feat: 增加宁德时代图表

This commit is contained in:
R524809
2026-09-21 17:45:21 +08:00
parent a15b3f8027
commit 3a3d19d5dd
24 changed files with 1903 additions and 5 deletions
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company,gp_per_wh,margin_data
宁德时代,0.122,20.63
比亚迪*,0.097,21.00
LG新能源†,-0.010,-0.70
中创新航*,0.077,16.71
国轩高科*,0.063,14.02
亿纬锂能,0.078,16.19
1 company gp_per_wh margin_data
2 宁德时代 0.122 20.63
3 比亚迪* 0.097 21.00
4 LG新能源† -0.010 -0.70
5 中创新航* 0.077 16.71
6 国轩高科* 0.063 14.02
7 亿纬锂能 0.078 16.19
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period,catl,byd,calb,guoxuan,eve
2021,0.784,0.720,0.660,0.683,
2022,0.978,0.800,0.872,0.840,
2023,0.889,0.700,0.618,0.720,
2024,0.664,0.550,0.496,0.626,
2025,0.585,0.470,0.459,0.473,0.516
2026H1,0.591,0.460,0.459,0.452,0.483
1 period catl byd calb guoxuan eve
2 2021 0.784 0.720 0.660 0.683
3 2022 0.978 0.800 0.872 0.840
4 2023 0.889 0.700 0.618 0.720
5 2024 0.664 0.550 0.496 0.626
6 2025 0.585 0.470 0.459 0.473 0.516
7 2026H1 0.591 0.460 0.459 0.452 0.483
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company,gp_2023,gp_2026h1
宁德时代,0.198,0.122
比亚迪*,0.154,0.097
LG新能源†,0.119,-0.010
中创新航*,0.080,0.077
国轩高科*,0.112,0.063
亿纬锂能,,0.078
1 company gp_2023 gp_2026h1
2 宁德时代 0.198 0.122
3 比亚迪* 0.154 0.097
4 LG新能源† 0.119 -0.010
5 中创新航* 0.080 0.077
6 国轩高科* 0.112 0.063
7 亿纬锂能 0.078
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period,catl,peer_avg,gap_multiple
2021,0.172,0.080,2.15
2022,0.168,0.118,1.42
2023,0.198,0.096,2.06
2024,0.159,0.087,1.83
2025,0.139,0.075,1.85
2026H1,0.122,0.073,1.68
1 period catl peer_avg gap_multiple
2 2021 0.172 0.080 2.15
3 2022 0.168 0.118 1.42
4 2023 0.198 0.096 2.06
5 2024 0.159 0.087 1.83
6 2025 0.139 0.075 1.85
7 2026H1 0.122 0.073 1.68
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period,catl,byd,lges,calb,guoxuan,eve
2021,0.172,0.144,0.067,0.037,0.123,
2022,0.168,0.144,0.091,0.090,0.147,
2023,0.198,0.154,0.119,0.080,0.112,
2024,0.159,0.121,0.032,0.079,0.095,
2025,0.139,0.103,0.068,0.077,0.068,0.080
2026H1,0.122,0.097,-0.010,0.077,0.063,0.078
1 period catl byd lges calb guoxuan eve
2 2021 0.172 0.144 0.067 0.037 0.123
3 2022 0.168 0.144 0.091 0.090 0.147
4 2023 0.198 0.154 0.119 0.080 0.112
5 2024 0.159 0.121 0.032 0.079 0.095
6 2025 0.139 0.103 0.068 0.077 0.068 0.080
7 2026H1 0.122 0.097 -0.010 0.077 0.063 0.078
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period,catl,byd,lges,calb,guoxuan,global_total
2021,99.5,26.4,59.4,8.0,6.7,301.5
2022,191.6,70.4,70.4,20.0,14.1,517.9
2023,259.7,111.4,95.8,33.4,17.1,705.5
2024,339.3,153.7,96.3,39.4,28.5,894.4
2025,464.7,194.8,108.8,62.8,53.5,1187.0
2026H1,242.7,87.7,52.6,31.2,28.0,608.5
1 period catl byd lges calb guoxuan global_total
2 2021 99.5 26.4 59.4 8.0 6.7 301.5
3 2022 191.6 70.4 70.4 20.0 14.1 517.9
4 2023 259.7 111.4 95.8 33.4 17.1 705.5
5 2024 339.3 153.7 96.3 39.4 28.5 894.4
