<ul>
<li>在 2 月份，寧德時代和比亞迪在整體市場中的份額均有所下降，而較小的競爭對手則逐漸嶄露頭角。</li>
<li>LG 能源解決方案在三元電池市場的份額相比 1 月份大幅上升了 21.72 個百分點。</li>
</ul>
<p>中國主要電動汽車電池製造商的市場份額（2026 年 2 月）</p>
<p>0%</p>
<p>10%</p>
<p>20%</p>
<p>30%</p>
<p>40%</p>
<p>50%</p>
<p>60%</p>
<p>中國汽車新能源電池</p>
<table>
<thead>
<tr>
<th>公司</th>
<th>裝機量 (GWh)</th>
<th>市場份額 (%)</th>
<th>與上月相比</th>
</tr>
</thead>
<tbody>
<tr>
<td>寧德時代</td>
<td>12.90</td>
<td>49.10%</td>
<td>-0.69</td>
</tr>
<tr>
<td>比亞迪</td>
<td>3.56</td>
<td>13.56%</td>
<td>-3.87</td>
</tr>
<tr>
<td>CALB</td>
<td>1.58</td>
<td>6.00%</td>
<td>+0.72</td>
</tr>
<tr>
<td>LG 能源解決方案</td>
<td>1.42</td>
<td>5.40%</td>
<td>+4.70</td>
</tr>
<tr>
<td>國軒高科</td>
<td>1.39</td>
<td>5.27%</td>
<td>-0.79</td>
</tr>
<tr>
<td>億緯鋰能</td>
<td>1.20</td>
<td>4.56%</td>
<td>-0.36</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>0.82</td>
<td>3.12%</td>
<td>+0.06</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.75</td>
<td>2.85%</td>
<td>+0.04</td>
</tr>
<tr>
<td>Energee</td>
<td>0.66</td>
<td>2.50%</td>
<td>+0.68</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.54</td>
<td>2.07%</td>
<td>-0.01</td>
</tr>
<tr>
<td>銀牌電池</td>
<td>0.34</td>
<td>1.31%</td>
<td>+0.57</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.34</td>
<td>1.30%</td>
<td>-1.21</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.21</td>
<td>0.81%</td>
<td>-0.11</td>
</tr>
<tr>
<td>元航金利德</td>
<td>0.18</td>
<td>0.67%</td>
<td>+0.24</td>
</tr>
<tr>
<td>中國汽車新能源電池</td>
<td>0.10</td>
<td>0.39%</td>
<td>+0.17</td>
</tr>
</tbody>
</table>
<p>中國主要電動汽車電池製造商的市場份額（2026 年 2 月）</p>
<p>上個月，寧德時代和比亞迪繼續主導中國的電動汽車電池市場，儘管兩者的市場份額均有所下降。</p>
<p>根據中國汽車電池創新聯盟（CABIA）週四發佈的數據，寧德時代在中國的動力電池裝機量在 2 月份為 12.9 GWh，保持了 49.10% 的市場份額，繼續位居第一。</p>
<p>該動力電池巨頭的市場份額在 2 月份較 1 月份下降了 0.69 個百分點。作為全球最大的動力電池製造商，寧德時代的電池廣泛應用於特斯拉、蔚來和理想等電動汽車製造商的車型中。</p>
<p>加入我們在 Telegram 或 Google News</p>
<p>比亞迪在中國的動力電池裝機量在 2 月份為 3.56 GWh，在整體電池市場中排名第二，市場份額為 13.56%。這一數字較 1 月份下降了 3.87 個百分點。</p>
<p>比亞迪的電池主要用於公司自己的車輛，儘管也在蔚來子品牌 Onvo 和小米的一些車型中使用。</p>
<p>CALB 在 2 月份的裝機量為 1.58 GWh，排名第三，市場份額為 6.00%，較 1 月份增加了 0.72 個百分點。</p>
<p>在中國的三元動力電池市場中，寧德時代在 2 月份的裝機量為 3.78 GWh，排名第一，市場份額為 66.24%。這一市場份額較 1 月份下降了 15.46 個百分點。</p>
<p>中國主要三元電池製造商的市場份額（2026 年 2 月）</p>
<table>
<thead>
<tr>
<th>公司</th>
<th>裝機量 (GWh)</th>
<th>市場份額 (%)</th>
<th>與上月相比</th>
</tr>
</thead>
<tbody>
<tr>
<td>寧德時代</td>
<td>3.780</td>
<td>66.24%</td>
<td>-15.46</td>
</tr>
<tr>
<td>LG 能源解決方案</td>
<td>1.420</td>
<td>24.86%</td>
<td>+21.72</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.230</td>
<td>3.99%</td>
<td>-3.54</td>
</tr>
<tr>
<td>CALB</td>
<td>0.180</td>
<td>3.21%</td>
<td>-2.23</td>
</tr>
<tr>
<td>億緯鋰能</td>
<td>0.040</td>
<td>0.64%</td>
<td>-0.45</td>
</tr>
<tr>
