<ul>
<li>宁德时代在 11 月的市场份额较 10 月增加了 0.71 个百分点，而比亚迪的市场份额则减少了 0.93 个百分点。</li>
<li>11 月，中国的动力电池安装量达到 93.5 GWh，同比增长 39.2%。</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153143.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="971" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153143.jpg"/></p>
<p>宁德时代（HKG: 3750, SHE: 300750）上个月在中国电动车（EV）电池市场的份额上升，而比亚迪（HKG: 1211, OTCMKTS: BYDDY）及几家较小的竞争者则出现下滑。</p>
<p>根据中国汽车动力电池创新联盟（CABIA）今天发布的数据，11 月中国的动力电池安装量创下 93.5 GWh 的历史新高，同比增长 39.2%，较 10 月增长 11.2%。</p>
<p>加入我们的 Telegram 或 Google News</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211151923.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="901" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211151923.jpg"/></p>
<p>宁德时代在 11 月保持领先地位，电池安装量为 40.87 GWh，市场份额为 43.71%，较 10 月的 43.00% 增加了 0.71 个百分点。</p>
<p>比亚迪以 19.04 GWh 的电池安装量排名第二，市场份额为 20.36%。这比 10 月的 21.29% 减少了 0.93 个百分点。</p>
<p>中创新航（CALB）（HKG: 3931）以 5.96 GWh 的电池安装量排名第三，市场份额为 6.37%。这比 10 月的 6.99% 减少了 0.61 个百分点。</p>
<p>国轩高科在 11 月以 5.89 GWh 的安装量排名第四，市场份额为 6.30%，较 10 月下降 0.34 个百分点。</p>
<p>亿纬锂能在 11 月以 3.59 GWh 的安装量排名第五，市场份额为 3.84%，较 10 月下降 0.04 个百分点。</p>
<p>中国的三元锂电池安装量在 11 月总计达到 18.2 GWh，占总安装量的 19.4%。这比去年同期增长 33.7%，较 10 月增长 9.9%。</p>
<p>磷酸铁锂（LFP）电池在 11 月的安装量为 75.3 GWh，占总安装量的 80.5%。这比去年同期增长 40.7%，较 10 月增长 11.6%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152582.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="901" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152582.jpg"/></p>
<p>在三元电池市场，宁德时代、LG 能源解决方案和孚能科技在 11 月排名前三，市场份额分别为 70.24%、13.25% 和 7.66%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153245.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="929" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153245.jpg"/></p>
<p>在磷酸铁锂电池市场，宁德时代、比亚迪和国轩高科在 11 月的安装量分别占据 37.31%、25.28% 和 7.78% 的市场份额。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153362.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="971" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153362.jpg"/></p>
<p>中国在 11 月的动力电池及其他电池总产量达到 176.3 GWh，同比增长 49.2%，较 10 月增长 3.3%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152726.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="900" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152726.jpg"/></p>
<p>11 月三元电池的产量总计为 36.4 GWh，同比增长 48.4%，环比增长 7.9%。</p>
<p>磷酸铁锂电池在 11 月的产量达到 139.6 GWh，同比增长 49.5%，环比增长 2.1%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152870.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="901" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152870.jpg"/></p>
<p>中国在 11 月出口了 21.2 GWh 的动力电池，其中包括 11.7 GWh 的三元电池和 9.4 GWh 的磷酸铁锂电池。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211181898.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="900" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211181898.jpg"/></p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153085.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="901" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153085.jpg"/></p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025120203120039-768x433.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="768" height="433" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025120203120039-768x433.jpg"/></p>
<p>2025 年 1-10 月全球电动车电池市场份额：宁德时代 38.1%，比亚迪 16.9%</p>
<p>宁德时代和比亚迪在 2025 年 1-10 月共安装了 513.1 GWh 的电动车电池，占全球总量的 55.0%。</p>

比亚迪(ADR)

