<ul>
<li>宁德时代在中国的国内电池装机总量在 1 月份达到了 20.91 GWh，排名市场整体、LFP 电池细分市场和三元电池细分市场的第一位。</li>
<li>比亚迪在 1 月份的国内电池装机总量为 7.32 GWh，排名整体电池市场的第二位，市场份额为 17.43%。</li>
</ul>
<p>中国顶级电动汽车电池制造商的市场份额（2026 年 1 月）</p>
<p>0%</p>
<p>10%</p>
<p>20%</p>
<p>30%</p>
<p>40%</p>
<p>50%</p>
<p>60%</p>
<table>
<thead>
<tr>
<th>公司</th>
<th>装机量 (GWh)</th>
<th>市场份额 (%)</th>
<th>与 2025 年 1 月的变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>20.91</td>
<td>49.79%</td>
<td>+3.14</td>
</tr>
<tr>
<td>比亚迪</td>
<td>7.32</td>
<td>17.43%</td>
<td>-0.56</td>
</tr>
<tr>
<td>国轩高科</td>
<td>2.55</td>
<td>6.06%</td>
<td>+0.25</td>
</tr>
<tr>
<td>CALB</td>
<td>2.22</td>
<td>5.28%</td>
<td>-1.86</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>2.07</td>
<td>4.92%</td>
<td>+0.50</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>1.28</td>
<td>3.05%</td>
<td>+0.13</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>1.18</td>
<td>2.81%</td>
<td>+0.20</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>1.05</td>
<td>2.51%</td>
<td>+0.50</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.87</td>
<td>2.08%</td>
<td>+0.90</td>
</tr>
<tr>
<td>Energee</td>
<td>0.77</td>
<td>1.82%</td>
<td>+0.00</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.38</td>
<td>0.91%</td>
<td>+0.32</td>
</tr>
<tr>
<td>银牌电池</td>
<td>0.31</td>
<td>0.74%</td>
<td>+0.04</td>
</tr>
<tr>
<td>LG 能源解决方案</td>
<td>0.30</td>
<td>0.70%</td>
<td>-2.43</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.24</td>
<td>0.56%</td>
<td>-0.18</td>
</tr>
<tr>
<td>元航金利</td>
<td>0.18</td>
<td>0.43%</td>
<td>-0.39</td>
</tr>
</tbody>
</table>
<p>中国顶级电动汽车电池制造商的市场份额（2026 年 1 月）</p>
<p>宁德时代（HKG: 3750, SHE: 300750）和比亚迪（HKG: 1211, OTCMKTS: BYDDY）在上个月继续主导中国的电动汽车（EV）电池市场，尽管表现有所不同。</p>
<p>根据中国汽车动力电池创新联盟（CABIA）今天发布的数据，宁德时代在 1 月份的国内动力电池装机量为 20.91 GWh，市场份额为 49.79%。</p>
<p>该电池巨头在 1 月份的市场份额较 2025 年 12 月增加了 3.14 个百分点。</p>
<p>加入我们在 Telegram 或 Google News</p>
<p>作为全球最大的动力电池制造商，宁德时代的电池广泛应用于特斯拉（NASDAQ: TSLA）、蔚来汽车（NYSE: NIO, HKG: 9866）和理想汽车（NASDAQ: LI, HKG: 2015）等电动汽车制造商的车型中。</p>
<p>比亚迪在中国的国内动力电池装机量为 7.32 GWh，排名整体电池市场的第二位，市场份额为 17.43%——较 12 月下降了 0.56 个百分点。</p>
<p>比亚迪的电池主要用于其自有车辆，尽管蔚来子品牌 Onvo 和小米（HKG: 1810, OTCMKTS: XIACY）的一些车型也使用了它们。</p>
<p>国轩高科在 1 月份的国内电池市场中以 2.55 GWh 的装机量排名第三，市场份额为 6.06%，较 12 月增加了 0.25 个百分点。</p>
<p>中国顶级三元电池制造商的市场份额（2025 年 1 月）</p>
<p>中国汽车新能源电池</p>
<table>
<thead>
<tr>
<th>公司</th>
<th>装机量 (GWh)</th>
<th>市场份额 (%)</th>
<th>与 2024 年 1 月的变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>7.65</td>
<td>81.70%</td>
<td>+11.29</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.71</td>
<td>7.53%</td>
<td>+0.28</td>
</tr>
<tr>
<td>CALB</td>
<td>0.51</td>
<td>5.44%</td>
<td>+1.92</td>
</tr>
<tr>
<td>LG 能源解决方案</td>
<td>0.30</td>
<td>3.15%</td>
<td>-13.71</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>0.10</td>
<td>1.09%</td>
<td>+1.05</td>
</tr>
<tr>
