<blockquote>
<ul>
<li>寧德時代以 40.7% 的市場份額繼續主導市場，而韓國競爭對手因美國需求放緩而遭受下滑。</li>
<li>比亞迪前三個月的全球市場份額為 13.7%，低於去年同期的 16.2%，但高於 1-2 月記錄的 13.4%</li>
</ul>
</blockquote><p>全球頂級電動汽車電池製造商市場份額（2026 年 1-3 月）</p><table>
<thead>
<tr>
<th>公司</th>
<th>市場份額 (%)</th>
<th>裝機量 (GWh)</th>
</tr>
</thead>
<tbody>
<tr>
<td>寧德時代</td>
<td>40.7%</td>
<td>99.5</td>
</tr>
<tr>
<td>比亞迪</td>
<td>13.7%</td>
<td>33.5</td>
</tr>
<tr>
<td>LG 新能源</td>
<td>9.7%</td>
<td>23.7</td>
</tr>
<tr>
<td>中創新航</td>
<td>4.8%</td>
<td>11.6</td>
</tr>
<tr>
<td>國軒高科</td>
<td>4.2%</td>
<td>10.2</td>
</tr>
<tr>
<td>松下</td>
<td>3.7%</td>
<td>9.1</td>
</tr>
<tr>
<td>SK On</td>
<td>3.7%</td>
<td>9.0</td>
</tr>
<tr>
<td>億緯鋰能</td>
<td>3.1%</td>
<td>7.5</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>2.7%</td>
<td>6.5</td>
</tr>
<tr>
<td>欣旺達</td>
<td>2.2%</td>
<td>5.5</td>
</tr>
<tr>
<td>其他</td>
<td>11.6%</td>
<td>28.3</td>
</tr>
</tbody>
</table><p>全球頂級電動汽車電池製造商市場份額（2026 年 1-3 月）</p><p>2026 年前三個月，寧德時代以顯著優勢繼續主導競爭激烈的全球電動汽車（EV）電池市場。</p><p>根據韓國市場追蹤機構 SNE Research 週三發佈的數據，1 月至 3 月全球電動汽車電池總用量達到 244.6 吉瓦時（GWh），同比增長 9.1%。</p><p>在此期間，寧德時代保持了其在全球市場的主導地位，錄得 40.7% 的整體市場份額。該數字明顯高於一年前的 38.5%，但低於 1-2 月期間看到的 42.1%。</p><p>加入我們的 Telegram 或 Google News</p><p>這家中國電池巨頭第一季度的電池裝機量達到 99.5 GWh，較去年同期的 86.4 GWh 增長 15.2%。</p><p>這一增長主要歸因於其關鍵客户（如中國汽車製造商賽力斯、蔚來（NYSE: NIO）和理想汽車（NASDAQ: LI））整體汽車銷量的擴張。</p><p>相比之下，全球排名第二的比亞迪在 2026 年前三個月遭遇顯著挫折，其全球市場份額滑落至 13.7%。</p><p>這一表現低於去年同期的 16.2%，但高於 1-2 月記錄的 13.4%。</p><p>比亞迪在 1-3 月期間的電池總裝機量約為 33.5 GWh，較一年前的 36.4 GWh 下降 8.0%。</p><p>SNE Research 指出，這一下降主要受其自有品牌車輛在中國國內市場銷售疲軟的驅動，儘管向小米等新客户的供應增加，但仍拖累了電池用量。</p><p>韓國 LG 新能源（LGES）在此期間以 23.7 GWh 的電池裝機量和 9.7% 的市場份額穩居全球第三，總用量同比增長 6.6%。</p><p>中國中創新航（CALB）排名第四，第一季度裝機量為 11.6 GWh，市場份額為 4.8%，實現了 31.7% 的強勁同比增長。</p><p>中國國軒高科緊隨其後排名第五，期間裝機量為 10.2 GWh，佔據 4.2% 的全球市場份額。</p><p>日本松下排名全球第六，裝機量為 9.1 GWh，市場份額為 3.7%，反映出 4.0% 的温和同比增長。</p><p>另外兩家韓國企業 SK On 和三星 SDI 也遭受嚴重挫折，其電池總用量同比分別下降 10.4% 和 27.7%。</p><p>SK On 以 9.0 GWh 的裝機量和 3.7% 的市場份額排名第七，而三星 SDI 以 5.3 GWh 的用量跌出前十排名。</p><p>包括 LG 新能源在內的三家韓國頂級公司的全球合併市場份額在 1-3 月期間為 15.6%，較去年同期下降 2.1 個百分點。</p><p>韓國電池製造商數據普遍低迷，很大程度上是由於美國電動汽車市場銷量大幅暴跌 28.4%，以及傳統汽車製造商需求放緩所致。</p><p>中國億緯鋰能、蜂巢能源和欣旺達在全球市場分別排名第八、第九和第十，電池裝機量分別為 7.5、6.5 和 5.5 GWh。</p><p>在 1-3 月的統計期間，這三家增長中的中國公司分別佔據全球電動汽車電池市場份額的 3.1%、2.7% 和 2.2%。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041009152566-768x432.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/2026/04/2026041009152566-768x432.jpg"/></p><p>中國 3 月動力電池裝機量持平，產量激增 50%</p><p>隨着儲能電池銷量翻倍，中國 3 月電池銷售顯著增長。</p>

