<p>中国头部电动汽车电池制造商市场份额（2026 年 5 月）</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>环比变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>33.08</td>
<td>46.14%</td>
<td>-0.51</td>
</tr>
<tr>
<td>比亚迪</td>
<td>11.87</td>
<td>16.56%</td>
<td>-0.27</td>
</tr>
<tr>
<td>国轩高科</td>
<td>4.44</td>
<td>6.19%</td>
<td>-0.31</td>
</tr>
<tr>
<td>中创新航</td>
<td>4.30</td>
<td>5.99%</td>
<td>-0.26</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>3.23</td>
<td>4.50%</td>
<td>-0.48</td>
</tr>
<tr>
<td>瑞浦兰钧</td>
<td>2.63</td>
<td>3.67%</td>
<td>+0.23</td>
</tr>
<tr>
<td>正力新能</td>
<td>2.30</td>
<td>3.21%</td>
<td>+0.06</td>
</tr>
<tr>
<td>欣旺达</td>
<td>2.21</td>
<td>3.08%</td>
<td>+0.68</td>
</tr>
<tr>
<td>捷威动力</td>
<td>1.82</td>
<td>2.53%</td>
<td>-0.40</td>
</tr>
<tr>
<td>LG 新能源</td>
<td>1.54</td>
<td>2.14%</td>
<td>+1.58</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>1.29</td>
<td>1.80%</td>
<td>-0.02</td>
</tr>
<tr>
<td>银牌电池</td>
<td>0.82</td>
<td>1.14%</td>
<td>-0.30</td>
</tr>
<tr>
<td>科信技术</td>
<td>0.60</td>
<td>0.84%</td>
<td>+0.14</td>
</tr>
<tr>
<td>三虹祥</td>
<td>0.43</td>
<td>0.60%</td>
<td>+0.24</td>
</tr>
<tr>
<td>远航铅业</td>
<td>0.24</td>
<td>0.33%</td>
<td>-0.25</td>
</tr>
</tbody>
</table><p>中国头部电动汽车电池制造商市场份额（2026 年 5 月）</p><blockquote>
<ul>
<li>宁德时代 5 月仍是中国最大的动力电池制造商，尽管其市场份额较 4 月微降 0.51 个百分点。</li>
<li>LG 新能源在三元电池市场的份额从 4 月的 3.02% 反弹至 11.47%，重夺该细分领域第二名。</li>
</ul>
</blockquote><p>上个月，宁德时代（HKEX: 3750）在中国电动汽车（EV）电池市场保持主导地位，而韩国 LG 新能源在三元电池板块强势回归。</p><p>根据中国汽车动力电池产业创新联盟（CABIA）周四发布的数据，宁德时代 5 月动力电池装机量为 33.08 GWh，以 46.14% 的市场份额位居整体市场第一。</p><p>然而，这一份额较 4 月的 46.64% 下降了 0.51 个百分点。</p><p>加入我们的 Telegram 或 Google News</p><p>比亚迪（HKEX: 1211）以 11.87 GWh 的装机量排名第二，市场份额为 16.56%，较 4 月的 16.83% 下降 0.27 个百分点。</p><p>国轩高科（SZSE: 002074）保持第三位，装机量为 4.44 GWh，市场份额为 6.19%，尽管其份额较 4 月下滑 0.31 个百分点。</p><p>中创新航（CALB，HKEX: 3931）和亿纬锂能（SZSE: 300014）分别排名第四和第五，装机量分别为 4.30 GWh 和 3.23 GWh，对应市场份额分别为 5.99% 和 4.50%。</p><p>在前十大厂商中，欣旺达（SZSE: 300207）是市场份额增幅最大的本土企业。其 5 月装机量为 2.21 GWh，市场份额较 4 月上升 0.68 个百分点至 3.08%，位居第八。</p><p>LG 新能源是前十大厂商中唯一的外国公司。其 5 月装机量为 1.54 GWh，市场份额较 4 月跃升 1.58 个百分点至 2.14%，排名第十。</p><p>在三元动力电池板块，宁德时代 5 月装机量为 9.96 GWh，市场份额为 74.36%。虽然仍遥遥领先，但该份额较 4 月的 82.52% 大幅下降了 8.16 个百分点。</p><p>中国三元电池市场头部厂商份额（2026 年 5 月）</p><table>
<thead>
<tr>
<th>公司</th>
<th>装机量 (GWh)</th>
<th>市场份额 (%)</th>
<th>环比变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>9.960</td>
<td>74.36%</td>
<td>-8.16</td>
</tr>
<tr>
<td>LG 新能源</td>
<td>1.540</td>
<td>11.47%</td>
<td>+8.46</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>1.010</td>
<td>7.55%</td>
<td>-0.32</td>
</tr>
<tr>
<td>中创新航</td>
<td>0.630</td>
<td>4.70%</td>
<td>-0.34</td>
</tr>
<tr>
<td>欣旺达</td>
