<blockquote>
<ul>
<li>宁德时代以 40.7% 的市场份额继续主导市场，而韩国竞争对手因美国需求放缓而遭受下滑。</li>
<li>比亚迪前三个月的全球市场份额为 13.7%，低于去年同期的 16.2%，但高于 1-2 月记录的 13.4%</li>
</ul>
</blockquote><p>全球顶级电动汽车电池制造商市场份额（2026 年 1-3 月）</p><table>
<thead>
<tr>
<th>公司</th>
<th>市场份额 (%)</th>
<th>装机量 (GWh)</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>40.7%</td>
<td>99.5</td>
</tr>
<tr>
<td>比亚迪</td>
<td>13.7%</td>
<td>33.5</td>
</tr>
<tr>
<td>LG 新能源</td>
<td>9.7%</td>
<td>23.7</td>
</tr>
<tr>
<td>中创新航</td>
<td>4.8%</td>
<td>11.6</td>
</tr>
<tr>
<td>国轩高科</td>
<td>4.2%</td>
<td>10.2</td>
</tr>
<tr>
<td>松下</td>
<td>3.7%</td>
<td>9.1</td>
</tr>
<tr>
<td>SK On</td>
<td>3.7%</td>
<td>9.0</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>3.1%</td>
<td>7.5</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>2.7%</td>
<td>6.5</td>
</tr>
<tr>
<td>欣旺达</td>
<td>2.2%</td>
<td>5.5</td>
</tr>
<tr>
<td>其他</td>
<td>11.6%</td>
<td>28.3</td>
</tr>
</tbody>
</table><p>全球顶级电动汽车电池制造商市场份额（2026 年 1-3 月）</p><p>2026 年前三个月，宁德时代以显著优势继续主导竞争激烈的全球电动汽车（EV）电池市场。</p><p>根据韩国市场追踪机构 SNE Research 周三发布的数据，1 月至 3 月全球电动汽车电池总用量达到 244.6 吉瓦时（GWh），同比增长 9.1%。</p><p>在此期间，宁德时代保持了其在全球市场的主导地位，录得 40.7% 的整体市场份额。该数字明显高于一年前的 38.5%，但低于 1-2 月期间看到的 42.1%。</p><p>加入我们的 Telegram 或 Google News</p><p>这家中国电池巨头第一季度的电池装机量达到 99.5 GWh，较去年同期的 86.4 GWh 增长 15.2%。</p><p>这一增长主要归因于其关键客户（如中国汽车制造商赛力斯、蔚来（NYSE: NIO）和理想汽车（NASDAQ: LI））整体汽车销量的扩张。</p><p>相比之下，全球排名第二的比亚迪在 2026 年前三个月遭遇显著挫折，其全球市场份额滑落至 13.7%。</p><p>这一表现低于去年同期的 16.2%，但高于 1-2 月记录的 13.4%。</p><p>比亚迪在 1-3 月期间的电池总装机量约为 33.5 GWh，较一年前的 36.4 GWh 下降 8.0%。</p><p>SNE Research 指出，这一下降主要受其自有品牌车辆在中国国内市场销售疲软的驱动，尽管向小米等新客户的供应增加，但仍拖累了电池用量。</p><p>韩国 LG 新能源（LGES）在此期间以 23.7 GWh 的电池装机量和 9.7% 的市场份额稳居全球第三，总用量同比增长 6.6%。</p><p>中国中创新航（CALB）排名第四，第一季度装机量为 11.6 GWh，市场份额为 4.8%，实现了 31.7% 的强劲同比增长。</p><p>中国国轩高科紧随其后排名第五，期间装机量为 10.2 GWh，占据 4.2% 的全球市场份额。</p><p>日本松下排名全球第六，装机量为 9.1 GWh，市场份额为 3.7%，反映出 4.0% 的温和同比增长。</p><p>另外两家韩国企业 SK On 和三星 SDI 也遭受严重挫折，其电池总用量同比分别下降 10.4% 和 27.7%。</p><p>SK On 以 9.0 GWh 的装机量和 3.7% 的市场份额排名第七，而三星 SDI 以 5.3 GWh 的用量跌出前十排名。</p><p>包括 LG 新能源在内的三家韩国顶级公司的全球合并市场份额在 1-3 月期间为 15.6%，较去年同期下降 2.1 个百分点。</p><p>韩国电池制造商数据普遍低迷，很大程度上是由于美国电动汽车市场销量大幅暴跌 28.4%，以及传统汽车制造商需求放缓所致。</p><p>中国亿纬锂能、蜂巢能源和欣旺达在全球市场分别排名第八、第九和第十，电池装机量分别为 7.5、6.5 和 5.5 GWh。</p><p>在 1-3 月的统计期间，这三家增长中的中国公司分别占据全球电动汽车电池市场份额的 3.1%、2.7% 和 2.2%。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041009152566-768x432.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/2026/04/2026041009152566-768x432.jpg"/></p><p>中国 3 月动力电池装机量持平，产量激增 50%</p><p>随着储能电池销量翻倍，中国 3 月电池销售显著增长。</p>

