China EV Battery Installed Capacity Hits 93.5 GWh in November

On October 30, China’s EV battery installed capacity continued its strong growth trajectory, reinforcing the country’s leadership in electric mobility and battery manufacturing. The market recorded a sharp year-on-year expansion, driven largely by lithium-iron phosphate chemistry and rising demand from electric passenger vehicles across segments.
China EV Battery Installed Capacity Growth in November
China recorded a total EV battery installed capacity of 93.5 GWh during November, reflecting a year-on-year growth of 39.2%. Battery deployment for vehicle applications remained heavily skewed toward lithium-iron phosphate technology, while ternary batteries maintained a smaller but stable share of installations.
Key capacity highlights for November include:

• Ternary batteries: 18.2 GWh, representing 19.4% share and 33.7% year-on-year growth

• Lithium-iron phosphate batteries: 75.3 GWh, accounting for 80.5% share and 40.7% growth year-on-year

The data underlines the sustained preference for cost-efficient and thermally stable battery chemistries in China’s mass-market electric vehicles.
Year-to-Date EV Battery Installed Capacity Trends
From January through November, cumulative EV battery installed capacity for vehicle equipment reached 671.5 GWh, marking a robust 42.0% year-on-year increase. Lithium-iron phosphate batteries strengthened their dominance, while ternary batteries experienced modest growth over the same period.
Year-to-date breakdown shows:

• Ternary batteries: 125.9 GWh, 18.8% share, up 1.0% year-on-year

• Lithium-iron phosphate batteries: 545.5 GWh, 81.2% share, up 56.7% year-on-year

This shift highlights how manufacturers are prioritizing scalable chemistries to support rising EV production volumes.
Passenger EV Segments Driving Battery Demand
Battery electric passenger vehicles remained the primary driver of EV battery installed capacity growth. In November, battery electric models accounted for a majority share, supported by expanding model lineups and aggressive production targets. Plug-in hybrid vehicles also contributed steadily to overall battery demand.
Segment-wise capacity allocation includes:

• Battery electric passenger vehicles: 58.8% share in November, up 24.1% year-on-year

• Plug-in hybrid passenger vehicles: 19.3% share in November, up 24.3% year-on-year

On a cumulative basis, battery electric passenger vehicles accounted for 62.4% of total installed capacity year-to-date, while plug-in hybrids contributed 18.4%, reflecting consistent adoption across electrified powertrains.
Leading Battery Manufacturers in China
China’s battery supply landscape remains highly consolidated, with a handful of manufacturers commanding the majority of installed capacity. The top ten battery makers accounted for a dominant share of year-to-date vehicle battery installations.
The leading companies by cumulative installed capacity include:

• CATL – 287.68 GWh (42.9% share)

• BYD – 148.14 GWh (22.1%)

• CALB – 46.61 GWh (7.0%)

• Gotion High-tech – 37.74 GWh (5.6%)

• EVE Energy – 27.46 GWh (4.1%)

• Sunwoda – 21.80 GWh (3.3%)

• SVOLT Energy – 18.74 GWh (2.8%)

• Rept Battero – 16.64 GWh (2.5%)

• Zenergy – 14.77 GWh (2.2%)

• Energee – 13.29 GWh (2.0%)

This ranking reflects the scale advantage and long-term OEM partnerships held by leading Chinese battery manufacturers. As China continues to scale electric vehicle production, EV battery installed capacity trends are expected to remain closely linked to cost optimization, chemistry evolution, and domestic supply chain expansion, reinforcing the country’s central role in the global EV ecosystem.