<td>0.110</td>
<td>0.84%</td>
<td>+0.62</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>0.070</td>
<td>0.52%</td>
<td>-0.19</td>
</tr>
<tr>
<td>正力新能</td>
<td>0.050</td>
<td>0.39%</td>
<td>+0.00</td>
</tr>
<tr>
<td>国轩高科</td>
<td>0.010</td>
<td>0.07%</td>
<td>-0.09</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.010</td>
<td>0.05%</td>
<td>-0.02</td>
</tr>
<tr>
<td>孚能科技</td>
<td>0.010</td>
<td>0.04%</td>
<td>+0.04</td>
</tr>
</tbody>
</table><p>中国三元电池市场头部厂商份额（2026 年 5 月）</p><p>与此同时，LG 新能源在该板块上演了戏剧性反弹。其 5 月三元电池装机量为 1.54 GWh，市场份额从 4 月的 3.02% 飙升 8.46 个百分点至 11.47%，重回该细分领域第二位。</p><p>蜂巢能源以 1.01 GWh 的装机量和 7.55% 的市场份额在三元市场排名第三。</p><p>在磷酸铁锂（LFP）电池市场，宁德时代装机量为 23.12 GWh，市场份额较 4 月上升 1.18 个百分点至 39.66%，进一步巩固了其领先地位。</p><p>中国磷酸铁锂电池市场头部厂商份额（2026 年 5 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>环比变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>23.12</td>
<td>39.66%</td>
<td>+1.18</td>
</tr>
<tr>
<td>比亚迪</td>
<td>11.87</td>
<td>20.37%</td>
<td>-0.30</td>
</tr>
<tr>
<td>国轩高科</td>
<td>4.43</td>
<td>7.60%</td>
<td>-0.35</td>
</tr>
<tr>
<td>中创新航</td>
<td>3.67</td>
<td>6.29%</td>
<td>-0.24</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>3.16</td>
<td>5.42%</td>
<td>-0.54</td>
</tr>
<tr>
<td>瑞浦兰钧</td>
<td>2.63</td>
<td>4.51%</td>
<td>+0.29</td>
</tr>
<tr>
<td>正力新能</td>
<td>2.25</td>
<td>3.85%</td>
<td>+0.08</td>
</tr>
<tr>
<td>欣旺达</td>
<td>2.10</td>
<td>3.59%</td>
<td>+0.70</td>
</tr>
<tr>
<td>捷威动力</td>
<td>1.82</td>
<td>3.11%</td>
<td>-0.48</td>
</tr>
<tr>
<td>银牌电池</td>
<td>0.82</td>
<td>1.40%</td>
<td>-0.37</td>
</tr>
<tr>
<td>科信技术</td>
<td>0.60</td>
<td>1.03%</td>
<td>+0.17</td>
</tr>
<tr>
<td>三虹祥</td>
<td>0.43</td>
<td>0.74%</td>
<td>+0.29</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>0.28</td>
<td>0.48%</td>
<td>+0.03</td>
</tr>
<tr>
<td>远航铅业</td>
<td>0.24</td>
<td>0.41%</td>
<td>-0.30</td>
</tr>
<tr>
<td>中国汽车新能源电池</td>
<td>0.22</td>
<td>0.38%</td>
<td>+0.10</td>
</tr>
</tbody>
</table><p>中国磷酸铁锂电池市场头部厂商份额（2026 年 5 月）</p><p>比亚迪在磷酸铁锂市场占据 20.37% 的份额，装机量为 11.87 GWh，较 4 月微降 0.30 个百分点。</p><p>国轩高科排名第三，装机量为 4.43 GWh，市场份额为 7.60%。</p><p>5 月，中国动力电池市场继续保持整体增长势头。当月装机量达到 71.9 GWh，同比增长 25.9%，环比增长 15.2%，连续第二个月实现扩张。</p><p>5 月，磷酸铁锂电池占国内市场的 81.2%，保持其主导地位。</p><p>2026 年前 5 个月，中国动力电池装机总量为 259.1 GWh，较 2025 年同期增长 7.3%。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/06/2026061105124585-768x432.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/2026/06/2026061105124585-768x432.jpg"/></p><p>中国 5 月电动汽车电池装机量激增 26%，延续增长态势</p><p>中国 5 月电动汽车电池装机量达到 71.9 GWh，其中磷酸铁锂电池占据 81.2% 的市场份额。</p>

比亚迪

欣旺达

宁德时代

比亚迪(ADR)

比亚迪股份

<p>2026 年 5 月，宁德时代在中国电动汽车电池市场保持主导地位，市场份额为 46.14%（33.08 GWh），尽管较 4 月微降 0.51 个百分点。比亚迪以 16.56% 的份额位居第二。LG 新能源在三元电池板块强势反弹，份额升至 11.47%，重夺该细分领域第二名。欣旺达在头部本土企业中市场份额增幅最大</p>

