海外动力电池装车量TOP10：两中企取代特斯拉及PPES上榜松下份额回升

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2月6日，韩国研究机构SNE Research披露2025年全球（不含中国）的电动车（EV、PHEV、HEV）动力电池装车量数据，达463GWh，同比增长26.0%从排名变动情况来看，相较于去年同期，宁德时代、LGES、SK On、松下前四名地位稳固，比亚迪、三星SDI排名互换，比亚迪升至第五，三星SDI滑落至第六，国轩高科取代特斯拉上榜第七名，蜂巢能源取代PPES上榜第九名，孚能科技、中创新航...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211083710a4957725&s=b><strong>电池网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月6日，韩国研究机构SNE Research披露2025年全球（不含中国）的电动车（EV、PHEV、HEV）动力电池装车量数据，达463GWh，同比增长26.0%从排名变动情况来看，相较于去年同期，宁德时代、LGES、SK On、松下前四名地位稳固，比亚迪、三星SDI排名互换，比亚迪升至第五，三星SDI滑落至第六，国轩高科取代特斯拉上榜第七名，蜂巢能源取代PPES上榜第九名，孚能科技、中创新航...</p>\n\n<a 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companies replaced Tesla and PPES on the list, Panasonic's share rebounded","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300750":1.96,"688005":1.89,"688567":1.87,"01211":1.95,"CRSH":0.6,"TSLZ":0.6,"TSL":0.6,"TSLG":0.6,"03750":1.96,"TSLP":0.6,"TSLA":1.85,"TSDD":0.6,"TSLR":0.6,"TSLY":0.6,"07766":0.6,"BYDDY":1.95,"TSLW":0.6,"PCRFY":1.84,"03931":1.86,"TSLS":0.6,"TSII":0.6,"TESL":0.6,"TSLI":0.6,"TSLO":0.6,"TSLQ":0.6,"TSLT":0.6,"002594":1.95,"TSYY":0.6,"002074":1.9},"content_text":"2月6日，韩国研究机构SNE Research披露2025年全球（不含中国）的电动车（EV、PHEV、HEV）动力电池装车量数据，达463GWh，同比增长26.0%从排名变动情况来看，相较于去年同期，宁德时代、LGES、SK On、松下前四名地位稳固，比亚迪、三星SDI排名互换，比亚迪升至第五，三星SDI滑落至第六，国轩高科取代特斯拉上榜第七名，蜂巢能源取代PPES上榜第九名，孚能科技、中创新航排名保持不变，分别位列第八名、第十名。与2025年1-11月相比，排名整体保持稳定，仅第十名出现变动，由中创新航取代特斯拉上榜。从装车量同比变化来看，2025年全球（不含中国）动力电池装车量TOP10企业中，仅三星SDI装车量同比下滑6.7%，为榜单中唯一负增长企业。此外，比亚迪、蜂巢能源表现亮眼，装车量实现三位数高增长，其中比亚迪同比增长140.3%，蜂巢能源同比增长292.1%，增速领跑榜单。从装车量数据来看，中国两大电池巨头宁德时代与比亚迪表现强劲，合计装车量达175.4GWh，市场份额为37.9%。这一总量已超越LGES、SK On、三星 SDI三家韩系电池企业的总和（168.4GWh），彰显出中国动力电池企业在全球市场的领先优势。从市场份额来看，2025年全球（不含中国）动力电池装车量TOP10企业中，除宁德时代、比亚迪、国轩高科、孚能科技、蜂巢能源、中创新航6家中企市场份额同比增长外，松下市场份额也实现同比增长，其中，比亚迪增长最高，达3.8%。韩系阵营承压明显，LGES、SK On、三星SDI三家份额全线下滑，其中LGES下滑幅度最大，同比下降4.0%。中国公司方面，2025年，宁德时代、比亚迪、国轩高科、孚能科技、蜂巢能源、中创新航这6家公司在海外动力电池市场的装车量总计218GWh，市场份额为47.2%。具体来看，宁德时代装车量138.8GWh，同比增长39.8%，市场份额升至30.0%。比亚迪装车量36.6GWh，同比增长140.3%，市场份额升至7.9%。国轩高科装车量12.8GWh，同比增长76.3%，市场份额升至2.8%。孚能科技装车量10.2GWh，同比增长35.0%，市场份额升至2.2%。蜂巢能源装车量10.0GWh，同比增长292.1%，市场份额升至2.2%。中创新航装车量9.6GWh，同比增长42.8%，市场份额升至2.1%。韩国公司方面，2025年，三大韩系电池公司装车量总计168.4GWh，市场份额为36.3%。其中，LGES装车量95.1GWh，同比增长5.4%，市场份额下滑至20.5%。SK On装车量44.4GWh，同比增长12.0%，市场份额下滑至9.6%。三星SDI装车量28.9GWh，同比下降6.7%，市场份额下滑至6.2%。日本公司方面，2025年，松下装车量44.2GWh，同比增长27.8%，市场份额升至9.5%。此外，2月4日，SNE Research还公布了2025年全球动力电池装车量最新数据。2025年，全球动力电池装车量达1187GWh，同比增长31.7%。从市场份额来看，2025年全球动力电池装车量TOP10公司中，与2024年同期相比，宁德时代、中创新航、国轩高科、亿纬锂能、蜂巢能源5家中国公司均实现正增长；而比亚迪、LGES、SK On、松下、三星SDI则出现不同程度下滑。从排名变化来看，2025年全球动力电池装车量前十名企业与2024年同期出现明显调整。前四名保持稳定，依次为宁德时代、比亚迪、LGES和中创新航；国轩高科排名从第八升至第五；SK On与松下排名均下滑一位，分列第六和第七；三星SDI排名由第七降至第九；亿纬锂能则由第九上升至第八；蜂巢能源取代欣旺达新晋入围，位列第十。与2025年1-11月相比，2025年全球动力电池装车量TOP10公司中，排名前8位的公司保持不变，仅三星SDI与蜂巢能源排名互换。从装车量同比变化来看，2025年，全球动力电池装车量TOP10公司中，三星SDI是唯一一家负增长的公司，同比下滑6.9%，其余9家电池公司均实现了同比两位数的正增长，其中国轩高科增速最高，达82.5%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":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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海外动力电池装车量TOP10：两中企取代特斯拉及PPES上榜 松下份额回升

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海外动力电池装车量TOP10：两中企取代特斯拉及PPES上榜松下份额回升