上半年动力电池TOP15：宁德时代和比亚迪装车近200GWh 两家公司新上榜

锂电联盟会长2025-07-13

点击左上角“锂电联盟会长”，即可关注！7月10日，中国汽车动力电池产业创新联盟发布的2025年6月动力电池月度数据。上半年我国动力电池装车量近300GWh 两家公司新上榜数据显示，6月，我国动力电池装车量58.2GWh，环比增长1.9%，同比增长35.9%。上半年，我国动力电池累计装车量299.6GWh，累计同比增长47.3%。其中，不管是6月单月还是上半年的累计数据，两家头部公司宁德时代和比亚迪...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2551121169?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-13 08:01","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2551121169","market":"hk","top_or_hot":-1,"title":"上半年动力电池TOP15：宁德时代和比亚迪装车近200GWh 两家公司新上榜","media":"锂电联盟会长","content":"<div>\n<p>点击左上角“锂电联盟会长”，即可关注！7月10日，中国汽车动力电池产业创新联盟发布的2025年6月动力电池月度数据。上半年我国动力电池装车量近300GWh 两家公司新上榜数据显示，6月，我国动力电池装车量58.2GWh，环比增长1.9%，同比增长35.9%。上半年，我国动力电池累计装车量299.6GWh，累计同比增长47.3%。其中，不管是6月单月还是上半年的累计数据，两家头部公司宁德时代和比亚迪...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250713080439a6a608ba&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>上半年动力电池TOP15：宁德时代和比亚迪装车近200GWh 两家公司新上榜</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n上半年动力电池TOP15：宁德时代和比亚迪装车近200GWh 两家公司新上榜\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-13 08:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250713080439a6a608ba&s=b><strong>锂电联盟会长</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>点击左上角“锂电联盟会长”，即可关注！7月10日，中国汽车动力电池产业创新联盟发布的2025年6月动力电池月度数据。上半年我国动力电池装车量近300GWh 两家公司新上榜数据显示，6月，我国动力电池装车量58.2GWh，环比增长1.9%，同比增长35.9%。上半年，我国动力电池累计装车量299.6GWh，累计同比增长47.3%。其中，不管是6月单月还是上半年的累计数据，两家头部公司宁德时代和比亚迪...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250713080439a6a608ba&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BD6J9T35.USD","symbol_name":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250713080439a6a608ba&s=b","article_id":"2551121169","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250713080439a6a608ba&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2551121169","pubTimestamp":1752364875,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"上半年，我国动力电池累计装车量299.6GWh，累计同比增长47.3%。上半年，我国三元电池累计装车量55.5GWh，占总装车量18.5%，累计同比下降10.8%；磷酸铁锂电池累计装车量244.0GWh，占总装车量81.4%，累计同比增长73.0%。同时上榜“2025年上半年国内磷酸铁锂动力电池企业装车量TOP15”“2025年上半年国内三元动力电池企业装车量TOP15”的公司有宁德时代、比亚迪、中创新航、正力新能、亿纬锂能、欣旺达、国轩高科、蜂巢能源等8家。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81211":"比亚迪股份-R","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","BK1515":"抗疫概念","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0505663152.USD":"abrdn SICAV I - FUTURE MINERALS \"A\" (USD) ACC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BYDDY":"比亚迪ADR","002594":"比亚迪","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0828238088.HKD":"SCHRODER ISF GLBL EMGNG MKT OPPS \"A\" (HKD) ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","00285":"比亚迪电子","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU1720050803.USD":"安联全方位中国股票基金","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","03750":"宁德时代","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","HYDD.SI":"BYD