锟斤拷锟斤拷锟斤拷锟斤拷車锟叫業一锟接ｏ拷锟斤拷锟斤拷電筹拷锟叫業也锟斤拷锟节斤拷锟絭锟斤拷锟斤拷锟�"锟斤拷汰賽"锟斤拷

锟斤拷锟斤拷锟斤拷锟斤拷前锟斤拷锟戒巢锟斤拷源锟斤拷锟斤拷锟絃锟斤拷t锟铰癸拷锟絖锟斤拷示锟斤拷"锟斤拷锟叫堬拷锟斤拷锟斤拷汰锟斤拷锟节硷拷锟劫★拷锟斤拷锟疥，锟斤拷锟斤拷锟斤拷I锟叫匡拷锟斤拷锟斤拷汰锟斤拷50%锟斤拷锟斤拷锟斤拷電筹拷锟斤拷I锟斤拷锟斤拷锟斤拷锟斤拷卓锟斤拷懿锟斤拷锟斤拷锟斤拷^40锟揭ｏ拷锟斤拷锟斤拷锟斤拷锟斤拷锟皆岋拷锟角硷拷锟斤拷锟斤拷汰锟斤拷锟紸锟轿★拷"

锟斤拷锟斤拷锟斤拷t锟斤拷還锟斤拷锟斤拷锟�2024锟斤拷锟斤拷锟斤拷锟叫業锟斤拷锟斤拷{锟斤拷锟斤拷元锟疥，锟絘锟斤拷锟絕剩锟斤拷锟斤拷锟結變锟筋、锟絩锟斤拷染锟斤拷锟斤拷锟斤拷I锟斤拷锟斤拷葐锟斤拷}锟斤拷锟节斤拷锟疥集锟斤拷锟絯锟紽锟斤拷

锟斤拷锟斤拷锟斤拷鎵猴拷锟斤拷^锟斤拷

锟斤拷锟斤拷锟斤拷車锟叫堬拷锟斤拷锟斤拷锟斤拷電池和冿拷锟斤拷電池碉拷锟斤拷锟斤拷锟斤拷袕锟斤拷s锟皆和诧拷锟絖锟斤拷锟皆ｏ拷锟紷要锟斤拷锟斤拷I锟斤拷锟斤拷锟絘規锟斤拷锟斤拷锟叫堬拷锟斤拷展锟斤拷锟斤拷要锟斤拷锟斤拷锟絗锟斤拷途锟斤拷省锟�

锟斤拷锟斤拷锟叫囷拷锟斤拷車锟斤拷锟斤拷電池產锟絀锟斤拷锟斤拷聯锟剿發锟斤拷锟侥旓拷锟斤拷锟紷示锟斤拷1-6锟铰ｏ拷锟叫囷拷锟斤拷锟斤拷電池猴拷锟斤拷锟斤拷電筹拷锟斤拷計锟絘锟斤拷锟斤拷430.0GWh锟斤拷锟斤拷計同锟斤拷锟斤拷锟絃36.9%锟斤拷锟斤拷計锟絙車锟斤拷锟斤拷203.3GWh锟斤拷锟斤拷計同锟斤拷锟斤拷锟絃33.7%锟斤拷

锟斤拷锟斤拷锟組锟杰產锟斤拷锟斤拷锟絙車锟斤拷锟斤拷锟斤拷锟斤拷锟絃锟斤拷锟斤拷锟絙車锟斤拷占锟絘锟斤拷锟斤拷锟斤拷锟窖碉拷锟斤拷50%锟斤拷锟紷然锟斤拷锟叫業锟斤拷锟斤拷锟絉锟絕锟斤拷膸锟芥壓锟斤拷锟斤拷

锟斤拷锟斤拷"锟斤拷锟斤拷锟斤拷锟斤拷電池的產锟斤拷锟斤拷锟絤锟斤拷锟絃锟斤拷锟斤拷锟絙車锟斤拷锟斤拷锟絪锟绞現锟铰斤拷趨锟捷★拷"锟斤拷聯锟斤拷锟截曪拷锟絃锟睫東锟斤拷锟絁锟介，锟斤拷锟絯锟斤拷锟斤拷锟紷示锟斤拷2021锟斤拷锟斤拷锟诫姵锟斤拷b車锟斤拷锟斤拷锟絘電筹拷锟絙锟紺锟斤拷锟絖锟斤拷70%锟斤拷锟斤拷锟斤拷锟斤拷2022锟斤拷锟紷一锟斤拷锟斤拷锟窖斤拷锟斤拷54%锟斤拷2023锟斤拷锟組一锟斤拷锟铰伙拷锟斤拷50%锟斤拷锟斤拷2024锟斤拷前锟斤拷锟斤拷锟铰革拷锟角斤拷锟斤拷47%锟斤拷锟紷一趨锟捷憋拷锟斤拷锟斤拷锟組锟杰勶拷锟斤拷電池的產锟斤拷锟节诧拷锟斤拷锟斤拷锟接ｏ拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷車锟絭锟絙車锟侥憋拷锟斤拷锟絪锟斤拷锟斤拷锟斤拷p锟劫★拷

