China’s cumulative power battery installation reached 299.6 gigawatt-hours (GWh) in the first half of 2025, up 47.3% year-on-year, according to data released by the China Automotive Battery Innovation Alliance (CABIA). The figures reflect sustained growth in the country’s new energy vehicle (NEV) sector, alongside signs of a gradual shift toward a more diversified battery supply chain.
CATL remained the market leader with 128.6 GWh installed, representing 43.05% of the total, though its market share declined by 3.33 percentage points from a year earlier.
BYD ranked second with 70.37 GWh and a 23.55% share, down 1.55 percentage points. Combined, CATL and BYD accounted for 66.6% of the market, underscoring their continued dominance despite slight contractions in share.
| Rank | Company | Total Installation | NCM | LFP |
|---|---|---|---|---|
| 1 | CATL | 128.6 | 38.81 | 89.79 |
| 2 | BYD | 70.37 | 0.02 | 70.34 |
| 3 | CALB | 19.46 | 5.85 | 13.61 |
| 4 | Gotion Tech | 15.48 | 0.29 | 15.2 |
| 5 | EVE Energy | 12.21 | 0.52 | 11.7 |
| 6 | Sunwoda | 9.07 | 1.06 | 8.01 |
| 7 | Svolt Energy | 8.4 | 3.13 | 5.27 |
| 8 | Rept Battero | 6.59 | 6.59 | |
| 9 | Zenergy | 5.95 | 0.23 | 5.72 |
| 10 | Jidian | 4.23 | 4.23 |
Meanwhile, other players such as Gotion Tech and Rept Battero saw modest gains. Gotion increased its market share by 1.62 percentage points, and Rept Battero posted a 0.35 percentage point rise, highlighting momentum among second-tier battery manufacturers.
Citing data from Chinese auto media outlet CNAutoNews, the industry’s overall market concentration is gradually decreasing. In June, the top ten battery makers held a combined 94.2% share of installations, down 1.8 percentage points year-on-year. From January to June, the cumulative share of the top ten was 93.6%, reflecting a 2.5 percentage point drop.
The data indicates that while leading firms remain dominant, new entrants and specialised producers are slowly expanding their presence, contributing to a more balanced competitive landscape.
