<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>我們在_Electrek_上經常討論電動車的指數級增長以及這對電池供應鏈造成的巨大壓力。實際上，這種需求和生產的主要部分來自中國。</p>
<p>但是，_加工_材料和實際擁有這些材料之間存在巨大的差異。</p>
<p>來自中國一家巨型材料採礦和回收公司的新圖像，讓我們清晰地看到了他們國內儲備的現實。數據顯示，中國自身最關鍵電池金屬的供應不僅在減少；在某些情況下，已經耗盡。</p>
<p>全球向電動交通的轉型正在比大多數傳統分析師預測的更快地發生，幾乎在美國以外的所有地方。我們正朝着每年數萬億瓦時的電池生產快速邁進。儘管電池化學正在迅速發展（如 LFP、鈉、固態等），但高能量密度電池通常仍然在新電氣化領域的啓動中，嚴重依賴鎳、鈷和鋰。</p>

<p>中國關鍵電池金屬的供應正在迅速枯竭，部分儲備已經耗盡。電動汽車的需求正在給電池供應鏈帶來壓力，而電池供應鏈主要來源於中國。儘管電池技術有所進步，高能量密度電池仍然依賴於鎳、鈷和鋰，這突顯了在全球向電動交通轉型加速的背景下，解決材料短缺問題的緊迫性</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>我們在_Electrek_上經常討論電動車的指數級增長以及這對電池供應鏈造成的巨大壓力。實際上，這種需求和生產的主要部分來自中國。</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_材料和實際擁有這些材料之間存在巨大的差異。</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>來自中國一家巨型材料採礦和回收公司的新圖像，讓我們清晰地看到了他們國內儲備的現實。數據顯示，中國自身最關鍵電池金屬的供應不僅在減少；在某些情況下，已經耗盡。</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>全球向電動交通的轉型正在比大多數傳統分析師預測的更快地發生，幾乎在美國以外的所有地方。我們正朝着每年數萬億瓦時的電池生產快速邁進。儘管電池化學正在迅速發展（如 LFP、鈉、固態等），但高能量密度電池通常仍然在新電氣化領域的啓動中，嚴重依賴鎳、鈷和鋰。</p>
</div>

中國的關鍵電池材料正在耗盡：以下是倒計時