【崔东树：电池企业的竞争格局形成宁德时代和比亚迪两者相对较强的特征】金十数据3月21日讯，乘联会秘书长崔东树发文称，电池企业的竞争格局形成宁德时代和比亚迪两者相对较强的特征。宁德时代的2025年2月占比上升到47.5%，比亚迪的占比从2020年的15%上升到2025年2月的23%；其它电池企业的占比也出现了明显分化的态势。电池企业形成了头部企业聚集效应放缓的特征，从2022年的头两家企业72%的比例，2025年仍保持71%的比例，其它企业的空间有近30%左右的空间。
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