China EV Battery Market August 2026: CATL Share Falls

China's EV Battery Market Shows Shifting Shares in August 2026

China EV Battery Market August 2026 data shows CATL retaining the leading position in domestic power battery installations, although its market share declined as the overall market expanded. CATL recorded 32.54 GWh of installations and held a 41.45% share in August, according to China Automotive Battery Innovation Alliance data. BYD remained second with 16.47 GWh and increased its share to 20.98%. The difference between the two manufacturers narrowed to 20.47 percentage points, marking the third consecutive month of contraction. Combined, CATL and BYD accounted for 62.43% of domestic installations, compared with 61.56% in July.

Overall Power Battery Installations Reached a 2026 High

Domestic power battery installations in August reached 79.0 GWh, representing a 26.3% increase from the same month a year earlier and a 5.9% rise from July. The August total was the highest monthly installation level recorded during the year in the supplied data. CATL's installations increased approximately 3.6% from July's 31.40 GWh, but its share decreased from 42.33% because the broader market expanded faster. BYD's installations increased approximately 15.5% from July, while its market share gained 1.75 percentage points. The top five manufacturers accounted for 80.76% of the market, slightly below July's 80.85%.

China Power Battery Market Shares by Manufacturer

The manufacturer ranking shows a highly concentrated market led by CATL and BYD, followed by a group of suppliers with materially smaller shares. CALB remained third at 6.51%, while Eve Energy moved into fourth place with 5.95%, overtaking Gotion High-tech at 5.87%. Rept Battero Energy and Sunwoda were closely matched at 3.47% and 3.46%. Zenergy, Energee, and Svolt Energy occupied the eighth through tenth positions. LG Energy Solution remained eleventh overall, but its installations increased from 0.73 GWh in July to 1.60 GWh in August, lifting its share by 1.05 percentage points to 2.03%.

Overall Domestic Power Battery Market Shares, August 2026

The August manufacturer data below preserves the market-share figures supplied for China's domestic power battery installations. CATL held the largest share at 41.45%, followed by BYD at 20.98%, while the remaining listed manufacturers each held less than 7%. The table also captures the smaller suppliers and their respective shares, providing the complete ranking presented in the supplied market data.

CATL and BYD Continued to Define the Leading Tier

CATL's August installation volume reached 32.54 GWh, while BYD recorded 16.47 GWh. Although both manufacturers remained clearly ahead of the other listed suppliers, their month-to-month share movements differed. CATL's share declined from 42.33% to 41.45%, while BYD's share increased from the July level by 1.75 percentage points to 20.98%. The resulting 20.47-percentage-point gap was smaller for the third consecutive month. Together, the two companies increased their combined share from 61.56% in July to 62.43% in August, indicating that their combined position strengthened even as the market expanded.

Ternary Battery Segment Sees CATL Share Decline

CATL also remained the leading manufacturer in China's ternary power battery segment, recording 7.4 GWh of installations and a 66.80% share in August. Its share fell sharply from 75.81% in July, while LG Energy Solution moved into second place with 1.6 GWh and a 14.50% share. Svolt Energy ranked third at 7.70%, followed by Sunwoda at 5.20% and CALB at 4.30%. The segment's overall installations declined 1.0% from July to 11.0 GWh, marking the third consecutive monthly decline and leaving ternary batteries with 14.0% of total power battery installations.

China Ternary Battery Market Shares, August 2026

The supplied August data shows the ternary battery segment remained concentrated around CATL, although several manufacturers held measurable shares behind the market leader. LG Energy Solution ranked second, followed by Svolt Energy, Sunwoda, and CALB. The remaining listed manufacturers each held shares below 2%, with Eve Energy at 0.02% and Do-Fluoride at 0.01%. These figures provide the manufacturer-level distribution of China's ternary power battery installations for August without changing or aggregating the supplied values.

LFP Batteries Expanded Their Dominance

Lithium iron phosphate batteries strengthened their position within China's power battery market during August. LFP installations increased 7.0% from July to 67.6 GWh, while their share rose to 85.6%, setting a record for the third consecutive month according to the supplied data. CATL remained the leading LFP manufacturer with 25.17 GWh of installations and a 37.31% share. BYD ranked second with 16.47 GWh and a 24.41% share, and all of its domestic installations continued to be LFP batteries. The LFP market-share gap between CATL and BYD narrowed to 12.90 percentage points from 13.81 percentage points in July.

China LFP Battery Market Shares, August 2026

The August LFP ranking places CATL first and BYD second, followed by Eve Energy, CALB, and Gotion High-tech. Eve Energy climbed to third with 4.67 GWh and a 6.92% share, overtaking CALB and Gotion High-tech. CALB recorded a 6.87% share, while Gotion High-tech held 6.78%. Rept Battero Energy and Sunwoda followed at 4.04% and 3.18%, respectively. The remaining manufacturers listed in the supplied data each held shares below 3%, illustrating the distribution of LFP installations across the broader group of suppliers.

Industry Impact & Outlook

The August figures show a market expanding in volume while the leading manufacturers experience different changes in share across battery chemistries. The narrowing gap between CATL and BYD is particularly visible in LFP batteries, where the two companies accounted for 37.31% and 24.41%, respectively. At the same time, ternary battery installations declined for a third consecutive month as LFP installations increased. These movements are relevant to battery suppliers competing for domestic installation volume and to automakers using different battery chemistries. The next monthly data will help indicate whether the August shifts represent continued changes in supplier shares or short-term movement within an expanding market.

Frequently Asked Questions

Which company led China's power battery market in August 2026?
CATL led China's domestic power battery installation market in August 2026 with 32.54 GWh of installations and a 41.45% market share. BYD ranked second with 16.47 GWh and a 20.98% share. The difference between their market shares was 20.47 percentage points, and the gap narrowed for the third consecutive month. Together, the two companies accounted for 62.43% of domestic power battery installations in August. These figures describe the manufacturer rankings and shares reported for the month.

What happened to LFP battery installations in August 2026?
LFP battery installations increased 7.0% from July to 67.6 GWh in August, raising their share of China's total power battery installations to 85.6%. This represented a record share for the third consecutive month in the supplied data. CATL remained the leading LFP supplier with 25.17 GWh and a 37.31% share, while BYD ranked second with 16.47 GWh and a 24.41% share. The gap between the two manufacturers narrowed from 13.81 percentage points in July to 12.90 percentage points.