比亚迪

比亚迪(ADR)

比亚迪股份

宁德时代

<p>2026 年第一季度，宁德时代以 40.7% 的市场份额继续保持在全球电动汽车电池市场的主导地位，而比亚迪的市场份额则降至 13.7%。全球电动汽车电池总用量达到 244.6 GWh，同比增长 9.1%。宁德时代的装机量增至 99.5 GWh，主要得益于关键客户强劲的汽车销售表现。相比之下，由于国内销售疲软，比亚迪的装机量降至 33.5 GWh。韩国 LG 新能源占据 9.7% 的市场份额，而其他韩国企业在美国电动汽车市场销量下滑 28.4% 的背景下遭遇下滑</p>

<blockquote>
<ul>
<li>CATL continues to dominate the market with a 40.7% share, while South Korean rivals suffer a decline due to slowing US demand.</li>
<li>BYD's global market share in the first three months stood at 13.7%, down from 16.2% a year earlier, but higher than the 13.4% recorded in January-February</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>宁德时代以 40.7% 的市场份额继续主导市场，而韩国竞争对手因美国需求放缓而遭受下滑。</li>
<li>比亚迪前三个月的全球市场份额为 13.7%，低于去年同期的 16.2%，但高于 1-2 月记录的 13.4%</li>
</ul>
</blockquote></div><p>Market share of world's top EV battery makers (Jan-Mar 2026)</p>
<div class="lb-trans"><p>全球顶级电动汽车电池制造商市场份额（2026 年 1-3 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>40.7%</td>
<td>99.5</td>
</tr>
<tr>
<td>BYD</td>
<td>13.7%</td>
<td>33.5</td>
</tr>
<tr>
<td>LG Energy Solution</td>
<td>9.7%</td>
<td>23.7</td>
</tr>
<tr>
<td>CALB</td>
<td>4.8%</td>
<td>11.6</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>4.2%</td>
<td>10.2</td>
</tr>
<tr>
<td>Panasonic</td>
<td>3.7%</td>
<td>9.1</td>
</tr>
<tr>
<td>SK On</td>
<td>3.7%</td>
<td>9.0</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>3.1%</td>
<td>7.5</td>
</tr>
<tr>
<td>Svolt</td>
<td>2.7%</td>
<td>6.5</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>2.2%</td>
<td>5.5</td>
</tr>
<tr>
<td>Others</td>
<td>11.6%</td>
<td>28.3</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>公司</th>
<th>市场份额 (%)</th>
<th>装机量 (GWh)</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>40.7%</td>
<td>99.5</td>
</tr>
<tr>
<td>比亚迪</td>
<td>13.7%</td>
<td>33.5</td>
</tr>
<tr>
<td>LG 新能源</td>
<td>9.7%</td>
<td>23.7</td>
</tr>
<tr>
<td>中创新航</td>
<td>4.8%</td>
<td>11.6</td>
</tr>
<tr>
<td>国轩高科</td>
<td>4.2%</td>
<td>10.2</td>
</tr>
<tr>
<td>松下</td>
<td>3.7%</td>
<td>9.1</td>
</tr>
<tr>
<td>SK On</td>
<td>3.7%</td>
<td>9.0</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>3.1%</td>
<td>7.5</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>2.7%</td>
<td>6.5</td>
</tr>
<tr>
<td>欣旺达</td>
<td>2.2%</td>
<td>5.5</td>
</tr>
<tr>
<td>其他</td>
<td>11.6%</td>
<td>28.3</td>
</tr>
</tbody>
</table></div><p>Market Share of World's Top EV Battery Makers (Jan-Mar 2026)</p>
<div class="lb-trans"><p>全球顶级电动汽车电池制造商市场份额（2026 年 1-3 月）</p></div><p>CATL continued to dominate the fiercely competitive global electric vehicle (EV) battery market by a significant margin in the first three months of 2026.</p>
<div class="lb-trans"><p>2026 年前三个月，宁德时代以显著优势继续主导竞争激烈的全球电动汽车（EV）电池市场。</p></div><p>Total global EV battery usage reached 244.6 gigawatt-hours (GWh) from January to March, up 9.1% year-on-year, according to data released Wednesday by South Korean market tracker SNE Research.</p>
