乘联会崔东树：预计电动车的电池装车需求增长持续慢于整车总量增长

中国地震台网自动测定：12月19日21时49分在四川宜宾市长宁县附近（北纬28.37度，东经104.91度）发生3.2级左右地震，最终结果以正式速报为准。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/408/w690h518/20231219/fb69-b7fdf8bad33b9cd5bdf5d422a2f6cf65.jpg"]},"commentid":"live:finance-152-3416488:0","compere_id":0,"creator":"mingliang10@staff.sina.com.cn","mender":"mingliang10@staff.sina.com.cn","create_time":"2023-12-19 21:52:13","update_time":"2023-12-19 21:52:27","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"四川"}","old_live_cid":"0","tab":"","is_repeat":"0","tag":[{"id":"8","name":"其他"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3416487,"zhibo_id":152,"type":0,"rich_text":"【乘联会崔东树：预计电动车的电池装车需求增长持续慢于整车总量增长】乘联会秘书长崔东树发文称，近两年新能源汽车和储能行业高度景气，对电池的需求急速增长，新能源车用电池的装车占比下降。随着俄乌冲突加剧和新能源储能占比日益提高，储能需求暴增。由于镍、钴的价格高涨，形成三元锂电池与磷酸铁锂电池的差异化增长。磷酸铁锂电池达到总量68%，成为近期的增长热点。随着政策推动的插混持续走强，纯电动走势疲软，预计电动车的电池装车需求增长持续慢于整车总量增长。