每經AI快訊，乘聯車的持續3月26日，東樹電動電池乘聯會秘書長崔東樹在微信公號發文稱，預計近兩年新能源汽車和儲能行業高度景氣，裝車增長整車總量增長對電池的需求需求急速增長，新能源車用電池的慢于裝(zhuang)車(che)(che)(che)占比(bi)下降(jiang)(jiang)。由于(yu)(yu)鎳、乘聯(lian)車(che)(che)(che)的持續(xu)鈷(gu)的東樹(shu)電(dian)(dian)動(dong)(dong)電(dian)(dian)池價格(ge)偏高，形(xing)成(cheng)三元鋰(li)電(dian)(dian)池與磷酸鐵鋰(li)電(dian)(dian)池的預(yu)計(ji)差異化增(zeng)(zeng)(zeng)(zeng)長(chang)。隨(sui)著長(chang)續(xu)航產品增(zeng)(zeng)(zeng)(zeng)長(chang)，裝(zhuang)車(che)(che)(che)增(zeng)(zeng)(zeng)(zeng)長(chang)整(zheng)車(che)(che)(che)總量(liang)增(zeng)(zeng)(zeng)(zeng)長(chang)三元電(dian)(dian)池回暖，需求磷酸鐵鋰(li)電(dian)(dian)池占比(bi)總量(liang)從67%降(jiang)(jiang)到61%。慢于(yu)(yu)隨(sui)著政策推動(dong)(dong)，乘聯(lian)車(che)(che)(che)的持續(xu)增(zeng)(zeng)(zeng)(zeng)程式和插混持續(xu)走(zou)(zou)強，東樹(shu)電(dian)(dian)動(dong)(dong)電(dian)(dian)池純電(dian)(dian)動(dong)(dong)走(zou)(zou)勢疲(pi)軟，預(yu)計(ji)預(yu)計(ji)電(dian)(dian)動(dong)(dong)車(che)(che)(che)的電(dian)(dian)池裝(zhuang)車(che)(che)(che)需求增(zeng)(zeng)(zeng)(zeng)長(chang)持續(xu)慢于(yu)(yu)整(zheng)車(che)(che)(che)總量(liang)增(zeng)(zeng)(zeng)(zeng)長(chang)。