<ul>
<li>寧德時代在 11 月的市場份額較 10 月增加了 0.71 個百分點，而比亞迪的市場份額則減少了 0.93 個百分點。</li>
<li>11 月，中國的動力電池安裝量達到 93.5 GWh，同比增長 39.2%。</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153143.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="971" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153143.jpg"/></p>
<p>寧德時代（HKG: 3750, SHE: 300750）上個月在中國電動車（EV）電池市場的份額上升，而比亞迪（HKG: 1211, OTCMKTS: BYDDY）及幾家較小的競爭者則出現下滑。</p>
<p>根據中國汽車動力電池創新聯盟（CABIA）今天發佈的數據，11 月中國的動力電池安裝量創下 93.5 GWh 的歷史新高，同比增長 39.2%，較 10 月增長 11.2%。</p>
<p>加入我們的 Telegram 或 Google News</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211151923.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="901" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211151923.jpg"/></p>
<p>寧德時代在 11 月保持領先地位，電池安裝量為 40.87 GWh，市場份額為 43.71%，較 10 月的 43.00% 增加了 0.71 個百分點。</p>
<p>比亞迪以 19.04 GWh 的電池安裝量排名第二，市場份額為 20.36%。這比 10 月的 21.29% 減少了 0.93 個百分點。</p>
<p>中創新航（CALB）（HKG: 3931）以 5.96 GWh 的電池安裝量排名第三，市場份額為 6.37%。這比 10 月的 6.99% 減少了 0.61 個百分點。</p>
<p>國軒高科在 11 月以 5.89 GWh 的安裝量排名第四，市場份額為 6.30%，較 10 月下降 0.34 個百分點。</p>
<p>億緯鋰能在 11 月以 3.59 GWh 的安裝量排名第五，市場份額為 3.84%，較 10 月下降 0.04 個百分點。</p>
<p>中國的三元鋰電池安裝量在 11 月總計達到 18.2 GWh，佔總安裝量的 19.4%。這比去年同期增長 33.7%，較 10 月增長 9.9%。</p>
<p>磷酸鐵鋰（LFP）電池在 11 月的安裝量為 75.3 GWh，佔總安裝量的 80.5%。這比去年同期增長 40.7%，較 10 月增長 11.6%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152582.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="901" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152582.jpg"/></p>
<p>在三元電池市場，寧德時代、LG 能源解決方案和孚能科技在 11 月排名前三，市場份額分別為 70.24%、13.25% 和 7.66%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153245.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="929" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153245.jpg"/></p>
<p>在磷酸鐵鋰電池市場，寧德時代、比亞迪和國軒高科在 11 月的安裝量分別佔據 37.31%、25.28% 和 7.78% 的市場份額。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153362.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="971" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153362.jpg"/></p>
<p>中國在 11 月的動力電池及其他電池總產量達到 176.3 GWh，同比增長 49.2%，較 10 月增長 3.3%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152726.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="900" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152726.jpg"/></p>
<p>11 月三元電池的產量總計為 36.4 GWh，同比增長 48.4%，環比增長 7.9%。</p>
<p>磷酸鐵鋰電池在 11 月的產量達到 139.6 GWh，同比增長 49.5%，環比增長 2.1%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152870.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="901" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152870.jpg"/></p>
<p>中國在 11 月出口了 21.2 GWh 的動力電池，其中包括 11.7 GWh 的三元電池和 9.4 GWh 的磷酸鐵鋰電池。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211181898.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="900" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211181898.jpg"/></p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153085.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="901" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153085.jpg"/></p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025120203120039-768x433.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="768" height="433" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025120203120039-768x433.jpg"/></p>
<p>2025 年 1-10 月全球電動車電池市場份額：寧德時代 38.1%，比亞迪 16.9%</p>
<p>寧德時代和比亞迪在 2025 年 1-10 月共安裝了 513.1 GWh 的電動車電池，佔全球總量的 55.0%。</p>

比亞迪(ADR)

