<ul>
<li>寶馬和寧德時代將在電池護照框架下啓動可信數據交換和碳足跡核算的試點項目。</li>
<li>該倡議標誌着他們自 2012 年建立的戰略合作伙伴關係從單純的電池採購向更廣泛的機構協調演變。</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/02/2026022513411058.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/2026/02/2026022513411058.jpg"/></p>
<p>(2025 年 4 月在上海車展上展示的一款寶馬車型。圖片來源：CnEVPost)</p>
<p>在德國總理弗里德里希·梅爾茨高調訪問中國之際，寶馬集團與全球最大的電動汽車電池製造商寧德時代（HKG: 3750, SHE: 300750）簽署了一項重要協議，以深化在電池供應鏈脱碳和跨境數據傳輸方面的合作。</p>
<p>根據週三簽署的諒解備忘錄，兩家公司將利用標準化的汽車數據生態系統 Catena-X，在電池護照框架內進行可信數據交換和碳足跡核算的試點項目。</p>
<p>該倡議標誌着他們自 2012 年建立的戰略合作伙伴關係從單純的電池採購向更廣泛的機構協調演變。</p>
<p>加入我們的 Telegram 或 Google 新聞</p>
<p>寶馬集團董事長奧利弗·齊普塞在簽署儀式上重申了中國在寶馬全球戰略中的核心角色，強調了合作與開放創新的重要性，他是作為高層德國商業代表團的一部分陪同梅爾茨出席的。</p>
<p>為了進一步滿足全球最大汽車市場的本地需求，寶馬宣佈其首款國產 “新一代” 車型——全新寶馬 iX3 長軸距版，將於今年 4 月在北京車展全球首發，由中德團隊共同開發。</p>
<p>寶馬決定深化與寧德時代的合作關係，正值這家中國電池巨頭進一步鞏固其在全球市場的主導地位。</p>
<p>根據韓國市場研究公司 SNE Research 本月初發布的最新數據，2025 年全球電動汽車電池裝機容量同比激增 31.7%，達到 1187 GWh。</p>
<p>寧德時代以 464.7 GWh 的裝機容量佔據 39.2% 的市場份額，不僅保持了全球領先地位，也是唯一一個超過 30% 市場份額的供應商。這一數據遠超排名第二的比亞迪的 16.4% 和排名第三的韓國 LG 能源解決方案的 9.2%。</p>
<p>全球頂級電動汽車電池製造商市場份額（2025 年 1 月至 12 月）</p>
<table>
<thead>
<tr>
<th>公司</th>
<th>市場份額 (%)</th>
<th>裝機容量 (GWh)</th>
</tr>
</thead>
<tbody>
<tr>
<td>寧德時代</td>
<td>39.2%</td>
<td>464.7</td>
</tr>
<tr>
<td>比亞迪</td>
<td>16.4%</td>
<td>194.8</td>
</tr>
<tr>
<td>LG 能源解決方案</td>
<td>9.2%</td>
<td>108.8</td>
</tr>
<tr>
<td>CALB</td>
<td>5.3%</td>
<td>62.8</td>
</tr>
<tr>
<td>國軒高科</td>
<td>4.5%</td>
<td>53.5</td>
</tr>
<tr>
<td>SK On</td>
<td>3.7%</td>
<td>44.5</td>
</tr>
<tr>
<td>松下</td>
<td>3.7%</td>
<td>44.2</td>
</tr>
<tr>
<td>億緯鋰能</td>
<td>2.6%</td>
<td>31.3</td>
</tr>
<tr>
<td>三星 SDI</td>
<td>2.4%</td>
<td>28.9</td>
</tr>
<tr>
<td>斯沃特</td>
<td>2.4%</td>
<td>28.5</td>
</tr>
<tr>
<td>其他</td>
<td>10.5%</td>
<td>124.9</td>
</tr>
</tbody>
</table>
<p>全球頂級電動汽車電池製造商市場份額（2025 年 1 月至 12 月）</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026010611140015-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="768" height="432" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026010611140015-768x432.jpg"/></p>
<p>蔚來與寧德時代簽署 5 年協議，深化在長壽命電池和電池交換網絡方面的合作</p>
<p>蔚來與寧德時代將重點共同開發長壽命電池和電池交換兼容技術。</p>

