数说新能源·2025-12-17 03:52Industry Overview - In November, domestic power and other battery production reached 176.3 GWh, representing a year-on-year increase of 49.2% and a month-on-month increase of 3.3%. The production of ternary and lithium iron phosphate batteries was 36.4 GWh and 139.6 GWh, accounting for 20.7% and 79.2% respectively [1] - The domestic power battery installation volume in November was 93.5 GWh, showing a year-on-year increase of 39.2% and a month-on-month increase of 11.2%. The installation volume for ternary and lithium iron phosphate batteries was 18.2 GWh and 75.3 GWh, making up 19.4% and 80.5% respectively [2] Market Leaders - The top three domestic power battery installations in November were: CATL with 40.87 GWh (43.7% market share), BYD with 19.04 GWh (20.4% market share), and Zhongxin Innovation with 5.96 GWh (6.4% market share) [3] - From January to November, the cumulative domestic power and other battery production reached 1468.8 GWh, a year-on-year increase of 51.1%. The cumulative production of ternary and lithium iron phosphate batteries was 306.0 GWh and 1160.9 GWh, accounting for 20.8% and 79.0% respectively [3] Cumulative Data - The cumulative domestic power battery installation volume from January to November was 671.5 GWh, reflecting a year-on-year increase of 42.0%. The cumulative installation volume for ternary and lithium iron phosphate batteries was 107.7 GWh and 470.2 GWh, representing 18.8% and 81.2% respectively [4] - The top three cumulative domestic power battery installations from January to November were: CATL with 287.68 GWh (42.8% market share), BYD with 148.15 GWh (22.1% market share), and Zhongxin Innovation with 46.62 GWh (6.9% market share) [5] Global Overview - In October, the global power battery installation volume was 121.8 GWh, showing a year-on-year increase of 38.9% and a month-on-month increase of 1.2% [6] - The top three global power battery installations in October were: CATL with 58.0 GWh (47.6% market share), BYD with 12.9 GWh (10.6% market share), and Guoxuan High-Tech with 9.0 GWh (7.4% market share) [7] - From January to October, the cumulative global power battery installation volume reached 933.5 GWh, a year-on-year increase of 35.2% [8] - The top three cumulative global power battery installations from January to October were: CATL with 355.2 GWh (38.1% market share), BYD with 157.9 GWh (16.9% market share), and LG with 86.5 GWh (9.3% market share) [9]