CATL, BYD Dominate Global EV Battery Shipments With Combined 52.2% Share in Q3
CATL, BYD Dominate Global EV Battery Shipments With Combined 52.2% Share in Q3
CATL contributed 35.2 percent of global EV battery shipments in the third quarter, while BYD FinDreams contributed 17.0 percent.
第三季度,寧德時代貢獻了全球電動汽車電池出貨量的35.2%,而比亞迪FinDreams貢獻了17.0%。
Backed by the world's largest electric vehicle (EV) market in China, Contemporary Amperex Technology Co Ltd (CATL, SHE: 300750) and BYD (HKG: 1211, OTCMKTS: BYDDY) together accounted for more than half of global power battery shipments.
在中國全球最大的電動汽車(EV)市場的支持下,當代寧德時代技術有限公司(寧德時代:300750)和比亞迪(HKG:1211,OTCMKTS:BYDDY)共佔全球動力電池出貨量的一半以上。
In the third quarter of 2024, the global power battery shipments amounted to 258.5 GWh, according to data released today by South Korean market research firm SNE Research.
韓國市場研究公司SNE Research今天發佈的數據顯示,2024年第三季度的全球動力電池出貨量爲258.5吉瓦時。
CATL shipped 91.0 GWh of EV batteries in the third quarter, continuing to rank first in the world with a 35.2 percent share, and is the only battery supplier in the world with a market share of more than 30 percent.
寧德時代在第三季度出貨了91.0 GWh的電動汽車電池,以35.2%的份額繼續位居全球第一,並且是世界上唯一一家市場份額超過30%的電池供應商。
BYD's battery manufacturing unit, FinDreams Battery, ranked second with a 17.0 percent share of 44.0 GWh of EV batteries shipped in the third quarter.
比亞迪的電池製造部門Findreams Battery排名第二,在第三季度出貨的44.0吉瓦時電動汽車電池中,佔17.0%的份額。
The two Chinese companies shipped a combined 135 GWh in the third quarter for a combined 52.2 percent share.
這兩家中國公司在第三季度的總出貨量爲135吉瓦時,合計佔52.2%的份額。
South Korea's LG Energy Solution shipped 29.0 GWh of EV batteries in the third quarter, ranking third with an 11.2 percent share.
韓國LG能源解決方案在第三季度出貨了29.0 GWh的電動汽車電池,以11.2%的份額排名第三。
China's CALB was fourth with a 5.0 percent share, Japan's Panasonic was fifth with a 3.9 percent share, and China's Gotion High-tech was sixth with a 3.9 percent share.
中國的CalB以5.0%的份額排名第四,日本的松下以3.9%的份額排名第五,中國的國騰高科以3.9%的份額排名第六。
Three South Korean firms -- LG Energy Solution, Samsung SDI and SK On -- and CATL and BYD remained stable in the rankings, while CALB showed rapid growth and started to expand its presence to major OEMs such as Geely and emerging OEMs such as Xpeng (NYSE: XPEV), Nio (NYSE: NIO), and Leapmotor (HKG: 9863), SNE Research noted.
SNE Research指出,三家韓國公司——LG能源解決方案、三星SDI和Sk On——以及寧德時代和比亞迪的排名保持穩定,而CalB則表現出快速增長,並開始將其業務擴展到吉利等主要原始設備製造商以及小鵬(紐約證券交易所代碼:XPEV)、蔚來(紐約證券交易所代碼:NIO)和零跑汽車(HKG:9863)等新興汽車製造商。
The market share of battery companies entering emerging countries and China's domestic market is expected to grow significantly in the future, SNE Research said.
SNE Research表示,進入新興國家和中國國內市場的電池公司的市場份額預計未來將大幅增長。
In terms of sales revenue, CATL ranked first with a 28.5 percent share in the third quarter, while LG Energy Solution came in second with a 14.1 percent share. BYD FinDreams was third with 12.3 percent.
在銷售收入方面,CATL在第三季度以28.5%的份額排名第一,而LG能源解決方案以14.1%的份額位居第二。比亞迪FinDreams以12.3%的比例排名第三。
China EV battery installations in Oct: CATL share at 42.78%, BYD 26.73%
中國十月份電動汽車電池裝機量:寧德時代佔42.78%,比亞迪佔26.73%
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