- China recorded 26.3GWh installed vehicle battery capacity in February 2026 with lithium-iron phosphate technology dominating the market.
- CATL and BYD continued to lead the battery manufacturing rankings based on year-to-date installed capacity.
The China Automotive Power Battery Industry Innovation Alliance (CAPBIIA) released its latest industry report outlining the China drive battery installation February 2026 statistics. The data provides insight into electric vehicle battery deployment trends across the country, including technology distribution, vehicle segment demand, and manufacturer rankings. The figures highlight continued dominance of lithium-iron phosphate batteries, shifting demand patterns across electric vehicle types, and the competitive positioning of leading battery suppliers in the market.
February 2026 Vehicle Battery Installation Overview
During February 2026, total installed drive battery capacity for vehicles reached 26.3GWh, reflecting a year-over-year decline of 24.6%. Battery chemistry distribution remained heavily skewed toward lithium-iron phosphate technology, while ternary lithium batteries maintained a smaller portion of installations. The shift indicates ongoing industry preference for cost-efficient and stable battery chemistries widely used in electric passenger vehicles and plug-in hybrid models.
| Battery Type | Installed Capacity (Feb 2026) | Market Share | YoY Change |
|---|---|---|---|
| Ternary Lithium Batteries | 5.7 GWh | 21.7% | -11.4% |
| Lithium-Iron Phosphate Batteries | 20.6 GWh | 78.3% | -27.5% |
Year-to-Date Battery Deployment
From January to February 2026, cumulative installed capacity reached 68.3GWh, representing a 7.2% decrease compared with the same period of the previous year. Ternary battery installations totaled 15.1GWh, accounting for 22.1% of the total and posting a marginal 0.6% increase year over year. Lithium-iron phosphate batteries reached 53.3GWh during the same period, capturing 77.9% share while declining 9.2% from the previous year.
Vehicle Segment Distribution of Installed Batteries
Battery deployment patterns also varied across vehicle categories. Battery electric passenger vehicles accounted for the majority of installations, while plug-in hybrid vehicles represented a smaller share. Both categories recorded year-over-year declines, reflecting changing production cycles and market adjustments during the early months of the year.
| Vehicle Type | February Capacity Share | YoY Change | YTD Share |
|---|---|---|---|
| Battery Electric Passenger Vehicles | 58.8% | -27.2% | 59.7% |
| Plug-in Hybrid Passenger Vehicles | 13.5% | -45.9% | 18.9% |
Leading Battery Manufacturers by Installed Capacity
Industry rankings for year-to-date installations reveal a concentrated supplier landscape dominated by several major battery manufacturers. CATL maintained a significant lead with nearly half of total installed capacity. BYD followed as the second largest supplier, while companies including Gotion High-tech, CALB, and EVE Energy secured mid-tier positions. Additional manufacturers such as Rept Battero, Sunwoda, LG Energy Solution, Energee, and Zenergy also appeared within the top ten suppliers based on cumulative installations.
| Battery Manufacturer | Installed Capacity (GWh) | Market Share |
|---|---|---|
| CATL | 33.8 | 49.5% |
| BYD | 10.9 | 15.9% |
| Gotion High-tech | 3.9 | 5.8% |
| CALB | 3.8 | 5.6% |
| EVE Energy | 3.3 | 4.8% |
| Rept Battero | 2.1 | 3.1% |
| Sunwoda | 1.9 | 2.8% |
| LG Energy Solution | 1.7 | 2.5% |
| Energee | 1.4 | 2.1% |
| Zenergy | 1.4 | 2.1% |
The latest battery deployment statistics highlight evolving technology preferences and supplier competition within the electric vehicle ecosystem, offering insight into how battery demand and manufacturer positions are developing in the early months of 2026.
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