CATL: 2025๋…„ ์ˆœ์ด์ต 722์–ต ์œ„์•ˆ, ์ „๋…„ ๋Œ€๋น„ 42.28% ์ฆ๊ฐ€

๊ฒŒ์‹œ๋จ: Mar 11, 2026 18:10
CATL์€ 2025๋…„ ์˜์—… ์ˆ˜์ต์ด 4237์–ต 200๋งŒ ์œ„์•ˆ(์ „๋…„ ๋Œ€๋น„ 17.04% ์ฆ๊ฐ€), ์ˆœ์ด์ต์ด 722์–ต 100๋งŒ ์œ„์•ˆ(์ „๋…„ ๋Œ€๋น„ 42.28% ์ฆ๊ฐ€)์„ ๊ธฐ๋กํ–ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค. ๋ชจ๋“  ์ฃผ์ฃผ์—๊ฒŒ 10์ฃผ๋‹น ํ˜„๊ธˆ ๋ฐฐ๋‹น๊ธˆ 69.57์œ„์•ˆ(์„ธ๊ธˆ ํฌํ•จ)์„ ์ง€๊ธ‰ํ•  ์˜ˆ์ •์ด๋‹ค. CATL์€ 2025๋…„ ๋ฆฌํŠฌ์ด์˜จ ๋ฐฐํ„ฐ๋ฆฌ ํŒ๋งค๋Ÿ‰์ด 661GWh๋กœ ์ „๋…„ ๋Œ€๋น„ 39.16% ์ฆ๊ฐ€ํ–ˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
ํ…๋„ ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ 314Ah ์…€, ์—๋„ˆ์ง€ ์ €์žฅ ์„ ๋‘ โ€“ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ƒ์žฅ์‚ฌ ์‹ค์  ๋ฆฌ๋ทฐ (2)
8๋ถ„ ์ „
ํ…๋„ ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ 314Ah ์…€, ์—๋„ˆ์ง€ ์ €์žฅ ์„ ๋‘ โ€“ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ƒ์žฅ์‚ฌ ์‹ค์  ๋ฆฌ๋ทฐ (2)
๋” ๋ณด๊ธฐ
ํ…๋„ ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ 314Ah ์…€, ์—๋„ˆ์ง€ ์ €์žฅ ์„ ๋‘ โ€“ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ƒ์žฅ์‚ฌ ์‹ค์  ๋ฆฌ๋ทฐ (2)
ํ…๋„ ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ 314Ah ์…€, ์—๋„ˆ์ง€ ์ €์žฅ ์„ ๋‘ โ€“ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ƒ์žฅ์‚ฌ ์‹ค์  ๋ฆฌ๋ทฐ (2)
๊ฐ™์€ ๊ธฐ๊ฐ„, ํšŒ์‚ฌ๋Š” ๊ณ ๊ธ‰ ์ „๊ธฐ ์˜คํ† ๋ฐ”์ด์šฉ ํ•˜์ด๋ธŒ๋ฆฌ๋“œ ๊ณ ์ฒด-์•ก์ฒด ๋ฐฐํ„ฐ๋ฆฌ(72V50Ah, 72V100Ah)๋ฅผ ์ถœ์‹œํ–ˆ์œผ๋ฉฐ, 300Wh/kg ํ•˜์ด๋ธŒ๋ฆฌ๋“œ ๊ณ ์ฒด-์•ก์ฒด ์…€์€ ๋กœ๋ด‡ ์‘์šฉ ๋ถ„์•ผ์— ์†Œ๋Ÿ‰ ๋‚ฉํ’ˆ์„ ์‹œ์ž‘ํ–ˆ๋‹ค. ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์‚ฌ์—…์€ ์ƒ๋ฐ˜๊ธฐ ๋งค์ถœ 8์–ต 9,900๋งŒ ์œ„์•ˆ์„ ๊ธฐ๋กํ•˜๋ฉฐ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 66.52% ์ฆ๊ฐ€ํ–ˆ๋‹ค.
