2025年9月动力电池市场格局和供应关系分析

芝能汽车

2025/10/19

芝能汽车出品9月份，中国动力电池装车量数据出炉，规模效应是很明显的。●宁德时代装车量达到 32.51GWh，其中磷酸铁锂电池占 22.86GWh，三元电池为 9.64GWh。乘用车领域贡献 25.23GWh，其中纯电动车型装车 19.06GWh，插混车型 6.17GWh，在全领域保持强劲渗透力。●第二名比亚迪，装车量 16GWh，全部来自磷酸铁锂电池。其乘用车装车 14.46GWh，其中纯电 ...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251019090050a46730e5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0819123356.HKD","symbol_name":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251019090050a46730e5&s=b","article_id":"2576238130","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251019090050a46730e5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14GWh，商用车市场相对稳定在 7GWh 左右。●新势力品牌◎蔚来：宁德时代仍是核心供应，占57%，比亚迪、中创新航、欣旺达均有份额，分散化策略。◎理想：高度依赖宁德时代，占比超94%，其余由欣旺达补充。◎小鹏：形成三足鼎立格局，中创新航占40%，比亚迪和亿纬锂能分别占三分之一左右。◎零跑汽车：供应链最分散，宁德时代、国轩高科、正力新能、蜂巢能源、欣旺达均有份额，宁德时代占比仅26%。◎赛力斯：由宁德时代独家供应。◎小米：形成宁德时代与比亚迪“双电池”格局，比例约6:4。●自主品牌◎比亚迪：完全自供电池体系，占比100%。◎广汽乘用车：宁德时代为主（43%），多家本地或合作供应。◎吉利：宁德时代占六成以上，其余分散至中创新航、国轩高科、蜂巢能源、瑞浦能源和自有体系“吉耀”。◎江淮汽车：宁德时代占86%，仍为单一主供格局。◎长安汽车：宁德时代占83%，中创新航为第二供应商。◎上汽集团：宁德时代与瑞浦能源双主力，其中瑞浦能源占比38%。◎长城汽车：蜂巢能源为绝对主力，占比超七成，宁德时代约27%。◎东风汽车：供应最为复杂，欣晟新能占三分之一，宁德时代约28%，有六家以上供应商共同参与。◎一汽集团：宁德时代超五成，中创新航、比亚迪、正力新能等组成多元结构。◎奇瑞汽车：国轩高科与宁德时代并列主力，分别占36%与54%，形成相对均衡格局。◎上汽通用五菱：供应链极其多元，欣旺达、中创新航、瑞浦、宁德时代、正力新能均参与，没有绝对主导。◎北汽蓝谷：几乎完全依赖宁德时代，占比接近97%。●外资品牌◎特斯拉：主要电池供应商仍是宁德时代，占比约64%，LG占36%，维持双供应格局。◎宝马：宁德时代占比超九成，亿纬锂能作为补充供应，结构相对集中。◎大众体系：无论是一汽大众、上汽大众还是大众安徽，全部采用宁德时代电池。上汽通用则较为多元，宁德时代、正力新能、比亚迪三家分摊，正力新能占比最高。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}