HK SDR 10to1","BK1589":"北水核心资产","BK1504":"苹果概念","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU2348774022.SGD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc SGD-H","01211":"比亚迪股份","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC"},"translate_title":"TOP15 power batteries in the first half of the year: CATL and BYD installed nearly 200GWh of vehicles, two new companies on the list","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"002594":0.6,"BYDDY":0.6,"01211":1,"00285":1,"03750":1,"HYDD.SI":0.6},"content_text":"点击左上角“锂电联盟会长”，即可关注！7月10日，中国汽车动力电池产业创新联盟发布的2025年6月动力电池月度数据。上半年我国动力电池装车量近300GWh 两家公司新上榜数据显示，6月，我国动力电池装车量58.2GWh，环比增长1.9%，同比增长35.9%。上半年，我国动力电池累计装车量299.6GWh，累计同比增长47.3%。其中，不管是6月单月还是上半年的累计数据，两家头部公司宁德时代和比亚迪均占据了超过65%的市场份额。从市场集中度来看，6月，我国新能源汽车市场共计37家动力电池企业实现装车配套，较去年减少3家。排名前2家、前5家、前10家动力电池企业动力电池装车量分别为37.9GWh、47.7GWh和54.8GWh，占总装车量比分别为65.1%、82.0%和94.2%，前10家占比较去年同期减少1.8个百分点。上半年，我国新能源汽车市场共计49家动力电池企业实现装车配套，较去年减少1家，排名前2家、前5家、前10家动力电池企业动力电池装车量分别为199.0GWh、246.1GWh和280.4GWh，占总装车量比分别为66.4%、82.1%和93.6%，前10家占比较去年同期减少2.5个百分点。从市场份额来看，国内动力电池TOP15企业方面，与5月份相比，6月，宁德时代、因湃电池、亿纬锂能、LG新能源、瑞浦兰钧、中创新航、蜂巢能源、楚能新能源市场份额出现不同程度的提升。与2024年上半年相比，今年上半年，国轩高科、因湃电池、楚能新能源、极电新能源、正力新能、瑞浦兰钧、多氟多、欣旺达市场份额实现不同程度的提升。从国内动力电池TOP15排名变化情况来看，与5月份相比，6月，TOP4公司宁德时代、比亚迪、中创新航、国轩高科排名保持不变；亿纬锂能排名上升至第5位；欣旺达排名降至第6位；正力新能、瑞浦兰钧、蜂巢能源排名保持不变，分别为第7、8、9位；因湃电池由第14位上升至第10位；LG新能源、楚能新能源、远航锦锂排名保持不变，分别为第11位、第13位、第15位；极电新能源由第10位下降至第12位；多氟多由第12位下降至第14位。与2024年上半年相比，今年上半年，TOP3公司宁德时代、比亚迪、中创新航排名保持不变；国轩高科和亿纬锂能排名互换，分别为第4位和第5位；欣旺达和蜂巢能源排名互换，分别为第6位和第7位；瑞浦兰钧、正力新能、多氟多排名保持不变，分别为第8位、第9位、第13位；极电新能源、LG新能源排名互换，分别为第10位和第11位；因湃电池排名由第14位上升至第12位，楚能新能源和远航锦锂新上榜，分别排名第14位和第15位。8家公司双技术路线优势凸显 宁德时代稳居冠军按照材料划分来看，磷酸铁锂电池市场份额已稳超八成。6月，我国三元电池装车量10.7GWh，占总装车量18.4%，环比增长2.0%，同比降低3.4%；磷酸铁锂电池装车量47.4GWh，占总装车量81.5%，环比增长1.9%，同比增长49.7%。上半年，我国三元电池累计装车量55.5GWh，占总装车量18.5%，累计同比下降10.8%；磷酸铁锂电池累计装车量244.0GWh，占总装车量81.4%，累计同比增长73.0%。公司方面，宁德时代、比亚迪、国轩高科、中创新航、亿纬锂能、欣旺达、瑞浦兰钧、正力新能、蜂巢能源、极电新能源、因湃电池、多氟多、楚能新能源、远航锦锂、耀宁新能源上榜“2025年上半年国内磷酸铁锂动力电池企业装车量TOP15”。宁德时代、中创新航、LG新能源、蜂巢能源、欣旺达、亿纬锂能、孚能科技、国轩高科、正力新能、SK On、巨湾技研、比亚迪、荣盛盟固利、微宏动力、力神上榜“2025年上半年国内三元动力电池企业装车量TOP15”。同时上榜“2025年上半年国内磷酸铁锂动力电池企业装车量TOP15”“2025年上半年国内三元动力电池企业装车量TOP15”的公司有宁德时代、比亚迪、中创新航、正力新能、亿纬锂能、欣旺达、国轩高科、蜂巢能源等8家。其中，宁德时代双线冠军宝座已十分稳固，中创新航分别位居三元动力电池第二位和磷酸铁锂动力电池第四位，亿纬锂能、欣旺达均居双线TOP6行列，双技术路线并行发展优势凸显。此外，中国汽车动力电池产业创新联盟公布的动力和其他电池关键材料需求概算数据显示，6月，我国动力和其他电池用三元材料5.9万吨，磷酸铁锂材料24.9万吨；负极材料18.1万吨；隔膜25.8亿平方米；三元电池用电解液2.7万吨，磷酸铁锂电池用电解液14.9万吨。上半年，我国动力和其他电池用三元材料28.8万吨，磷酸铁锂材料138.1万吨；负极材料97.5万吨；隔膜139.3亿平方米；三元电池用电解液13.0万吨，磷酸铁锂电池用电解液82.9万吨。来源：电池网锂电联盟会长向各大团队诚心约稿，课题组最新成果、方向总结、推广等皆可投稿，请联系：邮箱libatteryalliance@163.com或微信Ydnxke。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2551121169","isCrawlerRequest":true}