<ul>
<li>在 2 月份，宁德时代和比亚迪在整体市场中的份额均有所下降，而较小的竞争对手则逐渐崭露头角。</li>
<li>LG 能源解决方案在三元电池市场的份额相比 1 月份大幅上升了 21.72 个百分点。</li>
</ul>
<p>中国主要电动汽车电池制造商的市场份额（2026 年 2 月）</p>
<p>0%</p>
<p>10%</p>
<p>20%</p>
<p>30%</p>
<p>40%</p>
<p>50%</p>
<p>60%</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>与上月相比</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>12.90</td>
<td>49.10%</td>
<td>-0.69</td>
</tr>
<tr>
<td>比亚迪</td>
<td>3.56</td>
<td>13.56%</td>
<td>-3.87</td>
</tr>
<tr>
<td>CALB</td>
<td>1.58</td>
<td>6.00%</td>
<td>+0.72</td>
</tr>
<tr>
<td>LG 能源解决方案</td>
<td>1.42</td>
<td>5.40%</td>
<td>+4.70</td>
</tr>
<tr>
<td>国轩高科</td>
<td>1.39</td>
<td>5.27%</td>
<td>-0.79</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>1.20</td>
<td>4.56%</td>
<td>-0.36</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>0.82</td>
<td>3.12%</td>
<td>+0.06</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.75</td>
<td>2.85%</td>
<td>+0.04</td>
</tr>
<tr>
<td>Energee</td>
<td>0.66</td>
<td>2.50%</td>
<td>+0.68</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.54</td>
<td>2.07%</td>
<td>-0.01</td>
</tr>
<tr>
<td>银牌电池</td>
<td>0.34</td>
<td>1.31%</td>
<td>+0.57</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.34</td>
<td>1.30%</td>
<td>-1.21</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.21</td>
<td>0.81%</td>
<td>-0.11</td>
</tr>
<tr>
<td>元航金利德</td>
<td>0.18</td>
<td>0.67%</td>
<td>+0.24</td>
</tr>
<tr>
<td>中国汽车新能源电池</td>
<td>0.10</td>
<td>0.39%</td>
<td>+0.17</td>
</tr>
</tbody>
</table>
<p>中国主要电动汽车电池制造商的市场份额（2026 年 2 月）</p>
<p>上个月，宁德时代和比亚迪继续主导中国的电动汽车电池市场，尽管两者的市场份额均有所下降。</p>
<p>根据中国汽车电池创新联盟（CABIA）周四发布的数据，宁德时代在中国的动力电池装机量在 2 月份为 12.9 GWh，保持了 49.10% 的市场份额，继续位居第一。</p>
<p>该动力电池巨头的市场份额在 2 月份较 1 月份下降了 0.69 个百分点。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、蔚来和理想等电动汽车制造商的车型中。</p>
<p>加入我们在 Telegram 或 Google News</p>
<p>比亚迪在中国的动力电池装机量在 2 月份为 3.56 GWh，在整体电池市场中排名第二，市场份额为 13.56%。这一数字较 1 月份下降了 3.87 个百分点。</p>
<p>比亚迪的电池主要用于公司自己的车辆，尽管也在蔚来子品牌 Onvo 和小米的一些车型中使用。</p>
<p>CALB 在 2 月份的装机量为 1.58 GWh，排名第三，市场份额为 6.00%，较 1 月份增加了 0.72 个百分点。</p>
<p>在中国的三元动力电池市场中，宁德时代在 2 月份的装机量为 3.78 GWh，排名第一，市场份额为 66.24%。这一市场份额较 1 月份下降了 15.46 个百分点。</p>
<p>中国主要三元电池制造商的市场份额（2026 年 2 月）</p>
<table>
<thead>
<tr>
<th>公司</th>
<th>装机量 (GWh)</th>
<th>市场份额 (%)</th>
<th>与上月相比</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>3.780</td>
<td>66.24%</td>
<td>-15.46</td>
</tr>
<tr>
<td>LG 能源解决方案</td>
<td>1.420</td>
<td>24.86%</td>
<td>+21.72</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.230</td>
<td>3.99%</td>
<td>-3.54</td>
</tr>
<tr>
<td>CALB</td>
<td>0.180</td>
<td>3.21%</td>
<td>-2.23</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>0.040</td>