比亞迪

比亞迪(ADR)

比亞迪股份

寧德時代

<p>2026 年第一季度，寧德時代以 40.7% 的市場份額繼續保持在全球電動汽車電池市場的主導地位，而比亞迪的市場份額則降至 13.7%。全球電動汽車電池總用量達到 244.6 GWh，同比增長 9.1%。寧德時代的裝機量增至 99.5 GWh，主要得益於關鍵客户強勁的汽車銷售表現。相比之下，由於國內銷售疲軟，比亞迪的裝機量降至 33.5 GWh。韓國 LG 新能源佔據 9.7% 的市場份額，而其他韓國企業在美國電動汽車市場銷量下滑 28.4% 的背景下遭遇下滑</p>

<blockquote>
<ul>
<li>CATL continues to dominate the market with a 40.7% share, while South Korean rivals suffer a decline due to slowing US demand.</li>
<li>BYD's global market share in the first three months stood at 13.7%, down from 16.2% a year earlier, but higher than the 13.4% recorded in January-February</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>寧德時代以 40.7% 的市場份額繼續主導市場，而韓國競爭對手因美國需求放緩而遭受下滑。</li>
<li>比亞迪前三個月的全球市場份額為 13.7%，低於去年同期的 16.2%，但高於 1-2 月記錄的 13.4%</li>
</ul>
</blockquote></div><p>Market share of world's top EV battery makers (Jan-Mar 2026)</p>
<div class="lb-trans"><p>全球頂級電動汽車電池製造商市場份額（2026 年 1-3 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>40.7%</td>
<td>99.5</td>
</tr>
<tr>
<td>BYD</td>
<td>13.7%</td>
<td>33.5</td>
</tr>
<tr>
<td>LG Energy Solution</td>
<td>9.7%</td>
<td>23.7</td>
</tr>
<tr>
<td>CALB</td>
<td>4.8%</td>
<td>11.6</td>
</tr>
<tr>
<td>Gotion High-tech</td>
<td>4.2%</td>
<td>10.2</td>
</tr>
<tr>
<td>Panasonic</td>
<td>3.7%</td>
<td>9.1</td>
</tr>
<tr>
<td>SK On</td>
<td>3.7%</td>
<td>9.0</td>
</tr>
<tr>
<td>Eve Energy</td>
<td>3.1%</td>
<td>7.5</td>
</tr>
<tr>
<td>Svolt</td>
<td>2.7%</td>
<td>6.5</td>
</tr>
<tr>
<td>Sunwoda</td>
<td>2.2%</td>
<td>5.5</td>
</tr>
<tr>
<td>Others</td>
<td>11.6%</td>
<td>28.3</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>公司</th>
<th>市場份額 (%)</th>
<th>裝機量 (GWh)</th>
</tr>
</thead>
<tbody>
<tr>
<td>寧德時代</td>
<td>40.7%</td>
<td>99.5</td>
</tr>
<tr>
<td>比亞迪</td>
<td>13.7%</td>
<td>33.5</td>
</tr>
<tr>
<td>LG 新能源</td>
<td>9.7%</td>
<td>23.7</td>
</tr>
<tr>
<td>中創新航</td>
<td>4.8%</td>
<td>11.6</td>
</tr>
<tr>
<td>國軒高科</td>
<td>4.2%</td>
<td>10.2</td>
</tr>
<tr>
<td>松下</td>
<td>3.7%</td>
<td>9.1</td>
</tr>
<tr>
<td>SK On</td>
<td>3.7%</td>
<td>9.0</td>
</tr>
<tr>
<td>億緯鋰能</td>
<td>3.1%</td>
<td>7.5</td>
</tr>
<tr>
<td>蜂巢能源</td>
<td>2.7%</td>
<td>6.5</td>
</tr>
<tr>
<td>欣旺達</td>
<td>2.2%</td>
<td>5.5</td>
</tr>
<tr>
<td>其他</td>
<td>11.6%</td>
<td>28.3</td>
</tr>
</tbody>
</table></div><p>Market Share of World's Top EV Battery Makers (Jan-Mar 2026)</p>
<div class="lb-trans"><p>全球頂級電動汽車電池製造商市場份額（2026 年 1-3 月）</p></div><p>CATL continued to dominate the fiercely competitive global electric vehicle (EV) battery market by a significant margin in the first three months of 2026.</p>
<div class="lb-trans"><p>2026 年前三個月，寧德時代以顯著優勢繼續主導競爭激烈的全球電動汽車（EV）電池市場。</p></div><p>Total global EV battery usage reached 244.6 gigawatt-hours (GWh) from January to March, up 9.1% year-on-year, according to data released Wednesday by South Korean market tracker SNE Research.</p>
