<blockquote>
<ul>
<li>4 月，宁德时代巩固了其作为中国最大动力电池制造商的地位，市场份额较 3 月上升 1.1 个百分点。</li>
<li>在三元电池市场，韩国 LG 新能源的市场份额从 3 月的 17.86% 骤降至 4 月的 3.02%。</li>
</ul>
</blockquote><p>2026 年 4 月中国顶级电动汽车电池制造商市场份额</p><p>0%</p><p>10%</p><p>20%</p><p>30%</p><p>40%</p><p>50%</p><p>60%</p><table>
<thead>
<tr>
<th>公司</th>
<th>装机量 (GWh)</th>
<th>市场份额 (%)</th>
<th>较上月份额变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>29.06</td>
<td>46.64%</td>
<td>+1.10</td>
</tr>
<tr>
<td>比亚迪</td>
<td>10.49</td>
<td>16.83%</td>
<td>-0.99</td>
</tr>
<tr>
<td>国轩高科</td>
<td>4.05</td>
<td>6.50%</td>
<td>+0.53</td>
</tr>
<tr>
<td>中创新航</td>
<td>3.90</td>
<td>6.26%</td>
<td>+0.03</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>3.11</td>
<td>4.98%</td>
<td>+0.12</td>
</tr>
<tr>
<td>瑞浦兰钧</td>
<td>2.14</td>
<td>3.44%</td>
<td>+0.72</td>
</tr>
<tr>
<td>正力新能</td>
<td>1.96</td>
<td>3.15%</td>
<td>+0.83</td>
</tr>
<tr>
<td>捷威动力</td>
<td>1.83</td>
<td>2.93%</td>
<td>+0.54</td>
</tr>
<tr>
<td>欣旺达</td>
<td>1.49</td>
<td>2.40%</td>
<td>-0.07</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>1.14</td>
<td>1.83%</td>
<td>-0.01</td>
</tr>
<tr>
<td>银派电池</td>
<td>0.90</td>
<td>1.44%</td>
<td>-0.11</td>
</tr>
<tr>
<td>科信技术</td>
<td>0.44</td>
<td>0.70%</td>
<td>+0.19</td>
</tr>
<tr>
<td>远航合金</td>
<td>0.36</td>
<td>0.58%</td>
<td>-0.04</td>
</tr>
<tr>
<td>LG 新能源</td>
<td>0.35</td>
<td>0.56%</td>
<td>-2.84</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.29</td>
<td>0.46%</td>
<td>+0.09</td>
</tr>
</tbody>
</table><p>2026 年 4 月中国顶级电动汽车电池制造商市场份额</p><p>上个月，宁德时代（港交所：3750）在中国电动汽车（EV）电池市场的领先地位进一步扩大，而比亚迪（港交所：1211）和 LG 新能源的市场份额均有所下降。</p><p>根据中国汽车动力电池产业创新联盟（CABIA）周一发布的数据，4 月份宁德时代的动力电池装机量达到 29.06 吉瓦时（GWh），以 46.64% 的市场份额稳居榜首。</p><p>这一数字较 3 月的 45.54% 增加了 1.1 个百分点。</p><p>在 Telegram 或 Google News 上关注我们</p><p>比亚迪排名第二，4 月份装机量为 10.49 GWh，占总市场的 16.83%，尽管其份额较 3 月的 17.83% 下滑了约 1 个百分点。</p><p>国轩高科在 4 月份的表现优于整体市场，攀升至第三位，装机量为 4.05 GWh，市场份额为 6.50%，较 3 月上升 0.53 个百分点。</p><p>在三元动力电池领域，宁德时代 4 月份装机量为 9.53 GWh，占据了该类别全国总量的巨大份额，达 82.52%。</p><p>2026 年 4 月中国顶级三元电池制造商市场份额</p><table>
<thead>
<tr>
<th>公司</th>
<th>装机量 (GWh)</th>
<th>市场份额 (%)</th>
<th>较上月份额变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>9.530</td>
<td>82.52%</td>
<td>+11.69</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>0.910</td>
<td>7.87%</td>
<td>+1.15</td>
</tr>
<tr>
<td>中创新航</td>
<td>0.580</td>
<td>5.04%</td>
<td>+1.57</td>
</tr>
<tr>
<td>LG 新能源</td>
<td>0.350</td>
<td>3.02%</td>
<td>-14.84</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>0.080</td>
<td>0.70%</td>
<td>+0.26</td>
</tr>
<tr>
<td>正力新能</td>
<td>0.050</td>
<td>0.39%</td>
<td>-0.03</td>
</tr>
<tr>
<td>欣旺达</td>
<td>0.030</td>
<td>0.22%</td>
<td>+0.22</td>
</tr>
<tr>
<td>国轩高科</td>
<td>0.020</td>
<td>0.16%</td>
<td>-0.01</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.010</td>
<td>0.07%</td>
<td>+0.01</td>
</tr>
<tr>
<td>多氟多</td>
<td>0.001</td>
<td>0.01%</td>
<td>+0.00</td>
</tr>
</tbody>