<p>Share of top EV battery makers in China (May 2026)</p>
<div class="lb-trans"><p>中国头部电动汽车电池制造商市场份额（2026 年 5 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><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>33.08</td>
<td>46.14%</td>
<td>-0.51</td>
</tr>
<tr>
<td>BYD</td>
<td>11.87</td>
<td>16.56%</td>
<td>-0.27</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>4.44</td>
<td>6.19%</td>
<td>-0.31</td>
</tr>
<tr>
<td>CALB</td>
<td>4.30</td>
<td>5.99%</td>
<td>-0.26</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>3.23</td>
<td>4.50%</td>
<td>-0.48</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>2.63</td>
<td>3.67%</td>
<td>+0.23</td>
</tr>
<tr>
<td>Zenergy</td>
<td>2.30</td>
<td>3.21%</td>
<td>+0.06</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>2.21</td>
<td>3.08%</td>
<td>+0.68</td>
</tr>
<tr>
<td>Energee</td>
<td>1.82</td>
<td>2.53%</td>
<td>-0.40</td>
</tr>
<tr>
<td>LG Energy Solution</td>
<td>1.54</td>
<td>2.14%</td>
<td>+1.58</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>1.29</td>
<td>1.80%</td>
<td>-0.02</td>
</tr>
<tr>
<td>Yinpai Battery</td>
<td>0.82</td>
<td>1.14%</td>
<td>-0.30</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.60</td>
<td>0.84%</td>
<td>+0.14</td>
</tr>
<tr>
<td>Sany Hongxiang</td>
<td>0.43</td>
<td>0.60%</td>
<td>+0.24</td>
</tr>
<tr>
<td>Yuanhang Genlead</td>
<td>0.24</td>
<td>0.33%</td>
<td>-0.25</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>环比变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>33.08</td>
<td>46.14%</td>
<td>-0.51</td>
</tr>
<tr>
<td>比亚迪</td>
<td>11.87</td>
<td>16.56%</td>
<td>-0.27</td>
</tr>
<tr>
<td>国轩高科</td>
<td>4.44</td>
<td>6.19%</td>
<td>-0.31</td>
</tr>
<tr>
<td>中创新航</td>
<td>4.30</td>
<td>5.99%</td>
<td>-0.26</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>3.23</td>
<td>4.50%</td>
<td>-0.48</td>
</tr>
<tr>
<td>瑞浦兰钧</td>
<td>2.63</td>
<td>3.67%</td>
<td>+0.23</td>
</tr>
<tr>
<td>正力新能</td>
<td>2.30</td>
<td>3.21%</td>
<td>+0.06</td>
</tr>
<tr>
<td>欣旺达</td>
<td>2.21</td>
<td>3.08%</td>
<td>+0.68</td>
</tr>
<tr>
<td>捷威动力</td>
<td>1.82</td>
<td>2.53%</td>
<td>-0.40</td>
</tr>
<tr>
<td>LG 新能源</td>
<td>1.54</td>
<td>2.14%</td>
<td>+1.58</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>1.29</td>
<td>1.80%</td>
<td>-0.02</td>
</tr>
<tr>
<td>银牌电池</td>
<td>0.82</td>
<td>1.14%</td>
<td>-0.30</td>
</tr>
<tr>
<td>科信技术</td>
<td>0.60</td>
<td>0.84%</td>
<td>+0.14</td>
</tr>
<tr>
<td>三虹祥</td>
<td>0.43</td>
<td>0.60%</td>
<td>+0.24</td>
</tr>
<tr>
<td>远航铅业</td>
<td>0.24</td>
<td>0.33%</td>
<td>-0.25</td>
</tr>
</tbody>
