VFBATTERY REPORT

Finance

Pages 50–67 (18 pages)

Battery Report 2025, page 63: Finance
Text on page 63

Asian Listed Battery Companies Gaining Market Value & Market Share Over the past year, Chinese-listed battery manufacturers and materials companies outperformed their domestic equity markets as they continued to consolidate global market share in EVs, energy storage, and data-center batteries. Strong global demand, supported by AI-driven power build-out and accelerating electrification, has allowed leading Chinese players to expand capacity, secure customers, and raise new capital, including through Hong Kong IPOs such as CATLʼs $5bn listing in 2025. In contrast, non-Chinese Asian battery manufacturers have faced pricing pressure and slower growth, while Korean battery materials suppliers have outperformed by supplying both Chinese and global OEMs.

Source: Yahoo Finance and MSCI as of Jan 13, 2026

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

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