比亚迪

比亚迪股份

宁德时代

<p>在 11 月份，中国的电动车电池装机量达到了 93.5 GWh，同比增长 39.2%。宁德时代以 43.71% 的市场份额领先，较 10 月份上升了 0.71 个百分点，而比亚迪的市场份额为 20.36%，下降了 0.93 个百分点。三元电池和磷酸铁锂电池的装机量显著增长，宁德时代在这两个市场中占据主导地位。中国的总电池生产量为 176.3 GWh，同比增长 49.2%。2025 年 1 月至 10 月，宁德时代和比亚迪的全球市场份额分别为 38.1% 和 16.9%</p>

<blockquote>
<ul>
<li>CATL's share in November increased by 0.71 percentage points compared to October, while BYD's share decreased by 0.93 percentage points.</li>
<li>In November, China's power battery installation volume reached 93.5 GWh, representing a year-on-year increase of 39.2 percent.</li>
</ul>
</blockquote>
<div class="lb-trans"><ul>
<li>宁德时代在 11 月的市场份额较 10 月增加了 0.71 个百分点，而比亚迪的市场份额则减少了 0.93 个百分点。</li>
<li>11 月，中国的动力电池安装量达到 93.5 GWh，同比增长 39.2%。</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153143.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153143.jpg"/></p>
<p>CATL (HKG: 3750, SHE: 300750) saw its share of China's electric vehicle (EV) battery market rise last month as BYD (HKG: 1211, OTCMKTS: BYDDY) and several smaller players declined.</p>
<div class="lb-trans"><p>宁德时代（HKG: 3750, SHE: 300750）上个月在中国电动车（EV）电池市场的份额上升，而比亚迪（HKG: 1211, OTCMKTS: BYDDY）及几家较小的竞争者则出现下滑。</p>
</div><p>In November, China's power battery installations reached a record high of 93.5 GWh, marking a 39.2 percent year-on-year increase and an 11.2 percent rise from October, according to data released today by the China Automotive Battery Innovation Alliance (CABIA).</p>
<div class="lb-trans"><p>根据中国汽车动力电池创新联盟（CABIA）今天发布的数据，11 月中国的动力电池安装量创下 93.5 GWh 的历史新高，同比增长 39.2%，较 10 月增长 11.2%。</p>
</div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们的 Telegram 或 Google News</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211151923.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211151923.jpg"/></p>
<p>CATL maintained its top position with 40.87 GWh of battery installations in November, holding a 43.71 percent market share -- an increase of 0.71 percentage points from its 43.00 percent share in October.</p>
<div class="lb-trans"><p>宁德时代在 11 月保持领先地位，电池安装量为 40.87 GWh，市场份额为 43.71%，较 10 月的 43.00% 增加了 0.71 个百分点。</p>
</div><p>BYD ranked second with 19.04 GWh of battery installations in November, holding a 20.36 percent market share. This represents a 0.93 percentage point decrease from its 21.29 percent share in October.</p>
<div class="lb-trans"><p>比亚迪以 19.04 GWh 的电池安装量排名第二，市场份额为 20.36%。这比 10 月的 21.29% 减少了 0.93 个百分点。</p>
</div><p>CALB (HKG: 3931) ranked third with a battery installation volume of 5.96 GWh in November, holding a 6.37 percent market share. This represents a 0.61 percentage point decrease from its October share of 6.99 percent.</p>
<div class="lb-trans"><p>中创新航（CALB）（HKG: 3931）以 5.96 GWh 的电池安装量排名第三，市场份额为 6.37%。这比 10 月的 6.99% 减少了 0.61 个百分点。</p>
</div><p>Gotion High-tech ranked fourth in November with 5.89 GWh of installations and a 6.30 percent market share, down 0.34 percentage points from October.</p>
<div class="lb-trans"><p>国轩高科在 11 月以 5.89 GWh 的安装量排名第四，市场份额为 6.30%，较 10 月下降 0.34 个百分点。</p>
</div><p>Eve Energy ranked fifth in November with 3.59 GWh of installations and a 3.84 percent market share, down 0.04 percentage points from October.</p>
<div class="lb-trans"><p>亿纬锂能在 11 月以 3.59 GWh 的安装量排名第五，市场份额为 3.84%，较 10 月下降 0.04 个百分点。</p>
</div><p>China's ternary lithium battery installations totaled 18.2 GWh in November, accounting for 19.4 percent of total installations. This represents a 33.7 percent year-on-year increase and a 9.9 percent rise from October.</p>
<div class="lb-trans"><p>中国的三元锂电池安装量在 11 月总计达到 18.2 GWh，占总安装量的 19.4%。这比去年同期增长 33.7%，较 10 月增长 9.9%。</p>
