In August 2026, domestic EV battery installations in China reached 79.0 GWh, marking a 26.3% year-on-year increase and a 5.9% rise compared to July. This figure represents the highest monthly level recorded this year, according to the China Automotive Battery Innovation Alliance.
LFP batteries dominated the market with 67.6 GWh installed, accounting for a record 85.6% share. Conversely, ternary battery installations fell to 11.0 GWh, representing a 14.0% share, which is a record low. This trend marks the third consecutive month of growth for LFP market dominance.
Total battery production for EVs and energy storage hit 237.0 GWh in August, up 69.8% year-on-year. Sales for these categories reached 223.1 GWh, with energy storage batteries showing a significant 114.3% year-on-year growth, outpacing the 48.5% growth seen in EV battery sales.
Export activity also saw a boost, with combined exports of EV and energy storage batteries reaching 42.4 GWh in August, an 87.5% increase year-on-year. Energy storage battery exports grew by 134.2% annually, while EV battery exports rose by 64.0% to 24.7 GWh.
