GGII:1月全球动力电池装机68.6GWh 同比增长15.3%

智通财经
Mar 13

智通财经APP获悉,高工产业研究院(GGII)通过发布的《全球动力电池装机量月度数据库》统计显示,2026年1月全球动力电池装机量达68.6GWh,同比增长15.3%,在同期全球新能源汽车销量114.2万辆,同比下降0.4%的情形下实现逆势增长,主要由于单车电池容量提升、技术路线切换与区域市场分化共同推动装机量走强。

在全球动力电池装机量竞争格局中,已显现出中企强势扩张,韩系企业明显承压的局面。

中国动力电池企业已形成“一超多强”梯队:宁德时代(03750)以约29.7GWh装机量,市占率43.3%,稳居全球第一;比亚迪(01211)以10GWh,市占率14.6%,位列第二;中创新航(03931)、国轩高科(002074.SZ)在全球TOP10排名中同比增速靠前,较去年同期分别增长41%和66%;

而韩国三大巨头(LGES、SK On、三星SDI)合计市占率仅13.1%,同比下滑4.1个百分点,主因美国电动车销量下滑34.8%及客户订单波动所致;

松下则以3.13GWh,市占率4.6%,位居全球排名第五,受益于特斯拉(TSLA.US)Model 3/Y交付韧性及2170和4680电池效率优化。

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