<p>根据中国乘用车协会的数据，宁德时代在 2026 年第一季度的电动车电池市场份额达到了 50.1%。这个数字代表了宁德时代在国内市场的估计生产份额。由于第一季度尚未结束——三月份还有五天，因此这只是一个估计。</p>
<p>尽管如此，门户网站 <em>Car News China</em> 报道称，宁德时代在中国重新获得这一市场主导地位，这是五年来的首次。在 2021 年，该公司已经占据了国内市场的一半，当时的总量明显较小。顺便提一下，中国前两个月的电动车电池总生产量达到了 310 GWh，比去年增长了 22%。</p>
<p>但 <em>Car News China</em> 强调：“然而，生产和安装电池包之间的比例达到了历史低点 19%。” 目前，正在为库存生产大量电池。</p>
<p>值得注意的是宁德时代的战略定位：该公司在中国主导三元 NMC 电池市场，同时在 LFP 市场上也在扩大其影响力。数据显示，宁德时代在一月至三月期间的 NMC 电池市场份额达到了 81.6%。在第一季度，其 LFP 电池市场份额为 41%——这是四年来的最高水平，<em>Car News China</em> 如此表示。</p>
<table>
<thead>
<tr>
<th><strong>排名</strong></th>
<th><strong>制造商</strong></th>
<th><strong>总市场份额</strong></th>
<th><strong>NMC 市场份额</strong></th>
<th><strong>LFP 市场份额</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td>1</td>
<td>宁德时代</td>
<td>50.1%</td>
<td>81.6%</td>
<td>41%</td>
</tr>
<tr>
<td>2</td>
<td>比亚迪</td>
<td>17.5%</td>
<td>0%</td>
<td>22.6%</td>
</tr>
<tr>
<td>3</td>
<td>国轩高科</td>
<td>6.1%</td>
<td>0.4%</td>
<td>7.7%</td>
</tr>
<tr>
<td>4</td>
<td>CALB</td>
<td>5.3%</td>
<td>5.4%</td>
<td>5.3%</td>
</tr>
<tr>
<td>5</td>
<td>EVE</td>
<td>5%</td>
<td>1.1%</td>
<td>6.1%</td>
</tr>
<tr>
<td>6</td>
<td>Rept Battero</td>
<td>3.1%</td>
<td>0%</td>
<td>4%</td>
</tr>
<tr>
<td>7</td>
<td>Sunwoda</td>
<td>2.8%</td>
<td>0.2%</td>
<td>3.6%</td>
</tr>
<tr>
<td>8</td>
<td>SVOLT</td>
<td>2.5%</td>
<td>7.6%</td>
<td>1.1%</td>
</tr>
<tr>
<td>9</td>
<td>Zenergy</td>
<td>2.1%</td>
<td>0.3%</td>
<td>2.6%</td>
</tr>
<tr>
<td>10</td>
<td>浙江耀宁</td>
<td>1.8%</td>
<td>0%</td>
<td>2.4%</td>
</tr>
</tbody>
</table>
<p><em>来源：Car News China</em></p>
<p>如表所示，宁德时代的领先优势明显。第一季度第二大国内电池制造商是比亚迪，市场份额为 17.5%，比去年下降了 4.3%。<em>Car News China</em> 将其描述为比亚迪 “五年来最弱的结果”。然而，该公司仅在 LFP 领域运营，LFP 电池市场份额为 22.6%。在这一领域，宁德时代与其的差距并不明显。</p>
<p>总体来看，显然大多数制造商专注于 NMC 或 LFP 电池化学。只有宁德时代和 CALB 采取双重战略，而其他制造商大多集中于单一化学，LFP 的比例更高于 NMC。因此，LFP 市场竞争更为激烈，而宁德时代在 NMC 电池领域以 81% 的市场份额遥遥领先。只有 SVOLT 和 CALB 的市场份额仍然超过 5%。</p>
<p>然而，市场份额并非固定不变。在未来几年，电池制造商之间的竞争预计将转向钠离子和固态电池等新领域。同时，随着国内市场在最近几个月的持续疲软，制造商能否盈利也引发了疑问。</p>
<p>根据中国乘用车协会的统计，2 月份仅安装了约 370,000 个替代动力（BEV、PHEV 和 EREV）车辆的电池。其中，插电式混合动力车安装了 100,000 个（同比下降 61%），电池电动车安装了 236,000 个（同比下降 41%），电动卡车安装了 27,000 个。</p>
<p>“这种下滑是由于中国对电动车的短期需求减少，原因是政府补贴逐步退出，”<em>Car News China</em> 写道。关于中国 2 月份显著下降的更多细节可以在这里找到。</p>
<p>carnewschina.com</p>

华夏中证新能源汽车ETF

宁德时代

比亚迪

比亚迪股份

华宝智能电动汽车ETF

比亚迪(ADR)

<p>宁德时代在 2026 年第一季度实现了一个重要里程碑，市场份额超过 50%，达到 50.1%，占据了中国电动车电池市场的主导地位。比亚迪以 17.5% 的市场份额紧随其后，创下五年来的最低表现。宁德时代在 NMC 和 LFP 电池领域领先，分别占据 81.6% 和 41% 的市场份额。尽管如此，整体电动车电池市场面临挑战，包括由于政府补贴减少导致的需求下降，2026 年 2 月仅安装了 370,000 个电池</p>

