Report center

环保行业深度：动力电池需求高增，锂电回收前景广阔-20230114-国盛证券

环保动力电池需求高增，锂电回收前景广阔碳中和下动力电池需求持续高增，锂电回收进入爆发前夜。（1）我国新能源汽车行业在“双碳”政策引导下进入规模化快速发展阶段，2022Q3我国新能源汽车销量渗透率已达23%。经测算，2019-2025年，我国退役动力电池装机总量预计将由 0.2GWh 上升至 52.0GWh，6 年CAGR154.4%，动力电池报废潮即将来临。（2）锂电回收不仅符合减污降碳的政策

No subject companies

Publishers

国盛证券 View content →

Suggested next hops

Ranked by edge type and evidence strength (max 5). Prefer these over scrolling the full lists.

1国盛证券Published by or linked to this institution1

Ask about this report neighborhood Read full report →

No related industries

No related reports

← Back to knowledge graph