智通财经记者 | 高菁 今年前三季度，国内动力和其他电池产/销量均已超越去年全年。 10月14日，中国汽车动力电池产业创新联盟(下称动力电池创新联盟)公布最新数据显示，今年前三季度，国内动力和其他电池累计产量为1121.9 GWh，累计 同比增长51.4%；累计销量达1067.2GWh，累计同比增长55.8%。 这一产销量已双双超越去年全年。去年，国内动力和其他电池产销量分别为1096.8 GWh、1039.5 GWh。 装车量方面，今年1-9月，国内动力电池累计装车量493.9GWh，累计同比增长42.5%。 其中，宁德时代(300750.SZ)1-9月国内动力电池企业装车量210.67 GWh，市占率达42.75%，位列第一。紧随其后的比亚迪(300750.SZ)同期实现111.21 GWh的 动力电池装车，市占率达22.57%。 不过，不论是宁德时代还是比亚迪，前三季度的市占率都出现了下滑。前者市占率同比降低了3.1个百分点，后者市占率则同比减少了2.1个百分点。 除了国内，宁德时代的全球市占率也有所下滑。 韩国研究机构SNE Research最新数据显示，今年1-8月，宁德时代在全球范围内的动力电池装 ...

Core Insights - The acquisition of Northvolt's battery manufacturing plant in Poland by Lyten marks a significant event in the battery industry, showcasing a "snake swallowing an elephant" scenario in mergers and acquisitions [2][3] - The transaction highlights the strategic importance of local manufacturing and low geopolitical risk in the rapidly expanding European battery market [8] Company Overview - Lyten, founded in 2015, has focused on lithium-sulfur batteries, which theoretically offer 20%-25% higher energy density compared to traditional lithium-ion batteries [5] - Northvolt, established in 2016, was once seen as a beacon of hope for Europe's battery industry, securing over $55 billion in orders from major automakers and $15 billion in financing from various banks [6][7] Acquisition Details - The acquired plant has a current capacity of 6 GWh, with potential expansion to over 10 GWh, and operates entirely on renewable energy [3] - The acquisition allows Lyten to leverage Northvolt's existing resources, including R&D and market channels, to accelerate its expansion in Europe [3][8] Market Dynamics - Northvolt faced significant challenges, including technological delays and management issues, leading to a reported loss of $1.03 billion in 2022 and $1.2 billion in 2023 [7] - The acquisition reflects a broader trend in the battery industry where companies must innovate and adapt to market demands to ensure sustainable growth [9][10] Future Implications - The acquisition is expected to enhance Lyten's position in the European market, fulfilling the increasing demand for localized battery solutions [8] - Industry experts suggest that diversification and continuous innovation will be key trends in the battery sector, with emerging technologies like solid-state and sodium-ion batteries gaining traction [9][10]