来自能源储存和数据中心的锂电池需求正在推动2026年市场反弹,价格自2025年以来上涨了130%。 Lithium battery demand from energy storage and data centers is driving a 2026 market rebound, with prices rising 130% since 2025.

在中国电力部门改革和数据中心增长的驱动下,电网能源储存对锂电池的需求激增,扭转了2022-2025年供过于求的衰退趋势。 A surge in demand for lithium batteries in grid energy storage, driven by China’s power sector reforms and data center growth, is reversing a 2022-2025 oversupply slump. 预计到2026年,能源储存将占锂需求的31%,高于2025年的23%,预计全球需求将增长17%至30%。 Energy storage is expected to account for 31% of lithium demand by 2026, up from 23% in 2025, with global demand projected to grow 17% to 30%. 预计供应将上升19%至34%,有可能造成市场赤字。 Supply is forecast to rise 19% to 34%, potentially creating a market deficit. 到2025年12月,价格回升了130%,分析家预测2026年每吨价格在80 000至200 000元之间。 Prices rebounded 130% by December 2025, with analysts predicting 2026 prices between 80,000 and 200,000 yuan per ton.