每經(jing)A快訊，9月25日，乘聯會秘(mi)書長(chang)(chang)(chang)崔東樹在公眾號發(fa)布新(xin)能源車鋰(li)電(dian)(dian)(dian)池(chi)(chi)市場分析，近兩年新(xin)能源汽車和儲(chu)能行(xing)業(ye)高度景氣(qi)，對電(dian)(dian)(dian)池(chi)(chi)的(de)(de)需(xu)(xu)求(qiu)急速(su)增(zeng)長(chang)(chang)(chang)，新(xin)能源車用電(dian)(dian)(dian)池(chi)(chi)的(de)(de)裝車占比下降(jiang)。隨著俄(e)烏沖突加劇和新(xin)能源儲(chu)能占比日益(yi)提高，儲(chu)能需(xu)(xu)求(qiu)暴增(zeng)。由于鎳、鈷的(de)(de)價(jia)格高漲(zhang)，形成(cheng)三元鋰(li)電(dian)(dian)(dian)池(chi)(chi)與磷酸(suan)鐵鋰(li)電(dian)(dian)(dian)池(chi)(chi)的(de)(de)差異化增(zeng)長(chang)(chang)(chang)。磷酸(suan)鐵鋰(li)電(dian)(dian)(dian)池(chi)(chi)達(da)到(dao)總(zong)量(liang)68%，成(cheng)為近期的(de)(de)增(zeng)長(chang)(chang)(chang)熱點。隨著政策推(tui)動的(de)(de)插(cha)混持續走強，純(chun)電(dian)(dian)(dian)動走勢疲軟，預計(ji)電(dian)(dian)(dian)動車的(de)(de)電(dian)(dian)(dian)池(chi)(chi)裝車需(xu)(xu)求(qiu)增(zeng)長(chang)(chang)(chang)持續慢于整車總(zong)量(liang)增(zeng)長(chang)(chang)(chang)。（每日經(jing)濟新(xin)聞）