8๋ถ„ ์ „
์ธ์กฐํ‘์—ฐ ์•ˆ์ •์„ธ ์† ๊ฐ€๊ฒฉ ์ƒ์Šน ๋Œ€๊ธฐ, ์ฒœ์—ฐํ‘์—ฐ์€ ์—ฌ์ „ํžˆ ๋ถ€์ง„ [SMM ๋ฆฌํŠฌ๋ฐฐํ„ฐ๋ฆฌ ์Œ๊ทน์žฌ ์›์ž์žฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
13๋ถ„ ์ „
์ธ์กฐํ‘์—ฐ ์•ˆ์ •์„ธ ์† ๊ฐ€๊ฒฉ ์ƒ์Šน ๋Œ€๊ธฐ, ์ฒœ์—ฐํ‘์—ฐ์€ ์—ฌ์ „ํžˆ ๋ถ€์ง„ [SMM ๋ฆฌํŠฌ๋ฐฐํ„ฐ๋ฆฌ ์Œ๊ทน์žฌ ์›์ž์žฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
์ธ์กฐํ‘์—ฐ ์•ˆ์ •์„ธ ์† ๊ฐ€๊ฒฉ ์ƒ์Šน ๋Œ€๊ธฐ, ์ฒœ์—ฐํ‘์—ฐ์€ ์—ฌ์ „ํžˆ ๋ถ€์ง„ [SMM ๋ฆฌํŠฌ๋ฐฐํ„ฐ๋ฆฌ ์Œ๊ทน์žฌ ์›์ž์žฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
์ธ์กฐํ‘์—ฐ ์•ˆ์ •์„ธ ์† ๊ฐ€๊ฒฉ ์ƒ์Šน ๋Œ€๊ธฐ, ์ฒœ์—ฐํ‘์—ฐ์€ ์—ฌ์ „ํžˆ ๋ถ€์ง„ [SMM ๋ฆฌํŠฌ๋ฐฐํ„ฐ๋ฆฌ ์Œ๊ทน์žฌ ์›์ž์žฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
[SMM ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์Œ๊ทน ์›์ž์žฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ: ์ธ์กฐ ํ‘์—ฐ ํ˜„์žฌ ์•ˆ์ •์ , ๊ฐ€๊ฒฉ ์ธ์ƒ ๋Œ€๊ธฐ ์ค‘, ์ฒœ์—ฐ ํ‘์—ฐ์€ ์—ฌ์ „ํžˆ ๋ถ€์ง„] 9์›” 3์ผ ๋‰ด์Šค, ์ด๋ฒˆ ์ฃผ ์ธ์กฐ ํ‘์—ฐ ์Œ๊ทน์žฌ ๊ฐ€๊ฒฉ์€ ์•ˆ์ •์„ธ๋ฅผ ์œ ์ง€ํ–ˆ๋‹ค.
13๋ถ„ ์ „
Electrolyte prices rose this week (2026.8.31-9.3) [SMM lithium battery electrolyte market weekly review]
13๋ถ„ ์ „
Electrolyte prices rose this week (2026.8.31-9.3) [SMM lithium battery electrolyte market weekly review]
๋” ๋ณด๊ธฐ
Electrolyte prices rose this week (2026.8.31-9.3) [SMM lithium battery electrolyte market weekly review]
Electrolyte prices rose this week (2026.8.31-9.3) [SMM lithium battery electrolyte market weekly review]
[SMM Lithium Battery Electrolyte Market Weekly Review: Electrolyte Prices Rose This Week (2026.8.31-9.3)] From August 31 to September 3, 2026, electrolyte prices rose. The future market price trend of electrolyte still requires continuous tracking of raw material price fluctuations and their transmission.
13๋ถ„ ์ „
CATL์€ 2025๋…„ ์˜์—… ์ˆ˜์ต์ด 4237์–ต 200๋งŒ ์œ„์•ˆ(์ „๋…„ ๋Œ€๋น„ 17.04% ์ฆ๊ฐ€), ์ˆœ์ด์ต์ด 722์–ต 100๋งŒ ์œ„์•ˆ(์ „ - Shanghai Metals Market (SMM)