<ul>
<li>宝马和宁德时代将在电池护照框架下启动可信数据交换和碳足迹核算的试点项目。</li>
<li>该倡议标志着他们自 2012 年建立的战略合作伙伴关系从单纯的电池采购向更广泛的机构协调演变。</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/02/2026022513411058.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/2026/02/2026022513411058.jpg"/></p>
<p>(2025 年 4 月在上海车展上展示的一款宝马车型。图片来源：CnEVPost)</p>
<p>在德国总理弗里德里希·梅尔茨高调访问中国之际，宝马集团与全球最大的电动汽车电池制造商宁德时代（HKG: 3750, SHE: 300750）签署了一项重要协议，以深化在电池供应链脱碳和跨境数据传输方面的合作。</p>
<p>根据周三签署的谅解备忘录，两家公司将利用标准化的汽车数据生态系统 Catena-X，在电池护照框架内进行可信数据交换和碳足迹核算的试点项目。</p>
<p>该倡议标志着他们自 2012 年建立的战略合作伙伴关系从单纯的电池采购向更广泛的机构协调演变。</p>
<p>加入我们的 Telegram 或 Google 新闻</p>
<p>宝马集团董事长奥利弗·齐普塞在签署仪式上重申了中国在宝马全球战略中的核心角色，强调了合作与开放创新的重要性，他是作为高层德国商业代表团的一部分陪同梅尔茨出席的。</p>
<p>为了进一步满足全球最大汽车市场的本地需求，宝马宣布其首款国产 “新一代” 车型——全新宝马 iX3 长轴距版，将于今年 4 月在北京车展全球首发，由中德团队共同开发。</p>
<p>宝马决定深化与宁德时代的合作关系，正值这家中国电池巨头进一步巩固其在全球市场的主导地位。</p>
<p>根据韩国市场研究公司 SNE Research 本月初发布的最新数据，2025 年全球电动汽车电池装机容量同比激增 31.7%，达到 1187 GWh。</p>
<p>宁德时代以 464.7 GWh 的装机容量占据 39.2% 的市场份额，不仅保持了全球领先地位，也是唯一一个超过 30% 市场份额的供应商。这一数据远超排名第二的比亚迪的 16.4% 和排名第三的韩国 LG 能源解决方案的 9.2%。</p>
<p>全球顶级电动汽车电池制造商市场份额（2025 年 1 月至 12 月）</p>
<table>
<thead>
<tr>
<th>公司</th>
<th>市场份额 (%)</th>
<th>装机容量 (GWh)</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>39.2%</td>
<td>464.7</td>
</tr>
<tr>
<td>比亚迪</td>
<td>16.4%</td>
<td>194.8</td>
</tr>
<tr>
<td>LG 能源解决方案</td>
<td>9.2%</td>
<td>108.8</td>
</tr>
<tr>
<td>CALB</td>
<td>5.3%</td>
<td>62.8</td>
</tr>
<tr>
<td>国轩高科</td>
<td>4.5%</td>
<td>53.5</td>
</tr>
<tr>
<td>SK On</td>
<td>3.7%</td>
<td>44.5</td>
</tr>
<tr>
<td>松下</td>
<td>3.7%</td>
<td>44.2</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>2.6%</td>
<td>31.3</td>
</tr>
<tr>
<td>三星 SDI</td>
<td>2.4%</td>
<td>28.9</td>
</tr>
<tr>
<td>斯沃特</td>
<td>2.4%</td>
<td>28.5</td>
</tr>
<tr>
<td>其他</td>
<td>10.5%</td>
<td>124.9</td>
</tr>
</tbody>
</table>
<p>全球顶级电动汽车电池制造商市场份额（2025 年 1 月至 12 月）</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026010611140015-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="768" height="432" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026010611140015-768x432.jpg"/></p>
<p>蔚来与宁德时代签署 5 年协议，深化在长寿命电池和电池交换网络方面的合作</p>
<p>蔚来与宁德时代将重点共同开发长寿命电池和电池交换兼容技术。</p>