<td>0.64%</td>
<td>-0.45</td>
</tr>
<tr>
<td>国轩高科</td>
<td>0.030</td>
<td>0.61%</td>
<td>+0.13</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.020</td>
<td>0.34%</td>
<td>-0.03</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.004</td>
<td>0.07%</td>
<td>-0.02</td>
</tr>
<tr>
<td>Do-Fluoride</td>
<td>0.002</td>
<td>0.04%</td>
<td>N/A</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.000</td>
<td>0.00%</td>
<td>-0.16</td>
</tr>
</tbody>
</table>
<p>中国主要三元电池制造商的市场份额（2026 年 2 月）</p>
<p>LG 能源解决方案在 2 月份的三元电池装机量为 1.42 GWh。该韩国公司以 24.86% 的市场份额排名第二，较 1 月份大幅上升了 21.72 个百分点。</p>
<p>这一增长主要可能是由于特斯拉在中国的强劲交付表现。根据中国乘用车协会（CPCA）周四发布的数据，特斯拉在中国的零售销量在 2 月份达到了 38,206 辆，同比增长 42.68%，较 1 月份激增 106.69%。</p>
<p>Svolt Energy 在 2 月份的三元电池装机量为 0.23 GWh，排名第三，市场份额为 3.99%，较 1 月份下降了 3.54 个百分点。</p>
<p>在中国的 LFP 电池市场中，宁德时代在 2 月份的电池装机量为 9.12 GWh，排名第一，市场份额为 44.35%，较 1 月份上升了 3.71 个百分点。</p>
<p>中国主要 LFP 电池制造商的市场份额（2026 年 2 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>与上月相比</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>9.12</td>
<td>44.35%</td>
<td>+3.71</td>
</tr>
<tr>
<td>比亚迪</td>
<td>3.56</td>
<td>17.33%</td>
<td>-5.11</td>
</tr>
<tr>
<td>CALB</td>
<td>1.39</td>
<td>6.78%</td>
<td>+1.54</td>
</tr>
<tr>
<td>国轩高科</td>
<td>1.35</td>
<td>6.57%</td>
<td>-1.09</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>1.16</td>
<td>5.65%</td>
<td>-0.37</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>0.82</td>
<td>3.98%</td>
<td>+0.05</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.75</td>
<td>3.64%</td>
<td>+0.07</td>
</tr>
<tr>
<td>Energee</td>
<td>0.66</td>
<td>3.20%</td>
<td>+0.85</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.52</td>
<td>2.55%</td>
<td>-0.02</td>
</tr>
<tr>
<td>银牌电池</td>
<td>0.34</td>
<td>1.68%</td>
<td>+0.72</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.21</td>
<td>1.03%</td>
<td>-0.14</td>
</tr>
<tr>
<td>元航金利德</td>
<td>0.18</td>
<td>0.85%</td>
<td>+0.30</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.11</td>
<td>0.55%</td>
<td>-0.51</td>
</tr>
<tr>
<td>中国汽车新能源电池</td>
<td>0.10</td>
<td>0.50%</td>
<td>+0.21</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.09</td>
<td>0.44%</td>
<td>-0.26</td>
</tr>
</tbody>
</table>
<p>中国主要 LFP 电池制造商的市场份额（2026 年 2 月）</p>
<p>比亚迪在 2 月份的 LFP 电池装机量为 3.56 GWh，排名第二，市场份额为 17.33%，较 1 月份下降了 5.11 个百分点。</p>
<p>CALB 在 2 月份的 LFP 电池装机量为 1.39 GWh，排名第三，市场份额为 6.78%，较 1 月份上升了 1.54 个百分点。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/03/2026031213020355-768x432.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/2026/03/2026031213020355-768x432.jpg"/></p>
<p>中国 2 月份电动汽车电池装机量同比下降 24.6%</p>
<p>受春节假期影响，中国 2 月份的动力电池装机量同比下降 24.6%，降至 26.3 GWh。</p>