<td>国轩高科</td>
<td>0.04</td>
<td>0.48%</td>
<td>+0.20</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.03</td>
<td>0.37%</td>
<td>-0.16</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.02</td>
<td>0.16%</td>
<td>-0.43</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.01</td>
<td>0.09%</td>
<td>-0.31</td>
</tr>
<tr>
<td>赣锋锂业</td>
<td>0.00</td>
<td>0.00%</td>
<td>N/A</td>
</tr>
<tr>
<td>中国汽车新能源电池</td>
<td>0.00</td>
<td>0.00%</td>
<td>N/A</td>
</tr>
</tbody>
</table>
<p>中国顶级三元电池制造商的市场份额（2025 年 1 月）</p>
<p>在中国的三元电池市场中，宁德时代在 1 月份以 7.65 GWh 的装机量领先，市场份额为 81.70%——较 12 月增加了 11.29 个百分点。</p>
<p>Svolt Energy 以 0.71 GWh 的三元电池装机量排名第二，市场份额为 7.53%——较 12 月增加了 0.28 个百分点。</p>
<p>CALB（HKG: 3931）以 0.51 GWh 的三元电池装机量排名第三，市场份额为 5.44%——较 12 月增加了 1.92 个百分点。</p>
<p>中国顶级 LFP 电池制造商的市场份额（2026 年 1 月）</p>
<p>中国汽车新能源电池</p>
<table>
<thead>
<tr>
<th>公司</th>
<th>装机量 (GWh)</th>
<th>市场份额 (%)</th>
<th>与 2025 年 1 月的变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>13.26</td>
<td>40.64%</td>
<td>-0.61</td>
</tr>
<tr>
<td>比亚迪</td>
<td>7.32</td>
<td>22.44%</td>
<td>+0.33</td>
</tr>
<tr>
<td>国轩高科</td>
<td>2.50</td>
<td>7.66%</td>
<td>+0.58</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>1.97</td>
<td>6.03%</td>
<td>+0.60</td>
</tr>
<tr>
<td>CALB</td>
<td>1.71</td>
<td>5.24%</td>
<td>-2.74</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>1.28</td>
<td>3.93%</td>
<td>+0.33</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>1.16</td>
<td>3.57%</td>
<td>+0.50</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.84</td>
<td>2.57%</td>
<td>+1.24</td>
</tr>
<tr>
<td>Energee</td>
<td>0.77</td>
<td>2.35%</td>
<td>+0.10</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.38</td>
<td>1.18%</td>
<td>+0.44</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.35</td>
<td>1.06%</td>
<td>+0.25</td>
</tr>
<tr>
<td>银牌电池</td>
<td>0.31</td>
<td>0.95%</td>
<td>+0.09</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.23</td>
<td>0.70%</td>
<td>-0.13</td>
</tr>
<tr>
<td>元航金利</td>
<td>0.18</td>
<td>0.55%</td>
<td>-0.46</td>
</tr>
<tr>
<td>中国汽车新能源电池</td>
<td>0.10</td>
<td>0.29%</td>
<td>+0.14</td>
</tr>
</tbody>
</table>
<p>中国顶级 LFP 电池制造商的市场份额（2026 年 1 月）</p>
<p>在中国的 LFP 电池市场中，宁德时代在 1 月份以 13.26 GWh 的电池装机量排名第一，市场份额为 40.64%。</p>
<p>比亚迪在 1 月份以 7.32 GWh 的 LFP 电池装机量排名第二，市场份额为 22.44%，较 12 月增加了 0.33 个百分点。</p>
<p>国轩高科以 2.50 GWh 的 LFP 电池装机量排名第三，市场份额为 7.66%，较 12 月增加了 0.58 个百分点。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn-asia.cnevpost.com/wp-content/uploads/2026/02/2026021109435411-768x432.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/2026/02/2026021109435411-768x432.jpg"/></p>
<p>中国电动汽车电池装机量在 1 月份同比增长 8.4%，达到 42 GWh</p>
<p>LFP 电池保持其主导地位，1 月份的装机量为 32.7 GWh，占总量的 77.7%。</p>

华夏中证新能源汽车ETF

比亚迪

比亚迪(ADR)

宁德时代

华夏中证港股通汽车产业主题ETF

华宝智能电动汽车ETF

比亚迪股份

