<blockquote>
<ul>
<li>宁德时代和比亚迪在 1-2 月合计占据全球市场的 55.5%，低于 1 月的 59.0%。</li>
<li>期间全球电动车电池使用量总计达 134.9 GWh，同比增加 4.4%。</li>
</ul>
</blockquote><p>2026 年 1-2 月全球顶级电动车电池制造商的市场份额</p><table>
<thead>
<tr>
<th>公司</th>
<th>市场份额 (%)</th>
<th>安装量 (GWh)</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>42.1%</td>
<td>56.9</td>
</tr>
<tr>
<td>比亚迪</td>
<td>13.4%</td>
<td>18.1</td>
</tr>
<tr>
<td>LG 能源解决方案</td>
<td>8.7%</td>
<td>11.8</td>
</tr>
<tr>
<td>中创新航</td>
<td>4.7%</td>
<td>6.3</td>
</tr>
<tr>
<td>松下</td>
<td>4.0%</td>
<td>5.3</td>
</tr>
<tr>
<td>国轩高科</td>
<td>3.9%</td>
<td>5.3</td>
</tr>
<tr>
<td>SK On</td>
<td>3.8%</td>
<td>5.2</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>2.8%</td>
<td>3.8</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>2.8%</td>
<td>3.7</td>
</tr>
<tr>
<td>三星 SDI</td>
<td>2.5%</td>
<td>3.3</td>
</tr>
<tr>
<td>其他</td>
<td>11.3%</td>
<td>15.2</td>
</tr>
</tbody>
</table><p>2026 年 1-2 月全球顶级电动车电池制造商市场份额</p><p>宁德时代和比亚迪在 2026 年前两个月继续主导全球电动车电池市场，但其份额相比 1 月均有所下降。</p><p>根据韩国市场调研公司 SNE Research 周二公布的数据，1-2 月全球电动车电池使用总量达到 134.9 GWh，同比上升 4.4%。</p><p>宁德时代在此期间保持其全球市场领先地位，录得 42.1% 的总体市场份额，尽管这一比例低于 1 月的 45.2%。</p><p>订阅我们的 Telegram 或 Google News</p><p>这家中国电池巨头 1-2 月的电池安装量为 56.9 GWh，比去年同期的 50.0 GWh 增长了 13.7%。</p><p>这一增长主要归功于其主要客户，包括理想汽车、蔚来和极氪等中国汽车制造商的整体销售扩展。</p><p>相比之下，排名第二的比亚迪在 2026 年前两个月出现了挫折，其全球市场份额下降至 13.4%。</p><p>这一比例低于去年同期的 16.0% 以及 1 月的 13.8%。</p><p>比亚迪 1-2 月的电池安装总量约为 18.1 GWh，同比下降约 12.5%，去年同期为 20.7 GWh。</p><p>这一情况主要是由于在中国市场的淡季，比亚迪品牌车辆销量表现疲弱，尽管其海外销售有所增长。</p><p>宁德时代和比亚迪在 1-2 月合计占据全球市场份额 55.5%，低于 1 月的 59.0%。</p><p>与此同时，韩国三大电池制造商在 1-2 月期间继续面临挑战，其全球市场总份额下降至 15.0%。</p><p>LG 能源解决方案以约 11.8 GWh 的电池安装量和 8.7% 的份额全球排名第三，其总使用量同比下降 2.7%。</p><p>另外两家韩国企业 SK On 和三星 SDI 也遇到挫折，其电池使用量分别同比减少 12.9% 和 21.9%。</p><p>这两家韩国公司分别以 5.2 GWh 和 3.3 GWh 的安装量排名第七和第十，分别占 3.8% 和 2.5% 的市场份额。</p><p>根据 SNE Research 的报道，韩国电池公司数据的大面积下降主要由于美国电动车市场销售近 30% 的下滑，以及传统大型汽车制造商需求的放缓。</p><p>中国企业中创新航在 1-2 月以 6.3 GWh 的安装量和 4.7% 的市场份额排名第四。</p><p>日本的松下公司在此期间以 5.3 GWh 的安装量和 4.0% 的份额全球排名第五。</p><p>中国的国轩高科和亿纬锂能分别以 3.9% 和 2.8% 的市场份额排名第六和第九。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026040108262427-768x432.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://cnevpost.com/wp-content/uploads/2026/04/2026040108262427-768x432.jpg"/></p><p>海纳电池高管预测钠电池成本将下降至锂电池相近水平</p><p>海纳电池总经理预计钠离子电池和锂电池的价格区间将在明年出现历史性收敛。</p>

比亚迪

宁德时代

比亚迪股份

比亚迪(ADR)

华夏中证新能源汽车ETF

华宝智能电动汽车ETF

<p>2026 年 1-2 月，宁德时代和比亚迪合计占据全球电动车电池市场 55.5% 的份额，低于 1 月的 59.0%。宁德时代保持 42.1% 的市场份额，其安装量为 56.9 GWh；比亚迪的份额下降至 13.4%，安装量为 18.1 GWh。全球电动车电池总使用量达到 134.9 GWh，同比上升 4.4%。韩国企业面临挑战，其总市场份额下降至 15.0%。LG 能源解决方案以 8.7% 的份额排名第三，而 SK On 和三星 SDI 则出现使用量显著下降</p>