6 2025 464.7 194.8 108.8 62.8 53.5 1187.0
7 2026H1 242.7 87.7 52.6 31.2 28.0 608.5
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period,catl,byd,lges,calb,guoxuan
2021,33.0,8.7,19.7,2.6,2.2
2022,37.0,13.6,13.6,3.9,2.7
2023,36.8,15.8,13.6,4.7,2.4
2024,37.9,17.2,10.8,4.4,3.2
2025,39.2,16.4,9.2,5.3,4.5
2026H1,39.9,14.4,8.6,5.1,4.6
1 period catl byd lges calb guoxuan
2 2021 33.0 8.7 19.7 2.6 2.2
3 2022 37.0 13.6 13.6 3.9 2.7
4 2023 36.8 15.8 13.6 4.7 2.4
5 2024 37.9 17.2 10.8 4.4 3.2
6 2025 39.2 16.4 9.2 5.3 4.5
7 2026H1 39.9 14.4 8.6 5.1 4.6
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period,catl,byd,lges,calb,guoxuan,eve
2021,22.00,20.00,4.31,5.60,18.00,
2022,17.17,18.00,4.74,10.32,17.50,
2023,22.27,22.00,6.41,13.00,15.50,
2024,23.94,22.00,2.25,15.89,15.14,
2025,23.84,22.00,5.69,16.69,14.39,15.50
2026H1,20.63,21.00,-0.70,16.71,14.02,16.19
1 period catl byd lges calb guoxuan eve
2 2021 22.00 20.00 4.31 5.60 18.00
3 2022 17.17 18.00 4.74 10.32 17.50
4 2023 22.27 22.00 6.41 13.00 15.50
5 2024 23.94 22.00 2.25 15.89 15.14
6 2025 23.84 22.00 5.69 16.69 14.39 15.50
7 2026H1 20.63 21.00 -0.70 16.71 14.02 16.19
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period,catl,byd,lges,calb,guoxuan
2021,95.1,,73.4,95.2,41.0
2022,83.3,71.0,73.6,93.8,46.0
2023,70.5,72.0,69.3,75.6,48.0
2024,76.3,70.0,57.8,78.7,46.0
2025,96.9,82.0,47.6,,71.0
2026H1,94.9,,52.8,,
1 period catl byd lges calb guoxuan
2 2021 95.1 73.4 95.2 41.0
3 2022 83.3 71.0 73.6 93.8 46.0
4 2023 70.5 72.0 69.3 75.6 48.0
5 2024 76.3 70.0 57.8 78.7 46.0
6 2025 96.9 82.0 47.6 71.0
7 2026H1 94.9 52.8
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period,sales_gwh,revenue_yi,asp,cost_per_wh,gp_per_wh,gross_margin
2021,116.7,914.9,0.784,0.612,0.172,22.00
2022,242.0,2365.9,0.978,0.810,0.168,17.17
2023,321.0,2852.5,0.889,0.691,0.198,22.27
2024,381.0,2530.4,0.664,0.505,0.159,23.94
2025,541.0,3165.1,0.585,0.446,0.139,23.84
2026H1,325,1921.2,0.591,0.469,0.122,20.63
1 period sales_gwh revenue_yi asp cost_per_wh gp_per_wh gross_margin
2 2021 116.7 914.9 0.784 0.612 0.172 22.00
3 2022 242.0 2365.9 0.978 0.810 0.168 17.17
4 2023 321.0 2852.5 0.889 0.691 0.198 22.27
5 2024 381.0 2530.4 0.664 0.505 0.159 23.94
6 2025 541.0 3165.1 0.585 0.446 0.139 23.84
7 2026H1 325 1921.2 0.591 0.469 0.122 20.63
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period,china,korea,japan,others,global_total
2021,48.2,30.2,12.0,9.6,301.5
2022,60.4,23.7,7.3,8.6,517.9
2023,63.5,23.2,6.1,7.2,705.5
2024,67.1,18.5,3.9,10.5,894.4
2025,70.4,15.3,3.7,10.6,1187.0
2026H1,72.4,11.7,3.7,12.2,608.5
1 period china korea japan others global_total
2 2021 48.2 30.2 12.0 9.6 301.5
3 2022 60.4 23.7 7.3 8.6 517.9
4 2023 63.5 23.2 6.1 7.2 705.5
5 2024 67.1 18.5 3.9 10.5 894.4
6 2025 70.4 15.3 3.7 10.6 1187.0
7 2026H1 72.4 11.7 3.7 12.2 608.5
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rank,company,region,gwh,share,yoy,global_total
