Overview
- China produced 151 GWh of power and other batteries in September, up 50% year over year, according to the China Passenger Car Association’s Cui Dongshu.
- January–September output reached 1,122 GWh, rising 44% from a year earlier as export and domestic demand strengthened.
- The share of production installed in vehicles climbed to 50% in September, with LFP at a 52% install rate and ternary at 44%, compared with a 44% full‑year average.
- The high‑energy segment above 160 Wh/kg fell to 7% in Q3 versus 11% in 2024 as LFP displaced ternary chemistry and weak PHEV sales curbed high‑density uptake, concentrating demand in the 125–160 Wh/kg band.
- CATL and BYD remained the leading suppliers, with CATL’s LFP share having surpassed BYD since 2024, while EVE, CALB, Sunwoda, REPT, SVOLT and Jidian posted notable gains.