宁德时代动力电池市占率超50%重返巅峰行业竞争正从“份额比拼”转向“盈利较量”

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动力电池市场正在上演“王者归来”的戏码。　　乘联分会近日发布的动力电池市场份额数据显示，2026年一季度，宁德时代以50.1%的市占率重返巅峰。这是时隔5年后，这家电池巨头再度拿下动力电池市场“半壁江山”。而在去年，宁德时代的市场份额还一度跌至43.5%，被比亚迪等企业步步紧逼。　　不过，宁德时代的强势反弹，并不意味着动力电池行业重回高度集中的旧格局。目前，以国轩高科、亿纬锂能等为代表的动力电池...

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Asian Sustainable Development Equity A Acc SGD-H","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC"},"translate_title":"CATL power battery market share exceeds 50% and returns to its peak Industry competition is shifting from \"share competition\" to \"profit competition\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300750":1.5,"EVS.SI":0.6,"03750":1.5,"JKS":1.5},"content_text":"动力电池市场正在上演“王者归来”的戏码。　　乘联分会近日发布的动力电池市场份额数据显示，2026年一季度，宁德时代以50.1%的市占率重返巅峰。这是时隔5年后，这家电池巨头再度拿下动力电池市场“半壁江山”。而在去年，宁德时代的市场份额还一度跌至43.5%，被比亚迪等企业步步紧逼。　　不过，宁德时代的强势反弹，并不意味着动力电池行业重回高度集中的旧格局。目前，以国轩高科、亿纬锂能等为代表的动力电池第二梯队企业正在加速突围，重塑竞争版图。　　在头部企业稳固基本盘、二线企业奋力突围之时，动力电池行业的较量维度也在悄然升级。市场份额虽仍是企业立足的基础，但盈利能力的强弱更成为衡量其核心竞争力的关键标尺。　　无论是2025年宁德时代约722亿元的净利润，还是中创新航、国轩高科动辄翻倍的净利润增长，都印证着这一行业的高景气度，也吸引着下游主机厂纷纷跨界入局，行业竞争更趋多元复杂。　　头部聚集效应放缓“二线阵营”崛起　　数据显示，上一次宁德时代动力电池市场份额突破50%，还要追溯到2021年，彼时其市场份额高达51.9%。但在之后的4年，宁德时代的市场份额长期在43%至48%区间震荡徘徊。　　与宁德时代的强势回归形成对比的是，比亚迪动力电池的市场份额在2026年一季度下滑至17.5%，较2025年的21.8%进一步走低，与其在2023年创下26.9%的高点相比，回落明显。　　乘联分会秘书长崔东树表示，动力电池行业已形成宁德时代、比亚迪双强主导的格局。2026年一季度两家企业的市场份额合计约68%，其余企业仍拥有超30%的市场份额空间。　　不过，从行业长期走势来看，电池产业的头部聚集效应正在放缓。　　2022年，宁德时代和比亚迪两家企业的动力电池市场份额一度达到72%，如今其他企业的市场份额正在逐步增长。　　在“二线阵营”中，国轩高科今年一季度以6.1%的市场份额位居第三，创下历史新高；中创新航的市场份额则为5.3%，较2023年峰值8.5%有所回调；亿纬锂能的市场份额为5%，呈现稳步增长态势；瑞浦兰钧、欣旺达、蜂巢能源等企业的市场份额在2%至3%区间。　　崔东树说，今年以来国轩高科、蜂巢能源、吉利耀宁、楚能新能源等表现较强。由于比亚迪全面转型磷酸铁锂电池，因此宁德时代、蜂巢能源等三元锂电池优势更加明显，近期高端插混需求较强推动三元锂电池走强。　　从“份额比拼”到“盈利较量”　　值得注意的是，动力电池行业正从单纯的市场份额比拼，转向盈利能力的深度较量。　　作为行业龙头，宁德时代2025年交出了约722亿元的净利润答卷，这一净利润规模超过了目前已披露2025年业绩的上汽集团、长城汽车、吉利汽车、奇瑞汽车等主流车企的净利润总和。　　“二线阵营”电池企业也同样实现了业绩的高速增长。中创新航和国轩高科披露的业绩预告显示，前者净利润约20.25亿元至21.93亿元，同比增长约140%至160%；后者预计盈利25亿元至30亿元，同比增长 107.16%至148.59%。　　这种盈利虹吸效应与行业高增长态势，已快速传导至下游主机厂，持续吸引各类市场主体加速入局。　　今年以来，比亚迪、奇瑞等头部车企先后举办电池主题发布会，亮出自身在电池领域的技术突破与战略布局。比如，比亚迪推出第二代刀片电池，实现“5分钟补能400公里”的闪充体验并启动“闪充中国”战略；奇瑞则发布犀牛电池，构建全场景安全体系并明确全固态电池2027年量产路线图。　　“对主机厂而言，布局电池业务一方面是为了掌握核心供应链主动权，摆脱对外部电池企业的依赖，另一方面，比亚迪电池业务持续贡献的丰厚业绩，也为同行提供了可借鉴的盈利范本，点燃了主机厂入局的热情。”一位自主品牌相关负责人向《每日经济新闻》记者表示。　　随着主机厂的跨界入局，动力电池行业格局将更趋多元复杂。　　不过，从短期来看，宁德时代与比亚迪双雄主导的格局仍将持续，两者接近七成的动力电池市场份额奠定了行业基本盘；长期来看，随着“二线阵营”电池企业的技术突破、主机厂的持续发力，以及三元电池与磷酸铁锂电池的路线分化、固态电池的逐步落地，行业竞争将更趋激烈。（文章来源：每日经济新闻）","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; +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/2622863915","isCrawlerRequest":true}

宁德时代动力电池市占率超50%重返巅峰 行业竞争正从“份额比拼”转向“盈利较量”

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宁德时代动力电池市占率超50%重返巅峰行业竞争正从“份额比拼”转向“盈利较量”