高盛-中国电池数据图册（英）

2025-10新能源整车23免费

📄 文件全名: 《高盛-中国电池数据图册（英）-23页.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: • Total battery exports (incl. consumer battery and BESS system) +45% yoy in Aug 2025 and +67% yoy in 8M25.
• US (21% of 8M25 total export volume, +28% yoy) export volume -60% MoM back to the low level recorded in May.
• Europe (36% of 8M25 total export volume, +65% yoy) maintained strong growth momentum in Aug 2025, +65% yoy, while MoM
also +24%. Besides EV battery demand, we believe ESS battery demand is emerging as another key contributor to this growth,
considering 1) the European BEV market experienced +25% yoy sales growth in 6M2025, behind +55% yoy growth of Europe
🏷️ 核心议题: #BEV

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报告摘要

China Battery Chartbook Goldman Sachs (Asia) L.L.C. Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be

❓ 常见问题

《高盛-中国电池数据图册（英）》主要包含哪些内容?

China Battery Chartbook Goldman Sachs (Asia) L.L.C. Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be核心数据:• Total battery exports (incl. consumer battery and BESS system) +45% yoy in Aug 2025 and +67% yoy in 8M25.;• US (21% of 8M25 total export volume, +28% yoy) export volume -60% MoM back to the low level recorded in May.;• Europe (36% of 8M25 total export volume, +65% yoy) maintained strong growth momentum in Aug 2025, +65% yoy, while MoM。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 23。

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本报告免费查阅,登录资料宝后即可在线获取完整内容。

这份报告适合哪些读者?

适合战略规划、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了BEV等议题。