<p>在 2026 年 1 月，宁德时代在中国电动车电池市场中以 49.79% 的市场份额领先，安装了 20.91 GWh 的电池，而比亚迪以 17.43% 和 7.32 GWh 紧随其后。国轩高科排名第三，安装了 2.55 GWh，市场份额为 6.06%。宁德时代的市场份额较 12 月增加了 3.14 个百分点，而比亚迪则减少了 0.56 个百分点。在三元电池领域，宁德时代以 81.70% 的市场份额占据主导地位，而在磷酸铁锂电池领域，其市场份额为 40.64%</p>

<blockquote>
<ul>
<li>CATL's domestic battery installations in China totaled 20.91 GWh in January, ranking first in the overall market, LFP battery segment, and ternary battery segment.</li>
<li>BYD's domestic battery installations in January in China totaled 7.32 GWh, ranking second in the overall battery market with a 17.43% share.</li>
</ul>
</blockquote>
<div class="lb-trans"><ul>
<li>宁德时代在中国的国内电池装机总量在 1 月份达到了 20.91 GWh，排名市场整体、LFP 电池细分市场和三元电池细分市场的第一位。</li>
<li>比亚迪在 1 月份的国内电池装机总量为 7.32 GWh，排名整体电池市场的第二位，市场份额为 17.43%。</li>
</ul>
</div><p>Share of top EV battery makers in China (Jan 2026)</p>
<div class="lb-trans"><p>中国顶级电动汽车电池制造商的市场份额（2026 年 1 月）</p>
</div><p>0%</p>
<div class="lb-trans"><p>0%</p>
</div><p>10%</p>
<div class="lb-trans"><p>10%</p>
</div><p>20%</p>
<div class="lb-trans"><p>20%</p>
</div><p>30%</p>
<div class="lb-trans"><p>30%</p>
</div><p>40%</p>
<div class="lb-trans"><p>40%</p>
</div><p>50%</p>
<div class="lb-trans"><p>50%</p>
</div><p>60%</p>
<div class="lb-trans"><p>60%</p>
</div><table>
<thead>
<tr>
<th>Company</th>
<th>Installations (GWh)</th>
<th>Market share (%)</th>
<th>Share vs Jan 2025</th>
</tr>
</thead>
<tbody>
<tr>
<td>CATL</td>
<td>20.91</td>
<td>49.79%</td>
<td>+3.14</td>
</tr>
<tr>
<td>BYD</td>
<td>7.32</td>
<td>17.43%</td>
<td>-0.56</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>2.55</td>
<td>6.06%</td>
<td>+0.25</td>
</tr>
<tr>
<td>CALB</td>
<td>2.22</td>
<td>5.28%</td>
<td>-1.86</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>2.07</td>
<td>4.92%</td>
<td>+0.50</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>1.28</td>
<td>3.05%</td>
<td>+0.13</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>1.18</td>
<td>2.81%</td>
<td>+0.20</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>1.05</td>
<td>2.51%</td>
<td>+0.50</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.87</td>
<td>2.08%</td>
<td>+0.90</td>
</tr>
<tr>
<td>Energee</td>
<td>0.77</td>
<td>1.82%</td>
<td>+0.00</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.38</td>
<td>0.91%</td>
<td>+0.32</td>
</tr>
<tr>
<td>Yinpai Battery</td>
<td>0.31</td>
<td>0.74%</td>
<td>+0.04</td>
</tr>
<tr>
<td>LG Energy Solution</td>
<td>0.30</td>
<td>0.70%</td>
<td>-2.43</td>
</tr>
<tr>
<td>Greater Bay Technology</td>
<td>0.24</td>
<td>0.56%</td>
<td>-0.18</td>
</tr>
<tr>
<td>Yuanhang Genlead</td>
<td>0.18</td>
<td>0.43%</td>
<td>-0.39</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>公司</th>
<th>装机量 (GWh)</th>
<th>市场份额 (%)</th>
<th>与 2025 年 1 月的变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>20.91</td>
<td>49.79%</td>
<td>+3.14</td>
</tr>
<tr>
<td>比亚迪</td>
<td>7.32</td>
