东吴证券-电新行业：储能电池数据库-20241220

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,全球储能电池出货量（GWh，东吴证券研究所预测）,,,,,,,,,,,,,,,,,,,,2022年全球储能电池占比,,,,,,,2023年全球储能电池占比

,公司,2021,占比,2022E,同比,占比,原2023E,2023E,同比,占比,占比变化,2024E,同比,占比,占比变化,2025E,同比,占比,占比变化,,,,,,,,,

,宁德时代,16.7,27.1%,47.0,181.4%,34.9%,90.0,69.0,46.8%,32.1%,-2.8pct,110.0,59.4%,32.8%,0.7pct,160.0,45.5%,34.0%,1.2pct,,,,,,,,,

,比亚迪,5.0,8.1%,12.0,140.0%,8.9%,30.0,25.0,108.3%,11.6%,2.7pct,20.0,-20.0%,6.0%,-5.7pct,30.0,50.0%,6.4%,0.4pct,,,,,,,,,

,韩国SDI,8.5,13.8%,6.0,-29.6%,4.5%,15.0,4.0,-33.3%,1.9%,-2.6pct,4.5,12.5%,1.3%,-0.5pct,5.0,11.1%,1.1%,-0.3pct,,,,,,,,,

,亿纬锂能,2.0,3.3%,10.0,390.9%,7.4%,35.0,28.0,180.0%,13.0%,5.6pct,52.0,85.7%,15.5%,2.5pct,75.0,44.2%,15.9%,0.4pct,,,,,,,,,

,瑞浦新能源,0.5,0.8%,10.0,1900.0%,7.4%,20.0,17.0,70.0%,7.9%,0.5pct,22.0,29.4%,6.6%,-1.4pct,32.0,45.5%,6.8%,0.2pct,,,,,,,,,

,国轩高科,5.0,8.1%,6.5,30.0%,4.8%,15.0,7.0,7.7%,3.3%,-1.6pct,20.0,185.7%,6.0%,2.7pct,28.0,40.0%,6.0%,0.0pct,,,,,,,,,

,鹏辉能源,1.9,3.0%,6.0,224.0%,4.5%,15.0,5.5,-8.3%,2.6%,-1.9pct,10.0,81.8%,3.0%,0.4pct,13.0,30.0%,2.8%,-0.2pct,,,,,,,,,

,韩国LGES,7.6,12.3%,5.0,-34.2%,3.7%,7.0,4.0,-20.0%,1.9%,-1.9pct,4.6,15.0%,1.4%,-0.5pct,5.0,8.7%,1.1%,-0.3pct,,,,,,,,,

,海辰储能,0.2,0.3%,5.0,2400.0%,3.7%,30.0,14.0,180.0%,6.5%,2.8pct,25.0,78.6%,7.5%,0.9pct,35.0,40.0%,7.4%,0.0pct,,,,,,,,,

,南都电源,2.0,3.2%,4.0,100.0%,3.0%,8.0,6.0,50.0%,2.8%,-0.2pct,7.0,16.7%,2.1%,-0.7pct,8.0,14.3%,1.7%,-0.4pct,,,,,,,,,

,派能科技,1.5,2.5%,3.5,127.2%,2.6%,8.0,2.2,-37.1%,1.0%,-1.6pct,1.5,-31.8%,0.4%,-0.6pct,2.0,33.3%,0.4%,0.0pct,,,,,,,,,

,日本松下,1.5,2.4%,2.0,35.0%,1.5%,4.0,2.0,0.0%,0.9%,-0.6pct,1.0,-50.0%,0.3%,-0.6pct,1.0,0.0%,0.2%,-0.1pct,,,,,,,,,

,ATL,0.9,1.5%,1.5,62.0%,1.1%,3.0,3.0,100.0%,1.4%,0.3pct,1.0,-66.7%,0.3%,-1.1pct,1.2,20.0%,0.3%,0.0pct,,,,,,,,,

,中创新航,0.7,1.1%,1.5,123.9%,1.1%,5.0,5.8,286.7%,2.7%,1.6pct,25.0,331.0%,7.5%,4.8pct,35.0,40.0%,7.4%,0.0pct,,,,,,,,,

,远景能源,0.9,1.5%,1.2,30.0%,0.9%,5.0,5.5,356.9%,2.6%,1.7pct,12.0,118.2%,3.6%,1.0pct,18.0,50.0%,3.8%,0.2pct,,,,,,,,,

,欣旺达,0.1,0.2%,1.0,900.0%,0.7%,4.5,1.5,50.0%,0.7%,0.0pct,5.0,233.3%,1.5%,0.8pct,7.0,40.0%,1.5%,0.0pct,,,,,,,,,