<td>國軒高科</td>
<td>0.030</td>
<td>0.61%</td>
<td>+0.13</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.020</td>
<td>0.34%</td>
<td>-0.03</td>
</tr>
<tr>
<td>大灣區科技</td>
<td>0.004</td>
<td>0.07%</td>
<td>-0.02</td>
</tr>
<tr>
<td>Do-Fluoride</td>
<td>0.002</td>
<td>0.04%</td>
<td>N/A</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.000</td>
<td>0.00%</td>
<td>-0.16</td>
</tr>
</tbody>
</table>
<p>中國主要三元電池製造商的市場份額（2026 年 2 月）</p>
<p>LG 能源解決方案在 2 月份的三元電池裝機量為 1.42 GWh。該韓國公司以 24.86% 的市場份額排名第二，較 1 月份大幅上升了 21.72 個百分點。</p>
<p>這一增長主要可能是由於特斯拉在中國的強勁交付表現。根據中國乘用車協會（CPCA）週四發佈的數據，特斯拉在中國的零售銷量在 2 月份達到了 38,206 輛，同比增長 42.68%，較 1 月份激增 106.69%。</p>
<p>Svolt Energy 在 2 月份的三元電池裝機量為 0.23 GWh，排名第三，市場份額為 3.99%，較 1 月份下降了 3.54 個百分點。</p>
<p>在中國的 LFP 電池市場中，寧德時代在 2 月份的電池裝機量為 9.12 GWh，排名第一，市場份額為 44.35%，較 1 月份上升了 3.71 個百分點。</p>
<p>中國主要 LFP 電池製造商的市場份額（2026 年 2 月）</p>
<p>中國汽車新能源電池</p>
<table>
<thead>
<tr>
<th>公司</th>
<th>裝機量 (GWh)</th>
<th>市場份額 (%)</th>
<th>與上月相比</th>
</tr>
</thead>
<tbody>
<tr>
<td>寧德時代</td>
<td>9.12</td>
<td>44.35%</td>
<td>+3.71</td>
</tr>
<tr>
<td>比亞迪</td>
<td>3.56</td>
<td>17.33%</td>
<td>-5.11</td>
</tr>
<tr>
<td>CALB</td>
<td>1.39</td>
<td>6.78%</td>
<td>+1.54</td>
</tr>
<tr>
<td>國軒高科</td>
<td>1.35</td>
<td>6.57%</td>
<td>-1.09</td>
</tr>
<tr>
<td>億緯鋰能</td>
<td>1.16</td>
<td>5.65%</td>
<td>-0.37</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>0.82</td>
<td>3.98%</td>
<td>+0.05</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.75</td>
<td>3.64%</td>
<td>+0.07</td>
</tr>
<tr>
<td>Energee</td>
<td>0.66</td>
<td>3.20%</td>
<td>+0.85</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.52</td>
<td>2.55%</td>
<td>-0.02</td>
</tr>
<tr>
<td>銀牌電池</td>
<td>0.34</td>
<td>1.68%</td>
<td>+0.72</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.21</td>
<td>1.03%</td>
<td>-0.14</td>
</tr>
<tr>
<td>元航金利德</td>
<td>0.18</td>
<td>0.85%</td>
<td>+0.30</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.11</td>
<td>0.55%</td>
<td>-0.51</td>
</tr>
<tr>
<td>中國汽車新能源電池</td>
<td>0.10</td>
<td>0.50%</td>
<td>+0.21</td>
</tr>
<tr>
<td>大灣區科技</td>
<td>0.09</td>
<td>0.44%</td>
<td>-0.26</td>
</tr>
</tbody>
</table>
<p>中國主要 LFP 電池製造商的市場份額（2026 年 2 月）</p>
<p>比亞迪在 2 月份的 LFP 電池裝機量為 3.56 GWh，排名第二，市場份額為 17.33%，較 1 月份下降了 5.11 個百分點。</p>
<p>CALB 在 2 月份的 LFP 電池裝機量為 1.39 GWh，排名第三，市場份額為 6.78%，較 1 月份上升了 1.54 個百分點。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/03/2026031213020355-768x432.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/2026/03/2026031213020355-768x432.jpg"/></p>
<p>中國 2 月份電動汽車電池裝機量同比下降 24.6%</p>
<p>受春節假期影響，中國 2 月份的動力電池裝機量同比下降 24.6%，降至 26.3 GWh。</p>

寧德時代

華夏中證港股通汽車產業主題ETF

比亞迪(ADR)

