<blockquote>
<ul>
<li>几家中国汽车制造商的代表访问了宁德时代总部，以确保在新能源汽车购置税优惠政策取消之前获得电池产能。</li>
<li>宁德时代目前更倾向于向独家使用其产品且出货量高的汽车制造商提供保障和优惠条款。</li>
</ul>
</blockquote>
<p><img src="https://imageproxy.pbkrs.com/https://cdn-asia.cnevpost.com/wp-content/uploads/2025/11/2025110610054945.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdn-asia.cnevpost.com/wp-content/uploads/2025/11/2025110610054945.jpg"/></p>
<p>(一款宁德时代的电池组。图片来源：CnEVPost)</p>
<p>随着中国新能源汽车购置税优惠政策预计在明年减少，汽车制造商们正在争抢电池，以便在今年最后一个季度交付更多车辆。</p>
<p>几家中国汽车制造商的采购人员最近访问了宁德时代（HKG: 3750）总部的销售办公室，以确保在新能源汽车购置税优惠政策下降之前获得最后一个季度的电池产能，当地媒体《晚点》昨日报道。</p>
<p>与 2021-2022 年普遍存在的电池短缺不同，目前的供应瓶颈集中在宁德时代的高端高镍系统产品上，报告指出。</p>
<p>加入我们在 Telegram 或 Google News</p>
<p>这些电池主要为价格在 30 万元人民币（42,130 美元）以上的中高端车型提供动力，例如蔚来汽车（NYSE: NIO）的 ES8 SUV、理想汽车（NASDAQ: LI）的理想 i8 SUV，以及小米（HKG: 1810）的 YU7、SU7 Ultra 和 SU7 Max。</p>
<p>《晚点》引用一位汽车制造商内部人士的话说：“目前电池竞争非常激烈。多交付一辆车意味着在第四季度增加一条收入来源。”</p>
<p>宁德时代总部位于中国东南部的福建宁德，是全球最大的动力电池制造商。根据 CnEVPost 整理的数据，其在中国的市场份额在 9 月份的装机容量中为 42.81%。</p>
<p>报告称，宁德时代目前优先为独家使用其电池且出货量高的汽车制造商提供保障和优惠条款。</p>
<p>一些较小的二线电池制造商的高端电池生产线也已被完全预订，某些设施的产能利用率超过 110%——全速运转——根据报告。</p>
<p>与此同时，能源存储电池的需求激增正在挤压动力电池的供应。</p>
<p>能源存储电池的需求在年中开始爆炸性增长，主要来自南美和中东的增长。报告援引接近宁德时代的消息人士称，某些海外国家的订单已经预订到 2026 年第二季度。</p>
<p>宁德时代预计到年中能源存储电池需求的激增，并增加了对用于能源存储应用的磷酸铁锂（LFP）材料的采购。这导致使用 LFP 电池的热门车型出现短期生产限制，报告指出。</p>
<p>宁德时代正在扩大产能，但其中长期计划无法解决当前的紧迫问题。</p>
<p>报告指出，在中国新能源汽车渗透率超过 50% 后，宁德时代也担心扩大产能以满足短期需求可能会在市场疲软时面临闲置产能的风险。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn-asia.cnevpost.com/wp-content/uploads/2025/09/2025092906595572-776x450.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdn-asia.cnevpost.com/wp-content/uploads/2025/09/2025092906595572-776x450.jpg"/></p>
<p>蔚来将优先为新 ES8 生产提供电池，而非换电站，因供应受限</p>
<p>短期内，一些换电站的电池供应将受到影响，蔚来将为新 ES8 车主提供充电补贴。</p>
<p>($1 = 7.1217 人民币)</p>

宁德时代

<p>中国汽车制造商正在加紧从宁德时代获取电池供应，以应对明年新能源汽车购置税优惠政策的减少。来自各公司的代表访问了宁德时代的总部，以确保今年最后一个季度的电池产能。宁德时代正专注于那些专门使用其电池并且出货量较高的汽车制造商。目前的供应瓶颈主要出现在宁德时代的高端电池产品上，同时储能电池的需求也在增加，进一步造成了约束。宁德时代正在扩张产能，但如果市场需求减弱，则面临闲置产能的风险</p>