宁德时代

华夏中证港股通汽车产业主题ETF

比亚迪(ADR)

<p>在 2026 年 2 月，宁德时代在中国电动车电池市场保持领先，市场份额为 49.10%，尽管下降了 0.69 个百分点。比亚迪紧随其后，市场份额为 13.56%，下降了 3.87 个百分点。LG 能源解决方案实现了显著增长，市场份额增加了 21.72 个百分点，达到 5.40%。总体来看，宁德时代和比亚迪的市场份额均有所下降，而较小的竞争对手则获得了市场份额。宁德时代的三元电池市场份额降至 66.24%，而其磷酸铁锂电池的市场份额上升至 44.35%</p>

<blockquote>
<ul>
<li>Both CATL and BYD saw their shares in the overall market decline in February, as smaller rivals gained ground.</li>
<li>LG Energy Solution's share in the ternary battery market surged significantly by 21.72 percentage points in February compared to January.</li>
</ul>
</blockquote>
<div class="lb-trans"><ul>
<li>在 2 月份，宁德时代和比亚迪在整体市场中的份额均有所下降，而较小的竞争对手则逐渐崭露头角。</li>
<li>LG 能源解决方案在三元电池市场的份额相比 1 月份大幅上升了 21.72 个百分点。</li>
</ul>
</div><p>Share of top EV battery makers in China (Feb 2026)</p>
<div class="lb-trans"><p>中国主要电动汽车电池制造商的市场份额（2026 年 2 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><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 prev month</th>
</tr>
</thead>
<tbody>
<tr>
<td>CATL</td>
<td>12.90</td>
<td>49.10%</td>
<td>-0.69</td>
</tr>
<tr>
<td>BYD</td>
<td>3.56</td>
<td>13.56%</td>
<td>-3.87</td>
</tr>
<tr>
<td>CALB</td>
<td>1.58</td>
<td>6.00%</td>
<td>+0.72</td>
</tr>
<tr>
<td>LG Energy Solution</td>
<td>1.42</td>
<td>5.40%</td>
<td>+4.70</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>1.39</td>
<td>5.27%</td>
<td>-0.79</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>1.20</td>
<td>4.56%</td>
<td>-0.36</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>0.82</td>
<td>3.12%</td>
<td>+0.06</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.75</td>
<td>2.85%</td>
<td>+0.04</td>
</tr>
<tr>
<td>Energee</td>
<td>0.66</td>
<td>2.50%</td>
<td>+0.68</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.54</td>
<td>2.07%</td>
<td>-0.01</td>
</tr>
<tr>
<td>Yinpai Battery</td>
<td>0.34</td>
<td>1.31%</td>
<td>+0.57</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.34</td>
<td>1.30%</td>
<td>-1.21</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.21</td>
<td>0.81%</td>
<td>-0.11</td>
</tr>
<tr>
<td>Yuanhang Genlead</td>
<td>0.18</td>
<td>0.67%</td>
<td>+0.24</td>
</tr>
<tr>
<td>China Automotive New Energy Battery</td>
<td>0.10</td>
<td>0.39%</td>
<td>+0.17</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>与上月相比</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>12.90</td>
<td>49.10%</td>
<td>-0.69</td>
</tr>
<tr>
<td>比亚迪</td>
<td>3.56</td>
<td>13.56%</td>
<td>-3.87</td>
</tr>
<tr>
<td>CALB</td>
<td>1.58</td>
<td>6.00%</td>
<td>+0.72</td>
</tr>
<tr>
<td>LG 能源解决方案</td>
<td>1.42</td>
<td>5.40%</td>
<td>+4.70</td>
</tr>
<tr>
<td>国轩高科</td>
<td>1.39</td>
<td>5.27%</td>
<td>-0.79</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>1.20</td>
<td>4.56%</td>
<td>-0.36</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>0.82</td>
<td>3.12%</td>
<td>+0.06</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.75</td>
<td>2.85%</td>
<td>+0.04</td>
</tr>
<tr>
<td>Energee</td>
<td>0.66</td>
<td>2.50%</td>
<td>+0.68</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.54</td>
<td>2.07%</td>
<td>-0.01</td>
</tr>
<tr>
<td>银牌电池</td>
<td>0.34</td>
<td>1.31%</td>
<td>+0.57</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.34</td>
<td>1.30%</td>
<td>-1.21</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.21</td>
<td>0.81%</td>
<td>-0.11</td>
</tr>
<tr>
<td>元航金利德</td>
<td>0.18</td>
<td>0.67%</td>
<td>+0.24</td>
</tr>
