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市场调查报告书
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1683861

中国电动车电池组：市场占有率分析、产业趋势与统计、成长预测（2025-2029 年）

China EV Battery Pack - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 286 Pages | 商品交期: 2-3个工作天内

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简介目录

预计 2025 年中国电动车电池组市场规模将达到 568.9 亿美元，预计到 2029 年将达到 691.9 亿美元，预测期内（2025-2029 年）的复合年增长率为 5.02%。

中国电动车电池组市场-IMG1

由于产量增加、政府监管和消费者接受，中国对电动车和锂离子电池的需求正在增加。电池式电动车占据市场主导地位，但插电式混合动力车也越来越受欢迎。

  • 中国是全球汽车电气化领域的领导者之一。该国也因其电池工业而闻名。过去几年，电动车销量呈指数级增长。电动车产量的增加、政府规范的严格以及为排放碳排放而采用电动车的高采用率，使得 2021 年该国对电动车的需求高于 2017 年。
  • 电池电动车的需求高于对插电式混合动力车的需求。到 2022 年，电池电动车将占据市场最大份额，约占电动车总销量的 70%，而插电式混合动力车的销量约为 28%。采用插电式混合动力技术的汽车在续航里程焦虑方面比全电动汽车更有优势，因为它们可以在燃料和电池之间切换，这也在逐渐吸引客户，因为 2022 年 PHEV 销量较 2021 年增长了约 32%。因此，中国 2022 年电动车中使用的锂离子电池数量与 2021 年相比有所增加。
  • 除了对电池电动车的需求外，对锂离子电池的需求也在不断增长。此外，各公司都在推出新型电动车。 Polestar将于2023年3月推出一款全新电动SUV，电池续航里程约315英里（约563公里）。预计此类产品的推出将在预测期内提振中国对电动车电池的需求。

中国电动车电池组市场趋势

推动电动革命的比亚迪领先中国电动车电池组市场，其次是特斯拉、五菱、丰田集团和广汽Aion

  • 中国的电动车市场规模庞大，由多家经销商经营，但主要由五大公司推动，这五家公司在2022年占据了50%以上的市场份额。这些公司包括比亚迪、特斯拉、五菱、丰田集团和广汽Aion。比亚迪是中国最大的电动车製造商，约占电动车销量的25.27%。公司研发能力强大，财务实力雄厚。我们凭藉着优秀的定价策略和遍布全国的销售和服务网络赢得了客户。
  • 特斯拉的市场占有率约为9.72%，是中国第二大电动车销售商。该公司专注于尖端创新，并与包括电池製造商在内的多家电动车零件製造商建立了强大的策略合作伙伴关係。我们还在中国拥有强大的销售网路。五菱以8.47%的市场占有率位居电动车销量第三位。该公司是柳州五菱工业的子公司，凭藉其向不同类型的客户提供电动车的广泛产品系列，在中国赢得了大量追随者。
  • 中国第四大电动车销售商是丰田集团，市场占有率约7.06%。该公司在客户中拥有可靠的品牌形象，并透过中国完善的供应链网路分销其产品。中国电动车电池组市场第五大参与者为广汽Aion，市场占有率约3.71%。在中国销售电动车的其他公司包括奇瑞、长安、纳多、理想汽车和风森。

2022年，特斯拉、比亚迪、五菱将占据中国乘用车市场50%以上的份额，并带动主要电池组需求。

  • 中国是全球最大的电动车市场之一，近年来电动车需求大幅成长。该国的电动车购买者范围很广，但掀背车和 SUV 是最畅销的车款。经济的驾驶、实惠的价格和方便的停车是掀背车需求不断增长的主要因素，而充足的余量和腿部空间、宽敞的乘客容量和较高的离地间隙可在各种道路上提供舒适的驾驶体验，也是推动该国电动 SUV 销售的因素之一。
  • 由于人们偏爱经济型汽车，掀背车在该国的销售强劲。五菱宏光 MINIEV 在 2022 年销量强劲增长，因为它是一款价格实惠的全电动汽车，具有长续航里程和最高速度限制。 MINIEV也提供敞篷版，吸引消费者。中国人民对特斯拉等各类品牌都反应正面。该公司是中国知名品牌之一，2022 年其 Model Y 和 Model 3 销售强劲。
  • 中国品牌主导电动车市场。比亚迪宋也凭藉其全电动动力传动系统和较大的载客量成为中国消费者最畅销的车款之一。中国电动车电池组市场还包括各品牌的电动 SUV 和掀背车。其中常见的车款是比亚迪海豚和元Plus，这两款车在2022年销量强劲。中国电动车电池组市场的其他品牌包括秦PLUS DM-i、汉DM和唐DM。

