概述了我国电池行业政策和融资环境，对行业下游市场需求、企业市场竞争力、盈利特征及盈利能力进行了分析，总结了行业未来关注及展望。预计未来，电池行业内细分板块盈利将出现分化，铅酸蓄电池市场需求增长乏力，未来盈利基本保持稳定，但受环保政策影响，成本或将增加；锂离子电池和太阳能电池需求受行业政策刺激影响快速增长，将带动其盈利能力大幅提升。电池行业总体展望为稳定。

This paper gives an outline of the policy and financing environment of China's battery industry,with analysis on the downstream market demand,enterprise market competitiveness,profit characteristics and profitability of the industry,and summarizes the future concern and outlook of the industry.In the future,the credit risks of different segments in the battery industry are expected to be differentiated.The growth of demand for lead-acid battery will be sluggish and the future profit will remain stable.But the cost will probably increase affected by environmental protection policy.Demand for lithium ion battery and solar cell will grow rapidly with the stimulation of industry policy,leading to a substantial increase in their profitability.The overall credit risk outlook for the battery industry is stable.

吴洁洁(1986-),女,硕士,主要研究方向为电气设备、光伏、新能源动力电池及电子元器件,18612943718,wujiejie511@126.com