国轩高科，增长79%

Core Insights - The article discusses the growth and market dynamics of the global battery industry, particularly focusing on the performance of major battery manufacturers and the impact of regional policies on market share and sales growth [1][2][3]. Group 1: Battery Market Performance - The global power battery installation volume reached 401.3 GWh, representing a year-on-year growth of 38.5% [1]. - The market share of major South Korean battery companies (LG Energy, SK On, Samsung SDI) decreased by 4.5% to 17.4%, significantly influenced by the North American market [2]. - Chinese companies, particularly CATL and BYD, showed substantial growth, with CATL's installation volume increasing from 108.6 GWh in 2024 to 152.7 GWh in 2025, a growth rate of 41% [3]. Group 2: Regional Insights - The U.S. market may reduce tax incentives, but demand remains limited due to early purchases [3]. - China's growth is driven by new energy policies, although there are challenges related to excess inventory and price competition [3]. Group 3: Industry Events - The "2025 Renewable Energy Hydrogen Production Industry Development Forum" will be held in Suzhou, Jiangsu, focusing on hydrogen production technologies and market trends [4][5]. - The forum will feature discussions on key materials and system innovations in hydrogen production, highlighting the importance of collaboration among industry stakeholders [14][15].