<tr>
<td>中国汽车新能源电池</td>
<td>0.10</td>
<td>0.39%</td>
<td>+0.17</td>
</tr>
</tbody>
</table>
</div><p>Share of Top EV Battery Makers in China (Feb 2026)</p>
<div class="lb-trans"><p>中国主要电动汽车电池制造商的市场份额（2026 年 2 月）</p>
</div><p>CATL and BYD continued to dominate China's electric vehicle (EV) battery market last month, although both saw their market shares decline sequentially.</p>
<div class="lb-trans"><p>上个月，宁德时代和比亚迪继续主导中国的电动汽车电池市场，尽管两者的市场份额均有所下降。</p>
</div><p>CATL's domestic power battery installations in China stood at 12.9 GWh in February, maintaining its top position with a 49.10% market share, according to data released Thursday by the China Automotive Battery Innovation Alliance (CABIA).</p>
<div class="lb-trans"><p>根据中国汽车电池创新联盟（CABIA）周四发布的数据，宁德时代在中国的动力电池装机量在 2 月份为 12.9 GWh，保持了 49.10% 的市场份额，继续位居第一。</p>
</div><p>The power battery giant's market share in February dropped by 0.69 percentage points from January. As the world's largest power battery maker, CATL's batteries are widely used in models from EV makers including Tesla, Nio, and Li Auto.</p>
<div class="lb-trans"><p>该动力电池巨头的市场份额在 2 月份较 1 月份下降了 0.69 个百分点。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、蔚来和理想等电动汽车制造商的车型中。</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>BYD's domestic power battery installations in China were 3.56 GWh in February, ranking second in the overall battery market with a 13.56% share. This figure decreased by 3.87 percentage points from January.</p>
<div class="lb-trans"><p>比亚迪在中国的动力电池装机量在 2 月份为 3.56 GWh，在整体电池市场中排名第二，市场份额为 13.56%。这一数字较 1 月份下降了 3.87 个百分点。</p>
</div><p>BYD's batteries are primarily used in the company's own vehicles, although they have also been used in some models from Nio's sub-brand Onvo and Xiaomi.</p>
<div class="lb-trans"><p>比亚迪的电池主要用于公司自己的车辆，尽管也在蔚来子品牌 Onvo 和小米的一些车型中使用。</p>
</div><p>CALB's installations in February were 1.58 GWh, ranking third with a 6.00% share, which increased by 0.72 percentage points from January.</p>
<div class="lb-trans"><p>CALB 在 2 月份的装机量为 1.58 GWh，排名第三，市场份额为 6.00%，较 1 月份增加了 0.72 个百分点。</p>
</div><p>In China's ternary power battery market, CATL's installations in February were 3.78 GWh, ranking first with a 66.24% share. This market share dropped by 15.46 percentage points from January.</p>
<div class="lb-trans"><p>在中国的三元动力电池市场中，宁德时代在 2 月份的装机量为 3.78 GWh，排名第一，市场份额为 66.24%。这一市场份额较 1 月份下降了 15.46 个百分点。</p>
</div><p>Share of top ternary battery makers in China (Feb 2026)</p>
<div class="lb-trans"><p>中国主要三元电池制造商的市场份额（2026 年 2 月）</p>
</div><table>
<thead>
<tr>
<th>Company</th>
<th>Installations (GWh)</th>
<th>Market share (%)</th>
<th>Share vs prev month</th>
</tr>
</thead>
<tbody>
<tr>
<td>CATL</td>
<td>3.780</td>
<td>66.24%</td>
<td>-15.46</td>
</tr>
<tr>
<td>LG Energy Solution</td>
<td>1.420</td>
<td>24.86%</td>
<td>+21.72</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.230</td>
<td>3.99%</td>
<td>-3.54</td>
</tr>
<tr>
<td>CALB</td>
<td>0.180</td>
<td>3.21%</td>
<td>-2.23</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>0.040</td>
<td>0.64%</td>
<td>-0.45</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>0.030</td>
<td>0.61%</td>
<td>+0.13</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.020</td>
<td>0.34%</td>
<td>-0.03</td>
</tr>
<tr>
<td>Greater Bay Technology</td>
<td>0.004</td>
<td>0.07%</td>
<td>-0.02</td>
</tr>
<tr>
<td>Do-Fluoride</td>
<td>0.002</td>
<td>0.04%</td>