</table></div><p>Share of Top EV Battery Makers in China (May 2026)</p>
<div class="lb-trans"><p>中国头部电动汽车电池制造商市场份额（2026 年 5 月）</p></div><blockquote>
<ul>
<li>CATL remained China's largest power battery maker in May, though its share edged down 0.51 percentage points from April.</li>
<li>LG Energy Solution's share of the ternary battery market rebounded to 11.47% from 3.02% in April, reclaiming the No. 2 spot in the segment.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>宁德时代 5 月仍是中国最大的动力电池制造商，尽管其市场份额较 4 月微降 0.51 个百分点。</li>
<li>LG 新能源在三元电池市场的份额从 4 月的 3.02% 反弹至 11.47%，重夺该细分领域第二名。</li>
</ul>
</blockquote></div><p>CATL (HKEX: 3750) maintained its dominance in China's electric vehicle (EV) battery market last month, while South Korea's LG Energy Solution staged a strong comeback in the ternary battery segment.</p>
<div class="lb-trans"><p>上个月，宁德时代（HKEX: 3750）在中国电动汽车（EV）电池市场保持主导地位，而韩国 LG 新能源在三元电池板块强势回归。</p></div><p>CATL's power battery installations in May were 33.08 GWh, ranking first in the overall market with a 46.14% share, according to data released by the China Automotive Battery Innovation Alliance (CABIA) on Thursday.</p>
<div class="lb-trans"><p>根据中国汽车动力电池产业创新联盟（CABIA）周四发布的数据，宁德时代 5 月动力电池装机量为 33.08 GWh，以 46.14% 的市场份额位居整体市场第一。</p></div><p>That share, however, was down 0.51 percentage points from 46.64% in April.</p>
<div class="lb-trans"><p>然而，这一份额较 4 月的 46.64% 下降了 0.51 个百分点。</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>BYD (HKEX: 1211) ranked second with installations of 11.87 GWh, taking a 16.56% market share, down 0.27 percentage points from 16.83% in April.</p>
<div class="lb-trans"><p>比亚迪（HKEX: 1211）以 11.87 GWh 的装机量排名第二，市场份额为 16.56%，较 4 月的 16.83% 下降 0.27 个百分点。</p></div><p>Gotion High-tech (SZSE: 002074) stayed in third place with installations of 4.44 GWh and a 6.19% share, though its share slipped 0.31 percentage points from April.</p>
<div class="lb-trans"><p>国轩高科（SZSE: 002074）保持第三位，装机量为 4.44 GWh，市场份额为 6.19%，尽管其份额较 4 月下滑 0.31 个百分点。</p></div><p>CALB (HKEX: 3931) and Eve Energy (SZSE: 300014) ranked fourth and fifth, with installations of 4.30 GWh and 3.23 GWh, corresponding to shares of 5.99% and 4.50%, respectively.</p>
<div class="lb-trans"><p>中创新航（CALB，HKEX: 3931）和亿纬锂能（SZSE: 300014）分别排名第四和第五，装机量分别为 4.30 GWh 和 3.23 GWh，对应市场份额分别为 5.99% 和 4.50%。</p></div><p>Among the top 10, Sunwoda (SZSE: 300207) was the local player with the biggest share gain. Its installations in May were 2.21 GWh, with its share rising 0.68 percentage points from April to 3.08%, putting it in eighth place.</p>