</table><p>2026 年 4 月中国顶级三元电池制造商市场份额</p><p>韩国巨头 LG 新能源在三元电池市场的份额从 3 月的 17.86% 骤降至 4 月的 3.02%，当月装机量仅为 0.35 GWh。</p><p>蜂巢能源在 4 月份的三元电池领域表现抢眼，以 0.91 GWh 的装机量和 7.87% 的市场份额位居第二。</p><p>在磷酸铁锂（LFP）电池市场，宁德时代和比亚迪之间的竞争依然激烈，装机量分别达到 19.53 GWh 和 10.49 GWh。</p><p>2026 年 4 月中国顶级磷酸铁锂电池制造商市场份额</p><table>
<thead>
<tr>
<th>公司</th>
<th>装机量 (GWh)</th>
<th>市场份额 (%)</th>
<th>较上月份额变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>19.53</td>
<td>38.48%</td>
<td>-1.12</td>
</tr>
<tr>
<td>比亚迪</td>
<td>10.49</td>
<td>20.66%</td>
<td>-1.35</td>
</tr>
<tr>
<td>国轩高科</td>
<td>4.03</td>
<td>7.95%</td>
<td>+0.62</td>
</tr>
<tr>
<td>中创新航</td>
<td>3.32</td>
<td>6.53%</td>
<td>-0.34</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>3.02</td>
<td>5.96%</td>
<td>+0.06</td>
</tr>
<tr>
<td>瑞浦兰钧</td>
<td>2.14</td>
<td>4.22%</td>
<td>+0.86</td>
</tr>
<tr>
<td>正力新能</td>
<td>1.91</td>
<td>3.77%</td>
<td>+1.01</td>
</tr>
<tr>
<td>捷威动力</td>
<td>1.83</td>
<td>3.60%</td>
<td>+0.64</td>
</tr>
<tr>
<td>欣旺达</td>
<td>1.47</td>
<td>2.90%</td>
<td>-0.16</td>
</tr>
<tr>
<td>银派电池</td>
<td>0.90</td>
<td>1.77%</td>
<td>-0.15</td>
</tr>
<tr>
<td>科信技术</td>
<td>0.44</td>
<td>0.86%</td>
<td>+0.23</td>
</tr>
<tr>
<td>远航合金</td>
<td>0.36</td>
<td>0.71%</td>
<td>-0.06</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.28</td>
<td>0.55%</td>
<td>+0.11</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>0.23</td>
<td>0.45%</td>
<td>-0.24</td>
</tr>
<tr>
<td>三虹祥</td>
<td>0.23</td>
<td>0.45%</td>
<td>+0.07</td>
</tr>
</tbody>
</table><p>2026 年 4 月中国顶级磷酸铁锂电池制造商市场份额</p><p>这两家公司在 4 月份分别占据了磷酸铁锂市场 38.48% 和 20.66% 的份额。</p><p>尽管保持了前两名位置，但两大巨头的磷酸铁锂市场份额环比均有所下降，而国轩高科以 4.03 GWh 的装机量和 7.95% 的市场份额在磷酸铁锂领域排名第三。</p><p>纵观 2026 年前四个月的累计数据，宁德时代在总市场装机量中的份额达到 47.36%，较去年同期显著增加 4.46 个百分点。</p><p>相比之下，比亚迪前四个月的累计市场份额为 16.81%，同比下降 7.73 个百分点，反映出该公司面临更具挑战性的市场环境。</p><p>4 月中国动力电池市场的广泛反弹，主要得益于行业从第一季度的季节性波动中稳步复苏。</p><p>4 月中国动力电池装机总量为 62.4 GWh，同比增长 15.2%，较 3 月增长 10.4%。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051112454452-768x432.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/2026/05/2026051112454452-768x432.jpg"/></p><p>中国 4 月电池装机量增长 15%，逆转两个月下滑</p><p>4 月动力电池装机量为 62.4 GWh，其中磷酸铁锂电池占据 81.5% 的份额。</p>

宁德时代

比亚迪

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 4 月，宁德时代在中国动力电池市场保持主导地位，市场份额为 46.64%，较 3 月上升 1.1 个百分点。比亚迪以 16.83% 的份额位居第二，低于 3 月的 17.83%。LG 新能源的市场份额从 17.86% 暴跌至 3.02%。在三元电池领域，宁德时代占据了 82.52% 的市场份额。累计来看，宁德时代 2026 年前四个月的市场份额达到 47.36%</p>

<blockquote>
<ul>
<li>CATL consolidated its position as China's largest power battery maker in April, with its share rising 1.1 percentage points from March.</li>
<li>In the ternary battery market, South Korea's LG Energy Solution saw its share plunge to 3.02% in April from 17.86% in March.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>4 月，宁德时代巩固了其作为中国最大动力电池制造商的地位，市场份额较 3 月上升 1.1 个百分点。</li>
<li>在三元电池市场，韩国 LG 新能源的市场份额从 3 月的 17.86% 骤降至 4 月的 3.02%。</li>
</ul>
</blockquote></div><p>Share of top EV battery makers in China (Apr 2026)</p>
<div class="lb-trans"><p>2026 年 4 月中国顶级电动汽车电池制造商市场份额</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><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>29.06</td>