平安中证汽车零部件主题ETF

宝马

纳斯达克全球汽车指数 - First Trust

<p>宝马与宁德时代在电池护照框架下启动数据交换和碳足迹核算的试点项目，标志着自 2012 年以来双方合作的演变。该倡议旨在增强在电池供应链脱碳和数据传输方面的合作。宝马董事长强调了中国在其全球战略中的重要性，恰逢国产宝马 iX3 长轴距车型在北京车展的首发。宁德时代在全球电动汽车电池市场中保持 39.2% 的领先市场份额，远远领先于竞争对手</p>

<blockquote>
<ul>
<li>BMW and CATL will launch pilot projects for trusted data exchange and carbon footprint accounting under the Battery Passport framework.</li>
<li>The initiative marks the evolution of their strategic partnership, established in 2012, from pure battery procurement to broader institutional coordination.</li>
</ul>
</blockquote>
<div class="lb-trans"><ul>
<li>宝马和宁德时代将在电池护照框架下启动可信数据交换和碳足迹核算的试点项目。</li>
<li>该倡议标志着他们自 2012 年建立的战略合作伙伴关系从单纯的电池采购向更广泛的机构协调演变。</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/02/2026022513411058.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2026/02/2026022513411058.jpg"/></p>
<p>(A BMW model displayed at the Shanghai Auto Show in April 2025. Image credit: CnEVPost)</p>
<div class="lb-trans"><p>(2025 年 4 月在上海车展上展示的一款宝马车型。图片来源：CnEVPost)</p>
</div><p>Amid German Chancellor Friedrich Merz's high-profile visit to China, BMW Group and CATL (HKG: 3750, SHE: 300750), the world's largest electric vehicle battery maker, signed a key agreement to deepen collaboration in battery supply chain decarbonization and cross-border data transmission.</p>
<div class="lb-trans"><p>在德国总理弗里德里希·梅尔茨高调访问中国之际，宝马集团与全球最大的电动汽车电池制造商宁德时代（HKG: 3750, SHE: 300750）签署了一项重要协议，以深化在电池供应链脱碳和跨境数据传输方面的合作。</p>
</div><p>Under the memorandum of understanding signed on Wednesday, the two companies will leverage the standardized automotive data ecosystem Catena-X to conduct pilot projects for trusted data exchange and carbon footprint accounting within the Battery Passport framework.</p>
<div class="lb-trans"><p>根据周三签署的谅解备忘录，两家公司将利用标准化的汽车数据生态系统 Catena-X，在电池护照框架内进行可信数据交换和碳足迹核算的试点项目。</p>
</div><p>The initiative marks the evolution of their strategic partnership, established in 2012, from pure battery procurement to broader institutional coordination.</p>
<div class="lb-trans"><p>该倡议标志着他们自 2012 年建立的战略合作伙伴关系从单纯的电池采购向更广泛的机构协调演变。</p>
</div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们的 Telegram 或 Google 新闻</p>
</div><p>BMW Group chairman Oliver Zipse, accompanying Merz as part of a high-level German business delegation, reaffirmed China's central role in BMW's global strategy during the signing ceremony, emphasizing the critical importance of cooperation and open innovation.</p>
<div class="lb-trans"><p>宝马集团董事长奥利弗·齐普塞在签署仪式上重申了中国在宝马全球战略中的核心角色，强调了合作与开放创新的重要性，他是作为高层德国商业代表团的一部分陪同梅尔茨出席的。</p>
</div><p>To further cater to local demands in the world's largest automotive market, BMW announced that its first domestically produced &#34;New Generation&#34; model — the all-new BMW iX3 Long Wheelbase, jointly developed by Chinese and German teams — will make its global debut at the Beijing Auto Show this April.</p>
<div class="lb-trans"><p>为了进一步满足全球最大汽车市场的本地需求，宝马宣布其首款国产 “新一代” 车型——全新宝马 iX3 长轴距版，将于今年 4 月在北京车展全球首发，由中德团队共同开发。</p>
</div><p>BMW's decision to deepen its partnership with CATL comes as the Chinese battery giant further solidifies its dominant position in the global market.</p>
<div class="lb-trans"><p>宝马决定深化与宁德时代的合作关系，正值这家中国电池巨头进一步巩固其在全球市场的主导地位。</p>
