【力宏精密·关注】2025年中国电解液出货量TOP10企业出炉：天赐/比亚迪/新宙邦位列前三

广东电池01-22

导语电解液作为锂离子电池的核心组成部分，直接影响电池的能量密度、循环寿命与安全性能，其行业发展与新能源汽车、储能等下游产业高度绑定。2025年，全球新能源产业持续高景气，带动电解液市场实现价量齐升，行业竞争格局与技术路线均呈现显著变化。一、2025年电解液出货量整体概况与排名格局2025年全球锂离子电池电解液行业迎来高速增长期，根据广东省电池行业协会产业研究中心数据，全年出货量达到230万吨。...

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语电解液作为锂离子电池的核心组成部分，直接影响电池的能量密度、循环寿命与安全性能，其行业发展与新能源汽车、储能等下游产业高度绑定。2025年，全球新能源产业持续高景气，带动电解液市场实现价量齐升，行业竞争格局与技术路线均呈现显著变化。一、2025年电解液出货量整体概况与排名格局2025年全球锂离子电池电解液行业迎来高速增长期，根据广东省电池行业协会产业研究中心数据，全年出货量达到230万吨。其中，中国电解液实际出货量达215万吨，在全球市场的占比进一步提升至93.5%，延续了全球电解液产业核心供应地的地位。2025年国内电解液企业竞争格局呈现“头部稳固、二梯队突围”的特征，从竞争格局特征来看，一是头部企业地位稳固但集中度略有松动，天赐材料、比亚迪、新宙邦组成的第一梯队合计市占率60%；二是二梯队企业表现亮眼，石大胜华、永太科技增速明显，同比增速超过100%，昆仑新材、珠海赛纬、中化蓝天同比增速均超过75%，大幅跑赢行业平均增速，主要受益于产能快速释放、客户结构优化及储能市场需求爆发。具体出货量排名及核心数据如下表所示：二、电解液市场核心变化分析1.储能需求成新增长引擎2025年电解液市场需求的驱动结构发生显著变化，此前以动力电池为主导的需求格局，逐渐转变为“动力电池+储能电池”双轮驱动。具体来看，动力电池领域，全球新能源汽车销量稳步增长，带动动力电池电解液需求增长38%；而储能电池领域，受益于全球能源转型加速，储能电池产量同比增长85%，带动储能电解液出货量同比激增120%，成为行业增长的核心新引擎。从客户结构来看，头部电解液企业纷纷加大对储能电池企业的布局，珠海赛纬、昆仑新材等企业的储能电解液出货量占比已超过30%。同时，储能电池对电解液的长循环、宽温域等性能要求更高，推动电解液企业加快针对性产品的研发与量产。2.从价格战转向价值竞争与一体化布局根据广东省电池行业协会产业研究中心观察，2024年电解液行业经历产能过剩，多家中小厂商退出市场，行业产能利用率从50%提升至75%。2025年行业竞争模式发生根本性转变，价格战基本结束，企业纷纷转向价值竞争与产业链一体化布局。头部企业凭借一体化优势，有效抵御原材料价格波动风险，盈利水平显著提升。一体化布局成为企业核心竞争力，除天赐材料外，新宙邦、石大胜华等企业也在溶剂、添加剂、锂盐等上游环节加大投入，通过垂直整合降低生产成本、保障原材料供应稳定性。同时，海外一体化布局提速，天赐材料摩洛哥、美国项目推进中，新宙邦波兰基地二期扩产有序进行，以应对海外电池产能扩张需求。3.原材料涨价推动电解液价格回升2025年电解液行业经历了“上半年价格平稳，下半年涨价回升”的走势。核心原材料六氟磷酸锂价格波动尤为剧烈，从7月的4.9万元/吨均价，上涨至12月的18万元/吨，涨幅翻三番；添加剂VC也出现较大幅度上涨，带动电解液生产成本大幅上升。受此影响，2025年电解液均价同比上涨15%，行业盈利水平全面修复，国内电解液行业整体毛利率从2024年的18%回升至25%。原材料价格上涨的核心原因是供需关系紧张，一方面储能产业需求爆发带动电解液需求激增，进而传导至上游原材料；另一方面，六氟磷酸锂行业经历此前下行周期后，新增产能有限，行业达成有序扩产共识，供给端增长滞后于需求端。三、电解液行业发展趋势1.储能电解液占比提升，高端化需求凸显广东省电池行业协会产业研究中心预测，从细分市场来看，储能电解液占比将持续提升，预计到2030年占比将从2025年的30%提升至50%。储能电池对电解液的长循环寿命（要求循环次数≥10000次）、宽温域适应性（-40℃至60℃）、高安全性等性能要求更高，将推动高端储能电解液产品的研发与量产，产品溢价空间显著。动力电池电解液方面，随着高镍三元电池、硅基负极电池的普及，对电解液的高压稳定性、抗老化性等要求提升，高压电解液（4.4V及以上）、硅基负极专用电解液等高端产品占比将持续提升。同时，钠离子电池产业化进程加快，钠离子电池电解液将成为新的增长点。2.高性能化与低成本化并行2025年，传统液态电解液技术升级主要围绕“高性能化”和“低成本化”两大方向展开。高性能化方面，核心是提升电解液的高压稳定性、长循环性和安全性，具体措施包括：一是新型锂盐的应用比例提升，LiFSI（双氟磺酰亚胺锂）作为高性能锂盐，添加比例从2024年的1.8%提升至2025年的2.2%，预计2026年将达到3%，LiFSI的应用可显著提升电解液的高温稳定性和循环寿命；二是多功能添加剂的研发与应用，新型成膜添加剂、阻燃添加剂、抗过充添加剂等的组合使用，有效提升电池的安全性和循环性能；三是溶剂体系优化，高纯度、低粘度溶剂的应用，提升电解液的离子传导率。低成本化方面，核心是通过配方优化和原材料替代降低成本，例如在保证性能的前提下，合理降低LiPF6（六氟磷酸锂）的纯度要求，或采用混合锂盐体系替代部分高价LiFSI。同时，头部企业通过一体化布局，降低原材料采购成本，进一步提升产品性价比。公告声明：本文数据来源于广东省电池行业协会产业研究中心。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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