<p>According to data from the China Passenger Car Association, CATL achieved a market share of 50.1% in the electric vehicle battery sector in the first quarter of 2026. This figure represents CATL’s estimated production share in the domestic market. It is an estimate, as the first quarter has not yet concluded—five days remain in March.</p>
<div class="lb-trans"><p>根据中国乘用车协会的数据，宁德时代在 2026 年第一季度的电动车电池市场份额达到了 50.1%。这个数字代表了宁德时代在国内市场的估计生产份额。由于第一季度尚未结束——三月份还有五天，因此这只是一个估计。</p>
</div><p>Regardless, the portal <em>Car News China</em> reports that CATL has regained this level of dominance in China for the first time in five years. In 2021, the company already held half of the domestic market, which at the time had a significantly smaller total volume. Incidentally, China’s total production volume of EV batteries for the first two months of the year reached 310 GWh, representing a 22% increase compared to the previous year.</p>
<div class="lb-trans"><p>尽管如此，门户网站 <em>Car News China</em> 报道称，宁德时代在中国重新获得这一市场主导地位，这是五年来的首次。在 2021 年，该公司已经占据了国内市场的一半，当时的总量明显较小。顺便提一下，中国前两个月的电动车电池总生产量达到了 310 GWh，比去年增长了 22%。</p>
</div><p>But <em>Car News China</em> emphasises: “However, the proportion between produced and installed packs reached the historical low of 19%.” Currently, a significant volume is being produced for stock.</p>
<div class="lb-trans"><p>但 <em>Car News China</em> 强调：“然而，生产和安装电池包之间的比例达到了历史低点 19%。” 目前，正在为库存生产大量电池。</p>
</div><p>What stands out is CATL’s strategic positioning: the company dominates the ternary NMC battery segment in China while simultaneously expanding its presence in the LFP segment. The figures reflect this: CATL’s market share for NMC batteries reached 81.6% between January and March. Its market share for LFP batteries stood at 41% in the first quarter—’the highest [level] in four years,’ according to <em>Car News China</em>.</p>
<div class="lb-trans"><p>值得注意的是宁德时代的战略定位：该公司在中国主导三元 NMC 电池市场，同时在 LFP 市场上也在扩大其影响力。数据显示，宁德时代在一月至三月期间的 NMC 电池市场份额达到了 81.6%。在第一季度，其 LFP 电池市场份额为 41%——这是四年来的最高水平，<em>Car News China</em> 如此表示。</p>
</div><table>
<thead>
<tr>
<th><strong>Rank</strong></th>
<th><strong>Manufacturer</strong></th>
<th><strong>Total market share</strong></th>
<th><strong>NMC market share</strong></th>
<th><strong>LFP market share</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td>1</td>
<td>CATL</td>
<td>50.1%</td>
<td>81.6%</td>
<td>41%</td>
</tr>
<tr>
<td>2</td>
<td>BYD</td>
<td>17.5%</td>
<td>0%</td>
<td>22.6%</td>
</tr>
<tr>
<td>3</td>
<td>Gotion</td>
<td>6.1%</td>
<td>0.4%</td>
<td>7.7%</td>
</tr>
<tr>
<td>4</td>
<td>CALB</td>
<td>5.3%</td>
<td>5.4%</td>
<td>5.3%</td>
</tr>
<tr>
<td>5</td>
<td>EVE</td>
<td>5%</td>
<td>1.1%</td>
<td>6.1%</td>
</tr>
<tr>
<td>6</td>
<td>Rept Battero</td>
<td>3.1%</td>
<td>0%</td>
<td>4%</td>
</tr>
<tr>
<td>7</td>
<td>Sunwoda</td>
<td>2.8%</td>
<td>0.2%</td>
<td>3.6%</td>
</tr>
<tr>
<td>8</td>
<td>SVOLT</td>
<td>2.5%</td>
<td>7.6%</td>
<td>1.1%</td>
</tr>
<tr>
<td>9</td>
<td>Zenergy</td>
<td>2.1%</td>
<td>0.3%</td>
<td>2.6%</td>
</tr>
<tr>
<td>10</td>
<td>Zhejiang Yaoning</td>
<td>1.8%</td>
<td>0%</td>
<td>2.4%</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th><strong>排名</strong></th>
<th><strong>制造商</strong></th>
<th><strong>总市场份额</strong></th>
<th><strong>NMC 市场份额</strong></th>
<th><strong>LFP 市场份额</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td>1</td>
<td>宁德时代</td>
<td>50.1%</td>
<td>81.6%</td>
<td>41%</td>
</tr>
<tr>
<td>2</td>
<td>比亚迪</td>
<td>17.5%</td>
<td>0%</td>
<td>22.6%</td>
</tr>
<tr>
<td>3</td>
<td>国轩高科</td>
<td>6.1%</td>
<td>0.4%</td>
<td>7.7%</td>
</tr>
<tr>
<td>4</td>