平安中證汽車零部件主題ETF

寶馬

納斯達克全球汽車指數 - First Trust

<p>寶馬與寧德時代在電池護照框架下啓動數據交換和碳足跡核算的試點項目，標誌着自 2012 年以來雙方合作的演變。該倡議旨在增強在電池供應鏈脱碳和數據傳輸方面的合作。寶馬董事長強調了中國在其全球戰略中的重要性，恰逢國產寶馬 iX3 長軸距車型在北京車展的首發。寧德時代在全球電動汽車電池市場中保持 39.2% 的領先市場份額，遠遠領先於競爭對手</p>

<blockquote>
<ul>
<li>BMW and CATL will launch pilot projects for trusted data exchange and carbon footprint accounting under the Battery Passport framework.</li>
<li>The initiative marks the evolution of their strategic partnership, established in 2012, from pure battery procurement to broader institutional coordination.</li>
</ul>
</blockquote>
<div class="lb-trans"><ul>
<li>寶馬和寧德時代將在電池護照框架下啓動可信數據交換和碳足跡核算的試點項目。</li>
<li>該倡議標誌着他們自 2012 年建立的戰略合作伙伴關係從單純的電池採購向更廣泛的機構協調演變。</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/02/2026022513411058.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2026/02/2026022513411058.jpg"/></p>
<p>(A BMW model displayed at the Shanghai Auto Show in April 2025. Image credit: CnEVPost)</p>
<div class="lb-trans"><p>(2025 年 4 月在上海車展上展示的一款寶馬車型。圖片來源：CnEVPost)</p>
</div><p>Amid German Chancellor Friedrich Merz's high-profile visit to China, BMW Group and CATL (HKG: 3750, SHE: 300750), the world's largest electric vehicle battery maker, signed a key agreement to deepen collaboration in battery supply chain decarbonization and cross-border data transmission.</p>
<div class="lb-trans"><p>在德國總理弗里德里希·梅爾茨高調訪問中國之際，寶馬集團與全球最大的電動汽車電池製造商寧德時代（HKG: 3750, SHE: 300750）簽署了一項重要協議，以深化在電池供應鏈脱碳和跨境數據傳輸方面的合作。</p>
</div><p>Under the memorandum of understanding signed on Wednesday, the two companies will leverage the standardized automotive data ecosystem Catena-X to conduct pilot projects for trusted data exchange and carbon footprint accounting within the Battery Passport framework.</p>
<div class="lb-trans"><p>根據週三簽署的諒解備忘錄，兩家公司將利用標準化的汽車數據生態系統 Catena-X，在電池護照框架內進行可信數據交換和碳足跡核算的試點項目。</p>
</div><p>The initiative marks the evolution of their strategic partnership, established in 2012, from pure battery procurement to broader institutional coordination.</p>
<div class="lb-trans"><p>該倡議標誌着他們自 2012 年建立的戰略合作伙伴關係從單純的電池採購向更廣泛的機構協調演變。</p>
</div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我們的 Telegram 或 Google 新聞</p>
</div><p>BMW Group chairman Oliver Zipse, accompanying Merz as part of a high-level German business delegation, reaffirmed China's central role in BMW's global strategy during the signing ceremony, emphasizing the critical importance of cooperation and open innovation.</p>
<div class="lb-trans"><p>寶馬集團董事長奧利弗·齊普塞在簽署儀式上重申了中國在寶馬全球戰略中的核心角色，強調了合作與開放創新的重要性，他是作為高層德國商業代表團的一部分陪同梅爾茨出席的。</p>
</div><p>To further cater to local demands in the world's largest automotive market, BMW announced that its first domestically produced &#34;New Generation&#34; model — the all-new BMW iX3 Long Wheelbase, jointly developed by Chinese and German teams — will make its global debut at the Beijing Auto Show this April.</p>
<div class="lb-trans"><p>為了進一步滿足全球最大汽車市場的本地需求，寶馬宣佈其首款國產 “新一代” 車型——全新寶馬 iX3 長軸距版，將於今年 4 月在北京車展全球首發，由中德團隊共同開發。</p>
</div><p>BMW's decision to deepen its partnership with CATL comes as the Chinese battery giant further solidifies its dominant position in the global market.</p>