<td>N/A</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.000</td>
<td>0.00%</td>
<td>-0.16</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>与上月相比</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>3.780</td>
<td>66.24%</td>
<td>-15.46</td>
</tr>
<tr>
<td>LG 能源解决方案</td>
<td>1.420</td>
<td>24.86%</td>
<td>+21.72</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.230</td>
<td>3.99%</td>
<td>-3.54</td>
</tr>
<tr>
<td>CALB</td>
<td>0.180</td>
<td>3.21%</td>
<td>-2.23</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>0.040</td>
<td>0.64%</td>
<td>-0.45</td>
</tr>
<tr>
<td>国轩高科</td>
<td>0.030</td>
<td>0.61%</td>
<td>+0.13</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.020</td>
<td>0.34%</td>
<td>-0.03</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.004</td>
<td>0.07%</td>
<td>-0.02</td>
</tr>
<tr>
<td>Do-Fluoride</td>
<td>0.002</td>
<td>0.04%</td>
<td>N/A</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.000</td>
<td>0.00%</td>
<td>-0.16</td>
</tr>
</tbody>
</table>
</div><p>Share of Top Ternary Battery Makers in China (Feb 2026)</p>
<div class="lb-trans"><p>中国主要三元电池制造商的市场份额（2026 年 2 月）</p>
</div><p>LG Energy Solution's ternary battery installations in February were 1.42 GWh. The South Korean company ranked second with a 24.86% share, surging significantly by 21.72 percentage points from January.</p>
<div class="lb-trans"><p>LG 能源解决方案在 2 月份的三元电池装机量为 1.42 GWh。该韩国公司以 24.86% 的市场份额排名第二，较 1 月份大幅上升了 21.72 个百分点。</p>
</div><p>This growth was likely driven primarily by Tesla's strong delivery performance in China. Tesla's retail sales in China reached 38,206 vehicles in February, marking a 42.68% year-on-year increase and a 106.69% surge from January, according to data released by the China Passenger Car Association (CPCA) on Thursday.</p>
<div class="lb-trans"><p>这一增长主要可能是由于特斯拉在中国的强劲交付表现。根据中国乘用车协会（CPCA）周四发布的数据，特斯拉在中国的零售销量在 2 月份达到了 38,206 辆，同比增长 42.68%，较 1 月份激增 106.69%。</p>
</div><p>Svolt Energy's ternary battery installations in February were 0.23 GWh, ranking third with a 3.99% share, down 3.54 percentage points from January.</p>
<div class="lb-trans"><p>Svolt Energy 在 2 月份的三元电池装机量为 0.23 GWh，排名第三，市场份额为 3.99%，较 1 月份下降了 3.54 个百分点。</p>
</div><p>In China's LFP battery market, CATL's battery installations in February were 9.12 GWh, ranking first with a 44.35% share, up 3.71 percentage points from January.</p>
<div class="lb-trans"><p>在中国的 LFP 电池市场中，宁德时代在 2 月份的电池装机量为 9.12 GWh，排名第一，市场份额为 44.35%，较 1 月份上升了 3.71 个百分点。</p>
</div><p>Share of top LFP battery makers in China (Feb 2026)</p>
<div class="lb-trans"><p>中国主要 LFP 电池制造商的市场份额（2026 年 2 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 prev month</th>
</tr>
</thead>
<tbody>
<tr>
<td>CATL</td>
<td>9.12</td>
<td>44.35%</td>
<td>+3.71</td>
</tr>
<tr>
<td>BYD</td>
<td>3.56</td>
<td>17.33%</td>
<td>-5.11</td>
</tr>
<tr>
<td>CALB</td>
<td>1.39</td>
<td>6.78%</td>
<td>+1.54</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>1.35</td>
<td>6.57%</td>
<td>-1.09</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>1.16</td>
<td>5.65%</td>
<td>-0.37</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>0.82</td>
<td>3.98%</td>
<td>+0.05</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.75</td>
<td>3.64%</td>
<td>+0.07</td>
</tr>
<tr>
<td>Energee</td>
<td>0.66</td>
<td>3.20%</td>
<td>+0.85</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.52</td>
<td>2.55%</td>
<td>-0.02</td>