<div class="lb-trans"><p>在前十大厂商中，欣旺达（SZSE: 300207）是市场份额增幅最大的本土企业。其 5 月装机量为 2.21 GWh，市场份额较 4 月上升 0.68 个百分点至 3.08%，位居第八。</p></div><p>LG Energy Solution was the only foreign company in the top 10. Its installations in May were 1.54 GWh, with its share jumping 1.58 percentage points from April to 2.14%, ranking 10th.</p>
<div class="lb-trans"><p>LG 新能源是前十大厂商中唯一的外国公司。其 5 月装机量为 1.54 GWh，市场份额较 4 月跃升 1.58 个百分点至 2.14%，排名第十。</p></div><p>In the ternary power battery segment, CATL's installations in May were 9.96 GWh, giving it a 74.36% share. While still far in the lead, that share fell sharply by 8.16 percentage points from 82.52% in April.</p>
<div class="lb-trans"><p>在三元动力电池板块，宁德时代 5 月装机量为 9.96 GWh，市场份额为 74.36%。虽然仍遥遥领先，但该份额较 4 月的 82.52% 大幅下降了 8.16 个百分点。</p></div><p>Share of top makers in China's ternary battery market (May 2026)</p>
<div class="lb-trans"><p>中国三元电池市场头部厂商份额（2026 年 5 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>9.960</td>
<td>74.36%</td>
<td>-8.16</td>
</tr>
<tr>
<td>LG Energy Solution</td>
<td>1.540</td>
<td>11.47%</td>
<td>+8.46</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>1.010</td>
<td>7.55%</td>
<td>-0.32</td>
</tr>
<tr>
<td>CALB</td>
<td>0.630</td>
<td>4.70%</td>
<td>-0.34</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.110</td>
<td>0.84%</td>
<td>+0.62</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>0.070</td>
<td>0.52%</td>
<td>-0.19</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.050</td>
<td>0.39%</td>
<td>+0.00</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>0.010</td>
<td>0.07%</td>
<td>-0.09</td>
</tr>
<tr>
<td>Greater Bay Technology</td>
<td>0.010</td>
<td>0.05%</td>
<td>-0.02</td>
</tr>
<tr>
<td>Farasis Energy</td>
<td>0.010</td>
<td>0.04%</td>
<td>+0.04</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>环比变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>9.960</td>
<td>74.36%</td>
<td>-8.16</td>
</tr>
<tr>
<td>LG 新能源</td>
<td>1.540</td>
<td>11.47%</td>
<td>+8.46</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>1.010</td>
<td>7.55%</td>
<td>-0.32</td>
</tr>
<tr>
<td>中创新航</td>
<td>0.630</td>
<td>4.70%</td>
<td>-0.34</td>
</tr>
<tr>
<td>欣旺达</td>
<td>0.110</td>
<td>0.84%</td>
<td>+0.62</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>0.070</td>
<td>0.52%</td>
<td>-0.19</td>
</tr>
<tr>
<td>正力新能</td>
<td>0.050</td>
<td>0.39%</td>
<td>+0.00</td>
</tr>
<tr>
<td>国轩高科</td>
<td>0.010</td>
<td>0.07%</td>
<td>-0.09</td>
</tr>
<tr>
<td>大湾区科技</td>
<td>0.010</td>
<td>0.05%</td>
<td>-0.02</td>
</tr>
<tr>
<td>孚能科技</td>
<td>0.010</td>
<td>0.04%</td>
<td>+0.04</td>
</tr>
</tbody>
</table></div><p>Share of top makers in China's ternary battery market (May 2026)</p>
