寧德時代與比亞迪(01211.HK)全球電動車電池市佔率逾五成
根據首爾SNE Research報告,截至8月底,寧德時代在全球電動車電池市場的市佔率達36.9%,緊隨其後的是比亞迪(01211.HK)市佔率15.9%,兩間中國公司的全球市佔率合共超過50%。
報告稱,寧德時代在歐洲及美國的銷售額按年增加近一倍,不過南韓公司可能會透過開發磷酸鐵鋰電池來追趕中國競爭對手,而美國亦不斷鼓勵車廠減少電動車對中國零件的依賴。截至8月底,南韓LG Energy Solution在全球的市佔率為14.2%,排名第三。
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