<td>46.64%</td>
<td>+1.10</td>
</tr>
<tr>
<td>BYD</td>
<td>10.49</td>
<td>16.83%</td>
<td>-0.99</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>4.05</td>
<td>6.50%</td>
<td>+0.53</td>
</tr>
<tr>
<td>CALB</td>
<td>3.90</td>
<td>6.26%</td>
<td>+0.03</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>3.11</td>
<td>4.98%</td>
<td>+0.12</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>2.14</td>
<td>3.44%</td>
<td>+0.72</td>
</tr>
<tr>
<td>Zenergy</td>
<td>1.96</td>
<td>3.15%</td>
<td>+0.83</td>
</tr>
<tr>
<td>Energee</td>
<td>1.83</td>
<td>2.93%</td>
<td>+0.54</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>1.49</td>
<td>2.40%</td>
<td>-0.07</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>1.14</td>
<td>1.83%</td>
<td>-0.01</td>
</tr>
<tr>
<td>Yinpai Battery</td>
<td>0.90</td>
<td>1.44%</td>
<td>-0.11</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.44</td>
<td>0.70%</td>
<td>+0.19</td>
</tr>
<tr>
<td>Yuanhang Genlead</td>
<td>0.36</td>
<td>0.58%</td>
<td>-0.04</td>
</tr>
<tr>
<td>LG Energy Solution</td>
<td>0.35</td>
<td>0.56%</td>
<td>-2.84</td>
</tr>
<tr>
<td>Greater Bay Technology</td>
<td>0.29</td>
<td>0.46%</td>
<td>+0.09</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>较上月份额变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>29.06</td>
<td>46.64%</td>
<td>+1.10</td>
</tr>
<tr>
<td>比亚迪</td>
<td>10.49</td>
<td>16.83%</td>
<td>-0.99</td>
</tr>
<tr>
<td>国轩高科</td>
<td>4.05</td>
<td>6.50%</td>
<td>+0.53</td>
</tr>
<tr>
<td>中创新航</td>
<td>3.90</td>
<td>6.26%</td>
<td>+0.03</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>3.11</td>
<td>4.98%</td>
<td>+0.12</td>
</tr>
<tr>
<td>瑞浦兰钧</td>
<td>2.14</td>
<td>3.44%</td>
<td>+0.72</td>
</tr>
<tr>
<td>正力新能</td>
<td>1.96</td>
<td>3.15%</td>
<td>+0.83</td>
</tr>
<tr>
<td>捷威动力</td>
<td>1.83</td>
<td>2.93%</td>
<td>+0.54</td>
</tr>
<tr>
<td>欣旺达</td>
<td>1.49</td>
<td>2.40%</td>
<td>-0.07</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>1.14</td>
<td>1.83%</td>
<td>-0.01</td>
</tr>
<tr>
<td>银派电池</td>
<td>0.90</td>
<td>1.44%</td>
<td>-0.11</td>
</tr>
<tr>
<td>科信技术</td>
<td>0.44</td>
<td>0.70%</td>
<td>+0.19</td>
</tr>
<tr>
<td>远航合金</td>
<td>0.36</td>
<td>0.58%</td>
<td>-0.04</td>
</tr>
<tr>
<td>LG 新能源</td>
<td>0.35</td>
<td>0.56%</td>
<td>-2.84</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.29</td>
<td>0.46%</td>
<td>+0.09</td>
</tr>
</tbody>
</table></div><p>Share of Top EV Battery Makers in China (Apr 2026)</p>
<div class="lb-trans"><p>2026 年 4 月中国顶级电动汽车电池制造商市场份额</p></div><p>CATL (HKEX: 3750) expanded its lead in China's electric vehicle (EV) battery market last month, while shares of BYD (HKEX: 1211) and LG Energy Solution both declined.</p>
<div class="lb-trans"><p>上个月，宁德时代（港交所：3750）在中国电动汽车（EV）电池市场的领先地位进一步扩大，而比亚迪（港交所：1211）和 LG 新能源的市场份额均有所下降。</p></div><p>CATL's power battery installations reached 29.06 gigawatt-hours (GWh) in April, securing the top spot with a 46.64% market share, according to data released Monday by the China Automotive Battery Innovation Alliance (CABIA).</p>