1,宁德时代,中国,242.7,39.9,25.3,608.5
2,比亚迪,中国,87.7,14.4,1.6,608.5
3,LG新能源,韩国,52.6,8.6,8.4,608.5
4,中创新航,中国,31.2,5.1,39.5,608.5
5,国轩高科,中国,28.0,4.6,43.3,608.5
6,松下,日本,22.7,3.7,10.2,608.5
7,亿纬锂能,中国,20.9,3.4,51.7,608.5
8,SK On,韩国,19.0,3.1,-6.7,608.5
9,蜂巢能源,中国,15.7,2.6,40.9,608.5
10,欣旺达,中国,14.5,2.4,13.7,608.5
1 rank company region gwh share yoy global_total
2 1 宁德时代 中国 242.7 39.9 25.3 608.5
3 2 比亚迪 中国 87.7 14.4 1.6 608.5
4 3 LG新能源 韩国 52.6 8.6 8.4 608.5
5 4 中创新航 中国 31.2 5.1 39.5 608.5
6 5 国轩高科 中国 28.0 4.6 43.3 608.5
7 6 松下 日本 22.7 3.7 10.2 608.5
8 7 亿纬锂能 中国 20.9 3.4 51.7 608.5
9 8 SK On 韩国 19.0 3.1 -6.7 608.5
10 9 蜂巢能源 中国 15.7 2.6 40.9 608.5
11 10 欣旺达 中国 14.5 2.4 13.7 608.5
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period,catl,byd,lges,panasonic,sk_on,samsung_sdi,calb,guoxuan,eve,sunwoda,svolt,farasis,global_total
2021,99.5,26.4,59.4,36.3,17.3,14.5,8.0,6.7,,2.6,,2.4,301.5
2022,191.6,70.4,70.4,38.0,27.8,24.3,20.0,14.1,,9.2,,7.4,517.9
2023,259.7,111.4,95.8,42.8,34.7,33.1,33.4,17.1,16.2,10.5,,,705.5
2024,339.3,153.7,96.3,35.1,39.0,29.6,39.4,28.5,20.3,18.8,,,894.4
2025,464.7,194.8,108.8,44.2,44.5,28.9,62.8,53.5,31.3,,28.5,,1187.0
2026H1,242.7,87.7,52.6,22.7,19.0,,31.2,28.0,20.9,14.5,15.7,,608.5
1 period catl byd lges panasonic sk_on samsung_sdi calb guoxuan eve sunwoda svolt farasis global_total
2 2021 99.5 26.4 59.4 36.3 17.3 14.5 8.0 6.7 2.6 2.4 301.5
3 2022 191.6 70.4 70.4 38.0 27.8 24.3 20.0 14.1 9.2 7.4 517.9
4 2023 259.7 111.4 95.8 42.8 34.7 33.1 33.4 17.1 16.2 10.5 705.5
5 2024 339.3 153.7 96.3 35.1 39.0 29.6 39.4 28.5 20.3 18.8 894.4
6 2025 464.7 194.8 108.8 44.2 44.5 28.9 62.8 53.5 31.3 28.5 1187.0
7 2026H1 242.7 87.7 52.6 22.7 19.0 31.2 28.0 20.9 14.5 15.7 608.5
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period,catl,byd,lges,panasonic,sk_on,samsung_sdi,calb,guoxuan,eve,sunwoda,svolt,farasis,cr3,cr5,cr10,china_top10_count,china_share
2021,33.0,8.7,19.7,12.0,5.7,4.8,2.6,2.2,,0.9,,0.8,64.7,79.1,90.4,6,48.2
2022,37.0,13.6,13.6,7.3,5.4,4.7,3.9,2.7,,1.8,,1.4,64.2,76.9,91.4,6,60.4
2023,36.8,15.8,13.6,6.1,4.9,4.7,4.7,2.4,2.3,1.5,,,66.2,77.2,92.8,6,63.5
2024,37.9,17.2,10.8,3.9,4.4,3.3,4.4,3.2,2.3,2.1,,,65.9,74.7,89.5,6,67.1
2025,39.2,16.4,9.2,3.7,3.7,2.4,5.3,4.5,2.6,,2.4,,64.8,74.6,89.4,6,70.4
2026H1,39.9,14.4,8.6,3.7,3.1,,5.1,4.6,3.4,2.4,2.6,,62.9,72.6,87.8,7,72.4
1 period catl byd lges panasonic sk_on samsung_sdi calb guoxuan eve sunwoda svolt farasis cr3 cr5 cr10 china_top10_count china_share
2 2021 33.0 8.7 19.7 12.0 5.7 4.8 2.6 2.2 0.9 0.8 64.7 79.1 90.4 6 48.2
3 2022 37.0 13.6 13.6 7.3 5.4 4.7 3.9 2.7 1.8 1.4 64.2 76.9 91.4 6 60.4
4 2023 36.8 15.8 13.6 6.1 4.9 4.7 4.7 2.4 2.3 1.5 66.2 77.2 92.8 6 63.5
5 2024 37.9 17.2 10.8 3.9 4.4 3.3 4.4 3.2 2.3 2.1 65.9 74.7 89.5 6 67.1
6 2025 39.2 16.4 9.2 3.7 3.7 2.4 5.3 4.5 2.6 2.4 64.8 74.6 89.4 6 70.4
7 2026H1 39.9 14.4 8.6 3.7 3.1 5.1 4.6 3.4 2.4 2.6 62.9 72.6 87.8 7 72.4