智通财经记者 | 高菁 2025年，中国企业贡献了全球超七成的动力电池装车量，以及超八成的储能电池出货量。 2月4日，韩国研究机构SNE Research(下称SNE)发布最新统计数据，去年全球动力电池装车总量达1187 GWh，同比增长31.7%。这一增速较2024年全年有所回升。 同期，共有六家中国企业的动力电池装车量闯进全球前十，分别为宁德时代(300750.SZ)、比亚迪 (002594.SZ)、中创新航(03931.HK)、国轩高科(002074.SZ)、亿纬锂能(300014.SZ)和蜂巢能源。 六家中企的总市场份额达70.4%，较去年全年的提高了3.3个百分点，也是有统计以来中企年度全球动力 电池市占率首次超70%。 | | | | 2025年全球动力电池装车量榜单 | | | | --- | --- | --- | --- | --- | --- | | 排名 | 公司 | 2025年装车量 (GWh) | 増速 | 2025年市场 保题 | 2024年市场 保频 | | 1 | 宁德时代 | 464.7 | 35.7% | 39.2% | 38.0% | | 2 | 比亚迪 | 194.8 ...

Core Insights - The Chinese power battery industry is entering a new phase of "diversified competition" by 2025, with market growth shifting from passenger vehicles to commercial vehicle segments [3] - The market concentration has reached a ceiling, leading to intensified competition and a transition of battery products from "high-tech scarce goods" to "standardized industrial products" [3] - The market share of lithium iron phosphate batteries is expected to rise to 81.2% by 2025, with leading companies rapidly closing the performance gap in key metrics like energy density and cycle life [3] Industry Trends - Automakers are implementing a "diversification strategy" to reduce supply chain risks, resulting in diluted order increments for leading companies [4] - The competition is shifting from mere production scale to technological advancements, with companies like Guoxuan High-Tech focusing on R&D and diverse technology routes [5] Technological Advancements - Guoxuan High-Tech has entered the mass production of lithium iron phosphate batteries with energy densities exceeding 195Wh/kg and is leading in next-generation battery technologies [5] - The company has established a pilot line for all-solid-state batteries with a yield rate of over 90%, and its G-Cell hybrid battery has achieved an energy density of 300Wh/kg, enabling electric vehicles to exceed 1000 km in range [5] Market Positioning - Guoxuan High-Tech has successfully supplied batteries for several high-end models, contributing to its stable growth and positioning in the mid-to-high-end market [6] - The commercial vehicle sector is projected to account for 40.5% of installed capacity by 2025, with a year-on-year growth of 140.9%, becoming a significant growth driver for the company [7] Strategic Collaboration - The company's success in the mid-to-high-end passenger vehicle and commercial vehicle markets is attributed to its synergistic advantages in technology, products, and market strategies [8] - Guoxuan High-Tech is exploring new applications for lithium batteries in emerging fields such as low-altitude aircraft and humanoid robots, emphasizing innovation and collaborative development [8]

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 2025年碳酸锂市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 2025年磷酸锰铁锂市场盘点： 2025年负极材料市场盘点： 本文来源：国轩高科 ICC 鑫椤资讯年终盘点： 据鑫椤锂电数据显示，2025年国轩高科在全球基站与数据中心UPS备电电池赛道表现强劲，市占率突 破28%，稳居全球榜首。目前该领域已呈现"一超多强"的竞争格局。国轩高科凭借在通信与算力基础设 施领域的深厚积淀，持续夯实市场领先地位。 受AI算力和通信建设驱动，全球备电需求持续增长。 据MarketsandMarke ...