,中天科技,0.7,1.2%,1.0,30.0%,0.7%,1.9,1.0,3.8%,0.5%,-0.3pct,0.2,-80.0%,0.1%,-0.4pct,0.2,0.0%,0.0%,0.0pct,,,,,,,,,

,海基能源,0.3,0.5%,0.5,66.7%,0.4%,2.0,0.5,0.0%,0.2%,-0.1pct,0.5,0.0%,0.1%,-0.1pct,0.5,0.0%,0.1%,0.0pct,,,,,,,,,

,天津力神,0.6,0.9%,0.9,62.0%,0.7%,2.0,1.8,100.0%,0.8%,0.2pct,2.0,11.1%,0.6%,-0.2pct,2.5,25.0%,0.5%,-0.1pct,,,,,,,,,

,其他,5.0,8.1%,10.0,100.0%,7.4%,20.0,12.0,20.0%,5.6%,-1.8pct,12.0,0.0%,3.6%,-2.0pct,12.0,0.0%,2.6%,-1.0pct,,,,,,,,,

,合计,61.6,100.0%,134.6,118.3%,100.0%,320.4,214.8,59.6%,100.0%,0.0pct,335.3,56.1%,100.0%,0.0pct,470.4,40.3%,100.0%,0.0pct,,,,,,,,,

,数据来源：东吴证券研究所,,,,,,,,,,,,,,,,,,,,,,,,,,,

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,全球户储电池出货量（GWh，东吴证券研究所预测）,,,,,,,,,,,,,,,,2022年全球户储电池占比,,,,,,,2023年全球户储电池占比,,,,

,公司,2021,占比,2022E,同比,占比,原2023E,2023E,同比,占比,占比变化,2024E,同比,占比,占比变化,,,,,,,,,,,,,

,宁德+ATL,0.5,6.5%,5.0,900.0%,20.5%,12.5,6.0,20.0%,24.8%,4.3pct,10.0,66.7%,28.3%,3.5pct,,,,,,,,,,,,,

,派能科技,1.2,15.6%,3.2,166.7%,13.1%,8.0,2.2,-31.3%,9.1%,-4.0pct,4.5,104.5%,12.7%,3.7pct,,,,,,,,,,,,,

,鹏辉能源,0.5,6.5%,3.0,500.0%,12.3%,9.0,2.7,-10.0%,11.2%,-1.1pct,4.0,48.1%,11.3%,0.2pct,,,,,,,,,,,,,

,比亚迪,0.9,11.7%,2.5,177.8%,10.2%,5.0,2.0,-20.0%,8.3%,-2.0pct,4.0,100.0%,11.3%,3.1pct,,,,,,,,,,,,,

,韩国LGES,1.1,14.3%,2.0,81.8%,8.2%,2.5,1.5,-25.0%,6.2%,-2.0pct,2.0,33.3%,5.7%,-0.5pct,,,,,,,,,,,,,

,瑞浦兰钧,0.0,0.0%,2.0,-,8.2%,5.0,2.0,0.0%,8.3%,0.1pct,2.0,0.0%,5.7%,-2.6pct,,,,,,,,,,,,,

,亿纬锂能,0.2,2.6%,1.0,400.0%,4.1%,3.0,2.0,100.0%,8.3%,4.2pct,4.0,100.0%,11.3%,3.1pct,,,,,,,,,,,,,

,日本松下,0.5,6.5%,1.0,100.0%,4.1%,1.5,1.0,0.0%,4.1%,0.0pct,1.0,0.0%,2.8%,-1.3pct,,,,,,,,,,,,,

,国轩高科,0.0,0.0%,1.0,-,4.1%,3.0,1.0,0.0%,4.1%,0.0pct,1.0,0.0%,2.8%,-1.3pct,,,,,,,,,,,,,

,韩国SDI,0.3,3.9%,0.5,66.7%,2.0%,0.8,0.5,0.0%,2.1%,0.0pct,0.5,0.0%,1.4%,-0.6pct,,,,,,,,,,,,,

,南都电源,0.0,0.1%,0.2,1900.0%,0.8%,1.0,0.3,50.0%,1.2%,0.4pct,0.3,0.0%,0.8%,-0.4pct,,,,,,,,,,,,,

,其他,2.5,32.4%,3.0,20.0%,12.3%,6.0,3.0,0.0%,12.4%,0.1pct,2.0,-33.3%,5.7%,-6.7pct,,,,,,,,,,,,,

,合计,7.7,100.0%,24.4,216.5%,100.0%,57.3,24.2,-0.8%,100.0%,0.0pct,35.3,45.9%,100.0%,0.0pct,,,,,,,,,,,,,

,数据来源：东吴证券研究所,,,,,,,,,,,,,,,,,,,,,,,,,,,

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