CATL continued to be No. 1, while BYD dropped to No. 3 after being overtaken by LG Energy Solution for the first time since December 2022.
Contemporary Amperex Technology Co Ltd (CATL, SHE: 300750) continued to lead the global electric vehicle (EV) battery market in the first two months of the year, while BYD (HKG: 1211, OTCMKTS: BYDDY) was overtaken by South Korea's LG Energy Solution for the first time in more than a year.
In January-February, global battery consumption for EVs totaled 92.4 GWh, up 27.0 percent from 72.7 GWh in the same period last year, according to data released today by South Korean market research firm SNE Research.
CATL's installed battery volume in January-February was 35.5 GWh, up 44.9 percent from 24.5 GWh in the same period last year.
The Chinese power battery giant continued to rank first in the world with a 38.4 percent share and remains the only battery supplier in the world with a market share of more than 30 percent.
This was higher than its 33.6 percent share in January-February 2023, but lower than its 39.7 percent share in January 2024.
South Korea's LG Energy Solution saw a 24.8 percent year-on-year increase in power battery installations to 12.7 GWh in the January-February period.
The company ranked second in the January-February period with a 13.7 percent share, down from 13.9 percent a year earlier, but up from 11.4 percent in January 2024.
BYD's power battery installations were 12.1 GWh in January-February, down 3.1 percent from 12.5 GWh in the same period last year.
The company ranked third in the January-February period with a 13.1 percent share, down from 17.1 percent in the same period a year ago, and down from 14.4 percent in the January 2024 period.
This is the first time since December 2022 that LG Energy Solution has overtaken BYD in the rankings published each month by SNE Research, according to data monitored by CnEVPost.
Japan's Panasonic was fourth with a 6.7 percent share, while South Korea's Samsung SDI and SK On were fifth and sixth with 5.6 percent and 4.5 percent, respectively.
China's CALB, Gotion High-tech, Eve Energy, and Svolt ranked seventh, eighth, ninth, and tenth, respectively, with shares of 3.8 percent, 1.9 percent, 1.8 percent, and 1.8 percent in January-February.
China's EV battery installations in Feb: CATL share 55.16%, BYD 17.75%
寧德時代繼續保持第一，而比亞迪自2022年12月以來首次被LG能源解決方案超越後跌至第三位。
今年的前兩個月，當代寧德時代科技有限公司（CATL，SHE：300750）繼續領先全球電動汽車（EV）電池市場，而比亞迪（HKG：1211，OTCMKTS：BYDY）在一年多以來首次被韓國LG能源解決方案所取代。
韓國市場研究公司SNE Research今天發佈的數據顯示，1月至2月，全球電動汽車的電池消耗總量爲92.4吉瓦時，較去年同期的72.7吉瓦時增長27.0％。
寧德時代在1月至2月的電池裝機量爲35.5吉瓦時，較去年同期的24.5吉瓦時增長了44.9％。
這家中國動力電池巨頭繼續以38.4％的份額位居世界第一，並且仍然是世界上唯一一家市場份額超過30％的電池供應商。
這高於其在2023年1月至2月的33.6％的份額，但低於2024年1月的39.7％的份額。
韓國LG能源解決方案的動力電池安裝量在1月至2月期間同比增長24.8％，達到12.7吉瓦時。
該公司在1月至2月期間以13.7％的份額排名第二，低於去年同期的13.9％，但高於2024年1月的11.4％。
1月至2月，比亞迪的動力電池裝機量爲12.1吉瓦時，較去年同期的12.5吉瓦時下降了3.1％。
該公司在1月至2月期間以13.1％的份額排名第三，低於去年同期的17.1％，低於2024年1月的14.4％。
根據CNEVPost監測的數據，這是自2022年12月以來LG能源解決方案在SNE Research每月發佈的排名中首次超過比亞迪。
日本的松下以6.7％的份額排名第四，而韓國的三星SDI和SK On分別以5.6％和4.5％的份額排名第五和第六。
中國的中創新航、國軒高科、億緯能源和Svolt分別排名第七、第八、第九和第十位，1月至2月份的股價爲3.8％、1.9％、1.8％和1.8％。
中國2月份的電動汽車電池裝機量：寧德時代份額爲55.16％，比亞迪佔17.75％