<blockquote>
<ul>
<li>CATL and BYD held a combined 55.5% of the global market in Jan-Feb, down from 59.0% in January.</li>
<li>Total global EV battery usage during the period reached 134.9 GWh, up 4.4% year-on-year.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>宁德时代和比亚迪在 1-2 月合计占据全球市场的 55.5%，低于 1 月的 59.0%。</li>
<li>期间全球电动车电池使用量总计达 134.9 GWh，同比增加 4.4%。</li>
</ul>
</blockquote></div><p>Market share of world's top EV battery makers (Jan-Feb 2026)</p>
<div class="lb-trans"><p>2026 年 1-2 月全球顶级电动车电池制造商的市场份额</p></div><table>
<thead>
<tr>
<th>Company</th>
<th>Market Share (%)</th>
<th>Installations (GWh)</th>
</tr>
</thead>
<tbody>
<tr>
<td>CATL</td>
<td>42.1%</td>
<td>56.9</td>
</tr>
<tr>
<td>BYD</td>
<td>13.4%</td>
<td>18.1</td>
</tr>
<tr>
<td>LG Energy Solution</td>
<td>8.7%</td>
<td>11.8</td>
</tr>
<tr>
<td>CALB</td>
<td>4.7%</td>
<td>6.3</td>
</tr>
<tr>
<td>Panasonic</td>
<td>4.0%</td>
<td>5.3</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>3.9%</td>
<td>5.3</td>
</tr>
<tr>
<td>SK On</td>
<td>3.8%</td>
<td>5.2</td>
</tr>
<tr>
<td>Svolt</td>
<td>2.8%</td>
<td>3.8</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>2.8%</td>
<td>3.7</td>
</tr>
<tr>
<td>Samsung SDI</td>
<td>2.5%</td>
<td>3.3</td>
</tr>
<tr>
<td>Others</td>
<td>11.3%</td>
<td>15.2</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>公司</th>
<th>市场份额 (%)</th>
<th>安装量 (GWh)</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>42.1%</td>
<td>56.9</td>
</tr>
<tr>
<td>比亚迪</td>
<td>13.4%</td>
<td>18.1</td>
</tr>
<tr>
<td>LG 能源解决方案</td>
<td>8.7%</td>
<td>11.8</td>
</tr>
<tr>
<td>中创新航</td>
<td>4.7%</td>
<td>6.3</td>
</tr>
<tr>
<td>松下</td>
<td>4.0%</td>
<td>5.3</td>
</tr>
<tr>
<td>国轩高科</td>
<td>3.9%</td>
<td>5.3</td>
</tr>
<tr>
<td>SK On</td>
<td>3.8%</td>
<td>5.2</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>2.8%</td>
<td>3.8</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>2.8%</td>
<td>3.7</td>
</tr>
<tr>
<td>三星 SDI</td>
<td>2.5%</td>
<td>3.3</td>
</tr>
<tr>
<td>其他</td>
<td>11.3%</td>
<td>15.2</td>
</tr>
</tbody>
</table></div><p>Market Share of World's Top EV Battery Makers (Jan-Feb 2026)</p>
<div class="lb-trans"><p>2026 年 1-2 月全球顶级电动车电池制造商市场份额</p></div><p>CATL and BYD continued to dominate the global EV battery market in the first two months of 2026, although their shares both slipped compared to January.</p>
<div class="lb-trans"><p>宁德时代和比亚迪在 2026 年前两个月继续主导全球电动车电池市场，但其份额相比 1 月均有所下降。</p></div><p>Total global EV battery usage in the January-February period reached 134.9 gigawatt-hours (GWh), up 4.4% year-on-year, according to data released Tuesday by South Korean market research firm SNE Research.</p>
<div class="lb-trans"><p>根据韩国市场调研公司 SNE Research 周二公布的数据，1-2 月全球电动车电池使用总量达到 134.9 GWh，同比上升 4.4%。</p></div><p>CATL maintained its dominance in the global market during the period, recording a 42.1% overall market share, though down from 45.2% in January.</p>
<div class="lb-trans"><p>宁德时代在此期间保持其全球市场领先地位，录得 42.1% 的总体市场份额，尽管这一比例低于 1 月的 45.2%。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>订阅我们的 Telegram 或 Google News</p></div><p>The Chinese battery giant's battery installation volume for Jan-Feb stood at 56.9 GWh, up 13.7% from 50.0 GWh a year earlier.</p>
<div class="lb-trans"><p>这家中国电池巨头 1-2 月的电池安装量为 56.9 GWh，比去年同期的 50.0 GWh 增长了 13.7%。</p></div><p>The growth was primarily attributed to the overall sales expansion of its key clients, including Chinese automakers such as Li Auto, Nio, and Zeekr.</p>
<div class="lb-trans"><p>这一增长主要归功于其主要客户，包括理想汽车、蔚来和极氪等中国汽车制造商的整体销售扩展。</p></div><p>In contrast, second-ranked BYD suffered a setback in the first two months of 2026, with its global market share sliding to 13.4%.</p>