锟斤拷锟斤拷锟睫東锟斤拷锟斤拷锟斤拷锟斤拷a锟斤拷锟紷一锟紽锟斤拷锟斤拷锟揭拷锟斤拷锟斤拷趦锟斤拷艿犬a锟絀锟侥匡拷锟劫發展锟斤拷"锟絊锟斤拷全锟斤拷锟斤拷源锟結锟斤拷锟斤拷锟紻锟酵和匡拷锟斤拷锟斤拷锟斤拷源锟侥廣锟斤拷锟斤拷锟矫ｏ拷锟斤拷锟斤拷系锟統锟斤拷锟斤拷锟斤拷{锟藉、锟斤拷锟斤拷锟斤拷取锟斤拷锟斤拷電網锟斤拷锟斤拷锟皆等凤拷锟斤拷l锟絔锟斤拷越锟斤拷越锟斤拷要锟斤拷锟斤拷锟矫★拷锟斤拷锟斤拷锟斤拷锟节讹拷锟斤拷_突锟斤拷锟絣锟斤拷锟斤拷锟斤拷锟斤拷源危锟紺锟斤拷锟斤拷锟铰ｏ拷锟斤拷锟杰產锟絀锟斤拷電筹拷锟斤拷锟斤拷锟斤拷强锟斤拷锟斤拷锟斤拷L锟斤拷锟紷锟斤拷锟铰诧拷锟街勶拷锟斤拷電池產锟杰憋拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟絀锟津，從讹拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷車锟絭锟絙車锟斤拷電池憋拷锟斤拷锟斤拷"锟睫東锟斤拷锟絝锟斤拷

锟斤拷锟斤拷锟斤拷锟解，锟睫東锟斤拷還锟结到锟斤拷锟斤拷锟斤拷電池和冿拷锟斤拷電筹拷锟叫堬拷目前锟斤拷锟斤拷锟絉锟斤拷锟斤拷锟絘锟絕剩锟酵庯拷鎵猴拷锟斤拷^锟斤拷膯锟斤拷}锟斤拷锟絊锟斤拷锟絘锟杰的诧拷锟斤拷锟経锟斤拷锟斤拷锟斤拷锟斤拷牟锟斤拷樱锟斤拷锟斤拷锟诫姵锟斤拷锟絀锟斤拷锟紽锟剿庯拷锟絜锟斤拷锟斤拷锟斤拷r锟斤拷锟紷锟饺凤拷映锟斤拷锟斤拷車锟叫堬拷锟斤拷锟斤拷锟斤拷電池和冿拷锟斤拷電筹拷锟斤拷锟斤拷膹锟斤拷s锟皆和诧拷锟絖锟斤拷锟皆ｏ拷也要锟斤拷锟斤拷I锟斤拷锟斤拷锟絘規锟斤拷锟斤拷锟叫堬拷锟斤拷展锟斤拷锟斤拷锟斤拷锟斤拷`锟斤拷途锟斤拷省锟�

锟斤拷锟斤拷電池價锟斤拷锟铰伙拷

锟斤拷锟斤拷锟斤拷锟斤拷锟铰伙拷锟斤拷锟斤拷锟缴憋拷锟絩0.3元/Wh锟斤拷電筹拷锟叫堬拷锟絩锟今，诧拷锟絔锟斤拷锟斤拷锟斤拷锟斤拷锟饺勶拷锟斤拷電池达拷S锟侥擴锟絘锟斤拷锟斤拷锟斤拷

锟斤拷锟斤拷锟斤拷锟絊锟斤拷锟絘锟斤拷锟斤拷锟斤拷锟绞碉拷锟铰伙拷锟斤拷锟斤拷锟斤拷電池價锟斤拷也锟絖始锟铰斤拷锟斤拷

锟斤拷锟斤拷锟斤拷t锟铰凤拷锟斤拷锟斤拷一锟組锟斤拷锟斤拷锟斤拷锟斤拷2022锟斤拷12锟铰碉拷2024锟斤拷6锟铰ｏ拷锟斤拷锟揭伙拷锟斤拷r锟絞锟饺ｏ拷軟锟斤拷锟斤拷元锟斤拷锟斤拷電筹拷锟叫撅拷r锟斤拷锟斤拷1.15元/Wh锟铰斤拷锟斤拷0.47元/Wh锟斤拷锟斤拷锟斤拷锟斤拷元锟斤拷锟斤拷電筹拷锟叫撅拷膬r锟斤拷锟斤拷1.1元/Wh锟铰斤拷锟斤拷0.4元/Wh锟斤拷锟斤拷锟斤拷锟紽鋰勶拷锟斤拷電筹拷锟叫撅拷膬r锟斤拷锟斤拷1元/Wh锟铰斤拷锟斤拷0.32元/Wh锟斤拷

