1-10月全球动力电池装机867.4GWh

Core Insights - The global power battery installation reached 867.4 GWh from January to October 2025, with a year-on-year growth of 34% [2][4] - The market share of the three major South Korean battery companies (LGES, SK On, and Samsung SDI) has declined to 16.2%, down nearly 1 percentage point from the previous year [2] Global Power Battery Installation Data - The global power battery installation volume for January to October 2025 is 867.4 GWh, with a year-on-year growth of 34% [2][4] - Global new energy vehicle sales reached 16.09 million units during the same period, representing a 24% year-on-year increase [2][4] Regional Market Performance - China accounted for 63.3% of the global power battery installation volume, with six of the top ten companies being Chinese [2] - The top ten countries for power battery installation include China (549.0 GWh), the United States (103.5 GWh), and Germany (33.1 GWh) [7] Performance of South Korean Companies - The combined market share of the three major South Korean battery manufacturers is 16.2%, reflecting a decline in their global ranking [2] - SK On dropped from sixth to seventh place, while Samsung SDI fell from eighth to ninth in the global rankings [2]