中国电动汽车电池组产业概况

中国电动车电池组市场较为分散，前五大企业市占率合计0.10%。市场的主要企业是：中国航空电池（CALB）、宁德时代（CATL）、亿纬锂能、FinDreams Battery 和蜂巢能源科技（SVOLT）（按字母顺序排列）。

其他福利

  • Excel 格式的市场预测 (ME) 表
  • 3 个月的分析师支持

目录

第 1 章执行摘要和主要发现

第二章 报告要约

第 3 章 简介

  • 研究假设和市场定义
  • 研究范围
  • 调查方法

第四章 产业主要趋势

  • 电动汽车销售
  • 电动车销量（按OEM）
  • 最畅销的电动车车型
  • 具有首选电池化学成分的OEM
  • 电池组价格
  • 电池材料成本
  • 每种电池化学成分的价格表
  • 谁供给谁？
  • 电动车电池容量和效率
  • 发布的电动车车型数量
  • 法律规范
    • 中国
  • 价值链与通路分析

第五章 市场区隔

  • 体型
    • 公车
    • LCV
    • M&HDT
    • 搭乘用车
  • 推进类型
    • BEV
    • PHEV
  • 电池化学
    • LFP
    • NCA
    • NCM
    • NMC
    • 其他的
  • 容量
    • 15 kWh～40 kWh
    • 40 kWh～80 kWh
    • 超过80度
    • 少于15千瓦时
  • 电池形状
    • 圆柱形
    • 包包
    • 方块
  • 方法
    • 雷射
    • 金属丝
  • 成分
    • 阳极
    • 阴极
    • 电解
    • 分隔符
  • 材料类型
    • 钴
    • 锂
    • 锰
    • 天然石墨
    • 镍
    • 其他材料

第六章 竞争格局

  • 重大策略倡议
  • 市场占有率分析
  • 业务状况
  • 公司简介
    • China Aviation Battery Co. Ltd.（CALB）
    • Contemporary Amperex Technology Co. Ltd.（CATL）
    • EVE Energy Co. Ltd.
    • Farasis Energy（Ganzhou）Co. Ltd.
    • FinDreams Battery Co. Ltd.
    • Gotion High-Tech Co. Ltd.
    • Ruipu Energy Co. Ltd.
    • Sunwoda Electric Vehicle Battery Co. Ltd.（Sunwoda）
    • SVOLT Energy Technology Co. Ltd.（SVOLT）
    • Tianjin Lishen Battery Joint-Stock Co. Ltd.（Lishen Battery）

第七章：执行长的关键策略问题

第 8 章 附录

  • 世界概况
    • 概述
    • 五力分析框架
    • 全球价值链分析
    • 市场动态(DRO)
  • 资讯来源和进一步阅读
  • 图片列表
  • 关键见解
  • 资料包
  • 词彙表
简介目录
Product Code: 50001512

The China EV Battery Pack Market size is estimated at 56.89 billion USD in 2025, and is expected to reach 69.19 billion USD by 2029, growing at a CAGR of 5.02% during the forecast period (2025-2029).

China EV Battery Pack - Market - IMG1

China's demand for electric vehicles and lithium-ion batteries is growing due to higher production, government regulations, and consumer adoption. Battery electric vehicles dominate the market while PHEVs are also gaining popularity.