锟斤拷锟斤拷锟斤拷瘢瑖锟斤拷葎锟斤拷锟诫姵丶锟斤拷锟教わ拷锟�0.3元/Wh锟絩锟斤拷锟斤拷锟斤拷0.3元/Wh锟紷锟斤拷锟絩锟斤拷锟窖接斤拷锟杰讹拷電筹拷锟斤拷I锟侥成憋拷锟絩锟斤拷锟斤拷锟斤拷锟絴锟斤拷锟紺券锟斤拷前锟侥測锟姐，锟节拷前碳锟斤拷鋰價锟斤拷8锟絝/锟斤拷锟斤拷锟斤拷r锟铰ｏ拷锟斤拷锟絕電筹拷锟斤拷I锟斤拷锟紽锟斤拷芯锟缴憋拷锟絪锟斤拷0.32元/Wh锟斤拷锟斤拷锟斤拷電池廠锟教的成憋拷锟絪锟斤拷0.37/Wh锟斤拷锟斤拷锟斤拷锟斤拷電池廠锟教則要锟斤拷锟絕0.4元/Wh锟斤拷

锟斤拷锟斤拷锟斤拷锟絕锟斤拷锟組锟杰價锟今不旓拷锟斤拷探锟斤拷锟斤拷锟斤拷锟铰時锟斤拷锟斤拷300750.SZ锟斤拷锟斤拷锟饺侊拷锟较ｏ拷002594.SZ锟斤拷锟饺勶拷锟斤拷電池廠锟斤拷锟斤拷然锟絔锟斤拷停锟铰擴锟絘锟侥诧拷锟斤拷锟斤拷锟斤拷锟秸ｏ拷锟給锟斤拷葋锟斤拷锟斤拷锟斤拷锟皆达拷锟斤拷锟诫姵锟絇ACK锟斤拷锟絘锟斤拷锟侥匡拷锟绞斤拷_锟斤拷锟斤拷該锟侥匡拷锟酵讹拷Y10.5锟絴元锟斤拷7锟斤拷20锟秸ｏ拷锟斤拷锟铰時锟斤拷锟斤拷陽伙拷锟斤拷一锟斤拷锟侥侩姵毓锟斤拷S锟斤拷式投锟絘锟斤拷锟阶傦拷锟斤拷锟斤拷電筹拷锟节猴拷锟斤拷锟斤拷锟斤拷锟缴凤拷锟絙锟斤拷锟斤拷

锟斤拷锟斤拷锟叫業锟斤拷锟斤拷士锟斤拷锟斤拷锟斤拷锟経锟絘目锟斤拷锟斤拷锟斤拷I锟斤拷未锟斤拷锟叫堬拷锟斤拷锟叫斷，也锟角戯拷锟皆和革拷锟斤拷锟斤拷锟斤拷锟斤拷"锟斤拷锟斤拷一锟斤拷锟斤拷锟絕锟斤拷锟斤拷锟劫愶拷锟斤拷耍锟斤拷锟斤拷烁锟斤拷锟斤拷缘募锟斤拷g突锟狡ｏ拷規模锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷也锟斤拷锟斤拷I锟斤拷锟斤拷锟斤拷锟絇锟絀锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟絝锟絘锟斤拷锟斤拷锟斤拷锟斤拷锟揭拷锟斤拷c锟斤拷锟斤拷一锟斤拷锟斤拷锟饺擄拷锟斤拷锟铰產锟杰碉拷規模锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟酵匡拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟叫堬拷锟斤拷锟斤拷規模锟斤拷貨锟斤拷锟斤拷同锟叫憋拷锟斤拷去锟斤拷"锟斤拷锟斤拷锟絀锟斤拷锟斤拷士锟斤拷锟絍記锟竭★拷

锟斤拷锟斤拷锟絀锟斤拷锟街伙拷锟斤拷锟紷

锟斤拷锟斤拷锟节勶拷锟斤拷電筹拷锟叫業锟斤拷"锟絩锟斤拷锟�"之锟铰ｏ拷锟絕锟斤拷锟斤拷I锟絚锟斤拷锟斤拷锟斤拷锟斤拷I锟侥诧拷锟斤拷锟斤拷锟斤拷锟絬锟斤拷锟襟，業锟斤拷锟街伙拷也锟斤拷锟絣锟斤拷锟紷锟斤拷

