China EV Battery Installed Capacity 2025 CAPBIIA Data Update

On January 16, the China Automotive Power Battery Industry Innovation Alliance (CAPBIIA) released its monthly drive battery statistics for December 2025, offering a detailed view of China EV battery installed capacity 2025 and underlying technology trends across vehicle segments.
December 2025 Installed Capacity Performance
In December, China recorded a total installed drive battery capacity of 98.1GWh, reflecting a year-over-year increase of 35.1%. The data underscores continued momentum in electrified vehicle production and sustained demand for power batteries across passenger vehicle categories.

• Ternary batteries installed capacity reached 18.2GWh, accounting for 18.6% of the total and rising 40.5% year-over-year.

• Lithium-iron phosphate batteries achieved 79.8GWh, representing 81.3% share and a 33.7% year-over-year increase.

Year-to-Date Capacity Trends in China EV Battery Installed Capacity 2025 CAPBIIA
Cumulative drive battery capacity for vehicle equipment reached 769.7GWh in 2025, marking a robust 40.4% year-over-year increase. The technology mix further highlights the growing preference for cost-efficient and durable chemistries.

• YTD ternary battery capacity totaled 144.1GWh, accounting for 18.7% share with a 3.7% year-over-year increase.

• YTD lithium-iron phosphate battery capacity reached 625.3GWh, representing 81.2% share and surging 52.9% year-over-year.

Battery Capacity Distribution by Vehicle Type
Battery electric passenger vehicles continued to strengthen their position in December, accounting for 50.1% of total installed drive battery capacity, up 7.7% year-over-year. Plug-in hybrid electric passenger vehicles contributed 16.0%, reflecting a 9.2% year-over-year increase.
On a year-to-date basis, battery electric passenger vehicles accounted for 60.8% of total capacity, up 29.3% year-over-year. Plug-in hybrid electric passenger vehicles reached an 18.1% share, growing 17.3% year-over-year, indicating sustained diversification in electrified powertrains.
Leading Battery Manufacturers by YTD Capacity
The competitive landscape remained concentrated among leading suppliers, with the top ten battery makers collectively accounting for a majority of installed capacity in China EV battery installed capacity 2025 CAPBIIA data.

• CATL: 333.6GWh, 43.4%

• BYD: 165.8GWh, 21.6%

• CALB: 53.6GWh, 7.0%

• Gotion High-tech: 43.4GWh, 5.7%

• EVE Energy: 31.6GWh, 4.1%

• Sunwoda: 24.4GWh, 3.2%

• SVOLT Energy: 20.7GWh, 2.7%

• Rept Battero: 19.5GWh, 2.5%

• Zenergy: 15.9GWh, 2.1%

• Energee: 15.1GWh, 2.0%

The December and full-year results reinforce the dominance of lithium-iron phosphate batteries, the expanding role of battery electric passenger vehicles, and the continued leadership of CATL and BYD within China’s rapidly scaling power battery ecosystem.