Supply Chain

Chinaʼs Industry for EV Batteries DOMESTIC MARKET SHARE TOP 5 2025 H1

CHINESE SHARE OF GLOBAL MARKET

CAPACITY EXPANSION GWh

CALB

Gotion

EVE Energy

Core Competitive Advantages

Industry Overview

Chinese EV battery enterprises lead globally in LFP, Blade Battery, CTP technology. Leading enterprises like CATL and BYD have global-largest production scale, with obvious advantages in cost and performance. Chinese enterprises are also actively expanding overseas capacity, building production bases in Europe, North America, and Southeast Asia.

Chinese power battery enterprises have become the world's largest power battery manufacturers. 2024 global EV battery capacity was approximately 2000 GWh, with Chinese enterprises accounting for over 70% capacity. CATL, BYD and other leading enterprises have global-leading production scale, with obvious advantages in technological innovation and cost control.

Source: itdcw, SMM, GGII, EVTANK

CATL leads with 35% market share, with BYD following at 32%, together accounting for 67% of the market. The top five enterprises account for about 70% of the market. Technologically, Chinese enterprises lead in LFP, Blade Battery, CTP, Qilin Battery and other multiple technology routes. CATL's Qilin Battery and BYD's Blade Battery have achieved commercialization.

Extracted from the PDF; charts and images may read imperfectly.