</tr>
<tr>
<td>Yinpai Battery</td>
<td>0.34</td>
<td>1.68%</td>
<td>+0.72</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.21</td>
<td>1.03%</td>
<td>-0.14</td>
</tr>
<tr>
<td>Yuanhang Genlead</td>
<td>0.18</td>
<td>0.85%</td>
<td>+0.30</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.11</td>
<td>0.55%</td>
<td>-0.51</td>
</tr>
<tr>
<td>China Automotive New Energy Battery</td>
<td>0.10</td>
<td>0.50%</td>
<td>+0.21</td>
</tr>
<tr>
<td>Greater Bay Technology</td>
<td>0.09</td>
<td>0.44%</td>
<td>-0.26</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>与上月相比</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>9.12</td>
<td>44.35%</td>
<td>+3.71</td>
</tr>
<tr>
<td>比亚迪</td>
<td>3.56</td>
<td>17.33%</td>
<td>-5.11</td>
</tr>
<tr>
<td>CALB</td>
<td>1.39</td>
<td>6.78%</td>
<td>+1.54</td>
</tr>
<tr>
<td>国轩高科</td>
<td>1.35</td>
<td>6.57%</td>
<td>-1.09</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>1.16</td>
<td>5.65%</td>
<td>-0.37</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>0.82</td>
<td>3.98%</td>
<td>+0.05</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.75</td>
<td>3.64%</td>
<td>+0.07</td>
</tr>
<tr>
<td>Energee</td>
<td>0.66</td>
<td>3.20%</td>
<td>+0.85</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.52</td>
<td>2.55%</td>
<td>-0.02</td>
</tr>
<tr>
<td>银牌电池</td>
<td>0.34</td>
<td>1.68%</td>
<td>+0.72</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.21</td>
<td>1.03%</td>
<td>-0.14</td>
</tr>
<tr>
<td>元航金利德</td>
<td>0.18</td>
<td>0.85%</td>
<td>+0.30</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.11</td>
<td>0.55%</td>
<td>-0.51</td>
</tr>
<tr>
<td>中国汽车新能源电池</td>
<td>0.10</td>
<td>0.50%</td>
<td>+0.21</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.09</td>
<td>0.44%</td>
<td>-0.26</td>
</tr>
</tbody>
</table>
</div><p>Share of Top LFP Battery Makers in China (Feb 2026)</p>
<div class="lb-trans"><p>中国主要 LFP 电池制造商的市场份额（2026 年 2 月）</p>
</div><p>BYD's LFP battery installations in February were 3.56 GWh, ranking second with a 17.33% share, down 5.11 percentage points from January.</p>
<div class="lb-trans"><p>比亚迪在 2 月份的 LFP 电池装机量为 3.56 GWh，排名第二，市场份额为 17.33%，较 1 月份下降了 5.11 个百分点。</p>
</div><p>CALB's LFP battery installations in February were 1.39 GWh, ranking third with a 6.78% share, up 1.54 percentage points from January.</p>
<div class="lb-trans"><p>CALB 在 2 月份的 LFP 电池装机量为 1.39 GWh，排名第三，市场份额为 6.78%，较 1 月份上升了 1.54 个百分点。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/03/2026031213020355-768x432.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2026/03/2026031213020355-768x432.jpg"/></p>
<p>China Feb EV battery installations drop 24.6% amid holiday lull</p>
<div class="lb-trans"><p>中国 2 月份电动汽车电池装机量同比下降 24.6%</p>
</div><p>China's February power battery installations dropped 24.6% year-on-year to 26.3 GWh, impacted by the timing of the Chinese New Year holiday.</p>
<div class="lb-trans"><p>受春节假期影响，中国 2 月份的动力电池装机量同比下降 24.6%，降至 26.3 GWh。</p>
</div>

Top battery makers' China share in Feb 2026: CATL 49.10%, BYD 13.56%

- CATL 和 BYD 的市场份额在 2 月份出现下降。  
- LG Energy Solution 的三元电池市场份额激增 21.72 个百分点。  
- 中国 2 月电池安装量同比下降 24.6%，仅为 26.3 GWh。

CnEVPost

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平安中证汽车零部件主题ETF

比亚迪

华宝智能电动汽车ETF

华夏中证新能源汽车ETF

海富通中证汽车零部件主题ETF

国泰中证800汽车与零部件ETF

华夏中证汽车零部件主题ETF

CATL HK SDR 30to1

比亚迪股份

2026 年 2 月，顶级电池制造商在中国的市场份额为：CATL 占 49.10%，BYD 占 13.56%