<td>17.43%</td>
<td>-0.56</td>
</tr>
<tr>
<td>国轩高科</td>
<td>2.55</td>
<td>6.06%</td>
<td>+0.25</td>
</tr>
<tr>
<td>CALB</td>
<td>2.22</td>
<td>5.28%</td>
<td>-1.86</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>2.07</td>
<td>4.92%</td>
<td>+0.50</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>1.28</td>
<td>3.05%</td>
<td>+0.13</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>1.18</td>
<td>2.81%</td>
<td>+0.20</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>1.05</td>
<td>2.51%</td>
<td>+0.50</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.87</td>
<td>2.08%</td>
<td>+0.90</td>
</tr>
<tr>
<td>Energee</td>
<td>0.77</td>
<td>1.82%</td>
<td>+0.00</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.38</td>
<td>0.91%</td>
<td>+0.32</td>
</tr>
<tr>
<td>银牌电池</td>
<td>0.31</td>
<td>0.74%</td>
<td>+0.04</td>
</tr>
<tr>
<td>LG 能源解决方案</td>
<td>0.30</td>
<td>0.70%</td>
<td>-2.43</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.24</td>
<td>0.56%</td>
<td>-0.18</td>
</tr>
<tr>
<td>元航金利</td>
<td>0.18</td>
<td>0.43%</td>
<td>-0.39</td>
</tr>
</tbody>
</table>
</div><p>Share of Top EV Battery Makers in China (Jan 2026)</p>
<div class="lb-trans"><p>中国顶级电动汽车电池制造商的市场份额（2026 年 1 月）</p>
</div><p>CATL (HKG: 3750, SHE: 300750) and BYD (HKG: 1211, OTCMKTS: BYDDY) continued to dominate China's electric vehicle (EV) battery market last month, though with differing performances.</p>
<div class="lb-trans"><p>宁德时代（HKG: 3750, SHE: 300750）和比亚迪（HKG: 1211, OTCMKTS: BYDDY）在上个月继续主导中国的电动汽车（EV）电池市场，尽管表现有所不同。</p>
</div><p>CATL maintained its top position in China's domestic power battery installations in January with 20.91 GWh, holding a 49.79% market share, according to data released Wednesday (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，宁德时代在 1 月份的国内动力电池装机量为 20.91 GWh，市场份额为 49.79%。</p>
</div><p>The battery giant's market share in January increased by 3.14 percentage points compared to December 2025.</p>
<div class="lb-trans"><p>该电池巨头在 1 月份的市场份额较 2025 年 12 月增加了 3.14 个百分点。</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>As the world's largest power battery manufacturer, CATL's batteries are widely used in models from EV makers including Tesla (NASDAQ: TSLA), Nio Inc (NYSE: NIO, HKG: 9866), and Li Auto (NASDAQ: LI, HKG: 2015).</p>
<div class="lb-trans"><p>作为全球最大的动力电池制造商，宁德时代的电池广泛应用于特斯拉（NASDAQ: TSLA）、蔚来汽车（NYSE: NIO, HKG: 9866）和理想汽车（NASDAQ: LI, HKG: 2015）等电动汽车制造商的车型中。</p>
</div><p>BYD's domestic power battery installations in China in January were 7.32 GWh, securing second place in the overall battery market with a 17.43% share — a 0.56 percentage point decrease from December.</p>
<div class="lb-trans"><p>比亚迪在中国的国内动力电池装机量为 7.32 GWh，排名整体电池市场的第二位，市场份额为 17.43%——较 12 月下降了 0.56 个百分点。</p>
</div><p>BYD's batteries are primarily used in its own vehicles, though some models from Nio's sub-brand Onvo and Xiaomi (HKG: 1810, OTCMKTS: XIACY) had also used them.</p>