<div class="lb-trans"><p>根据中国汽车动力电池产业创新联盟（CABIA）周一发布的数据，4 月份宁德时代的动力电池装机量达到 29.06 吉瓦时（GWh），以 46.64% 的市场份额稳居榜首。</p></div><p>The figure represents a 1.1 percentage point increase from 45.54% in March.</p>
<div class="lb-trans"><p>这一数字较 3 月的 45.54% 增加了 1.1 个百分点。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>在 Telegram 或 Google News 上关注我们</p></div><p>BYD ranked second with 10.49 GWh of installations in April, accounting for 16.83% of the total market, though its share slipped by about 1 percentage point from 17.83% in March.</p>
<div class="lb-trans"><p>比亚迪排名第二，4 月份装机量为 10.49 GWh，占总市场的 16.83%，尽管其份额较 3 月的 17.83% 下滑了约 1 个百分点。</p></div><p>Gotion High-tech outperformed the broader market in April, climbing to third place with 4.05 GWh of installations and a 6.50% share, up 0.53 percentage points from March.</p>
<div class="lb-trans"><p>国轩高科在 4 月份的表现优于整体市场，攀升至第三位，装机量为 4.05 GWh，市场份额为 6.50%，较 3 月上升 0.53 个百分点。</p></div><p>In the ternary power battery segment, CATL recorded 9.53 GWh of installations in April, capturing a massive 82.52% of the national total in this category.</p>
<div class="lb-trans"><p>在三元动力电池领域，宁德时代 4 月份装机量为 9.53 GWh，占据了该类别全国总量的巨大份额，达 82.52%。</p></div><p>Share of top ternary battery makers in China (Apr 2026)</p>
<div class="lb-trans"><p>2026 年 4 月中国顶级三元电池制造商市场份额</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>9.530</td>
<td>82.52%</td>
<td>+11.69</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.910</td>
<td>7.87%</td>
<td>+1.15</td>
</tr>
<tr>
<td>CALB</td>
<td>0.580</td>
<td>5.04%</td>
<td>+1.57</td>
</tr>
<tr>
<td>LG Energy Solution</td>
<td>0.350</td>
<td>3.02%</td>
<td>-14.84</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>0.080</td>
<td>0.70%</td>
<td>+0.26</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.050</td>
<td>0.39%</td>
<td>-0.03</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.030</td>
<td>0.22%</td>
<td>+0.22</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>0.020</td>
<td>0.16%</td>
<td>-0.01</td>
</tr>
<tr>
<td>Greater Bay Technology</td>
<td>0.010</td>
<td>0.07%</td>
<td>+0.01</td>
</tr>
<tr>
<td>Do-Fluoride</td>
<td>0.001</td>
<td>0.01%</td>
<td>+0.00</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>较上月份额变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>9.530</td>
<td>82.52%</td>
<td>+11.69</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>0.910</td>
<td>7.87%</td>
<td>+1.15</td>
</tr>
<tr>
<td>中创新航</td>
<td>0.580</td>
<td>5.04%</td>
<td>+1.57</td>
</tr>
<tr>
<td>LG 新能源</td>
<td>0.350</td>
<td>3.02%</td>
<td>-14.84</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>0.080</td>
<td>0.70%</td>
<td>+0.26</td>
</tr>
<tr>
<td>正力新能</td>
<td>0.050</td>
<td>0.39%</td>
<td>-0.03</td>
</tr>
<tr>
<td>欣旺达</td>
<td>0.030</td>
<td>0.22%</td>
<td>+0.22</td>
</tr>
<tr>
<td>国轩高科</td>
<td>0.020</td>
<td>0.16%</td>
<td>-0.01</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.010</td>
<td>0.07%</td>