<div class="lb-trans"><p>中国三元电池市场头部厂商份额（2026 年 5 月）</p></div><p>LG Energy Solution, meanwhile, staged a dramatic rebound in the segment. Its ternary battery installations in May were 1.54 GWh, with its share surging 8.46 percentage points to 11.47% from 3.02% in April, returning to second place in the segment.</p>
<div class="lb-trans"><p>与此同时，LG 新能源在该板块上演了戏剧性反弹。其 5 月三元电池装机量为 1.54 GWh，市场份额从 4 月的 3.02% 飙升 8.46 个百分点至 11.47%，重回该细分领域第二位。</p></div><p>Svolt Energy ranked third in the ternary market with installations of 1.01 GWh and a 7.55% share.</p>
<div class="lb-trans"><p>蜂巢能源以 1.01 GWh 的装机量和 7.55% 的市场份额在三元市场排名第三。</p></div><p>In the lithium iron phosphate (LFP) battery market, CATL's installations were 23.12 GWh, with its share rising 1.18 percentage points from April to 39.66%, further extending its lead.</p>
<div class="lb-trans"><p>在磷酸铁锂（LFP）电池市场，宁德时代装机量为 23.12 GWh，市场份额较 4 月上升 1.18 个百分点至 39.66%，进一步巩固了其领先地位。</p></div><p>Share of top makers in China's LFP battery market (May 2026)</p>
<div class="lb-trans"><p>中国磷酸铁锂电池市场头部厂商份额（2026 年 5 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>23.12</td>
<td>39.66%</td>
<td>+1.18</td>
</tr>
<tr>
<td>BYD</td>
<td>11.87</td>
<td>20.37%</td>
<td>-0.30</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>4.43</td>
<td>7.60%</td>
<td>-0.35</td>
</tr>
<tr>
<td>CALB</td>
<td>3.67</td>
<td>6.29%</td>
<td>-0.24</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>3.16</td>
<td>5.42%</td>
<td>-0.54</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>2.63</td>
<td>4.51%</td>
<td>+0.29</td>
</tr>
<tr>
<td>Zenergy</td>
<td>2.25</td>
<td>3.85%</td>
<td>+0.08</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>2.10</td>
<td>3.59%</td>
<td>+0.70</td>
</tr>
<tr>
<td>Energee</td>
<td>1.82</td>
<td>3.11%</td>
<td>-0.48</td>
</tr>
<tr>
<td>Yinpai Battery</td>
<td>0.82</td>
<td>1.40%</td>
<td>-0.37</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.60</td>
<td>1.03%</td>
<td>+0.17</td>
</tr>
<tr>
<td>Sany Hongxiang</td>
<td>0.43</td>
<td>0.74%</td>
<td>+0.29</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.28</td>
<td>0.48%</td>
<td>+0.03</td>
</tr>
<tr>
<td>Yuanhang Genlead</td>
<td>0.24</td>
<td>0.41%</td>
<td>-0.30</td>
</tr>
<tr>
<td>China Automotive New Energy Battery</td>
<td>0.22</td>
<td>0.38%</td>
<td>+0.10</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>环比变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>宁德时代</td>
<td>23.12</td>
<td>39.66%</td>
<td>+1.18</td>
</tr>
<tr>
<td>比亚迪</td>
<td>11.87</td>
<td>20.37%</td>
<td>-0.30</td>
</tr>
<tr>
<td>国轩高科</td>
<td>4.43</td>
<td>7.60%</td>
<td>-0.35</td>
</tr>
<tr>
<td>中创新航</td>
<td>3.67</td>
<td>6.29%</td>
<td>-0.24</td>
</tr>
<tr>
<td>亿纬锂能</td>
<td>3.16</td>
<td>5.42%</td>
<td>-0.54</td>