<div class="lb-trans"><p>寶馬決定深化與寧德時代的合作關係，正值這家中國電池巨頭進一步鞏固其在全球市場的主導地位。</p>
</div><p>According to the latest data released earlier this month by South Korean market research firm SNE Research, the total global EV battery capacity installed in 2025 surged 31.7% year-on-year to reach 1,187 GWh.</p>
<div class="lb-trans"><p>根據韓國市場研究公司 SNE Research 本月初發布的最新數據，2025 年全球電動汽車電池裝機容量同比激增 31.7%，達到 1187 GWh。</p>
</div><p>CATL commands a substantial 39.2% market share with 464.7 GWh of installed capacity, not only maintaining its position as the global leader but also standing as the only supplier exceeding 30% market share. This significantly outpaces second-ranked BYD's 16.4% and third-ranked South Korea's LG Energy Solution at 9.2%.</p>
<div class="lb-trans"><p>寧德時代以 464.7 GWh 的裝機容量佔據 39.2% 的市場份額，不僅保持了全球領先地位，也是唯一一個超過 30% 市場份額的供應商。這一數據遠超排名第二的比亞迪的 16.4% 和排名第三的韓國 LG 能源解決方案的 9.2%。</p>
</div><p>Market share of world's top EV battery makers (Jan-Dec 2025)</p>
<div class="lb-trans"><p>全球頂級電動汽車電池製造商市場份額（2025 年 1 月至 12 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>39.2%</td>
<td>464.7</td>
</tr>
<tr>
<td>BYD</td>
<td>16.4%</td>
<td>194.8</td>
</tr>
<tr>
<td>LG Energy Solution</td>
<td>9.2%</td>
<td>108.8</td>
</tr>
<tr>
<td>CALB</td>
<td>5.3%</td>
<td>62.8</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>4.5%</td>
<td>53.5</td>
</tr>
<tr>
<td>SK On</td>
<td>3.7%</td>
<td>44.5</td>
</tr>
<tr>
<td>Panasonic</td>
<td>3.7%</td>
<td>44.2</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>2.6%</td>
<td>31.3</td>
</tr>
<tr>
<td>Samsung SDI</td>
<td>2.4%</td>
<td>28.9</td>
</tr>
<tr>
<td>Svolt</td>
<td>2.4%</td>
<td>28.5</td>
</tr>
<tr>
<td>Others</td>
<td>10.5%</td>
<td>124.9</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>公司</th>
<th>市場份額 (%)</th>
<th>裝機容量 (GWh)</th>
</tr>
</thead>
<tbody>
<tr>
<td>寧德時代</td>
<td>39.2%</td>
<td>464.7</td>
</tr>
<tr>
<td>比亞迪</td>
<td>16.4%</td>
<td>194.8</td>
</tr>
<tr>
<td>LG 能源解決方案</td>
<td>9.2%</td>
<td>108.8</td>
</tr>
<tr>
<td>CALB</td>
<td>5.3%</td>
<td>62.8</td>
</tr>
<tr>
<td>國軒高科</td>
<td>4.5%</td>
<td>53.5</td>
</tr>
<tr>
<td>SK On</td>
<td>3.7%</td>
<td>44.5</td>
</tr>
<tr>
<td>松下</td>
<td>3.7%</td>
<td>44.2</td>
</tr>
<tr>
<td>億緯鋰能</td>
<td>2.6%</td>
<td>31.3</td>
</tr>
<tr>
<td>三星 SDI</td>
<td>2.4%</td>
<td>28.9</td>
</tr>
<tr>
<td>斯沃特</td>
<td>2.4%</td>
<td>28.5</td>
</tr>
<tr>
<td>其他</td>
<td>10.5%</td>
<td>124.9</td>
</tr>
</tbody>
</table>
</div><p>Market Share of World's Top EV Battery Makers (Jan-Dec 2025)</p>
<div class="lb-trans"><p>全球頂級電動汽車電池製造商市場份額（2025 年 1 月至 12 月）</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026010611140015-768x432.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026010611140015-768x432.jpg"/></p>
<p>Nio, CATL ink 5-year deal to deepen ties on long-life batteries and battery swap network</p>
<div class="lb-trans"><p>蔚來與寧德時代簽署 5 年協議，深化在長壽命電池和電池交換網絡方面的合作</p>
</div><p>Nio and CATL will focus on joint development of long-life batteries and battery swap compatibility technologies.</p>
<div class="lb-trans"><p>蔚來與寧德時代將重點共同開發長壽命電池和電池交換兼容技術。</p>
</div>

寶馬與 CATL 深化在數據和碳減排方面的合作