【宏工科技·关注】2026年1月全球动力电池装机量TOP10出炉：市场格局大洗牌

广东电池03-10 18:45

据SNE最新统计数据显示，2026年1月，全球电动汽车电池装车量达71.9GWh，同比增长10.7%；TOP10企业合计市占率达到89.6%，较上年同期提高了1.1个百分点。TOP10企业中，中国电池企业依然占据6席，市占率合计达73.3%，较2025年1-12月增长了2.9个百分点，较2025年1月增加了5个百分点；中国企业在全球动力电池市场的份额稳步提升。具体来看，宁德时代以32. 5G ...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310184829a6b53eb3&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，2026年1月，全球电动汽车电池装车量达71.9GWh，同比增长10.7%；TOP10企业合计市占率达到89.6%，较上年同期提高了1.1个百分点。TOP10企业中，中国电池企业依然占据6席，市占率合计达73.3%，较2025年1-12月增长了2.9个百分点，较2025年1月增加了5个百分点；中国企业在全球动力电池市场的份额稳步提升。具体来看， 宁德时代 以32. 5G ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310184829a6b53eb3&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":"LU0634319403.HKD","symbol_name":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) 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、三星SDI。宁德时代稳固占据全球第一的位置，装机量同比增长25.7%，市占率较去年提高了5.3个百分点，全球市占率直追其国内市占率，显示其强大的实力以及在海外受到了高度认可；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。比亚迪是TOP10企业中唯一装机量同比下滑的中国企业，主要受其新能源汽车销量同比下滑影响，但其海外销量仍在快速增长中。数据显示，比亚迪国内装机量同比下降23.4%，但欧洲市场同比大增69.4%，世界其它地区增速更是高达97.6%。相信随着二代 刀片电池 的发布，比亚迪新能源汽车销量将迎来新的增长周期，将带动其动力电池装机量同步增长。中创新航以3.8GWh的装机量排名第四，同比增长51.5%，是TOP10企业装机量同比提升最大的企业；其市场占有率为5.3%，与上年同期相比上涨了1.5百分点，排名由去年1月的第六跃升至第四，但与25年1-12月的位次保持一致。国轩高科以2.8GWh的装机量排在第六位，同比增长13.4%，市场占有率为3.9%，较去年同期增加了0.1个百分点，较去年同期向前1个名次；但与25年1-12月相比排名有所下滑。蜂巢能源以1.9GWh排名第八，与上年同期相比跃升2个位次，市场份额为2.7%，较去年同期提升0.2个百分点。亿纬锂能以1.9GWh的装机量排名第九，同比增长1.8%，市场占有率较上年同期下降0.3%。三家韩国动力电池企业分别占据了第三、第七、第十的席位，三家企业份额均有所下滑，合计仅12%，同比下降4.3个百分点；唯一上榜的日本厂商松下则占4.3%，较去年同期提高0.4个百分点。三家韩国车企的市场占有率同比均有所下降，且装机量同比均有所减少；3家企业合计市占率较上年同期减少4.3%，SK on和三星SDI分别由上年的第四和第八跌至第七和第十。除装机量前十企业之外的其余电池厂商的装机量合计为7.5GWh，同比仅增长0.2%，远低于大盘增速；市占率为10.4%，较去年同比下降1.1个百分点；这意味着市场集中度进一步提高。总体来看，本月全球动力电池装机量TOP10迎来了内部洗牌，前三虽然排名稳定，但宁德时代愈发强势，而比亚迪和LG新能源市占率均有所下跌；日本松下本月表现亮眼，装机量同比跑赢大盘，再次杀进前五；国轩高科稳步向前；韩国SK on和三星SDI均遭遇困境，同比排名均有所下滑，三星SDI甚至有跌出榜单的风险。","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":0,"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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