  • China is one of the global leaders in the electrification of vehicles. The country also has a very big name in the battery industry. The country has witnessed tremendous growth in the sales of electric vehicles over the past few years. Higher production of electric vehicles, stringent government norms, and a high adoption rate of electric vehicles to control carbon emissions enhanced the demand for electric vehicles in 2021 over 2017 in the country.
  • The demand for battery electric vehicles is higher compared to the PHEV. The majority of the market, i.e., around 70% of the sales in overall electric vehicles, was acquired by battery electric vehicles compared to around 28% of the plug-in hybrid electric vehicles in 2022. Vehicles using plug-in hybrid technology may switch between using fuel or batteries, giving them an advantage over fully electric vehicles in terms of range anxiety, which is also gradually attracting customers as the sales of PHEV registered a growth of around 32% in 2022 over 2021. As a result, lithium-ion batteries used in electric vehicles grew in 2022 over 2021 in China.
  • In addition to the demand for battery electric vehicles, the need for lithium-ion batteries is rising. Moreover, various companies are launching new electric vehicles. In March 2023, Polestar launched its new electric SUV, which will provide a battery range of around 315 miles (563 kms). Such new launches are expected to boost the demand for electric car batteries during the forecast period in China.

China EV Battery Pack Market Trends

DRIVING THE ELECTRIC REVOLUTION, BYD LEADS THE CHINESE EV BATTERY PACK MARKET, FOLLOWED BY TESLA, WULING, TOYOTA GROUP, AND GAC AION

  • The market for electric vehicles in China is huge and is operated by many sellers, but it is largely driven by five major companies, which held more than 50% of the market in 2022. These companies include BYD, Tesla, Wuling, Toyota Group, and GAC Aion. BYD was the largest seller of electric vehicles in China, accounting for around 25.27% of the share in EV sales. The company has strong R&D capabilities with good financial positioning. It is capturing customers through a great pricing strategy and a wide sales and service network across China.
  • Tesla held a market share of around 9.72%, making it the second-largest seller of electric vehicles across China. The company focuses on cutting-edge innovations and has solid strategic alliances with producers of several EV parts, including batteries. The company also has a strong sales network across China. The Wuling recorded the third-highest market share, 8.47%, for the electric vehicle sales. The company operates as a subsidiary of Liuzhou Wuling Automobile Industry Co. Ltd. It has a strong hold on the customers of China due to its wide product portfolio offering EVs for various types of customers.
  • The fourth-largest player in China EV sales was Toyota Group, accounting for around 7.06% of the market share. The company has a reliable brand image among its customers and sells its products in China through a well-established supply chain network. The fifth-largest player operating in the Chinese EV battery pack market was GAC Aion, maintaining its market share at around 3.71%. Other players selling EVs in China include Chery, Changan, Neta, Li-Auto, and Fengshen.

IN 2022, TESLA, BYD, AND WULING HAD MORE THAN 50% OF CHINA'S PASSENGER CAR MARKET, DRIVING THE MAJOR BATTERY PACK DEMAND

  • China is one of the largest electric vehicle markets globally, and the demand for electric vehicles has grown significantly over the past few years. The country has a variety of buyers for electric vehicles, but hatchbacks and SUVs are some of the best-selling segments. Economical drive, affordable pricing, and easy parking are the major factors for the hatchback's increasing demand, and large head and leg room, large seating capacity, and comfortable drive on various roads due to high ground clearance are some of the factors aiding the sales of the electric SUVs in the country.
  • The country has witnessed good sales of the hatchback as people prefer affordability. Wuling Hongguang MINIEV registered significant sales growth in 2022, as it is one of the very affordable full electric cars with good range and limited top speed. It also offers a convertible version, which is attracting consumers. The population of China is showing a positive response to various brands, such as Tesla, owing to the good brand image and wide product offering of EVs. The company is operating as one of the prominent brands in China and registered good sales of models Y and 3 in 2022.
  • Most of the electric vehicle market is captured by Chinese brands. Song has also been one of the best sellers of BYD among Chinese consumers, owing to its fully electric powertrain with a large seating capacity. The Chinese EV battery pack market also features a variety of electric SUVs and hatchbacks from various brands. One of the common cars is the BYD Dolphin and Yuan Plus, which registered good sales in 2022. Other cars in the Chinese EV battery pack market include Qin PLUS DM-I, Han DM, and Tang DM.

