高盛-中国电池数据图册（英）
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
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
报告信息
- 文件全名
- 《高盛-中国电池数据图册（英）-23页.pdf》
- 适合读者
- 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
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。
这份报告由哪家机构发布?
本报告由高盛发布,发布于 2025 年。
这份报告覆盖哪一年、篇幅多大?
覆盖 2025 年,全文约 23。
这份报告是免费的吗?如何获取?
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。
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