</div><p>Lithium iron phosphate (LFP) batteries recorded 75.3 GWh of installations in November, accounting for 80.5 percent of total installations. This represents a 40.7 percent year-on-year increase and an 11.6 percent rise from October.</p>
<div class="lb-trans"><p>磷酸铁锂（LFP）电池在 11 月的安装量为 75.3 GWh，占总安装量的 80.5%。这比去年同期增长 40.7%，较 10 月增长 11.6%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152582.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152582.jpg"/></p>
<p>CATL, LG Energy Solution, and Svolt Energy ranked as the top three suppliers for ternary battery installations in November, holding market shares of 70.24 percent, 13.25 percent, and 7.66 percent, respectively.</p>
<div class="lb-trans"><p>在三元电池市场，宁德时代、LG 能源解决方案和孚能科技在 11 月排名前三，市场份额分别为 70.24%、13.25% 和 7.66%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153245.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153245.jpg"/></p>
<p>In the LFP battery market, CATL, BYD, and Gotion led installations in November with shares of 37.31 percent, 25.28 percent, and 7.78 percent, respectively.</p>
<div class="lb-trans"><p>在磷酸铁锂电池市场，宁德时代、比亚迪和国轩高科在 11 月的安装量分别占据 37.31%、25.28% 和 7.78% 的市场份额。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153362.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153362.jpg"/></p>
<p>China's total production of power batteries and other batteries reached 176.3 GWh in November, marking a 49.2 percent year-on-year increase and a 3.3 percent rise from October.</p>
<div class="lb-trans"><p>中国在 11 月的动力电池及其他电池总产量达到 176.3 GWh，同比增长 49.2%，较 10 月增长 3.3%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152726.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152726.jpg"/></p>
<p>Ternary battery production in November totaled 36.4 GWh, up 48.4 percent year-on-year and 7.9 percent month-on-month.</p>
<div class="lb-trans"><p>11 月三元电池的产量总计为 36.4 GWh，同比增长 48.4%，环比增长 7.9%。</p>
</div><p>LFP battery production reached 139.6 GWh in November, up 49.5 percent year-on-year and 2.1 percent month-on-month.</p>
<div class="lb-trans"><p>磷酸铁锂电池在 11 月的产量达到 139.6 GWh，同比增长 49.5%，环比增长 2.1%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152870.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152870.jpg"/></p>
<p>China exported 21.2 GWh of power batteries in November, comprising 11.7 GWh of ternary batteries and 9.4 GWh of LFP batteries.</p>
<div class="lb-trans"><p>中国在 11 月出口了 21.2 GWh 的动力电池，其中包括 11.7 GWh 的三元电池和 9.4 GWh 的磷酸铁锂电池。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211181898.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211181898.jpg"/></p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153085.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153085.jpg"/></p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025120203120039-768x433.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025120203120039-768x433.jpg"/></p>
<p>Global EV battery market share in Jan-Oct 2025: CATL 38.1%, BYD 16.9%</p>
<div class="lb-trans"><p>2025 年 1-10 月全球电动车电池市场份额：宁德时代 38.1%，比亚迪 16.9%</p>
</div><p>CATL and BYD collectively installed 513.1 GWh of EV batteries in January-October 2025, accounting for 55.0 percent of the global total.</p>
<div class="lb-trans"><p>宁德时代和比亚迪在 2025 年 1-10 月共安装了 513.1 GWh 的电动车电池，占全球总量的 55.0%。</p>
</div>

China Nov EV battery installations: CATL holds 43.71% share, BYD 20.36%

- CATL 在 11 月的市场份额增加至 43.71%，而 BYD 下降至 20.36%。  
- 中国 11 月动力电池装机量达 93.5 GWh，同比增长 39.2%。  
- CATL、BYD 和 CALB 分别为前三大电池供应商，市场份额分别为 43.71%、20.36% 和 6.37%。  

中国 11 月电动汽车电池装机量：CATL 占 43.71%，BYD 占 20.36%