<div class="lb-trans"><p>根據韓國市場追蹤機構 SNE Research 週三發佈的數據，1 月至 3 月全球電動汽車電池總用量達到 244.6 吉瓦時（GWh），同比增長 9.1%。</p></div><p>CATL maintained its dominance in the global market during the period, recording a commanding 40.7% overall market share. The figure is notably higher than the 38.5% posted a year earlier, though lower than the 42.1% seen in the January-February period.</p>
<div class="lb-trans"><p>在此期間，寧德時代保持了其在全球市場的主導地位，錄得 40.7% 的整體市場份額。該數字明顯高於一年前的 38.5%，但低於 1-2 月期間看到的 42.1%。</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>The Chinese battery giant saw its battery installations reach 99.5 GWh in the first quarter, representing a 15.2% increase from 86.4 GWh in the same period last year.</p>
<div class="lb-trans"><p>這家中國電池巨頭第一季度的電池裝機量達到 99.5 GWh，較去年同期的 86.4 GWh 增長 15.2%。</p></div><p>The growth was largely attributed to the expansion in overall vehicle sales among its key clients, such as Chinese automakers Seres, Nio Inc (NYSE: NIO), and Li Auto (NASDAQ: LI).</p>
<div class="lb-trans"><p>這一增長主要歸因於其關鍵客户（如中國汽車製造商賽力斯、蔚來（NYSE: NIO）和理想汽車（NASDAQ: LI））整體汽車銷量的擴張。</p></div><p>In contrast, BYD, which ranks second globally, suffered a notable setback in the first three months of 2026 as its global market share slid to 13.7%.</p>
<div class="lb-trans"><p>相比之下，全球排名第二的比亞迪在 2026 年前三個月遭遇顯著挫折，其全球市場份額滑落至 13.7%。</p></div><p>The performance was lower than the 16.2% recorded in the same period last year, but higher than the 13.4% logged in January-February.</p>
<div class="lb-trans"><p>這一表現低於去年同期的 16.2%，但高於 1-2 月記錄的 13.4%。</p></div><p>BYD recorded about 33.5 GWh in total battery installations during the January-March period, an 8.0% drop compared with 36.4 GWh a year earlier.</p>
<div class="lb-trans"><p>比亞迪在 1-3 月期間的電池總裝機量約為 33.5 GWh，較一年前的 36.4 GWh 下降 8.0%。</p></div><p>The decline was primarily driven by sluggish sales of its own branded vehicles in the domestic Chinese market, which weighed on battery usage despite increased supplies to new clients such as Xiaomi, SNE Research noted.</p>
<div class="lb-trans"><p>SNE Research 指出，這一下降主要受其自有品牌車輛在中國國內市場銷售疲軟的驅動，儘管向小米等新客户的供應增加，但仍拖累了電池用量。</p></div><p>South Korea's LG Energy Solution (LGES) held firm at third place globally with 23.7 GWh of battery installations and a 9.7% share during the period, as its total usage grew 6.6% year-on-year.</p>
<div class="lb-trans"><p>韓國 LG 新能源（LGES）在此期間以 23.7 GWh 的電池裝機量和 9.7% 的市場份額穩居全球第三，總用量同比增長 6.6%。</p></div><p>China's CALB ranked fourth with 11.6 GWh of installations and a 4.8% share in the first quarter, achieving a robust year-on-year growth of 31.7%.</p>
<div class="lb-trans"><p>中國中創新航（CALB）排名第四，第一季度裝機量為 11.6 GWh，市場份額為 4.8%，實現了 31.7% 的強勁同比增長。</p></div><p>China's Gotion High-tech followed closely in fifth place with 10.2 GWh of installations, capturing a 4.2% global market share during the period.</p>