<blockquote>
<ul>
<li>Representatives from several Chinese automakers visited CATL headquarters to secure battery capacity before the rollback of NEV purchase tax incentive.</li>
<li>CATL currently prefers to offer guarantees and preferential terms to automakers that exclusively use its products and have high shipment volumes.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>几家中国汽车制造商的代表访问了宁德时代总部，以确保在新能源汽车购置税优惠政策取消之前获得电池产能。</li>
<li>宁德时代目前更倾向于向独家使用其产品且出货量高的汽车制造商提供保障和优惠条款。</li>
</ul>
</blockquote>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn-asia.cnevpost.com/wp-content/uploads/2025/11/2025110610054945.jpg" alt="" original-src="https://cdn-asia.cnevpost.com/wp-content/uploads/2025/11/2025110610054945.jpg"/></p>
<p>(A CATL battery pack. Image credit: CnEVPost)</p>
<div class="lb-trans"><p>(一款宁德时代的电池组。图片来源：CnEVPost)</p>
</div><p>With China's new energy vehicle (NEV) purchase tax incentive set to decrease next year, automakers are scrambling for batteries to deliver more vehicles in the last quarter of this year.</p>
<div class="lb-trans"><p>随着中国新能源汽车购置税优惠政策预计在明年减少，汽车制造商们正在争抢电池，以便在今年最后一个季度交付更多车辆。</p>
</div><p>Purchasing personnel from several Chinese automakers recently visited CATL's (HKG: 3750) headquarters sales office to secure battery capacity in the final quarter before the NEV purchase tax incentive drop, local media outlet LatePost reported yesterday.</p>
<div class="lb-trans"><p>几家中国汽车制造商的采购人员最近访问了宁德时代（HKG: 3750）总部的销售办公室，以确保在新能源汽车购置税优惠政策下降之前获得最后一个季度的电池产能，当地媒体《晚点》昨日报道。</p>
</div><p>Unlike the widespread battery shortages seen in 2021-2022, the current supply bottleneck is concentrated in CATL's high-end, high-nickel system products, the report noted.</p>
<div class="lb-trans"><p>与 2021-2022 年普遍存在的电池短缺不同，目前的供应瓶颈集中在宁德时代的高端高镍系统产品上，报告指出。</p>
</div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们在 Telegram 或 Google News</p>
</div><p>These batteries primarily power mid-to-high-end models priced above RMB 300,000 ($42,130), such as Nio Inc's (NYSE: NIO) ES8 SUV, Li Auto's (NASDAQ: LI) Li i8 SUV, and Xiaomi's (HKG: 1810) YU7, SU7 Ultra, and SU7 Max.</p>
<div class="lb-trans"><p>这些电池主要为价格在 30 万元人民币（42,130 美元）以上的中高端车型提供动力，例如蔚来汽车（NYSE: NIO）的 ES8 SUV、理想汽车（NASDAQ: LI）的理想 i8 SUV，以及小米（HKG: 1810）的 YU7、SU7 Ultra 和 SU7 Max。</p>
</div><p>&#34;A fierce competition for batteries is underway now. Delivering one more vehicle means an additional revenue stream in the fourth quarter,&#34; LatePost quoted an insider from an automaker as saying.</p>
<div class="lb-trans"><p>《晚点》引用一位汽车制造商内部人士的话说：“目前电池竞争非常激烈。多交付一辆车意味着在第四季度增加一条收入来源。”</p>
</div><p>CATL, headquartered in Ningde, Fujian in southeastern China, is the world's largest power battery manufacturer. Its market share in China by installed capacity were 42.81 percent in September, according to data compiled by CnEVPost.</p>
<div class="lb-trans"><p>宁德时代总部位于中国东南部的福建宁德，是全球最大的动力电池制造商。根据 CnEVPost 整理的数据，其在中国的市场份额在 9 月份的装机容量中为 42.81%。</p>
</div><p>CATL currently prioritizes guarantees and preferential terms for automakers that exclusively use its batteries and have high shipment volumes, the report said.</p>
<div class="lb-trans"><p>报告称，宁德时代目前优先为独家使用其电池且出货量高的汽车制造商提供保障和优惠条款。</p>
</div><p>Premium battery production lines from some smaller second-tier battery manufacturers have also been fully booked, with certain facilities operating at over 110 percent capacity utilization -- running at full throttle -- according to the report.</p>
<div class="lb-trans"><p>一些较小的二线电池制造商的高端电池生产线也已被完全预订，某些设施的产能利用率超过 110%——全速运转——根据报告。</p>
</div><p>Meanwhile, surging demand for energy storage batteries is squeezing the supply of power batteries.</p>
<div class="lb-trans"><p>与此同时，能源存储电池的需求激增正在挤压动力电池的供应。</p>
</div><p>Demand for energy storage batteries began exploding around mid-year, with major growth coming from South America and the Middle East. Orders from some overseas countries are already booked through the second quarter of 2026, the report cited sources close to CATL as saying.</p>
<div class="lb-trans"><p>能源存储电池的需求在年中开始爆炸性增长，主要来自南美和中东的增长。报告援引接近宁德时代的消息人士称，某些海外国家的订单已经预订到 2026 年第二季度。</p>
</div><p>CATL anticipated the surge in energy storage battery demand around mid-year and increased procurement of lithium iron phosphate (LFP) materials for energy storage applications. This has created short-term production constraints for popular models using LFP batteries, the report noted.</p>
<div class="lb-trans"><p>宁德时代预计到年中能源存储电池需求的激增，并增加了对用于能源存储应用的磷酸铁锂（LFP）材料的采购。这导致使用 LFP 电池的热门车型出现短期生产限制，报告指出。</p>
</div><p>CATL is expanding capacity, but its medium-to-long-term plans cannot resolve immediate issues.</p>
<div class="lb-trans"><p>宁德时代正在扩大产能，但其中长期计划无法解决当前的紧迫问题。</p>
</div><p>The report noted that after China's NEV penetration rate surpassed 50 percent, CATL also worries that expanding capacity to meet short-term demand could leave it facing idle capacity risks next year if the market weakens.</p>
<div class="lb-trans"><p>报告指出，在中国新能源汽车渗透率超过 50% 后，宁德时代也担心扩大产能以满足短期需求可能会在市场疲软时面临闲置产能的风险。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn-asia.cnevpost.com/wp-content/uploads/2025/09/2025092906595572-776x450.jpg" alt="" original-src="https://cdn-asia.cnevpost.com/wp-content/uploads/2025/09/2025092906595572-776x450.jpg"/></p>
<p>Nio to prioritize battery for new ES8 production over swap stations due to supply constraints</p>
<div class="lb-trans"><p>蔚来将优先为新 ES8 生产提供电池，而非换电站，因供应受限</p>
</div><p>Battery supply at some swap stations will be impacted in the short term, with Nio offering charging subsidies to new ES8 owners.</p>
<div class="lb-trans"><p>短期内，一些换电站的电池供应将受到影响，蔚来将为新 ES8 车主提供充电补贴。</p>
</div><p>($1 = RMB 7.1217)</p>
<div class="lb-trans"><p>($1 = 7.1217 人民币)</p>
</div>

中国电动汽车制造商争相获取 CATL 电池，以在额外税费生效前交付更多汽车