China Power Battery Installed Capacity July 2026 Rises 33.5%

China’s Power Battery Installations Rise in July 2026

China Power Battery Installed Capacity July 2026 reached 74.6 GWh, representing a 33.5% year-over-year increase, according to monthly data released on August 18 by the China Automotive Power Battery Industry Innovation Alliance. The results show continued expansion in vehicle battery installations, with lithium-iron phosphate batteries maintaining a dominant position in the market. Within the monthly total, ternary batteries accounted for 11.1 GWh, or 14.9%, increasing 1.8% year over year. Lithium-iron phosphate batteries reached 63.1 GWh, representing 84.6% of total installed capacity and rising 40.5% year over year. The data highlights the growing importance of LFP chemistry in China’s vehicle battery market.

LFP Batteries Maintain Strong Market Dominance

The July figures show a pronounced difference between the two major battery chemistries used for vehicle equipment. Lithium-iron phosphate batteries represented 84.6% of monthly installed capacity at 63.1 GWh, while ternary batteries represented 14.9% at 11.1 GWh. On a year-to-date basis, total installed capacity for drive batteries used in vehicle equipment reached 410.2 GWh, an increase of 15.4% compared with the same period a year earlier. Ternary battery capacity reached 74.5 GWh, accounting for 18.2% and increasing 12.1% year over year, while lithium-iron phosphate capacity reached 335.1 GWh, accounting for 81.7% and increasing 16.0%.

Battery Demand Across Electric Passenger Vehicles

Battery installation demand also continued to be concentrated in battery electric and plug-in hybrid passenger vehicles. In July, battery electric passenger vehicles represented 57.5% of total drive battery capacity, with the proportion increasing 21.0% year over year. Plug-in hybrid electric passenger vehicles accounted for 15.5%, up 11.6% year over year. For the year to date, battery electric passenger vehicles represented 57.8% of total installed drive battery capacity, an increase of 4.9% year over year. Plug-in hybrid electric passenger vehicles accounted for 16.3%, increasing 3.9% year over year. These figures indicate continued battery demand from both fully electric and plug-in hybrid passenger vehicle segments.

Leading Battery Manufacturers in January–July 2026

The competitive landscape remained highly concentrated among the leading battery manufacturers. CATL recorded 185.7 GWh of year-to-date installed capacity and held a 45.4% share, substantially ahead of BYD at 71.7 GWh and 17.5%. CALB reached 25.9 GWh, followed closely by Gotion High-tech at 25.4 GWh. EVE Energy recorded 21.3 GWh, while Rept Battero reached 14.0 GWh. Sunwoda, Zenergy, Energee and SVOLT recorded 11.8 GWh, 10.9 GWh, 9.9 GWh and 7.8 GWh, respectively. The combined figures demonstrate the substantial scale of the leading suppliers and the continuing concentration of China’s vehicle battery market.

January–July 2026 Vehicle Battery Installation Rankings

The year-to-date ranking provides a clear view of the installed-capacity positions held by the ten leading battery manufacturers. China continues to have a highly concentrated battery manufacturing ecosystem, with the leading supplier alone accounting for 45.4% of installed capacity during the period. BYD ranked second with 17.5%, while CALB and Gotion High-tech each held shares above 6%. EVE Energy exceeded 5%, and the remaining five companies each contributed between 1.9% and 3.4%. These figures are based on vehicle-equipment installed capacity reported for the January–July 2026 period.

What the July 2026 Data Indicates

The July results reinforce several important trends in China’s vehicle battery industry. First, lithium-iron phosphate batteries continued to dominate installed capacity, with their monthly share reaching 84.6% and their year-to-date share reaching 81.7%. Second, total year-to-date installed capacity increased 15.4%, showing sustained growth despite the different growth rates across battery chemistries and vehicle categories. Third, CATL remained the clear market leader with 185.7 GWh and a 45.4% share, while BYD ranked second at 71.7 GWh and 17.5%. The data therefore points to continued market expansion alongside strong concentration among leading battery manufacturers.

Frequently Asked Questions

What was China’s total installed power battery capacity in July 2026?
China’s total installed power battery capacity reached 74.6 GWh in July 2026, representing a 33.5% year-over-year increase, according to the monthly data released by the China Automotive Power Battery Industry Innovation Alliance. Lithium-iron phosphate batteries accounted for the overwhelming majority of the monthly total at 63.1 GWh, or 84.6%, while ternary batteries accounted for 11.1 GWh, or 14.9%. The figures demonstrate continued expansion in vehicle battery installations and the strong market position of LFP battery technology.

Which battery manufacturer led China’s market in January–July 2026?
CATL was the leading battery manufacturer in China based on year-to-date installed capacity for vehicle equipment through July 2026. The company recorded 185.7 GWh, representing 45.4% of total installed capacity during the period. BYD ranked second with 71.7 GWh and a 17.5% share, followed by CALB with 25.9 GWh and Gotion High-tech with 25.4 GWh. The ranking demonstrates the substantial lead held by CATL and the concentration of China’s vehicle battery market among a relatively small group of major manufacturers.