<td>+0.01</td>
</tr>
<tr>
<td>多氟多</td>
<td>0.001</td>
<td>0.01%</td>
<td>+0.00</td>
</tr>
</tbody>
</table></div><p>Share of Top Ternary Battery Makers in China (Apr 2026)</p>
<div class="lb-trans"><p>2026 年 4 月中国顶级三元电池制造商市场份额</p></div><p>South Korean giant LG Energy Solution saw its share in the ternary battery market plunge to 3.02% in April from 17.86% in March, with its installations for the month totaling just 0.35 GWh.</p>
<div class="lb-trans"><p>韩国巨头 LG 新能源在三元电池市场的份额从 3 月的 17.86% 骤降至 4 月的 3.02%，当月装机量仅为 0.35 GWh。</p></div><p>Svolt Energy delivered a striking performance in the ternary battery sector in April, taking second place with 0.91 GWh of installations and a 7.87% share.</p>
<div class="lb-trans"><p>蜂巢能源在 4 月份的三元电池领域表现抢眼，以 0.91 GWh 的装机量和 7.87% 的市场份额位居第二。</p></div><p>In the lithium iron phosphate (LFP) battery market, competition between CATL and BYD remained fierce, with installations reaching 19.53 GWh and 10.49 GWh, respectively.</p>
<div class="lb-trans"><p>在磷酸铁锂（LFP）电池市场，宁德时代和比亚迪之间的竞争依然激烈，装机量分别达到 19.53 GWh 和 10.49 GWh。</p></div><p>Share of top LFP battery makers in China (Apr 2026)</p>
<div class="lb-trans"><p>2026 年 4 月中国顶级磷酸铁锂电池制造商市场份额</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>19.53</td>
<td>38.48%</td>
<td>-1.12</td>
</tr>
<tr>
<td>BYD</td>
<td>10.49</td>
<td>20.66%</td>
<td>-1.35</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>4.03</td>
<td>7.95%</td>
<td>+0.62</td>
</tr>
<tr>
<td>CALB</td>
<td>3.32</td>
<td>6.53%</td>
<td>-0.34</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>3.02</td>
<td>5.96%</td>
<td>+0.06</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>2.14</td>
<td>4.22%</td>
<td>+0.86</td>
</tr>
<tr>
<td>Zenergy</td>
<td>1.91</td>
<td>3.77%</td>
<td>+1.01</td>
</tr>
<tr>
<td>Energee</td>
<td>1.83</td>
<td>3.60%</td>
<td>+0.64</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>1.47</td>
<td>2.90%</td>
<td>-0.16</td>
</tr>
<tr>
<td>Yinpai Battery</td>
<td>0.90</td>
<td>1.77%</td>
<td>-0.15</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.44</td>
<td>0.86%</td>
<td>+0.23</td>
</tr>
<tr>
<td>Yuanhang Genlead</td>
<td>0.36</td>
<td>0.71%</td>
<td>-0.06</td>
</tr>
<tr>
<td>Greater Bay Technology</td>
<td>0.28</td>
<td>0.55%</td>
<td>+0.11</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.23</td>
<td>0.45%</td>
<td>-0.24</td>
</tr>
<tr>
<td>Sany Hongxiang</td>
<td>0.23</td>
<td>0.45%</td>
<td>+0.07</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>较上月份额变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>19.53</td>
<td>38.48%</td>
<td>-1.12</td>
</tr>
<tr>
<td>比亚迪</td>
<td>10.49</td>
<td>20.66%</td>
<td>-1.35</td>
</tr>
<tr>
<td>国轩高科</td>
<td>4.03</td>
<td>7.95%</td>
<td>+0.62</td>
</tr>
<tr>
<td>中创新航</td>
<td>3.32</td>
<td>6.53%</td>
<td>-0.34</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>3.02</td>
<td>5.96%</td>
<td>+0.06</td>
</tr>
<tr>
<td>瑞浦兰钧</td>
<td>2.14</td>
<td>4.22%</td>
<td>+0.86</td>
</tr>
<tr>
<td>正力新能</td>
<td>1.91</td>
<td>3.77%</td>
