2025年10月动力电池企业装车量解析

芝能汽车
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芝能汽车出品在分析中国电池企业为啥在全球占据领先优势,规模是个核心要素。根据SNE的数据今年 1—9 月,除中国之外的电动汽车全球市场电池使用量为 338.9GWh,同比增长 29.7%。韩系“三兄弟”(LGES、SK On、三星 SDI)合计份额跌到 38%,同比下降 5.4 个点,欧美车企的销量恢复不均衡(韩系电池的“主场优势”正在被中国企业通过本地化和性价比侵蚀),以及中国电池企业在欧洲和...

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