<p>在 2026 年 2 月，寧德時代在中國電動車電池市場保持領先，市場份額為 49.10%，儘管下降了 0.69 個百分點。比亞迪緊隨其後，市場份額為 13.56%，下降了 3.87 個百分點。LG 能源解決方案實現了顯著增長，市場份額增加了 21.72 個百分點，達到 5.40%。總體來看，寧德時代和比亞迪的市場份額均有所下降，而較小的競爭對手則獲得了市場份額。寧德時代的三元電池市場份額降至 66.24%，而其磷酸鐵鋰電池的市場份額上升至 44.35%</p>

<blockquote>
<ul>
<li>Both CATL and BYD saw their shares in the overall market decline in February, as smaller rivals gained ground.</li>
<li>LG Energy Solution's share in the ternary battery market surged significantly by 21.72 percentage points in February compared to January.</li>
</ul>
</blockquote>
<div class="lb-trans"><ul>
<li>在 2 月份，寧德時代和比亞迪在整體市場中的份額均有所下降，而較小的競爭對手則逐漸嶄露頭角。</li>
<li>LG 能源解決方案在三元電池市場的份額相比 1 月份大幅上升了 21.72 個百分點。</li>
</ul>
</div><p>Share of top EV battery makers in China (Feb 2026)</p>
<div class="lb-trans"><p>中國主要電動汽車電池製造商的市場份額（2026 年 2 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><p>China Automotive New Energy Battery</p>
<div class="lb-trans"><p>中國汽車新能源電池</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>12.90</td>
<td>49.10%</td>
<td>-0.69</td>
</tr>
<tr>
<td>BYD</td>
<td>3.56</td>
<td>13.56%</td>
<td>-3.87</td>
</tr>
<tr>
<td>CALB</td>
<td>1.58</td>
<td>6.00%</td>
<td>+0.72</td>
</tr>
<tr>
<td>LG Energy Solution</td>
<td>1.42</td>
<td>5.40%</td>
<td>+4.70</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>1.39</td>
<td>5.27%</td>
<td>-0.79</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>1.20</td>
<td>4.56%</td>
<td>-0.36</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>0.82</td>
<td>3.12%</td>
<td>+0.06</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.75</td>
<td>2.85%</td>
<td>+0.04</td>
</tr>
<tr>
<td>Energee</td>
<td>0.66</td>
<td>2.50%</td>
<td>+0.68</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.54</td>
<td>2.07%</td>
<td>-0.01</td>
</tr>
<tr>
<td>Yinpai Battery</td>
<td>0.34</td>
<td>1.31%</td>
<td>+0.57</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.34</td>
<td>1.30%</td>
<td>-1.21</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.21</td>
<td>0.81%</td>
<td>-0.11</td>
</tr>
<tr>
<td>Yuanhang Genlead</td>
<td>0.18</td>
<td>0.67%</td>
<td>+0.24</td>
</tr>
<tr>
<td>China Automotive New Energy Battery</td>
<td>0.10</td>
<td>0.39%</td>
<td>+0.17</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>公司</th>
<th>裝機量 (GWh)</th>
<th>市場份額 (%)</th>
<th>與上月相比</th>
</tr>
</thead>
<tbody>
<tr>
<td>寧德時代</td>
<td>12.90</td>
<td>49.10%</td>
<td>-0.69</td>
</tr>
<tr>
<td>比亞迪</td>
<td>3.56</td>
<td>13.56%</td>
<td>-3.87</td>
</tr>
<tr>
<td>CALB</td>
<td>1.58</td>
<td>6.00%</td>
<td>+0.72</td>
</tr>
<tr>
<td>LG 能源解決方案</td>
<td>1.42</td>
<td>5.40%</td>
<td>+4.70</td>
</tr>
<tr>
<td>國軒高科</td>
<td>1.39</td>
<td>5.27%</td>
<td>-0.79</td>
</tr>
<tr>
<td>億緯鋰能</td>
