ADB亚洲开发银行：2025年越南锂离子电池供应链的多元化、再利用、回收及就业创造机会报告（英文版）

The global transition to electric vehicles (xEV) is accelerating, with xEV sales expected to make up 89% of global light vehicle sales by 2040 and grow at a compound annual growth rate (CAGR) of 19% in 2024–2030. This surge will drive demand for lithium-ion batteries (LiBs) to more than 4.4 terawatthours by 2040. The People’s Republic of China (PRC) is set to dominate, accounting for more than 40% of global demand for LiBs and sodium-ion batteries by 2030. Despite strong demand, battery produ