英文【Bernstein】全球储能电动革命分化——哪些电池制造商在电动汽车领域的布局最佳？

报告摘要

Global Energy Storage Electric Revolution: Divergence - Which battery makers have the Neil Beveridge, Ph.D.

核心要点

14 May 2025
13 May
11.52
14.88
18.19
22.5
17.4
14.2

报告信息

文件全名: 《英文【Bernstein】全球储能电动革命分化——哪些电池制造商在电动汽车领域的布局最佳？-33页.pdf》
适合读者: 战略规划行业研究员
核心数据: CATL maintained its leading market share in 2024 at 36% (+0.5%-points), while that
of LGES declined to 12% (-2.7%-points) and SDI was 4% (-1.3%-points). Although
cell makers was stable and CATL maintained 42% M/S. In Europe, CATL increased M/S
to 39% (vs. 36% in 2023) gaining share from Volkswagen, Ford and Hyundai-Kia, at the
6%-points and 3%-points respectively, while CATL (Tesla) and SDI (Rivian) lost share.
核心议题: 储能

常见问题

《英文【Bernstein】全球储能电动革命分化——哪些电池制造商在电动汽车领域的布局最佳？》主要包含哪些内容?

Global Energy Storage Electric Revolution: Divergence - Which battery makers have the Neil Beveridge, Ph.D.核心数据:CATL maintained its leading market share in 2024 at 36% (+0.5%-points), while that;of LGES declined to 12% (-2.7%-points) and SDI was 4% (-1.3%-points). Although;cell makers was stable and CATL maintained 42% M/S. In Europe, CATL increased M/S。

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覆盖 2025 年,全文约 33。

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重点分析了储能等议题。