<td>1.20</td>
<td>4.56%</td>
<td>-0.36</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>0.82</td>
<td>3.12%</td>
<td>+0.06</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.75</td>
<td>2.85%</td>
<td>+0.04</td>
</tr>
<tr>
<td>Energee</td>
<td>0.66</td>
<td>2.50%</td>
<td>+0.68</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.54</td>
<td>2.07%</td>
<td>-0.01</td>
</tr>
<tr>
<td>銀牌電池</td>
<td>0.34</td>
<td>1.31%</td>
<td>+0.57</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.34</td>
<td>1.30%</td>
<td>-1.21</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.21</td>
<td>0.81%</td>
<td>-0.11</td>
</tr>
<tr>
<td>元航金利德</td>
<td>0.18</td>
<td>0.67%</td>
<td>+0.24</td>
</tr>
<tr>
<td>中國汽車新能源電池</td>
<td>0.10</td>
<td>0.39%</td>
<td>+0.17</td>
</tr>
</tbody>
</table>
</div><p>Share of Top EV Battery Makers in China (Feb 2026)</p>
<div class="lb-trans"><p>中國主要電動汽車電池製造商的市場份額（2026 年 2 月）</p>
</div><p>CATL and BYD continued to dominate China's electric vehicle (EV) battery market last month, although both saw their market shares decline sequentially.</p>
<div class="lb-trans"><p>上個月，寧德時代和比亞迪繼續主導中國的電動汽車電池市場，儘管兩者的市場份額均有所下降。</p>
</div><p>CATL's domestic power battery installations in China stood at 12.9 GWh in February, maintaining its top position with a 49.10% market share, according to data released Thursday by the China Automotive Battery Innovation Alliance (CABIA).</p>
<div class="lb-trans"><p>根據中國汽車電池創新聯盟（CABIA）週四發佈的數據，寧德時代在中國的動力電池裝機量在 2 月份為 12.9 GWh，保持了 49.10% 的市場份額，繼續位居第一。</p>
</div><p>The power battery giant's market share in February dropped by 0.69 percentage points from January. As the world's largest power battery maker, CATL's batteries are widely used in models from EV makers including Tesla, Nio, and Li Auto.</p>
<div class="lb-trans"><p>該動力電池巨頭的市場份額在 2 月份較 1 月份下降了 0.69 個百分點。作為全球最大的動力電池製造商，寧德時代的電池廣泛應用於特斯拉、蔚來和理想等電動汽車製造商的車型中。</p>
</div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我們在 Telegram 或 Google News</p>
</div><p>BYD's domestic power battery installations in China were 3.56 GWh in February, ranking second in the overall battery market with a 13.56% share. This figure decreased by 3.87 percentage points from January.</p>
<div class="lb-trans"><p>比亞迪在中國的動力電池裝機量在 2 月份為 3.56 GWh，在整體電池市場中排名第二，市場份額為 13.56%。這一數字較 1 月份下降了 3.87 個百分點。</p>
</div><p>BYD's batteries are primarily used in the company's own vehicles, although they have also been used in some models from Nio's sub-brand Onvo and Xiaomi.</p>
<div class="lb-trans"><p>比亞迪的電池主要用於公司自己的車輛，儘管也在蔚來子品牌 Onvo 和小米的一些車型中使用。</p>
</div><p>CALB's installations in February were 1.58 GWh, ranking third with a 6.00% share, which increased by 0.72 percentage points from January.</p>