<td>CALB</td>
<td>5.3%</td>
<td>5.4%</td>
<td>5.3%</td>
</tr>
<tr>
<td>5</td>
<td>EVE</td>
<td>5%</td>
<td>1.1%</td>
<td>6.1%</td>
</tr>
<tr>
<td>6</td>
<td>Rept Battero</td>
<td>3.1%</td>
<td>0%</td>
<td>4%</td>
</tr>
<tr>
<td>7</td>
<td>Sunwoda</td>
<td>2.8%</td>
<td>0.2%</td>
<td>3.6%</td>
</tr>
<tr>
<td>8</td>
<td>SVOLT</td>
<td>2.5%</td>
<td>7.6%</td>
<td>1.1%</td>
</tr>
<tr>
<td>9</td>
<td>Zenergy</td>
<td>2.1%</td>
<td>0.3%</td>
<td>2.6%</td>
</tr>
<tr>
<td>10</td>
<td>浙江耀宁</td>
<td>1.8%</td>
<td>0%</td>
<td>2.4%</td>
</tr>
</tbody>
</table>
</div><p><em>Source: Car News China</em></p>
<div class="lb-trans"><p><em>来源：Car News China</em></p>
</div><p>As the table shows, CATL leads by a significant margin. The second-largest domestic battery manufacturer in the first quarter was BYD, with a 17.5% market share, representing a 4.3% decline compared to the previous year. <em>Car News China</em> describes this as BYD’s ‘weakest result in five years.’ However, the company, which operates solely in the LFP segment, holds a 22.6% share of the LFP battery market. In this segment, the gap to CATL is not as pronounced.</p>
<div class="lb-trans"><p>如表所示，宁德时代的领先优势明显。第一季度第二大国内电池制造商是比亚迪，市场份额为 17.5%，比去年下降了 4.3%。<em>Car News China</em> 将其描述为比亚迪 “五年来最弱的结果”。然而，该公司仅在 LFP 领域运营，LFP 电池市场份额为 22.6%。在这一领域，宁德时代与其的差距并不明显。</p>
</div><p>Overall, it is clear that most manufacturers focus on either NMC or LFP battery chemistries. Only CATL and CALB pursue a dual strategy, while other manufacturers largely concentrate on a single chemistry—more frequently LFP than NMC. Consequently, the LFP market is more competitive, whereas CATL has pulled far ahead in the NMC battery segment with the aforementioned 81% market share. Only SVOLT and CALB still hold market shares above 5%.</p>
<div class="lb-trans"><p>总体来看，显然大多数制造商专注于 NMC 或 LFP 电池化学。只有宁德时代和 CALB 采取双重战略，而其他制造商大多集中于单一化学，LFP 的比例更高于 NMC。因此，LFP 市场竞争更为激烈，而宁德时代在 NMC 电池领域以 81% 的市场份额遥遥领先。只有 SVOLT 和 CALB 的市场份额仍然超过 5%。</p>
</div><p>Nevertheless, market shares are not fixed. In the coming years, competition among battery manufacturers is expected to shift towards new segments such as sodium-ion and solid-state batteries. At the same time, questions arise about how profitably manufacturers can operate if the domestic market continues to weaken as it has in recent months.</p>
<div class="lb-trans"><p>然而，市场份额并非固定不变。在未来几年，电池制造商之间的竞争预计将转向钠离子和固态电池等新领域。同时，随着国内市场在最近几个月的持续疲软，制造商能否盈利也引发了疑问。</p>
</div><p>According to statistics from the China Passenger Car Association, only around 370,000 batteries were installed in vehicles with alternative drivetrains (BEV, PHEV, and EREV) in February. This includes 100,000 in plug-in hybrid vehicles (-61% year-on-year), 236,000 in battery-electric vehicles (-41% year-on-year), and 27,000 in electric trucks.</p>
<div class="lb-trans"><p>根据中国乘用车协会的统计，2 月份仅安装了约 370,000 个替代动力（BEV、PHEV 和 EREV）车辆的电池。其中，插电式混合动力车安装了 100,000 个（同比下降 61%），电池电动车安装了 236,000 个（同比下降 41%），电动卡车安装了 27,000 个。</p>
</div><p>“This slide is caused by the short-term decrease in demand for EVs in China due to the gradual phasing-out of governmental subsidies,” writes <em>Car News China.</em> More details on the pronounced February dip in China can be found here.</p>
<div class="lb-trans"><p>“这种下滑是由于中国对电动车的短期需求减少，原因是政府补贴逐步退出，”<em>Car News China</em> 写道。关于中国 2 月份显著下降的更多细节可以在这里找到。</p>
</div><p>carnewschina.com</p>
<div class="lb-trans"><p>carnewschina.com</p>
</div>

CATL captures half of China’s EV battery market

- CATL 在 2026 年第一季度电动车电池市场份额达到 50.1%。  
- 该公司在 NMC 电池领域占据 81.6% 市场份额，LFP 电池为 41%。  
- 二月份新能源汽车电池安装量大幅下滑，因政府补贴逐步退坡。

宁德时代在中国电动车电池市场占据了半壁江山