<div class="lb-trans"><p>比亚迪的电池主要用于其自有车辆，尽管蔚来子品牌 Onvo 和小米（HKG: 1810, OTCMKTS: XIACY）的一些车型也使用了它们。</p>
</div><p>Gotion High-tech ranked third in China's domestic battery market by installations in January with 2.55 GWh, holding a 6.06% market share, an increase of 0.25 percentage points from December.</p>
<div class="lb-trans"><p>国轩高科在 1 月份的国内电池市场中以 2.55 GWh 的装机量排名第三，市场份额为 6.06%，较 12 月增加了 0.25 个百分点。</p>
</div><p>Share of top ternary battery makers in China (Jan 2025)</p>
<div class="lb-trans"><p>中国顶级三元电池制造商的市场份额（2025 年 1 月）</p>
</div><p>China Automotive New Energy Battery</p>
<div class="lb-trans"><p>中国汽车新能源电池</p>
</div><table>
<thead>
<tr>
<th>Company</th>
<th>Installations (GWh)</th>
<th>Market share (%)</th>
<th>Share vs Jan 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>CATL</td>
<td>7.65</td>
<td>81.70%</td>
<td>+11.29</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.71</td>
<td>7.53%</td>
<td>+0.28</td>
</tr>
<tr>
<td>CALB</td>
<td>0.51</td>
<td>5.44%</td>
<td>+1.92</td>
</tr>
<tr>
<td>LG Energy Solution</td>
<td>0.30</td>
<td>3.15%</td>
<td>-13.71</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>0.10</td>
<td>1.09%</td>
<td>+1.05</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>0.04</td>
<td>0.48%</td>
<td>+0.20</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.03</td>
<td>0.37%</td>
<td>-0.16</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.02</td>
<td>0.16%</td>
<td>-0.43</td>
</tr>
<tr>
<td>Greater Bay Technology</td>
<td>0.01</td>
<td>0.09%</td>
<td>-0.31</td>
</tr>
<tr>
<td>Ganfeng</td>
<td>0.00</td>
<td>0.00%</td>
<td>N/A</td>
</tr>
<tr>
<td>China Automotive New Energy Battery</td>
<td>0.00</td>
<td>0.00%</td>
<td>N/A</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>公司</th>
<th>装机量 (GWh)</th>
<th>市场份额 (%)</th>
<th>与 2024 年 1 月的变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>7.65</td>
<td>81.70%</td>
<td>+11.29</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.71</td>
<td>7.53%</td>
<td>+0.28</td>
</tr>
<tr>
<td>CALB</td>
<td>0.51</td>
<td>5.44%</td>
<td>+1.92</td>
</tr>
<tr>
<td>LG 能源解决方案</td>
<td>0.30</td>
<td>3.15%</td>
<td>-13.71</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>0.10</td>
<td>1.09%</td>
<td>+1.05</td>
</tr>
<tr>
<td>国轩高科</td>
<td>0.04</td>
<td>0.48%</td>
<td>+0.20</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.03</td>
<td>0.37%</td>
<td>-0.16</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.02</td>
<td>0.16%</td>
<td>-0.43</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.01</td>
<td>0.09%</td>
<td>-0.31</td>
</tr>
<tr>
<td>赣锋锂业</td>
<td>0.00</td>
<td>0.00%</td>
<td>N/A</td>
</tr>
<tr>
<td>中国汽车新能源电池</td>
<td>0.00</td>
<td>0.00%</td>
<td>N/A</td>
</tr>
</tbody>
</table>