比亞迪

比亞迪股份

寧德時代

<p>在 11 月份，中國的電動車電池裝機量達到了 93.5 GWh，同比增長 39.2%。寧德時代以 43.71% 的市場份額領先，較 10 月份上升了 0.71 個百分點，而比亞迪的市場份額為 20.36%，下降了 0.93 個百分點。三元電池和磷酸鐵鋰電池的裝機量顯著增長，寧德時代在這兩個市場中佔據主導地位。中國的總電池生產量為 176.3 GWh，同比增長 49.2%。2025 年 1 月至 10 月，寧德時代和比亞迪的全球市場份額分別為 38.1% 和 16.9%</p>

<blockquote>
<ul>
<li>CATL's share in November increased by 0.71 percentage points compared to October, while BYD's share decreased by 0.93 percentage points.</li>
<li>In November, China's power battery installation volume reached 93.5 GWh, representing a year-on-year increase of 39.2 percent.</li>
</ul>
</blockquote>
<div class="lb-trans"><ul>
<li>寧德時代在 11 月的市場份額較 10 月增加了 0.71 個百分點，而比亞迪的市場份額則減少了 0.93 個百分點。</li>
<li>11 月，中國的動力電池安裝量達到 93.5 GWh，同比增長 39.2%。</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153143.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153143.jpg"/></p>
<p>CATL (HKG: 3750, SHE: 300750) saw its share of China's electric vehicle (EV) battery market rise last month as BYD (HKG: 1211, OTCMKTS: BYDDY) and several smaller players declined.</p>
<div class="lb-trans"><p>寧德時代（HKG: 3750, SHE: 300750）上個月在中國電動車（EV）電池市場的份額上升，而比亞迪（HKG: 1211, OTCMKTS: BYDDY）及幾家較小的競爭者則出現下滑。</p>
</div><p>In November, China's power battery installations reached a record high of 93.5 GWh, marking a 39.2 percent year-on-year increase and an 11.2 percent rise from October, according to data released today by the China Automotive Battery Innovation Alliance (CABIA).</p>
<div class="lb-trans"><p>根據中國汽車動力電池創新聯盟（CABIA）今天發佈的數據，11 月中國的動力電池安裝量創下 93.5 GWh 的歷史新高，同比增長 39.2%，較 10 月增長 11.2%。</p>
</div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我們的 Telegram 或 Google News</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211151923.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211151923.jpg"/></p>
<p>CATL maintained its top position with 40.87 GWh of battery installations in November, holding a 43.71 percent market share -- an increase of 0.71 percentage points from its 43.00 percent share in October.</p>
<div class="lb-trans"><p>寧德時代在 11 月保持領先地位，電池安裝量為 40.87 GWh，市場份額為 43.71%，較 10 月的 43.00% 增加了 0.71 個百分點。</p>
</div><p>BYD ranked second with 19.04 GWh of battery installations in November, holding a 20.36 percent market share. This represents a 0.93 percentage point decrease from its 21.29 percent share in October.</p>
<div class="lb-trans"><p>比亞迪以 19.04 GWh 的電池安裝量排名第二，市場份額為 20.36%。這比 10 月的 21.29% 減少了 0.93 個百分點。</p>
</div><p>CALB (HKG: 3931) ranked third with a battery installation volume of 5.96 GWh in November, holding a 6.37 percent market share. This represents a 0.61 percentage point decrease from its October share of 6.99 percent.</p>
<div class="lb-trans"><p>中創新航（CALB）（HKG: 3931）以 5.96 GWh 的電池安裝量排名第三，市場份額為 6.37%。這比 10 月的 6.99% 減少了 0.61 個百分點。</p>
</div><p>Gotion High-tech ranked fourth in November with 5.89 GWh of installations and a 6.30 percent market share, down 0.34 percentage points from October.</p>
<div class="lb-trans"><p>國軒高科在 11 月以 5.89 GWh 的安裝量排名第四，市場份額為 6.30%，較 10 月下降 0.34 個百分點。</p>
</div><p>Eve Energy ranked fifth in November with 3.59 GWh of installations and a 3.84 percent market share, down 0.04 percentage points from October.</p>
<div class="lb-trans"><p>億緯鋰能在 11 月以 3.59 GWh 的安裝量排名第五，市場份額為 3.84%，較 10 月下降 0.04 個百分點。</p>
</div><p>China's ternary lithium battery installations totaled 18.2 GWh in November, accounting for 19.4 percent of total installations. This represents a 33.7 percent year-on-year increase and a 9.9 percent rise from October.</p>
<div class="lb-trans"><p>中國的三元鋰電池安裝量在 11 月總計達到 18.2 GWh，佔總安裝量的 19.4%。這比去年同期增長 33.7%，較 10 月增長 9.9%。</p>