<div class="lb-trans"><p>CALB 在 2 月份的裝機量為 1.58 GWh，排名第三，市場份額為 6.00%，較 1 月份增加了 0.72 個百分點。</p>
</div><p>In China's ternary power battery market, CATL's installations in February were 3.78 GWh, ranking first with a 66.24% share. This market share dropped by 15.46 percentage points from January.</p>
<div class="lb-trans"><p>在中國的三元動力電池市場中，寧德時代在 2 月份的裝機量為 3.78 GWh，排名第一，市場份額為 66.24%。這一市場份額較 1 月份下降了 15.46 個百分點。</p>
</div><p>Share of top ternary battery makers in China (Feb 2026)</p>
<div class="lb-trans"><p>中國主要三元電池製造商的市場份額（2026 年 2 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>3.780</td>
<td>66.24%</td>
<td>-15.46</td>
</tr>
<tr>
<td>LG Energy Solution</td>
<td>1.420</td>
<td>24.86%</td>
<td>+21.72</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.230</td>
<td>3.99%</td>
<td>-3.54</td>
</tr>
<tr>
<td>CALB</td>
<td>0.180</td>
<td>3.21%</td>
<td>-2.23</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>0.040</td>
<td>0.64%</td>
<td>-0.45</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>0.030</td>
<td>0.61%</td>
<td>+0.13</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.020</td>
<td>0.34%</td>
<td>-0.03</td>
</tr>
<tr>
<td>Greater Bay Technology</td>
<td>0.004</td>
<td>0.07%</td>
<td>-0.02</td>
</tr>
<tr>
<td>Do-Fluoride</td>
<td>0.002</td>
<td>0.04%</td>
<td>N/A</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.000</td>
<td>0.00%</td>
<td>-0.16</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>公司</th>
<th>裝機量 (GWh)</th>
<th>市場份額 (%)</th>
<th>與上月相比</th>
</tr>
</thead>
<tbody>
<tr>
<td>寧德時代</td>
<td>3.780</td>
<td>66.24%</td>
<td>-15.46</td>
</tr>
<tr>
<td>LG 能源解決方案</td>
<td>1.420</td>
<td>24.86%</td>
<td>+21.72</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.230</td>
<td>3.99%</td>
<td>-3.54</td>
</tr>
<tr>
<td>CALB</td>
<td>0.180</td>
<td>3.21%</td>
<td>-2.23</td>
</tr>
<tr>
<td>億緯鋰能</td>
<td>0.040</td>
<td>0.64%</td>
<td>-0.45</td>
</tr>
<tr>
<td>國軒高科</td>
<td>0.030</td>
<td>0.61%</td>
<td>+0.13</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.020</td>
<td>0.34%</td>
<td>-0.03</td>
</tr>
<tr>
<td>大灣區科技</td>
<td>0.004</td>
<td>0.07%</td>
<td>-0.02</td>
</tr>
<tr>
<td>Do-Fluoride</td>
<td>0.002</td>
<td>0.04%</td>
<td>N/A</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.000</td>
<td>0.00%</td>
<td>-0.16</td>
</tr>
</tbody>
</table>
</div><p>Share of Top Ternary Battery Makers in China (Feb 2026)</p>
<div class="lb-trans"><p>中國主要三元電池製造商的市場份額（2026 年 2 月）</p>
</div><p>LG Energy Solution's ternary battery installations in February were 1.42 GWh. The South Korean company ranked second with a 24.86% share, surging significantly by 21.72 percentage points from January.</p>