</div><p>According to the latest data released earlier this month by South Korean market research firm SNE Research, the total global EV battery capacity installed in 2025 surged 31.7% year-on-year to reach 1,187 GWh.</p>
<div class="lb-trans"><p>根据韩国市场研究公司 SNE Research 本月初发布的最新数据，2025 年全球电动汽车电池装机容量同比激增 31.7%，达到 1187 GWh。</p>
</div><p>CATL commands a substantial 39.2% market share with 464.7 GWh of installed capacity, not only maintaining its position as the global leader but also standing as the only supplier exceeding 30% market share. This significantly outpaces second-ranked BYD's 16.4% and third-ranked South Korea's LG Energy Solution at 9.2%.</p>
<div class="lb-trans"><p>宁德时代以 464.7 GWh 的装机容量占据 39.2% 的市场份额，不仅保持了全球领先地位，也是唯一一个超过 30% 市场份额的供应商。这一数据远超排名第二的比亚迪的 16.4% 和排名第三的韩国 LG 能源解决方案的 9.2%。</p>
</div><p>Market share of world's top EV battery makers (Jan-Dec 2025)</p>
<div class="lb-trans"><p>全球顶级电动汽车电池制造商市场份额（2025 年 1 月至 12 月）</p>
</div><table>
<thead>
<tr>
<th>Company</th>
<th>Market Share (%)</th>
<th>Installations (GWh)</th>
</tr>
</thead>
<tbody>
<tr>
<td>CATL</td>
<td>39.2%</td>
<td>464.7</td>
</tr>
<tr>
<td>BYD</td>
<td>16.4%</td>
<td>194.8</td>
</tr>
<tr>
<td>LG Energy Solution</td>
<td>9.2%</td>
<td>108.8</td>
</tr>
<tr>
<td>CALB</td>
<td>5.3%</td>
<td>62.8</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>4.5%</td>
<td>53.5</td>
</tr>
<tr>
<td>SK On</td>
<td>3.7%</td>
<td>44.5</td>
</tr>
<tr>
<td>Panasonic</td>
<td>3.7%</td>
<td>44.2</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>2.6%</td>
<td>31.3</td>
</tr>
<tr>
<td>Samsung SDI</td>
<td>2.4%</td>
<td>28.9</td>
</tr>
<tr>
<td>Svolt</td>
<td>2.4%</td>
<td>28.5</td>
</tr>
<tr>
<td>Others</td>
<td>10.5%</td>
<td>124.9</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>公司</th>
<th>市场份额 (%)</th>
<th>装机容量 (GWh)</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>39.2%</td>
<td>464.7</td>
</tr>
<tr>
<td>比亚迪</td>
<td>16.4%</td>
<td>194.8</td>
</tr>
<tr>
<td>LG 能源解决方案</td>
<td>9.2%</td>
<td>108.8</td>
</tr>
<tr>
<td>CALB</td>
<td>5.3%</td>
<td>62.8</td>
</tr>
<tr>
<td>国轩高科</td>
<td>4.5%</td>
<td>53.5</td>
</tr>
<tr>
<td>SK On</td>
<td>3.7%</td>
<td>44.5</td>
</tr>
<tr>
<td>松下</td>
<td>3.7%</td>
<td>44.2</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>2.6%</td>
<td>31.3</td>
</tr>
<tr>
<td>三星 SDI</td>
<td>2.4%</td>
<td>28.9</td>
</tr>
<tr>
<td>斯沃特</td>
<td>2.4%</td>
<td>28.5</td>
</tr>
<tr>
<td>其他</td>
<td>10.5%</td>
<td>124.9</td>
</tr>
</tbody>
</table>
</div><p>Market Share of World's Top EV Battery Makers (Jan-Dec 2025)</p>
<div class="lb-trans"><p>全球顶级电动汽车电池制造商市场份额（2025 年 1 月至 12 月）</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026010611140015-768x432.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026010611140015-768x432.jpg"/></p>
<p>Nio, CATL ink 5-year deal to deepen ties on long-life batteries and battery swap network</p>
<div class="lb-trans"><p>蔚来与宁德时代签署 5 年协议，深化在长寿命电池和电池交换网络方面的合作</p>
</div><p>Nio and CATL will focus on joint development of long-life batteries and battery swap compatibility technologies.</p>
<div class="lb-trans"><p>蔚来与宁德时代将重点共同开发长寿命电池和电池交换兼容技术。</p>
</div>

宝马与 CATL 深化在数据和碳减排方面的合作