<div class="lb-trans"><p>根据韩国市场追踪机构 SNE Research 周三发布的数据，1 月至 3 月全球电动汽车电池总用量达到 244.6 吉瓦时（GWh），同比增长 9.1%。</p></div><p>CATL maintained its dominance in the global market during the period, recording a commanding 40.7% overall market share. The figure is notably higher than the 38.5% posted a year earlier, though lower than the 42.1% seen in the January-February period.</p>
<div class="lb-trans"><p>在此期间，宁德时代保持了其在全球市场的主导地位，录得 40.7% 的整体市场份额。该数字明显高于一年前的 38.5%，但低于 1-2 月期间看到的 42.1%。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们的 Telegram 或 Google News</p></div><p>The Chinese battery giant saw its battery installations reach 99.5 GWh in the first quarter, representing a 15.2% increase from 86.4 GWh in the same period last year.</p>
<div class="lb-trans"><p>这家中国电池巨头第一季度的电池装机量达到 99.5 GWh，较去年同期的 86.4 GWh 增长 15.2%。</p></div><p>The growth was largely attributed to the expansion in overall vehicle sales among its key clients, such as Chinese automakers Seres, Nio Inc (NYSE: NIO), and Li Auto (NASDAQ: LI).</p>
<div class="lb-trans"><p>这一增长主要归因于其关键客户（如中国汽车制造商赛力斯、蔚来（NYSE: NIO）和理想汽车（NASDAQ: LI））整体汽车销量的扩张。</p></div><p>In contrast, BYD, which ranks second globally, suffered a notable setback in the first three months of 2026 as its global market share slid to 13.7%.</p>
<div class="lb-trans"><p>相比之下，全球排名第二的比亚迪在 2026 年前三个月遭遇显著挫折，其全球市场份额滑落至 13.7%。</p></div><p>The performance was lower than the 16.2% recorded in the same period last year, but higher than the 13.4% logged in January-February.</p>
<div class="lb-trans"><p>这一表现低于去年同期的 16.2%，但高于 1-2 月记录的 13.4%。</p></div><p>BYD recorded about 33.5 GWh in total battery installations during the January-March period, an 8.0% drop compared with 36.4 GWh a year earlier.</p>
<div class="lb-trans"><p>比亚迪在 1-3 月期间的电池总装机量约为 33.5 GWh，较一年前的 36.4 GWh 下降 8.0%。</p></div><p>The decline was primarily driven by sluggish sales of its own branded vehicles in the domestic Chinese market, which weighed on battery usage despite increased supplies to new clients such as Xiaomi, SNE Research noted.</p>
<div class="lb-trans"><p>SNE Research 指出，这一下降主要受其自有品牌车辆在中国国内市场销售疲软的驱动，尽管向小米等新客户的供应增加，但仍拖累了电池用量。</p></div><p>South Korea's LG Energy Solution (LGES) held firm at third place globally with 23.7 GWh of battery installations and a 9.7% share during the period, as its total usage grew 6.6% year-on-year.</p>
<div class="lb-trans"><p>韩国 LG 新能源（LGES）在此期间以 23.7 GWh 的电池装机量和 9.7% 的市场份额稳居全球第三，总用量同比增长 6.6%。</p></div><p>China's CALB ranked fourth with 11.6 GWh of installations and a 4.8% share in the first quarter, achieving a robust year-on-year growth of 31.7%.</p>
<div class="lb-trans"><p>中国中创新航（CALB）排名第四，第一季度装机量为 11.6 GWh，市场份额为 4.8%，实现了 31.7% 的强劲同比增长。</p></div><p>China's Gotion High-tech followed closely in fifth place with 10.2 GWh of installations, capturing a 4.2% global market share during the period.</p>
