> 数据图表咨询下各位2023-12-3表 :宁德时代国内市占率稳居以上排序12345678910202120222023年1-10月企业装机量(GWH)份额企业装机量(GWH)份额企业装机量(GWH)份额宁德时代比亚迪中创新航国轩高科LG新能源蜂巢能源亿纬锂能塔菲尔孚能科技欣旺达其他合计80.5125.069.058.026.253.223.002.922.452.0611.96154.5052.1%16.2%5.9%5.2%4.0%2.1%1.9%1.9%1.6%1.3%7.8%100.0%宁德时代142.02比亚迪中创新航国轩高科欣旺达亿纬锂能蜂巢能源孚能科技LG新能源瑞浦兰钧其他合计69.1019.2413.337.737.186.105.365.204.5214.82294.6048.2%23.5%6.5%4.5%2.6%2.4%2.1%1.8%1.8%1.5%5.1%100.0%宁德时代126.08比亚迪中创新航亿纬锂能国轩高科欣旺达LG新能源蜂巢能源孚能科技正力新能其他合计84.2826.6013.0411.786.315.805.503.883.7610.87294.942.7%28.9%8.9%4.3%3.9%2.2%2.0%1.7%1.3%1.2%2.5%100.0%数据来源: 动力电池分会,国泰君安证券研究请参阅附注免责声明22国泰君安(香港)科技传媒