In September 2026, China's total EV battery installations reached 87.2 GWh, marking a 14.7% year-on-year increase. CATL maintained its leadership with a 40.92% market share, totaling 35.49 GWh, while BYD secured second place with 18.29 GWh and a 21.09% share.
The gap between the two largest manufacturers narrowed to 19.83 percentage points. CALB held the third position with a 6.97% share, followed by Eve Energy and Gotion High-tech. Together, the top five companies captured 80.39% of the domestic market.
LFP batteries dominated the market, accounting for 85.5% of total installations with 74.5 GWh. CATL led this segment with a 36.48% share, while BYD followed with 24.58%. Ternary batteries made up the remaining 14.1% of the total volume.
For the first nine months of 2026, cumulative installations in China reached 576.3 GWh, up 16.7% year-on-year. CATL holds a 44.16% share for this period, while BYD accounts for 18.53%. CALB, Gotion, and Eve Energy round out the top five cumulative leaders.