<div class="lb-trans"><p>LG 能源解決方案在 2 月份的三元電池裝機量為 1.42 GWh。該韓國公司以 24.86% 的市場份額排名第二，較 1 月份大幅上升了 21.72 個百分點。</p>
</div><p>This growth was likely driven primarily by Tesla's strong delivery performance in China. Tesla's retail sales in China reached 38,206 vehicles in February, marking a 42.68% year-on-year increase and a 106.69% surge from January, according to data released by the China Passenger Car Association (CPCA) on Thursday.</p>
<div class="lb-trans"><p>這一增長主要可能是由於特斯拉在中國的強勁交付表現。根據中國乘用車協會（CPCA）週四發佈的數據，特斯拉在中國的零售銷量在 2 月份達到了 38,206 輛，同比增長 42.68%，較 1 月份激增 106.69%。</p>
</div><p>Svolt Energy's ternary battery installations in February were 0.23 GWh, ranking third with a 3.99% share, down 3.54 percentage points from January.</p>
<div class="lb-trans"><p>Svolt Energy 在 2 月份的三元電池裝機量為 0.23 GWh，排名第三，市場份額為 3.99%，較 1 月份下降了 3.54 個百分點。</p>
</div><p>In China's LFP battery market, CATL's battery installations in February were 9.12 GWh, ranking first with a 44.35% share, up 3.71 percentage points from January.</p>
<div class="lb-trans"><p>在中國的 LFP 電池市場中，寧德時代在 2 月份的電池裝機量為 9.12 GWh，排名第一，市場份額為 44.35%，較 1 月份上升了 3.71 個百分點。</p>
</div><p>Share of top LFP battery makers in China (Feb 2026)</p>
<div class="lb-trans"><p>中國主要 LFP 電池製造商的市場份額（2026 年 2 月）</p>
</div><p>China Automotive New Energy Battery</p>
<div class="lb-trans"><p>中國汽車新能源電池</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>9.12</td>
<td>44.35%</td>
<td>+3.71</td>
</tr>
<tr>
<td>BYD</td>
<td>3.56</td>
<td>17.33%</td>
<td>-5.11</td>
</tr>
<tr>
<td>CALB</td>
<td>1.39</td>
<td>6.78%</td>
<td>+1.54</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>1.35</td>
<td>6.57%</td>
<td>-1.09</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>1.16</td>
<td>5.65%</td>
<td>-0.37</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>0.82</td>
<td>3.98%</td>
<td>+0.05</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.75</td>
<td>3.64%</td>
<td>+0.07</td>
</tr>
<tr>
<td>Energee</td>
<td>0.66</td>
<td>3.20%</td>
<td>+0.85</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.52</td>
<td>2.55%</td>
<td>-0.02</td>
</tr>
<tr>
<td>Yinpai Battery</td>
<td>0.34</td>
<td>1.68%</td>
<td>+0.72</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.21</td>
<td>1.03%</td>
<td>-0.14</td>
</tr>
<tr>
<td>Yuanhang Genlead</td>
<td>0.18</td>
<td>0.85%</td>
<td>+0.30</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.11</td>
<td>0.55%</td>
<td>-0.51</td>
</tr>
<tr>
<td>China Automotive New Energy Battery</td>
<td>0.10</td>
<td>0.50%</td>
<td>+0.21</td>
</tr>
<tr>
<td>Greater Bay Technology</td>
<td>0.09</td>
<td>0.44%</td>
<td>-0.26</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>公司</th>
