韩国三大电池巨头全球市场份额跌破16% 中企强势增长

智车派02-06

【智车派新闻】根据市场研究机构SNE Research发布的数据，2025年全球电动汽车（包括EV、PHEV、HEV）电池总装车量约为1187 GWh，同比增长31.7%。然而，韩国三大电池巨头——LG新能源（LG Energy Solution）、SK On和三星SDI——的合计全球市场份额为15.4%，较上年下降了3.3个百分点。其中，LG新能源和SK On实现了两位数增长，而三星SDI则在...

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SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC"},"translate_title":"The global market share of South Korea's three major battery giants falls below 16%, Chinese companies grow strongly","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300750":1.91,"TSLY":0.6,"TSLP":0.6,"TSII":0.6,"07766":0.6,"TESL":0.6,"TSLQ":0.6,"TSL":0.6,"TSLW":0.6,"TSLZ":0.6,"03750":1.91,"TSLI":0.6,"TSLR":0.6,"BYDDY":1.88,"TSYY":0.6,"TSLG":0.6,"CRSH":0.6,"TSDD":0.6,"TSLO":0.6,"TSLS":0.6,"TSLT":0.6,"002594":1.88,"TSLA":0.9},"content_text":"【智车派新闻】根据市场研究机构SNE Research发布的数据，2025年全球电动汽车（包括EV、PHEV、HEV）电池总装车量约为1187 GWh，同比增长31.7%。然而，韩国三大电池巨头——LG新能源（LG Energy Solution）、SK On和三星SDI——的合计全球市场份额为15.4%，较上年下降了3.3个百分点。其中，LG新能源和SK On实现了两位数增长，而三星SDI则在主要公司中呈现负增长，三者的增长率分别为11.3%、12.3%和-6.9%。具体来看：LG新能源：电池装车量为108.8 GWh，以9.2%的全球市场份额保持第三位。其电池主要搭载于特斯拉、雪佛兰、起亚和大众等品牌车型。特斯拉电动汽车电池SK On：电池装车量为44.5 GWh，市场份额3.7%，位列第六。其主要客户包括现代汽车集团、梅赛德斯-奔驰、福特和大众。三星SDI：电池装车量为28.9 GWh。其主要客户为宝马、奥迪、Rivian和吉普。尽管宝马i4和i5的强劲销售部分抵消了下滑，但奥迪Q8 e-tron的销售疲软导致整体装车量小幅下降。相比之下，中国电池制造商表现突出。宁德时代（CATL）以464.7 GWh的装车量稳居全球第一，同比增长35.7%；比亚迪（BYD）以194.8 GWh位居第二，增长27.7%。日本的松下（Panasonic）主要为特斯拉供应电池，以44.2 GWh的装车量排名第七。","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":"","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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