1月动力电池装车量TOP15出炉：宁德时代市占率近50% 国轩高科跻身前三

电池百人会02-21

导语丨CBHA1001月，国内动力电池装车量42.0GWh，环比下降57.2%，同比增长8.4%。日前，中国汽车动力电池产业创新联盟发布的数据显示，产量方面，1月，我国动力和储能电池合计产量为168.0GWh，环比下降16.7%，同比增长55.9%。销量方面，1月，我国动力和储能电池销量为148.8GWh，环比下降25.4%，同比增长85.1%。其中，动力电池销量为102.7GWh，占总销量...

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/2613934217?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-21 15:28","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2613934217","market":"hk","top_or_hot":-1,"title":"1月动力电池装车量TOP15出炉：宁德时代市占率近50% 国轩高科跻身前三","media":"电池百人会","content":"<div>\n<p>导语丨CBHA1001月，国内动力电池装车量42.0GWh，环比下降57.2%，同比增长8.4%。日前，中国汽车动力电池产业创新联盟发布的数据显示，产量方面，1月，我国动力和储能电池合计产量为168.0GWh，环比下降16.7%，同比增长55.9%。销量方面，1月，我国动力和储能电池销量为148.8GWh，环比下降25.4%，同比增长85.1%。其中，动力电池销量为102.7GWh，占总销量...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221153357a70fa79e&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>1月动力电池装车量TOP15出炉：宁德时代市占率近50% 国轩高科跻身前三</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\">\n1月动力电池装车量TOP15出炉：宁德时代市占率近50% 国轩高科跻身前三\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-21 15:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221153357a70fa79e&s=b><strong>电池百人会</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>导语丨CBHA1001月，国内动力电池装车量42.0GWh，环比下降57.2%，同比增长8.4%。日前，中国汽车动力电池产业创新联盟发布的数据显示，产量方面，1月，我国动力和储能电池合计产量为168.0GWh，环比下降16.7%，同比增长55.9%。销量方面，1月，我国动力和储能电池销量为148.8GWh，环比下降25.4%，同比增长85.1%。其中，动力电池销量为102.7GWh，占总销量...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221153357a70fa79e&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":"LU0880133367.SGD","symbol_name":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221153357a70fa79e&s=b","article_id":"2613934217","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221153357a70fa79e&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=2613934217","pubTimestamp":1771658884,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"销量方面，1月，我国动力和储能电池销量为148.8GWh，环比下降25.4%，同比增长85.1%。其中三元电池装车量9.4GWh，占总装车量22.3%，环比下降48.6%，同比增长9.6%；磷酸铁锂电池装车量32.7GWh，占总装车量77.7%，环比下降59.1%，同比增长8.1%。另外，从1月我国动力电池企业装车量TOP15来看，宁德时代市占率进一步扩大，至49.79%，以20.91GWh装车量强势蝉联第一位；比亚迪以7.32GWh，17.43%市占率排名第二；国轩高科以2.55GWh，6.06%市占率跻身前三。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300750":"宁德时代","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","03750":"宁德时代","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK1610":"ETF&股票定投概念","BK1116":"电气部件与设备","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","002074":"国轩高科","01211":"比亚迪股份","BYDDY":"比亚迪ADR","002594":"比亚迪","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC"},"translate_title":"The top 15 power battery installed vehicles in January are released: CATL has a market share of nearly 50%, and Guoxuan Hi-Tech ranks among the top three","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300750":1.96,"BYDDY":1.87,"002074":1.91,"03750":1.96,"01211":1.87,"002594":1.87},"content_text":"导语丨CBHA1001月，国内动力电池装车量42.0GWh，环比下降57.2%，同比增长8.4%。日前，中国汽车动力电池产业创新联盟发布的数据显示，产量方面，1月，我国动力和储能电池合计产量为168.0GWh，环比下降16.7%，同比增长55.9%。销量方面，1月，我国动力和储能电池销量为148.8GWh，环比下降25.4%，同比增长85.1%。其中，动力电池销量为102.7GWh，占总销量69.0%，环比下降28.6%，同比增长63.2%；储能电池销量为46.1GWh，占总销量31.0%，环比下降17.0%，同比增长164.0%。1月，我国动力和储能电池合计出口24.1GWh，环比下降26.0%，同比增长38.3%，占当月销量16.2%。其中，动力电池出口量为17.7GWh，占总出口量73.3%，环比下降7.1%，同比增长59.3%；储能电池出口量为6.4GWh，占总出口量26.7%，环比下降52.6%，同比增长1.4%。装车量方面，1月，国内动力电池装车量42.0GWh，环比下降57.2%，同比增长8.4%。其中三元电池装车量9.4GWh，占总装车量22.3%，环比下降48.6%，同比增长9.6%；磷酸铁锂电池装车量32.7GWh，占总装车量77.7%，环比下降59.1%，同比增长8.1%。另外，从1月我国动力电池企业装车量TOP15来看，宁德时代市占率进一步扩大，至49.79%，以20.91GWh装车量强势蝉联第一位；比亚迪以7.32GWh，17.43%市占率排名第二；国轩高科以2.55GWh，6.06%市占率跻身前三。TOP3-TOP10分别为：中创新航（2.22GWh，5.28%）、亿纬锂能（2.07GWh，4.92%）、瑞浦兰钧（1.28GWh，3.05%）、欣旺达（1.18GWh，2.81%）、蜂巢能源（1.05GWh，2.51%）、正力新能（0.87GWh，2.08%）、吉曜通行（0.77GWh，1.82%）。TOP11-TOP15分别为：楚能新能源（0.38GWh，0.91%）、因湃电池（0.31GWh，0.74%）、LG新能源（0.30GWh，0.70%）、巨湾技研（0.24GWh，0.56%）、远航锦锂（0.18GWh，0.43%）。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","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":1,"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":"4.42.0","shortVersion":"4.42.0","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/2613934217","isCrawlerRequest":true}