Core Viewpoint - The performance of the storage battery ETF Guangfa (159305) shows a slight decline, indicating market volatility in the energy storage sector [1] Group 1: ETF Performance - As of the midday close on February 4, the storage battery ETF Guangfa (159305) decreased by 0.63%, priced at 1.883 yuan, with a trading volume of 6.08 million yuan [1] - The performance benchmark for the storage battery ETF Guangfa is the return rate of the National Securities New Energy Battery Index during the same period [1] - Since its establishment on September 18, 2024, the fund has achieved a return of 89.55%, with a one-month return of 2.46% [1] Group 2: Major Holdings - Key stocks in the storage battery ETF include: - Contemporary Amperex Technology Co., Ltd. (宁德时代) increased by 1.58% - Sungrow Power Supply Co., Ltd. (阳光电源) decreased by 0.27% - EVE Energy Co., Ltd. (亿纬锂能) decreased by 1.24% - Inovance Technology Co., Ltd. (英维克) decreased by 3.55% - Guoxuan High-Tech Co., Ltd. (国轩高科) decreased by 1.82% - Magpower Technology Co., Ltd. (麦格米特) decreased by 1.40% - Sunwoda Electronic Co., Ltd. (欣旺达) decreased by 0.73% - Deyi Co., Ltd. (德业股份) increased by 0.35% - Keda Technology Co., Ltd. (科达利) increased by 0.01% - Jinpan Technology Co., Ltd. (金盘科技) increased by 2.42% [1]

据鑫椤锂电数据显示，2025年国轩高科在全球基站与数据中心UPS备电电池赛道表现强劲，市占率突破 28%，稳居全球榜首。目前该领域已呈现"一超多强"的竞争格局。国轩高科凭借在通信与算力基础设施 领域的深厚积淀，持续夯实市场领先地位。(国轩高科) ...

摘要 在 TOP10 企业中，十家企业同比增速均在22 % 以上。 高工产业研究院（ GGII ）通过新能源汽车交强险口径数据统计显示， 2025 年我国新能源汽车销售约 1335.9万 辆，同比增长 18% ，带动相应 的动力电池装机量约 717.4 GWh ，同比增长 35% 。 动力电池装机量排名前十企业合计约为 679.2 GWh ，占总装机量的 94.7% ，较去年同期市场集中度份额下降1.5个百分点 。 在 TOP10 企业中，十家企业同比增速均在22 % 以上。其中，七家企业市占率与去年同期相比保持正增长， 国轩高科提升幅度最高 ，市占率同比 上升1.1个百分点 。 数据咨询： 如需了解详细的装机量数据信息，订阅高工（GGII）发布的 《 动力电池装机量月度数据库 》 （ 点击链接查看目录 ） ，敬请联系： 购买咨询： 陈先生 电话：0755-26835600 邮箱：research1@gaogong123.com 梁先生 全球新能源领域高端装备第一梯队企业 First echelon enterprise of high-end equipment in the field of global ...

Industry Information - By 2028, Yunnan aims for its non-ferrous metal industry output to exceed 600 billion yuan, with new energy battery and phosphorus industries becoming new trillion-level industries [13] - As of January 2025, the number of new energy vehicles in China reached 43.97 million, accounting for 12.01% of total vehicles, with pure electric vehicles making up 68.74% of new energy vehicles [7] - Global production of lithium manganese phosphate is expected to reach 70,000 tons by 2026, up from 28,500 tons last year, reflecting a growth of 206.5% [8] - The global sales of pure electric vehicles are projected to exceed 12.1 million units by 2025, with BYD expected to surpass Tesla in sales [10] - The total number of electric vehicle charging facilities in China reached 20.09 million by the end of 2025, marking a 49.7% year-on-year increase [18] Policy Information - The Ministry of Transport announced that over 10,000 charging guns will be added in service areas in 2026, enhancing the convenience of charging for new energy vehicles [15] - A new mandatory national standard for automotive steering systems will be implemented starting July 1, 2026, which will clarify safety boundaries for new technologies [24] - Jiangsu Nanjing has launched a plan to build smart energy application scenarios, focusing on energy integration and digital transformation [25] Company Information - Li Auto's MEGA has achieved 30,000 deliveries [39] - Xiaopeng Motors has launched 1,000 mobile charging stations to assist with vehicle-to-vehicle charging during the Spring Festival [40] - NIO has opened its first national dealership in Hungary, marking a significant milestone in its European expansion [41] - BYD has signed an agreement to build an electric vehicle battery factory in Vietnam with a total investment of 130 million USD [41]

