feat: 增加宁德时代图表
This commit is contained in:
@@ -0,0 +1,7 @@
|
||||
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
|
||||
|
@@ -0,0 +1,7 @@
|
||||
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
|
||||
|
@@ -0,0 +1,7 @@
|
||||
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
|
||||
|
@@ -0,0 +1,7 @@
|
||||
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
|
||||
|
@@ -0,0 +1,7 @@
|
||||
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
|
||||
|
@@ -0,0 +1,7 @@
|
||||
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
|
||||
|
@@ -0,0 +1,7 @@
|
||||
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
|
||||
|
@@ -0,0 +1,7 @@
|
||||
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
|
||||
|
@@ -0,0 +1,7 @@
|
||||
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,,
|
||||
|
@@ -0,0 +1,7 @@
|
||||
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
|
||||
|
@@ -0,0 +1,7 @@
|
||||
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
|
||||
|
@@ -0,0 +1,11 @@
|
||||
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
|
||||
|
@@ -0,0 +1,7 @@
|
||||
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
|
||||
|
@@ -0,0 +1,7 @@
|
||||
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
|
||||
|
Reference in New Issue
Block a user