<td>+1.01</td>
</tr>
<tr>
<td>捷威动力</td>
<td>1.83</td>
<td>3.60%</td>
<td>+0.64</td>
</tr>
<tr>
<td>欣旺达</td>
<td>1.47</td>
<td>2.90%</td>
<td>-0.16</td>
</tr>
<tr>
<td>银派电池</td>
<td>0.90</td>
<td>1.77%</td>
<td>-0.15</td>
</tr>
<tr>
<td>科信技术</td>
<td>0.44</td>
<td>0.86%</td>
<td>+0.23</td>
</tr>
<tr>
<td>远航合金</td>
<td>0.36</td>
<td>0.71%</td>
<td>-0.06</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.28</td>
<td>0.55%</td>
<td>+0.11</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>0.23</td>
<td>0.45%</td>
<td>-0.24</td>
</tr>
<tr>
<td>三虹祥</td>
<td>0.23</td>
<td>0.45%</td>
<td>+0.07</td>
</tr>
</tbody>
</table></div><p>Share of Top LFP Battery Makers in China (Apr 2026)</p>
<div class="lb-trans"><p>2026 年 4 月中国顶级磷酸铁锂电池制造商市场份额</p></div><p>The two companies captured 38.48% and 20.66% of the LFP market share in April, respectively.</p>
<div class="lb-trans"><p>这两家公司在 4 月份分别占据了磷酸铁锂市场 38.48% 和 20.66% 的份额。</p></div><p>Although they maintained the top spots, both giants saw their LFP market shares decline sequentially, while Gotion High-tech ranked third in the LFP segment with 4.03 GWh and a 7.95% share.</p>
<div class="lb-trans"><p>尽管保持了前两名位置，但两大巨头的磷酸铁锂市场份额环比均有所下降，而国轩高科以 4.03 GWh 的装机量和 7.95% 的市场份额在磷酸铁锂领域排名第三。</p></div><p>Looking at cumulative data for the first four months of 2026, CATL's share of total market installations reached 47.36%, a significant increase of 4.46 percentage points from the same period last year.</p>
<div class="lb-trans"><p>纵观 2026 年前四个月的累计数据，宁德时代在总市场装机量中的份额达到 47.36%，较去年同期显著增加 4.46 个百分点。</p></div><p>In contrast, BYD's cumulative market share for the first four months stood at 16.81%, dropping 7.73 percentage points year-on-year, reflecting a more challenging market environment for the company.</p>
<div class="lb-trans"><p>相比之下，比亚迪前四个月的累计市场份额为 16.81%，同比下降 7.73 个百分点，反映出该公司面临更具挑战性的市场环境。</p></div><p>The broader rebound in China's power battery market in April was largely driven by the industry's steady recovery from seasonal fluctuations in the first quarter.</p>
<div class="lb-trans"><p>4 月中国动力电池市场的广泛反弹，主要得益于行业从第一季度的季节性波动中稳步复苏。</p></div><p>China's power battery installations totaled 62.4 GWh in April, up 15.2% year-on-year and 10.4% from March.</p>
<div class="lb-trans"><p>4 月中国动力电池装机总量为 62.4 GWh，同比增长 15.2%，较 3 月增长 10.4%。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051112454452-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/05/2026051112454452-768x432.jpg"/></p>
<p>China April battery installations grow 15%, reversing 2-month decline</p>
<div class="lb-trans"><p>中国 4 月电池装机量增长 15%，逆转两个月下滑</p></div><p>Power battery installations stood at 62.4 GWh in April, with LFP batteries capturing an 81.5% share.</p>
<div class="lb-trans"><p>4 月动力电池装机量为 62.4 GWh，其中磷酸铁锂电池占据 81.5% 的份额。</p></div>

Top battery makers' April 2026 share in China: CATL 46.64%, BYD 16.83%

- CATL 在四月的电池市场中份额达 46.64%，同比增长 1.1%。  
- LG Energy Solution 的份额降至 3.02%，同比下降 14.84%。  
- 四月份电池安装总量为 62.4 GWh，较去年增长 15%。

2026年4月中国头部电池制造商市场份额：宁德时代46.64%，比亚迪16.83%