On June 20, it was reported that according to the data of the Passenger Association, the competition pattern of battery companies has formed relatively strong characteristics of CATL and BYD.
BYD's share rose from 14.9% in 2020 to 25.1% in '24, and reached 29.1% in May this year, almost doubling its share in four years.
The proportion of CATL in May fell to 44%, and the proportion of other battery companies has also shown a significant trend.
Battery companies have formed the characteristics of slowing down the agglomeration effect of leading enterprises, from 72% of the first two companies in 2022 to 73% this year, and the space of other companies is only about 30%.
Among them, in the field of lithium iron phosphate batteries, BYD currently ranks first, but it is in an adjustment period at the beginning of this year, and then the price is reduced. The proportion of lithium iron batteries in CATL has surpassed BYD from the first quarter of this year, and BYD began to recover from April to May.
In the field of ternary lithium, CATL is still the absolute hegemon, with a share of 68.3%, almost 7 times the share of the second place.
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