新材</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">铝箔</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电池铝箔生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">鼎盛新材</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">铝箔</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电池铝箔生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">神火股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">铝箔</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电池铝箔生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">云铝股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">铝箔</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电池铝箔生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">东阳光</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">铝箔</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电池铝箔生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">南山铝业</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">铝箔</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电池铝箔生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">诺德股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">铜箔</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电池铜箔生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">嘉元科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">铜箔</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电池铜箔生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">中一科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">铜箔</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电池铜箔生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">铜冠铜箔</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">铜箔</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电池铜箔生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">超华科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">铜箔</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电池铜箔生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">科达利</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">结构件</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电池结构件生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">震裕科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">结构件</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">电池结构件生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">星光股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">设备</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂电池设备生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">震裕科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">设备</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂电池设备生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">璞泰来</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">设备</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂电池设备生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">先导智能</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">设备</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂电池设备生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">赢合科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">设备</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂电池设备生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">科恒股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">设备</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂电池设备生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">东威科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">设备</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂电池设备生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">骄成超声</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">设备</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂电池设备生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">道森股份</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">设备</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂电池设备生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">联赢激光</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">设备</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂电池设备生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">德新科技</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">设备</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂电池设备生产</td>
</tr>
<tr class="bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-900">利元亨</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">设备</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂电池设备生产</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium text-gray-900">海目星</td>
<td class="py-3 px-4 text-gray-700">锂电池产业链</td>
<td class="py-3 px-4 text-gray-700">设备</td>
<td class="py-3 px-4 text-gray-700">-</td>
<td class="py-3 px-4 text-gray-700">锂电池设备生产</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</body>
</html>
```