<p><img src="https://imageproxy.pbkrs.com/https://electrek.co/wp-content/uploads/sites/3/2025/12/China-material-reserves.png/query-dz0xNjAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1599" height="770" original-src="https://imageproxy.pbkrs.com/https://electrek.co/wp-content/uploads/sites/3/2025/12/China-material-reserves.png/query-dz0xNjAw"/></p>
<p>我们在_Electrek_上经常讨论电动车的指数级增长以及这对电池供应链造成的巨大压力。实际上，这种需求和生产的主要部分来自中国。</p>
<p>但是，_加工_材料和实际拥有这些材料之间存在巨大的差异。</p>
<p>来自中国一家巨型材料采矿和回收公司的新图像，让我们清晰地看到了他们国内储备的现实。数据显示，中国自身最关键电池金属的供应不仅在减少；在某些情况下，已经耗尽。</p>
<p>全球向电动交通的转型正在比大多数传统分析师预测的更快地发生，几乎在美国以外的所有地方。我们正朝着每年数万亿瓦时的电池生产快速迈进。尽管电池化学正在迅速发展（如 LFP、钠、固态等），但高能量密度电池通常仍然在新电气化领域的启动中，严重依赖镍、钴和锂。</p>

<p>中国关键电池金属的供应正在迅速枯竭，部分储备已经耗尽。电动汽车的需求正在给电池供应链带来压力，而电池供应链主要来源于中国。尽管电池技术有所进步，高能量密度电池仍然依赖于镍、钴和锂，这突显了在全球向电动交通转型加速的背景下，解决材料短缺问题的紧迫性</p>

<p><img src="https://imageproxy.pbkrs.com/https://electrek.co/wp-content/uploads/sites/3/2025/12/China-material-reserves.png/query-dz0xNjAw" alt="" original-src="https://electrek.co/wp-content/uploads/sites/3/2025/12/China-material-reserves.png?w=1600"/></p>
<p>We talk a lot here at <em>Electrek</em> about the exponential growth of electric vehicles and the massive strain that puts on the battery supply chain. Literally, the majority of that demand and production comes from China.</p>
<div class="lb-trans"><p>我们在_Electrek_上经常讨论电动车的指数级增长以及这对电池供应链造成的巨大压力。实际上，这种需求和生产的主要部分来自中国。</p>
</div><p>But there is a massive difference between <em>processing</em> materials and actually having them in the ground.</p>
<div class="lb-trans"><p>但是，_加工_材料和实际拥有这些材料之间存在巨大的差异。</p>
</div><p>A new image from a gigantic materials mining and recycling company in China, gives us a sobering look at the reality of their domestic reserves. The data suggests that China’s own supply of the most critical battery metals isn’t just running low; in some cases, it’s already gone.</p>
<div class="lb-trans"><p>来自中国一家巨型材料采矿和回收公司的新图像，让我们清晰地看到了他们国内储备的现实。数据显示，中国自身最关键电池金属的供应不仅在减少；在某些情况下，已经耗尽。</p>
</div><p>The global transition to electric transport is happening faster than most legacy analysts predicted, virtually everywhere except in the US. We are racing toward terawatt-hours of annual battery production. While battery chemistry is evolving rapidly (LFP, sodium, solid-state, etc.), high-energy-density cells, which generally kick start new electrification segments, still rely heavily on nickel, cobalt, and lithium.</p>
<div class="lb-trans"><p>全球向电动交通的转型正在比大多数传统分析师预测的更快地发生，几乎在美国以外的所有地方。我们正朝着每年数万亿瓦时的电池生产快速迈进。尽管电池化学正在迅速发展（如 LFP、钠、固态等），但高能量密度电池通常仍然在新电气化领域的启动中，严重依赖镍、钴和锂。</p>
</div>

中国的关键电池材料正在耗尽：以下是倒计时