</div><p>Lithium iron phosphate (LFP) batteries recorded 75.3 GWh of installations in November, accounting for 80.5 percent of total installations. This represents a 40.7 percent year-on-year increase and an 11.6 percent rise from October.</p>
<div class="lb-trans"><p>磷酸鐵鋰（LFP）電池在 11 月的安裝量為 75.3 GWh，佔總安裝量的 80.5%。這比去年同期增長 40.7%，較 10 月增長 11.6%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152582.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152582.jpg"/></p>
<p>CATL, LG Energy Solution, and Svolt Energy ranked as the top three suppliers for ternary battery installations in November, holding market shares of 70.24 percent, 13.25 percent, and 7.66 percent, respectively.</p>
<div class="lb-trans"><p>在三元電池市場，寧德時代、LG 能源解決方案和孚能科技在 11 月排名前三，市場份額分別為 70.24%、13.25% 和 7.66%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153245.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153245.jpg"/></p>
<p>In the LFP battery market, CATL, BYD, and Gotion led installations in November with shares of 37.31 percent, 25.28 percent, and 7.78 percent, respectively.</p>
<div class="lb-trans"><p>在磷酸鐵鋰電池市場，寧德時代、比亞迪和國軒高科在 11 月的安裝量分別佔據 37.31%、25.28% 和 7.78% 的市場份額。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153362.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153362.jpg"/></p>
<p>China's total production of power batteries and other batteries reached 176.3 GWh in November, marking a 49.2 percent year-on-year increase and a 3.3 percent rise from October.</p>
<div class="lb-trans"><p>中國在 11 月的動力電池及其他電池總產量達到 176.3 GWh，同比增長 49.2%，較 10 月增長 3.3%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152726.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152726.jpg"/></p>
<p>Ternary battery production in November totaled 36.4 GWh, up 48.4 percent year-on-year and 7.9 percent month-on-month.</p>
<div class="lb-trans"><p>11 月三元電池的產量總計為 36.4 GWh，同比增長 48.4%，環比增長 7.9%。</p>
</div><p>LFP battery production reached 139.6 GWh in November, up 49.5 percent year-on-year and 2.1 percent month-on-month.</p>
<div class="lb-trans"><p>磷酸鐵鋰電池在 11 月的產量達到 139.6 GWh，同比增長 49.5%，環比增長 2.1%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152870.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152870.jpg"/></p>
<p>China exported 21.2 GWh of power batteries in November, comprising 11.7 GWh of ternary batteries and 9.4 GWh of LFP batteries.</p>
<div class="lb-trans"><p>中國在 11 月出口了 21.2 GWh 的動力電池，其中包括 11.7 GWh 的三元電池和 9.4 GWh 的磷酸鐵鋰電池。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211181898.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211181898.jpg"/></p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153085.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153085.jpg"/></p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025120203120039-768x433.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025120203120039-768x433.jpg"/></p>
<p>Global EV battery market share in Jan-Oct 2025: CATL 38.1%, BYD 16.9%</p>
<div class="lb-trans"><p>2025 年 1-10 月全球電動車電池市場份額：寧德時代 38.1%，比亞迪 16.9%</p>
</div><p>CATL and BYD collectively installed 513.1 GWh of EV batteries in January-October 2025, accounting for 55.0 percent of the global total.</p>
<div class="lb-trans"><p>寧德時代和比亞迪在 2025 年 1-10 月共安裝了 513.1 GWh 的電動車電池，佔全球總量的 55.0%。</p>
</div>

China Nov EV battery installations: CATL holds 43.71% share, BYD 20.36%

- CATL 在 11 月的市場份額增加至 43.71%，而 BYD 下降至 20.36%。  
- 中國 11 月動力電池裝機量達 93.5 GWh，同比增長 39.2%。  
- CATL、BYD 和 CALB 分別為前三大電池供應商，市場份額分別為 43.71%、20.36% 和 6.37%。  

中國 11 月電動汽車電池裝機量：CATL 佔 43.71%，BYD 佔 20.36%