</tr>
<tr>
<td>瑞浦兰钧</td>
<td>2.63</td>
<td>4.51%</td>
<td>+0.29</td>
</tr>
<tr>
<td>正力新能</td>
<td>2.25</td>
<td>3.85%</td>
<td>+0.08</td>
</tr>
<tr>
<td>欣旺达</td>
<td>2.10</td>
<td>3.59%</td>
<td>+0.70</td>
</tr>
<tr>
<td>捷威动力</td>
<td>1.82</td>
<td>3.11%</td>
<td>-0.48</td>
</tr>
<tr>
<td>银牌电池</td>
<td>0.82</td>
<td>1.40%</td>
<td>-0.37</td>
</tr>
<tr>
<td>科信技术</td>
<td>0.60</td>
<td>1.03%</td>
<td>+0.17</td>
</tr>
<tr>
<td>三虹祥</td>
<td>0.43</td>
<td>0.74%</td>
<td>+0.29</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>0.28</td>
<td>0.48%</td>
<td>+0.03</td>
</tr>
<tr>
<td>远航铅业</td>
<td>0.24</td>
<td>0.41%</td>
<td>-0.30</td>
</tr>
<tr>
<td>中国汽车新能源电池</td>
<td>0.22</td>
<td>0.38%</td>
<td>+0.10</td>
</tr>
</tbody>
</table></div><p>Share of top makers in China's LFP battery market (May 2026)</p>
<div class="lb-trans"><p>中国磷酸铁锂电池市场头部厂商份额（2026 年 5 月）</p></div><p>BYD took a 20.37% share of the LFP market with installations of 11.87 GWh, edging down 0.30 percentage points from April.</p>
<div class="lb-trans"><p>比亚迪在磷酸铁锂市场占据 20.37% 的份额，装机量为 11.87 GWh，较 4 月微降 0.30 个百分点。</p></div><p>Gotion ranked third with installations of 4.43 GWh and a 7.60% share.</p>
<div class="lb-trans"><p>国轩高科排名第三，装机量为 4.43 GWh，市场份额为 7.60%。</p></div><p>China's power battery market continued its overall growth momentum in May. Installations in the month reached 71.9 GWh, up 25.9% year-on-year and 15.2% from April, marking the second straight month of expansion.</p>
<div class="lb-trans"><p>5 月，中国动力电池市场继续保持整体增长势头。当月装机量达到 71.9 GWh，同比增长 25.9%，环比增长 15.2%，连续第二个月实现扩张。</p></div><p>LFP batteries accounted for 81.2% of the domestic market in May, maintaining their dominance.</p>
<div class="lb-trans"><p>5 月，磷酸铁锂电池占国内市场的 81.2%，保持其主导地位。</p></div><p>In the first 5 months of 2026, China's power battery installations totaled 259.1 GWh, up 7.3% from the same period in 2025.</p>
<div class="lb-trans"><p>2026 年前 5 个月，中国动力电池装机总量为 259.1 GWh，较 2025 年同期增长 7.3%。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/06/2026061105124585-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/06/2026061105124585-768x432.jpg"/></p>
<p>China's May EV battery installations jump 26%, extending growth streak</p>
<div class="lb-trans"><p>中国 5 月电动汽车电池装机量激增 26%，延续增长态势</p></div><p>China's EV battery installations reached 71.9 GWh in May, with LFP batteries taking an 81.2% market share.</p>
<div class="lb-trans"><p>中国 5 月电动汽车电池装机量达到 71.9 GWh，其中磷酸铁锂电池占据 81.2% 的市场份额。</p></div>

Top battery makers' shares in China in May: CATL 46.14%, BYD 16.56%

- 中国 5 月电池安装量达 71.9 GWh，同比增长 25.9%。  
- CATL 继续领跑，市场份额 46.14%，但略有下降。  
- LFP 电池占市场 81.2%，显示其强大优势。

5月中国头部电池厂商市场份额：宁德时代46.14%，比亚迪16.56%