Core Viewpoint - The strategic cooperation between Guoxuan High-Tech and iFlytek marks a significant collaboration between the new energy and artificial intelligence sectors, aiming to promote the integration of green energy and digital intelligence [1][3][4] Group 1: Strategic Cooperation Details - Guoxuan High-Tech and iFlytek will leverage their strengths in the new energy and AI technology sectors to collaborate on intelligent enterprise management, smart manufacturing, and AI-assisted power trading [2][3] - The partnership aims to establish a joint innovation mechanism to create a benchmark for AI empowerment in the new energy industry [2][3] Group 2: Leadership Perspectives - Guoxuan High-Tech's chairman, Li Zhan, praised iFlytek's technological capabilities and industry empowerment, highlighting its leadership in AI technology research and application innovation [3][4] - iFlytek's chairman, Liu Qingfeng, acknowledged Guoxuan High-Tech's comprehensive layout in the new energy sector and its significant impact, expressing hope for the collaboration to enhance digital transformation in the industry [4] Group 3: Future Outlook - The cooperation is seen as a proactive approach to the integration of new energy and AI, with both companies committed to deepening multi-field collaboration to drive innovation and sustainable development in the global energy sector [4]

国轩高科（002074 CH） 2026 年目标电池出货量 150GWh：其中电动车电池 100GWh、储能电池 50GWh，受益于国内外乘用车客户拓展、 商用车电动化（2025 年第三季度占电动车电池出货超 20%）及储能需求。 国轩高科（002074 CH） 2026 年目标电池出货量 150GWh：其中电动车电池 100GWh、储能电池 50GWh，受益于国内外乘用车客户拓展、 商用车电动化（2025 年第三季度占电动车电池出货超 20%）及储能需求。 加速海外产能扩张：2025 年有效产能 150GWh，2026 年目标 200GWh，海外斯洛伐克、摩洛哥、美国工厂建设推 进；上游成本压力部分可转嫁，出口增值税退税下调（ 加速海外产能扩张：2025 年有效产能 150GWh，2026 年目标 200GWh，海外斯洛伐克、摩洛哥、美国工厂建设推 进；上游成本压力部分可转嫁，出口增值税退税下调（2026 年 4 月起从 9% 降至 6%）短期影响利润率，长期有望 转嫁至客户。 ...

Group 1 - The core viewpoint of the article highlights that compared to automakers, power battery suppliers are potentially more profitable, as evidenced by the financial forecasts of companies like Ruipu Lanjun and Guoxuan High-Tech [2][3]. - Ruipu Lanjun expects a net profit of approximately 630 million to 730 million yuan in 2025, a significant turnaround from a net loss of 1.353 billion yuan in 2024, driven by increased product shipments and improved capacity utilization [2]. - Guoxuan High-Tech anticipates a net profit of 2.5 billion to 3 billion yuan in 2025, representing a year-on-year growth of 107.16% to 148.59% [3]. Group 2 - The profitability of leading power battery companies like CATL is highlighted, with projected net profits of 44.121 billion yuan, 50.745 billion yuan, and 49 billion yuan for 2023, 2024, and the first three quarters of 2025, respectively [3]. - In contrast, leading electric vehicle manufacturer BYD's net profits for the same periods are significantly lower, at 30.041 billion yuan, 40.254 billion yuan, and 23.333 billion yuan [3]. - The automotive industry's sales profit margin is projected to be only 4.1% in 2025, down from 4.3% at the end of 2024, indicating ongoing profitability challenges due to factors like price wars and rising raw material costs [4].