</div><p>Share of Top Ternary Battery Makers in China (Jan 2025)</p>
<div class="lb-trans"><p>中国顶级三元电池制造商的市场份额（2025 年 1 月）</p>
</div><p>In China's ternary battery market, CATL led with 7.65 GWh installed in January, capturing an 81.70% share — an 11.29 percentage point increase from December.</p>
<div class="lb-trans"><p>在中国的三元电池市场中，宁德时代在 1 月份以 7.65 GWh 的装机量领先，市场份额为 81.70%——较 12 月增加了 11.29 个百分点。</p>
</div><p>Svolt Energy ranked second with 0.71 GWh of ternary battery installations in January, holding a 7.53% share — a 0.28 percentage point rise from December.</p>
<div class="lb-trans"><p>Svolt Energy 以 0.71 GWh 的三元电池装机量排名第二，市场份额为 7.53%——较 12 月增加了 0.28 个百分点。</p>
</div><p>CALB (HKG: 3931) ranked third with 0.51 GWh of ternary battery installations in January, holding a 5.44% market share — an increase of 1.92 percentage points from December.</p>
<div class="lb-trans"><p>CALB（HKG: 3931）以 0.51 GWh 的三元电池装机量排名第三，市场份额为 5.44%——较 12 月增加了 1.92 个百分点。</p>
</div><p>Share of top LFP battery makers in China (Jan 2026)</p>
<div class="lb-trans"><p>中国顶级 LFP 电池制造商的市场份额（2026 年 1 月）</p>
</div><p>China Automotive New Energy Battery</p>
<div class="lb-trans"><p>中国汽车新能源电池</p>
</div><table>
<thead>
<tr>
<th>Company</th>
<th>Installations (GWh)</th>
<th>Market share (%)</th>
<th>Share vs Jan 2025</th>
</tr>
</thead>
<tbody>
<tr>
<td>CATL</td>
<td>13.26</td>
<td>40.64%</td>
<td>-0.61</td>
</tr>
<tr>
<td>BYD</td>
<td>7.32</td>
<td>22.44%</td>
<td>+0.33</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>2.50</td>
<td>7.66%</td>
<td>+0.58</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>1.97</td>
<td>6.03%</td>
<td>+0.60</td>
</tr>
<tr>
<td>CALB</td>
<td>1.71</td>
<td>5.24%</td>
<td>-2.74</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>1.28</td>
<td>3.93%</td>
<td>+0.33</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>1.16</td>
<td>3.57%</td>
<td>+0.50</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.84</td>
<td>2.57%</td>
<td>+1.24</td>
</tr>
<tr>
<td>Energee</td>
<td>0.77</td>
<td>2.35%</td>
<td>+0.10</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.38</td>
<td>1.18%</td>
<td>+0.44</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.35</td>
<td>1.06%</td>
<td>+0.25</td>
</tr>
<tr>
<td>Yinpai Battery</td>
<td>0.31</td>
<td>0.95%</td>
<td>+0.09</td>
</tr>
<tr>
<td>Greater Bay Technology</td>
<td>0.23</td>
<td>0.70%</td>
<td>-0.13</td>
</tr>
<tr>
<td>Yuanhang Genlead</td>
<td>0.18</td>
<td>0.55%</td>
<td>-0.46</td>
</tr>
<tr>
<td>China Automotive New Energy Battery</td>
<td>0.10</td>
<td>0.29%</td>
<td>+0.14</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>公司</th>
<th>装机量 (GWh)</th>
<th>市场份额 (%)</th>
<th>与 2025 年 1 月的变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>13.26</td>
<td>40.64%</td>
<td>-0.61</td>
</tr>
<tr>
<td>比亚迪</td>
<td>7.32</td>
<td>22.44%</td>
<td>+0.33</td>
</tr>
