Core Insights - In 2025, global electric vehicle battery installation volume is projected to reach 1187 GWh, representing a year-on-year growth of 31.7% [10] - Excluding China, the global electric vehicle battery installation volume is expected to be 463 GWh, with a year-on-year increase of 26.0% [1] Group 1: Market Performance - The top 10 companies in global electric vehicle battery installation volume (excluding China) for 2025 are led by CATL, LGES, and SK On, with CATL achieving 138.8 GWh and a market share of 30.0% [2][4] - BYD has shown remarkable growth, with a 140.3% increase in installation volume to 36.6 GWh, elevating its market share to 7.9% [4][6] - Samsung SDI is the only company in the top 10 to experience a decline, with a 6.7% drop in installation volume [4][12] Group 2: Market Share Dynamics - In 2025, the combined installation volume of Chinese companies CATL and BYD reached 175.4 GWh, accounting for 37.9% of the market, surpassing the total of the three major Korean companies (168.4 GWh) [4][6] - Among the top 10 companies, six Chinese firms, including CATL, BYD, and Guoxuan High-Tech, saw an increase in market share, while LGES, SK On, and Samsung SDI experienced declines [6][11] - The market share of LGES decreased by 4.0%, while BYD's market share increased by 3.8% [6][9] Group 3: Ranking Changes - The rankings of the top four companies remained stable, with CATL, LGES, SK On, and Panasonic maintaining their positions [2][12] - Guoxuan High-Tech moved up to fifth place, while Samsung SDI dropped to sixth [2][12] - New entrants to the top 10 include Honeycomb Energy, which replaced PPES, and Zhongxin Innovation, which took the tenth spot [2][12]

Core Viewpoint - In April, CATL's market share in China's power battery sector fell below 40% for the first time in 18 months, while BYD's market share increased, narrowing the gap between the two companies [1][2]. Group 1: Market Performance - In April, the total domestic power battery installation volume reached 54.1 GWh, a year-on-year increase of 52.8% [1]. - CATL's domestic power battery installation volume was 21.2 GWh, with a market share of 39.44%, down 2.94 percentage points from the previous month [1][3]. - BYD's power battery installation volume was 14.17 GWh, with a market share of 26.35%, up 1.83 percentage points, marking a new high since October of the previous year [1][3]. - The market share gap between CATL and BYD has narrowed to 13.09%, the smallest in 18 months [1]. Group 2: Battery Types - In April, lithium iron phosphate (LFP) battery installation volume was 44.8 GWh, accounting for 82.8% of total installations, a historical high with a year-on-year increase of 75.9% [1]. - CATL led the LFP battery segment with an installation volume of 14.76 GWh, representing 32.94% market share, while BYD's LFP battery installation volume was 14.17 GWh, with a market share of 31.62% [2]. - In the ternary battery segment, CATL maintained a dominant position with a market share of 72.06% [2]. Group 3: Competitive Landscape - Among the top ten power battery companies, the total installation volume was 50.6 GWh, accounting for 93.5% of the total, a decrease of 3 percentage points year-on-year [4]. - Gotion High-Tech achieved a market share of 5.85% with an installation volume of 3.14 GWh, marking a 1.04 percentage point increase [4]. - The top ten companies in power battery installations saw significant growth, with Gotion High-Tech's year-on-year growth rate reaching 190.6% [5]. Group 4: Export Performance - In April, the export volume of power and other batteries reached approximately 22.3 GWh, with a year-on-year growth of 64.2% [5][12]. - CATL ranked first in domestic power battery exports, followed by BYD and Funeng Technology [12]. - Gotion High-Tech recorded the fastest growth in export volume among the top ten, with a year-on-year increase of 555.2% [12].

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~ 本文来源：锂电前沿 5月7日，韩国研究机构SNE Research(下称SNE)发布最新动力电池统计数据， 今年一季度，全球动力电池装机 总量为221.8 GWh，同比增长38.8%， 增速较去年同期的22%有所回升 。 和去年同期相比， 全球前三名依旧是老面孔 ，分别是宁德时代、比亚迪和LG新能源， 第四至第九名企业位 次则发生大更迭 。 TOP10公司中，2025年一季度，除了三星SDI和松下以外，其他8家电池公司均实现了正增长。 其中，位居全球动力电池装车量榜首的宁德时代，今年一季度动力电池装车量达84.9 GWh，同比增长40.2%， 占据了全球38.3%的市场份额，是全球唯一一家市占率超过30%的企业。 韩国SK On以10.5GWh的装车量位列第四，同比增长35.6%，市场份额为4.7%。今年一季度，排名全球第四的 是韩企SK ON，其排名同比提升两位，取代了去年在此位置的松下。 中创新航以8.6GWh的装车量位列第五，同比增长31.5%，市场份额为3.9%，其排名同比前进两位。 国轩高科 以7.7GWh的 ...