【昭晟机电·关注】2025年1-12月全球动力电池装机量TOP10出炉：三星SDI重回全球第九

广东电池02-04

据SNE最新统计数据显示，2025年1-12月，全球电动汽车电池装车量达1187GWh，同比增长31.7%。从2025年1-12月全球动力电池装车量TOP10企业来看，中国电池企业依然占据6席，市占率合计达70.4%，较1-11月增长了1个百分点，占比突破七成，较去年同期增加了3.6个百分点；中国企业在全球动力电池市场的份额稳步提升。值得一提的是，从TOP5企业来看，中国电池企业占据了4席！...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204182809a6d273bc&s=b><strong>广东电池</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据SNE最新统计数据显示，2025年1-12月，全球电动汽车电池装车量达1187GWh，同比增长31.7%。从2025年1-12月全球动力电池装车量TOP10企业来看，中国电池企业依然占据6席，市占率合计达70.4%，较1-11月增长了1个百分点，占比突破七成，较去年同期增加了3.6个百分点；中国企业在全球动力电池市场的份额稳步提升。值得一提的是，从TOP5企业来看，中国电池企业占据了4席！...</p>\n\n<a 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on、松下、亿纬锂能、三星SDI、蜂巢能源；与上月相比，三星SDI再次反超蜂巢能源重回全球第九。宁德时代稳固占据全球第一的位置，装机量同比增长35.7%，市占率高达39.2%，环比增长了1个百分点，较去年增长了1.2个百分点；宁德时代的客户已涵盖除比亚迪外的几乎国内外全部主流车企。比亚迪作为集电池生产与电动汽车制造（含纯电BEV、插电混动PHEV）于一体的企业，比亚迪凭借较强的价格竞争力，在多个细分市场持续扩大销量，不仅巩固了中国本土市场地位，还在海外市场快速拓展。尤其在欧洲市场，比亚迪动力电池使用量同比激增201.4%，达到14.9GWh，扩张态势尤为显著。但比亚迪国内新能源汽车销量增速放缓，拖累了其动力电池装机量；虽然装机规模仍有所增长，但市占率较上年同期下降了0.5%，成为TOP10榜单唯一下跌的中国企业。中创新航以62.8GWh的装机量保持排名第四，同比增长52.6%，其市场占有率为5.3%，与上年同期相比上涨了0.7百分点。国轩高科以53.5GWh的装机量连续三个月稳居前五，同比增长82.5%，市场占有率为4.5%，较去年同期增加了1.2个百分点；是前十企业中增速最快的企业。亿纬锂能以31.3GWh的装机量排名第八，同比增长67.5%，市场占有率升至2.6%，较上年同期增加0.5个百分点，但较1-11月下降了0.1个百分点。蜂巢能源增速有所放缓，但仍实现64.1%的增速，装机量达到28.5GWh，排在第十位，市场份额2.4%，较上年同期增加0.5个百分点。三家韩国动力电池企业分别占据了第三、第六、第八的席位，三家企业份额均有所下滑，合计仅15.3%，同比下降3.4个百分点；唯一上榜的日本厂商松下则占3.7%，较去年减少0.1个百分点。三家韩国车企的市场占有率同比均有所下降，其中LG新能源市占率减少1.7个百分点；SK on在三家韩企中装机量增速最高，但也仅12.3%；而三星SDI装机量同比下滑。除装机量前十企业之外的其余电池厂商的装机量合计为124.9GWh，同比增速达29.2%，低于大盘增速；市占率为10.5%，较去年增加了0.2个百分点；这意味着强者恒强的马太效应进一步提升。公告声明：本文数据来源于SNE，文章仅代表作者观点，部分图片来自网络，且未能核实版权归属，不为商业用途，如有侵犯，敬请作者与我们联系。往期推荐推荐阅读【宏工科技·总冠名】广东省电池行业协会2025年度会员大会胜利召开！【冠业新材料·电池一周播报】欣旺达380Wh/kg半固态电池已实现规模化生产；海科新源获比亚迪30万吨电解液溶剂订单；昆仑新材递表港交所…","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; 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