<div class="lb-trans"><p>中国国轩高科紧随其后排名第五，期间装机量为 10.2 GWh，占据 4.2% 的全球市场份额。</p></div><p>Japan's Panasonic ranked sixth globally with 9.1 GWh of installations and a 3.7% share, reflecting a modest 4.0% year-on-year growth.</p>
<div class="lb-trans"><p>日本松下排名全球第六，装机量为 9.1 GWh，市场份额为 3.7%，反映出 4.0% 的温和同比增长。</p></div><p>Two other South Korean firms, SK On and Samsung SDI, also suffered severe setbacks, with their total battery usage dropping 10.4% and 27.7% year-on-year, respectively.</p>
<div class="lb-trans"><p>另外两家韩国企业 SK On 和三星 SDI 也遭受严重挫折，其电池总用量同比分别下降 10.4% 和 27.7%。</p></div><p>SK On ranked seventh with 9.0 GWh of installations and a 3.7% market share, while Samsung SDI fell out of the top 10 rankings with 5.3 GWh of usage.</p>
<div class="lb-trans"><p>SK On 以 9.0 GWh 的装机量和 3.7% 的市场份额排名第七，而三星 SDI 以 5.3 GWh 的用量跌出前十排名。</p></div><p>The combined global market share of the top three South Korean companies, including LGES, stood at 15.6% in the January-March period, down 2.1 percentage points from a year earlier.</p>
<div class="lb-trans"><p>包括 LG 新能源在内的三家韩国顶级公司的全球合并市场份额在 1-3 月期间为 15.6%，较去年同期下降 2.1 个百分点。</p></div><p>The widespread data slump among South Korean battery makers was largely due to a sharp 28.4% plunge in US EV market sales, alongside slowing demand from legacy automakers.</p>
<div class="lb-trans"><p>韩国电池制造商数据普遍低迷，很大程度上是由于美国电动汽车市场销量大幅暴跌 28.4%，以及传统汽车制造商需求放缓所致。</p></div><p>China's Eve Energy, Svolt Energy, and Sunwoda ranked eighth, ninth, and tenth in the global market, with battery installations of 7.5, 6.5, and 5.5 GWh, respectively.</p>
<div class="lb-trans"><p>中国亿纬锂能、蜂巢能源和欣旺达在全球市场分别排名第八、第九和第十，电池装机量分别为 7.5、6.5 和 5.5 GWh。</p></div><p>The three growing Chinese companies accounted for 3.1%, 2.7%, and 2.2% of the global EV battery market share, respectively, during the January-March statistical period.</p>
<div class="lb-trans"><p>在 1-3 月的统计期间，这三家增长中的中国公司分别占据全球电动汽车电池市场份额的 3.1%、2.7% 和 2.2%。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041009152566-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/04/2026041009152566-768x432.jpg"/></p>
<p>China Mar power battery installations flat as production surges 50%</p>
<div class="lb-trans"><p>中国 3 月动力电池装机量持平，产量激增 50%</p></div><p>China's battery sales grew significantly in March as energy storage battery sales doubled.</p>
<div class="lb-trans"><p>随着储能电池销量翻倍，中国 3 月电池销售显著增长。</p></div>

Global EV battery market share in January-March 2026: CATL 40.7%, BYD 13.7%

- CATL 在 2026 年第一季度占据 40.7% 的市场份额，继续领先于竞争对手。  
- BYD 的市场份额降至 13.7%，由于国内销量疲软，安装量减少至 33.5 GWh。  
- 全球电动车电池总使用量年同比增长 9.1%，达 244.6 GWh。

CnEVPost

中创新航

国轩高科

Panasonic Corporation

松下电器

亿纬锂能

欣旺达

赛力斯

蔚来

蔚来-SW

理想汽车

理想汽车-W

小米集团-W

小米集团(ADR)

Samsung Electronics Co., Ltd. Sponsored GDR

CATL HK SDR 30to1

BYD HK SDR 10to1

比亚迪股份-R

小米集团-WR

Xiaomi HK SDR 2to1

三星电子

2026年1-3月全球电动汽车电池市场份额：宁德时代40.7%，比亚迪13.7%