<div class="lb-trans"><p>相比之下，排名第二的比亚迪在 2026 年前两个月出现了挫折，其全球市场份额下降至 13.4%。</p></div><p>This is down from 16.0% in the same period last year and 13.8% in January.</p>
<div class="lb-trans"><p>这一比例低于去年同期的 16.0% 以及 1 月的 13.8%。</p></div><p>BYD's total battery installation volume registered about 18.1 GWh in January-February, marking a year-on-year decline of about 12.5% compared to 20.7 GWh a year ago.</p>
<div class="lb-trans"><p>比亚迪 1-2 月的电池安装总量约为 18.1 GWh，同比下降约 12.5%，去年同期为 20.7 GWh。</p></div><p>This was largely due to a sales slump for its own-brand vehicles in the Chinese domestic market during the traditional off-season, despite displaying growth in overseas sales.</p>
<div class="lb-trans"><p>这一情况主要是由于在中国市场的淡季，比亚迪品牌车辆销量表现疲弱，尽管其海外销售有所增长。</p></div><p>Together, CATL and BYD captured a combined 55.5% of the global share in Jan-Feb, down from 59.0% in January.</p>
<div class="lb-trans"><p>宁德时代和比亚迪在 1-2 月合计占据全球市场份额 55.5%，低于 1 月的 59.0%。</p></div><p>Meanwhile, South Korea's three major battery makers continued to face challenges during the Jan-Feb period, with their combined global market share dropping to 15.0%.</p>
<div class="lb-trans"><p>与此同时，韩国三大电池制造商在 1-2 月期间继续面临挑战，其全球市场总份额下降至 15.0%。</p></div><p>LG Energy Solution ranked third globally with a battery installation volume of about 11.8 GWh and an 8.7% share, and its total usage fell 2.7% year-on-year.</p>
<div class="lb-trans"><p>LG 能源解决方案以约 11.8 GWh 的电池安装量和 8.7% 的份额全球排名第三，其总使用量同比下降 2.7%。</p></div><p>The other two South Korean firms, SK On and Samsung SDI, also suffered setbacks, with their total battery usage plunging 12.9% and 21.9% year-on-year, respectively.</p>
<div class="lb-trans"><p>另外两家韩国企业 SK On 和三星 SDI 也遇到挫折，其电池使用量分别同比减少 12.9% 和 21.9%。</p></div><p>The two South Korean companies ranked 7th and 10th with 5.2 GWh and 3.3 GWh, capturing shares of 3.8% and 2.5%, respectively.</p>
<div class="lb-trans"><p>这两家韩国公司分别以 5.2 GWh 和 3.3 GWh 的安装量排名第七和第十，分别占 3.8% 和 2.5% 的市场份额。</p></div><p>The widespread data decline among South Korean battery companies was mainly driven by a nearly 30% sales drop in the US EV market and slowing demand from major legacy automakers, according to SNE Research.</p>
<div class="lb-trans"><p>根据 SNE Research 的报道，韩国电池公司数据的大面积下降主要由于美国电动车市场销售近 30% 的下滑，以及传统大型汽车制造商需求的放缓。</p></div><p>China's CALB ranked fourth in January-February with an installation volume of 6.3 GWh and a 4.7% share.</p>
<div class="lb-trans"><p>中国企业中创新航在 1-2 月以 6.3 GWh 的安装量和 4.7% 的市场份额排名第四。</p></div><p>Japan's Panasonic took fifth place globally during the period with an installation volume of 5.3 GWh and a 4.0% share.</p>
<div class="lb-trans"><p>日本的松下公司在此期间以 5.3 GWh 的安装量和 4.0% 的份额全球排名第五。</p></div><p>China's Gotion High-tech and Eve Energy ranked sixth and ninth with shares of 3.9% and 2.8%, respectively.</p>
<div class="lb-trans"><p>中国的国轩高科和亿纬锂能分别以 3.9% 和 2.8% 的市场份额排名第六和第九。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026040108262427-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/04/2026040108262427-768x432.jpg"/></p>
<p>Hina Battery exec predicts sodium battery costs will fall to match lithium rivals</p>
<div class="lb-trans"><p>海纳电池高管预测钠电池成本将下降至锂电池相近水平</p></div><p>Hina Battery general manager expects a historic convergence in the price ranges of sodium-ion and lithium batteries next year.</p>
<div class="lb-trans"><p>海纳电池总经理预计钠离子电池和锂电池的价格区间将在明年出现历史性收敛。</p></div>

Global EV battery market share in Jan-Feb 2026: CATL 42.1%, BYD 13.4%

- CATL 和 BYD 在 2026 年前两个月全球市场份额为 55.5%，较一月份下降。  
- 全球电动车电池使用量达到 134.9 GWh，同比增长 4.4%。  
- LG Energy Solution 位列第三，市场份额为 8.7%，面临销售下滑。

2026年1-2月全球电动车电池市场份额：宁德时代42.1%，比亚迪13.4%