China EV Battery Market January 2026: CATL Leads with 49.79% Share, BYD Follows

The China EV Battery Market entered 2026 on a strong footing, with January data reaffirming the structural dominance of leading domestic battery manufacturers. Power battery installations January 2026 revealed a pronounced gap between the top two players and the rest of the industry, highlighting ongoing market consolidation. According to CABIA battery data released by the China Automotive Battery Innovation Alliance, competitive positioning continues to be shaped by production scale, chemistry portfolio balance, and long-term OEM supply partnerships across ternary battery market China and LFP battery market China segments.

China EV Battery Market: CATL Retains Clear Leadership

In January, CATL battery installations reached 20.91 GWh in the domestic market, translating into a 49.79% share of the China EV Battery Market. This represented a 3.14 percentage point rise compared with December 2025, further widening the lead over competitors in the EV battery market share China landscape.
As the world’s largest power battery supplier, CATL maintains supply relationships with multiple global and domestic automakers. Its diversified customer exposure, combined with strong execution in both ternary and LFP chemistries, continues to reinforce its leadership position within the China EV Battery Market and sustain high-volume battery deployments across premium and mass-market EV platforms.

BYD Secures Second Position in Overall Installations

BYD battery market share stood at 17.43% in January, supported by 7.32 GWh of battery installations. Although this marked a modest 0.56 percentage point decline from December levels, BYD remained firmly in second position in the China EV Battery Market.
Unlike peers with broader third-party supply exposure, BYD’s battery output is largely absorbed by its internal vehicle portfolio. While select external automakers have adopted BYD battery systems, the company’s vertically integrated operating model means fluctuations in its battery market share are closely aligned with its own vehicle sales trajectory and production volumes.

Ternary Battery Market China: Segment Concentration Deepens

CATL Expands Dominance in Ternary Chemistry

Within the ternary battery market China segment, CATL installed 7.65 GWh during January, capturing 81.70% of total ternary installations. This reflected an 11.29 percentage point increase month-on-month, signaling accelerating adoption of its nickel-rich battery chemistries in long-range and higher-performance EV models. The data underscores how chemistry optimization and energy density advantages are strengthening CATL’s grip on the ternary battery market China landscape.

Challengers: Svolt Energy and CALB

Svolt Energy ternary battery installations totaled 0.71 GWh, corresponding to a 7.53% share and a 0.28 percentage point month-on-month improvement. CALB battery installations in the ternary segment reached 0.51 GWh, securing a 5.44% share and gaining 1.92 percentage points compared with December.

• Despite incremental share gains by Svolt Energy and CALB, the ternary battery market China segment remains overwhelmingly concentrated around CATL.

LFP Battery Market China: CATL and BYD Lead the Field

In the LFP battery market China category, CATL recorded 13.26 GWh of installations, accounting for a 40.64% market share. Its manufacturing scale, cost efficiencies, and broad customer alignment continue to drive large-volume adoption of LFP chemistries across mainstream EV platforms.
BYD battery market share in the LFP segment reached 22.44%, supported by 7.32 GWh of installations and a 0.33 percentage point increase from December. Gotion High-tech battery installations stood at 2.50 GWh, giving the company a 7.66% share and a 0.58 percentage point month-on-month improvement, reflecting intensifying competition within the cost-sensitive EV segment.
Across both ternary and LFP chemistries, the January performance highlights that the China EV Battery Market remains structurally led by CATL, with BYD sustaining its second-place standing and mid-tier manufacturers gradually strengthening their presence. As EV penetration advances and sourcing strategies evolve, battery chemistry preferences, technology upgrades, and production scale will remain decisive factors shaping EV battery market share China dynamics through 2026.