锟斤拷锟斤拷锟斤拷锟斤拷I锟絙車锟斤拷锟絚锟斤拷占锟绞侊拷锟斤拷锟斤拷锟斤拷锟斤拷锟较帮拷锟疥，锟斤拷锟铰時锟斤拷锟斤拷锟斤拷電筹拷锟斤拷計锟絙車锟斤拷锟絖93.31GWh锟斤拷锟斤拷锟接帮拷锟阶ｏ拷锟叫堬拷锟斤拷锟絶锟絖46.38%锟斤拷锟饺侊拷锟斤拷锟絙車锟斤拷锟斤拷50.51GWh锟斤拷锟斤拷锟斤拷锟节讹拷锟斤拷锟斤拷占锟斤拷锟絖25.1%锟斤拷同锟饺筹拷锟紽4.75%锟斤拷锟铰伙拷锟斤拷

锟斤拷锟斤拷锟缴忥拷锟斤拷锟斤拷@锟紽锟斤拷锟斤拷锟铰時锟斤拷锟絚锟饺侊拷锟较兩达拷锟斤拷^锟斤拷I锟斤拷計占锟斤拷锟斤拷70%锟斤拷锟叫堬拷锟斤拷锟絶锟斤拷锟紷锟斤拷味锟斤拷锟斤拷锟絕锟斤拷效锟斤拷锟斤拷m锟経锟襟，讹拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷電筹拷锟斤拷I锟斤拷锟斤拷锟斤拷锟斤拷g锟斤拷锟节憋拷"锟紻锟斤拷"锟斤拷

锟斤拷锟斤拷锟斤拷前锟斤拷锟絴锟斤拷锟斤拷锟�(300014.SZ)锟斤拷锟斤拷锟絃锟斤拷锟斤拷锟斤拷锟街憋拷裕锟�"锟节勶拷锟斤拷電筹拷锟叫業锟斤拷锟揭傦拷锟紹锟饺撅拷锟斤拷锟結锟今都沒锟叫★拷"

锟斤拷锟斤拷"锟斤拷锟斤拷電筹拷锟絀锟斤拷锟叫ｏ拷锟缴忥拷锟斤拷址浅锟斤拷@锟斤拷锟斤拷锟斤拷锟斤拷锟叫堬拷锟斤拷锟絶锟斤拷锟解，锟斤拷锟铰時锟斤拷锟酵比侊拷锟较革拷锟斤拷要锟斤拷锟斤拷锟斤拷锟斤拷賺锟絏锟剿ｏ拷锟斤拷锟斤拷锟街弟傦拷锟斤拷锟叫革拷锟侥冿拷锟捷ｏ拷锟斤拷目前也锟斤拷锟叫革拷锟斤拷锟統處锟斤拷"锟斤拷锟斤拷锟街革拷锟斤拷锟�"锟斤拷锟斤拷電筹拷锟叫業锟饺撅拷锟角沒锟斤拷前途锟侥★拷锟斤拷锟斤拷锟斤拷锟叫ｏ拷锟揭傦拷锟紷锟斤拷锟叫業锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟絔锟斤拷锟結锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟�"

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锟斤拷锟斤拷锟斤拷锟紿锟较ｏ拷锟斤拷锟斤拷锟斤拷锟絊锟教碉拷"锟統锟絕"锟斤拷锟斤拷直锟絕锟斤拷锟絯锟紽锟斤拷財锟斤拷锟较★拷锟斤拷锟斤拷锟斤拷I锟絣锟斤拷锟斤拷財锟襟，岋拷锟铰時锟斤拷一锟斤拷锟饺岋拷锟紽锟絀锟絀锟斤拷锟斤拷锟斤拷797.7锟絴元锟斤拷锟斤拷锟斤拷锟斤拷105.10锟絴元锟斤拷同锟斤拷锟斤拷锟絃7%锟斤拷锟桔非冿拷锟斤拷锟斤拷92.47锟絴元锟斤拷同锟斤拷锟斤拷锟絃18.56%锟斤拷锟斤拷锟絀锟皆現锟斤拷锟斤拷锟斤拷锟絤锟斤拷锟脚ｏ拷锟絖锟斤拷283.6锟絴元锟斤拷

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锟斤拷锟斤拷锟斤拷锟劫猴拷锟解布锟斤拷

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锟斤拷锟斤拷"押锟斤拷"锟教態電筹拷

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