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日前,韩国市场研究机ĉ00;SNE Research数据表明,2025年前5个月,全球电动汽车(涵盖纯电动、插电式混合动力及混合动力车型)电池装机量达401.3GWh ,较去年同期的289.8GWh增长38.5%。

今年前5个月,6家中国电动汽车电池制造商跻身全球装机量榜单前十。宁德时代继续霸榜,装机量同比增长40.6%至152.7GWh ,市占率38.1%。其客户广泛,包括众多全球主流车企。

比亚迪电池装机量同比增长57.1%至70.0GWh ,市占率17.4%,蝉联第二。比亚迪垂直整合能力强,2025年电动汽车销量预计约550万辆,有望扩大全球份额。

其他4家中国电池制造商增长强劲且名次有变化。中创新航装机量同比增长22.7%至16.9GWh ,升至第四;国轩高科装机量13.8GWh ,同比激增78.9%,位列第六;亿纬锂能装机量同比大涨67.7%至10.8GWh ,位居第九;蜂巢能源装机量10.5GWh ,同比猛涨110.1%,增速最快。

韩国电池三巨头今年前5个月装机量总和占全球17.4%,同..

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