<th>裝機量 (GWh)</th>
<th>市場份額 (%)</th>
<th>與上月相比</th>
</tr>
</thead>
<tbody>
<tr>
<td>寧德時代</td>
<td>9.12</td>
<td>44.35%</td>
<td>+3.71</td>
</tr>
<tr>
<td>比亞迪</td>
<td>3.56</td>
<td>17.33%</td>
<td>-5.11</td>
</tr>
<tr>
<td>CALB</td>
<td>1.39</td>
<td>6.78%</td>
<td>+1.54</td>
</tr>
<tr>
<td>國軒高科</td>
<td>1.35</td>
<td>6.57%</td>
<td>-1.09</td>
</tr>
<tr>
<td>億緯鋰能</td>
<td>1.16</td>
<td>5.65%</td>
<td>-0.37</td>
</tr>
<tr>
<td>Rept Battero Energy</td>
<td>0.82</td>
<td>3.98%</td>
<td>+0.05</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>0.75</td>
<td>3.64%</td>
<td>+0.07</td>
</tr>
<tr>
<td>Energee</td>
<td>0.66</td>
<td>3.20%</td>
<td>+0.85</td>
</tr>
<tr>
<td>Zenergy</td>
<td>0.52</td>
<td>2.55%</td>
<td>-0.02</td>
</tr>
<tr>
<td>銀牌電池</td>
<td>0.34</td>
<td>1.68%</td>
<td>+0.72</td>
</tr>
<tr>
<td>Cornex</td>
<td>0.21</td>
<td>1.03%</td>
<td>-0.14</td>
</tr>
<tr>
<td>元航金利德</td>
<td>0.18</td>
<td>0.85%</td>
<td>+0.30</td>
</tr>
<tr>
<td>Svolt Energy</td>
<td>0.11</td>
<td>0.55%</td>
<td>-0.51</td>
</tr>
<tr>
<td>中國汽車新能源電池</td>
<td>0.10</td>
<td>0.50%</td>
<td>+0.21</td>
</tr>
<tr>
<td>大灣區科技</td>
<td>0.09</td>
<td>0.44%</td>
<td>-0.26</td>
</tr>
</tbody>
</table>
</div><p>Share of Top LFP Battery Makers in China (Feb 2026)</p>
<div class="lb-trans"><p>中國主要 LFP 電池製造商的市場份額（2026 年 2 月）</p>
</div><p>BYD's LFP battery installations in February were 3.56 GWh, ranking second with a 17.33% share, down 5.11 percentage points from January.</p>
<div class="lb-trans"><p>比亞迪在 2 月份的 LFP 電池裝機量為 3.56 GWh，排名第二，市場份額為 17.33%，較 1 月份下降了 5.11 個百分點。</p>
</div><p>CALB's LFP battery installations in February were 1.39 GWh, ranking third with a 6.78% share, up 1.54 percentage points from January.</p>
<div class="lb-trans"><p>CALB 在 2 月份的 LFP 電池裝機量為 1.39 GWh，排名第三，市場份額為 6.78%，較 1 月份上升了 1.54 個百分點。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/03/2026031213020355-768x432.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2026/03/2026031213020355-768x432.jpg"/></p>
<p>China Feb EV battery installations drop 24.6% amid holiday lull</p>
<div class="lb-trans"><p>中國 2 月份電動汽車電池裝機量同比下降 24.6%</p>
</div><p>China's February power battery installations dropped 24.6% year-on-year to 26.3 GWh, impacted by the timing of the Chinese New Year holiday.</p>
<div class="lb-trans"><p>受春節假期影響，中國 2 月份的動力電池裝機量同比下降 24.6%，降至 26.3 GWh。</p>
</div>

Top battery makers' China share in Feb 2026: CATL 49.10%, BYD 13.56%

- CATL 和 BYD 的市場份額在 2 月份出現下降。  
- LG Energy Solution 的三元電池市場份額激增 21.72 個百分點。  
- 中國 2 月電池安裝量同比下降 24.6%，僅為 26.3 GWh。

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比亞迪股份

2026 年 2 月，頂級電池製造商在中國的市場份額為：CATL 佔 49.10%，BYD 佔 13.56%