LG新能源2021-2024年分地区装机市占率

46.09%

43.02%

39.89%

41.20%

38.96%

37.87%

37.10%

37.41%

34.12%

35.43%

36.44%

36.96%

33.83%

34.43%

33.61%

31.19%

32.72%

45%

40%

35%

30%

20.7042%

17.51%

21.27%

20.65%

19.52%

20.2717%

21.85%

20.16%

22.07%22.20%

21.65%21.74%

23.11%

16.49%

14.06%

16.06%

13.68%

1155..4565%%15.41%

176.440%

20.03%

16.96%

14.64%

19.130%

15.78%

19.82%

18.31%

176.352%

18.07%

14.16%

14.53%

12.44%

12.51%

14.19%

13.80%

16.71%

12.83%

16.183%

15.14%

12.78%

14.18%

11.53%

13.61%

10.71%

25%

20%

15%

10%

4.23%

1.71%

1.12%

2.13%2.26%

1.88%

3.15%

2.37%

1.95%1.93%

1.35%

2.90%

0.90%

1.84%

1.86%

1.64%

2.01%

5%

0%

LGES：23年营收增速32%，Q3起增速逐渐放缓

LGES23年营收1861亿RMB，同比+32%。LG新能源23年营收33.7万亿韩元(1861亿RMB)，同比+32%，其中Q1-Q4营收8.7/8.8/8.2/8.7万亿韩元，同比+101%/+73%/+7.5%/-6.3%，环比+3%/+0.3%/-6.3%/5.5%，季度营收约463/482/442/479亿RMB，呈放缓趋势，系欧洲需求放缓，电池单价下降影响。