<tr>
<td>国轩高科</td>
<td>2.50</td>
<td>7.66%</td>
<td>+0.58</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>1.97</td>
<td>6.03%</td>
<td>+0.60</td>
</tr>
<tr>
<td>CALB</td>
<td>1.71</td>
<td>5.24%</td>
<td>-2.74</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>1.28</td>
<td>3.93%</td>
<td>+0.33</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>1.16</td>
<td>3.57%</td>
<td>+0.50</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.84</td>
<td>2.57%</td>
<td>+1.24</td>
</tr>
<tr>
<td>Energee</td>
<td>0.77</td>
<td>2.35%</td>
<td>+0.10</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.38</td>
<td>1.18%</td>
<td>+0.44</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.35</td>
<td>1.06%</td>
<td>+0.25</td>
</tr>
<tr>
<td>银牌电池</td>
<td>0.31</td>
<td>0.95%</td>
<td>+0.09</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.23</td>
<td>0.70%</td>
<td>-0.13</td>
</tr>
<tr>
<td>元航金利</td>
<td>0.18</td>
<td>0.55%</td>
<td>-0.46</td>
</tr>
<tr>
<td>中国汽车新能源电池</td>
<td>0.10</td>
<td>0.29%</td>
<td>+0.14</td>
</tr>
</tbody>
</table>
</div><p>Share of Top LFP Battery Makers in China (Jan 2026)</p>
<div class="lb-trans"><p>中国顶级 LFP 电池制造商的市场份额（2026 年 1 月）</p>
</div><p>In China's LFP battery market, CATL ranked first in January with a battery installation volume of 13.26 GWh and a market share of 40.64%.</p>
<div class="lb-trans"><p>在中国的 LFP 电池市场中，宁德时代在 1 月份以 13.26 GWh 的电池装机量排名第一，市场份额为 40.64%。</p>
</div><p>BYD ranked second in January with an LFP battery installation volume of 7.32 GWh and a market share of 22.44%, an increase of 0.33 percentage points from December.</p>
<div class="lb-trans"><p>比亚迪在 1 月份以 7.32 GWh 的 LFP 电池装机量排名第二，市场份额为 22.44%，较 12 月增加了 0.33 个百分点。</p>
</div><p>Gotion ranked third with 2.50 GWh of LFP battery installations in January, holding a 7.66% market share, an increase of 0.58 percentage points from December.</p>
<div class="lb-trans"><p>国轩高科以 2.50 GWh 的 LFP 电池装机量排名第三，市场份额为 7.66%，较 12 月增加了 0.58 个百分点。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn-asia.cnevpost.com/wp-content/uploads/2026/02/2026021109435411-768x432.jpg" alt="" original-src="https://cdn-asia.cnevpost.com/wp-content/uploads/2026/02/2026021109435411-768x432.jpg"/></p>
<p>China EV battery installations rise 8.4% year-on-year to 42 GWh in Jan</p>
<div class="lb-trans"><p>中国电动汽车电池装机量在 1 月份同比增长 8.4%，达到 42 GWh</p>
</div><p>LFP batteries maintained their dominant position, accounting for 32.7 GWh of installations in January — 77.7% of the total.</p>
<div class="lb-trans"><p>LFP 电池保持其主导地位，1 月份的装机量为 32.7 GWh，占总量的 77.7%。</p>
</div>

Top battery makers' market share in China in Jan 2026: CATL 49.79%, BYD 17.43%

- 2026 年 1 月，CATL 在中国电池安装总量达 20.91 GWh，市场份额 49.79%。  
- BYD 的电池安装量为 7.32 GWh，市场份额 17.43%。  
- LFP 电池安装量占总量的 77.7%，继续保持主导地位。

2026 年 1 月中国主要电池制造商的市场份额：CATL 占 49.79%，BYD 占 17.43%