6月18日，乘联会秘书长崔东树发文称，近两年新能源汽车和储能行业高度景气，对电池的需求急速增长，新能源车用电池的装车占比下降。由于镍、钴的价格偏高，形成三元锂电池与磷酸铁锂电池的差异化增长。

　　随着长续航产品增长，三元电池仍有市场，降价推动磷酸铁锂电池占比总量仍在上升。

　　随着提升电动车续航里程的免车购税政策调整推动，低端小微型电动车萎缩，纯电动走势疲软，增程式和插混持续走强。由于车购税政策抑制短续航微型电动车的发展，电动车的电池装车需求增长持续慢于整车总量增长。

On June 18th, Cui Dongshu, Secretary General of the China Association of Automobile Manufacturers, issued a document stating that the new energy vehicle and energy storage industry has been highly prosperous in the past two years, with a rapid increase in demand for batteries and a decrease in the proportion of new energy vehicle batteries installed. Due to the high prices of nickel and cobalt, there is a differentiated growth between ternary lithium batteries and lithium iron phosphate batteries.

With the growth of long-term products, there is still a market for ternary batteries, and the price reduction is driving the total proportion of lithium iron phosphate batteries to continue to rise.

With the adjustment of the tax free purchase policy to increase the range of electric vehicles, low-end small and micro electric vehicles are shrinking, pure electric vehicles are showing a weak trend, and range extenders and plug-in hybrid vehicles continue to strengthen. Due to the vehicle purchase tax policy suppressing the development of short range micro electric vehicles, the demand for battery installation in electric vehicles continues to grow slower than the total vehicle volume.