According to SNE Research data, from January to April 2023, a total of 182.5Gwh of new energy vehicle power batteries were installed globally, a year-on-year increase of 49%. Among them, CATL's global installed capacity from January to April reached 65.6GWh, a year-on-year increase of 55.6%, ranking first. BYD and LGES recorded installed capacity of 29.4Gwh and 25.7Gwh respectively, a year-on-year increase of 108% and 49%, ranking second and third respectively.
![[SMM 에너지저장 배터리 셀 시장 주간 리뷰 9.3] 동박 공급 부족으로 9월 생산 일정 제약, 에너지저장 배터리 셀 가격 견조 유지](https://imgqn.smm.cn/usercenter/tKgKv20251217171725.png)
![마그네슘 가격 3거래일 연속 상승! 원가 측면은 여전히 '뜨겁게 타오르는' 반면 수요 측면은 바통을 이어받기 어려워 [SMM 논평]](https://imgqn.smm.cn/usercenter/EutUV20251217171724.jpeg)