China EV Battery Pack Industry Overview

The China EV Battery Pack Market is fragmented, with the top five companies occupying 0.10%. The major players in this market are China Aviation Battery Co. Ltd. (CALB), Contemporary Amperex Technology Co. Ltd. (CATL), EVE Energy Co. Ltd., FinDreams Battery Co. Ltd. and SVOLT Energy Technology Co. Ltd. (SVOLT) (sorted alphabetically).

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

  • 3.1 Study Assumptions & Market Definition
  • 3.2 Scope of the Study
  • 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

  • 4.1 Electric Vehicle Sales
  • 4.2 Electric Vehicle Sales By OEMs
  • 4.3 Best-selling EV Models
  • 4.4 OEMs With Preferable Battery Chemistry
  • 4.5 Battery Pack Price
  • 4.6 Battery Material Cost
  • 4.7 Price Chart Of Different Battery Chemistry
  • 4.8 Who Supply Whom
  • 4.9 EV Battery Capacity And Efficiency
  • 4.10 Number Of EV Models Launched
  • 4.11 Regulatory Framework
    • 4.11.1 China
  • 4.12 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes market size in Value in USD and Volume, Forecasts up to 2029 and analysis of growth prospects)

  • 5.1 Body Type
    • 5.1.1 Bus
    • 5.1.2 LCV
    • 5.1.3 M&HDT
    • 5.1.4 Passenger Car
  • 5.2 Propulsion Type
    • 5.2.1 BEV
    • 5.2.2 PHEV
  • 5.3 Battery Chemistry
    • 5.3.1 LFP
    • 5.3.2 NCA
    • 5.3.3 NCM
    • 5.3.4 NMC
    • 5.3.5 Others
  • 5.4 Capacity
    • 5.4.1 15 kWh to 40 kWh
    • 5.4.2 40 kWh to 80 kWh
    • 5.4.3 Above 80 kWh
    • 5.4.4 Less than 15 kWh
  • 5.5 Battery Form
    • 5.5.1 Cylindrical
    • 5.5.2 Pouch
    • 5.5.3 Prismatic
  • 5.6 Method
    • 5.6.1 Laser
    • 5.6.2 Wire
  • 5.7 Component
    • 5.7.1 Anode
    • 5.7.2 Cathode
    • 5.7.3 Electrolyte
    • 5.7.4 Separator
  • 5.8 Material Type
    • 5.8.1 Cobalt
    • 5.8.2 Lithium
    • 5.8.3 Manganese
    • 5.8.4 Natural Graphite
    • 5.8.5 Nickel
    • 5.8.6 Other Materials

6 COMPETITIVE LANDSCAPE

  • 6.1 Key Strategic Moves
  • 6.2 Market Share Analysis
  • 6.3 Company Landscape
  • 6.4 Company Profiles
    • 6.4.1 China Aviation Battery Co. Ltd. (CALB)
    • 6.4.2 Contemporary Amperex Technology Co. Ltd. (CATL)
    • 6.4.3 EVE Energy Co. Ltd.
    • 6.4.4 Farasis Energy (Ganzhou) Co. Ltd.
    • 6.4.5 FinDreams Battery Co. Ltd.
    • 6.4.6 Gotion High-Tech Co. Ltd.
    • 6.4.7 Ruipu Energy Co. Ltd.
    • 6.4.8 Sunwoda Electric Vehicle Battery Co. Ltd. (Sunwoda)
    • 6.4.9 SVOLT Energy Technology Co. Ltd. (SVOLT)
    • 6.4.10 Tianjin Lishen Battery Joint-Stock Co. Ltd. (Lishen Battery)

7 KEY STRATEGIC QUESTIONS FOR EV BATTERY PACK CEOS

8 APPENDIX

  • 8.1 Global Overview
    • 8.1.1 Overview
    • 8.1.2 Porter's Five Forces Framework
    • 8.1.3 Global Value Chain Analysis
    • 8.1.4 Market Dynamics (DROs)
  • 8.2 Sources & References
  • 8.3 List of Tables & Figures
  • 8.4 Primary Insights
  • 8.5 Data Pack
  • 8.6 Glossary of Terms