<div class="lb-trans"><p>中國國軒高科緊隨其後排名第五，期間裝機量為 10.2 GWh，佔據 4.2% 的全球市場份額。</p></div><p>Japan's Panasonic ranked sixth globally with 9.1 GWh of installations and a 3.7% share, reflecting a modest 4.0% year-on-year growth.</p>
<div class="lb-trans"><p>日本松下排名全球第六，裝機量為 9.1 GWh，市場份額為 3.7%，反映出 4.0% 的温和同比增長。</p></div><p>Two other South Korean firms, SK On and Samsung SDI, also suffered severe setbacks, with their total battery usage dropping 10.4% and 27.7% year-on-year, respectively.</p>
<div class="lb-trans"><p>另外兩家韓國企業 SK On 和三星 SDI 也遭受嚴重挫折，其電池總用量同比分別下降 10.4% 和 27.7%。</p></div><p>SK On ranked seventh with 9.0 GWh of installations and a 3.7% market share, while Samsung SDI fell out of the top 10 rankings with 5.3 GWh of usage.</p>
<div class="lb-trans"><p>SK On 以 9.0 GWh 的裝機量和 3.7% 的市場份額排名第七，而三星 SDI 以 5.3 GWh 的用量跌出前十排名。</p></div><p>The combined global market share of the top three South Korean companies, including LGES, stood at 15.6% in the January-March period, down 2.1 percentage points from a year earlier.</p>
<div class="lb-trans"><p>包括 LG 新能源在內的三家韓國頂級公司的全球合併市場份額在 1-3 月期間為 15.6%，較去年同期下降 2.1 個百分點。</p></div><p>The widespread data slump among South Korean battery makers was largely due to a sharp 28.4% plunge in US EV market sales, alongside slowing demand from legacy automakers.</p>
<div class="lb-trans"><p>韓國電池製造商數據普遍低迷，很大程度上是由於美國電動汽車市場銷量大幅暴跌 28.4%，以及傳統汽車製造商需求放緩所致。</p></div><p>China's Eve Energy, Svolt Energy, and Sunwoda ranked eighth, ninth, and tenth in the global market, with battery installations of 7.5, 6.5, and 5.5 GWh, respectively.</p>
<div class="lb-trans"><p>中國億緯鋰能、蜂巢能源和欣旺達在全球市場分別排名第八、第九和第十，電池裝機量分別為 7.5、6.5 和 5.5 GWh。</p></div><p>The three growing Chinese companies accounted for 3.1%, 2.7%, and 2.2% of the global EV battery market share, respectively, during the January-March statistical period.</p>
<div class="lb-trans"><p>在 1-3 月的統計期間，這三家增長中的中國公司分別佔據全球電動汽車電池市場份額的 3.1%、2.7% 和 2.2%。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041009152566-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/04/2026041009152566-768x432.jpg"/></p>
<p>China Mar power battery installations flat as production surges 50%</p>
<div class="lb-trans"><p>中國 3 月動力電池裝機量持平，產量激增 50%</p></div><p>China's battery sales grew significantly in March as energy storage battery sales doubled.</p>
<div class="lb-trans"><p>隨着儲能電池銷量翻倍，中國 3 月電池銷售顯著增長。</p></div>

Global EV battery market share in January-March 2026: CATL 40.7%, BYD 13.7%

- CATL 在 2026 年第一季度佔據 40.7% 的市場份額，繼續領先於競爭對手。  
- BYD 的市場份額降至 13.7%，由於國內銷量疲軟，安裝量減少至 33.5 GWh。  
- 全球電動車電池總使用量年同比增長 9.1%，達 244.6 GWh。

CnEVPost

中創新航

國軒高科

Panasonic Corporation

松下電器

億緯鋰能

欣旺達

賽力斯

蔚來

蔚來-SW

理想汽車

理想汽車-W

小米集團-W

小米集團(ADR)

Samsung Electronics Co., Ltd. Sponsored GDR

CATL HK SDR 30to1

BYD HK SDR 10to1

比亞迪股份-R

小米集團-WR

Xiaomi HK SDR 2to1

三星電子

2026年1-3月全球電動汽車電池市場份額：寧德時代40.7%，比亞迪13.7%