The Largest Battery Manufacturers in China

Battery Market 2025 The Largest Battery Manufacturers in China

2026-01-29 From Henrik Bork | Translated by AI 4 min Reading Time

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China's battery market grows by a good 50 percent to 1,200 GWh. CATL and BYD continue to dominate, but are losing market share. Some of the new entrants in the top 15 are subsidiaries of car manufacturers.

The major battery suppliers were very present at the IAA 2025. They continue to hold high market shares.(Image: IAA Mobility/Messe München) — The major battery suppliers were very present at the IAA 2025. They continue to hold high market shares.
(Image: IAA Mobility/Messe München)

China's market for automotive batteries experienced rapid growth again last year, following the sales of electric vehicles and hybrids. While the five largest manufacturers were able to defend their market shares with only minor losses, there were some surprises among the lower ranks of the "Top 15."

Total sales of so-called traction batteries, primarily used for electric drives in vehicles, rose by nearly 52 percent in 2025 in the People's Republic, reaching just over 1,200 gigawatt-hours. This information comes from a recently published statistic by the "China Automotive Battery Innovation Alliance" (CABIA).

Sales of Electric Vehicle Batteries Rise by 40 Percent

The cumulative exports of such batteries also rose rapidly, with a percentage growth of 42 percent, totaling 190 GWh. Regarding the installations of batteries in vehicles of all types, they grew by 40 percent in China (compared to the previous year) to reach 770 GWh, according to CABIA.

The association also released the new ranking of the 15 leading battery manufacturers in China, which was compiled based on the statistics for the entire year of 2025.

CATL and BYD Unchallenged at the Top

CATL and BYD continue to dominate the Chinese battery industry, even though they had to cede a small portion of their business to competitors. CATL maintained a market share of about 43 percent with over 330 GWh of newly installed power batteries in 2025. This marked a decrease of 1.7 percent in the market share of the world's largest battery manufacturer in its home market.

BYD, whose drive batteries are primarily installed in the electric vehicles and hybrids manufactured by the corporation itself, installed a total of just over 165 GWh last year, corresponding to a share of over 21 percent of the Chinese market. This was a decrease of just over three percent compared to the previous year.

Challengers Gain Market Shares

The Market Shares of the 15 Largest Battery Suppliers in China. (Source: VCG) — The Market Shares of the 15 Largest Battery Suppliers in China.
(Source: VCG)

CALB, Gotion High-Tech, and EVE Energy again claimed the third to fifth positions, although with a noticeable gap. The distances to the two battery giants, CATL and BYD, remain significant. While Gotion, which has received investment from companies including Volkswagen, managed to expand its market share the most among this group of challengers, it only reached approximately 43 GWh of newly installed total capacity and a market share in China of just under 5.7 percent. This represents an increase of one percent compared to the previous year.

Only CATL and BYD achieved installations of more than 100 gigawatt-hours, and this is unlikely to change. The gap to the other battery manufacturers has now become too large, and both suppliers are too successful with their battery innovations and (in the case of BYD) sales of "New Energy Vehicles," which is the term used in China for electric vehicles and those with hybrid drives.

New Entrants in the Top 15 List

Notable movements in the ranking compared to last year's list only occurred in the lower ranks. Three "newcomers" made it onto the list of the world's largest battery producers for the first time: Energee (Jiyao Tongxing), which was formed in April 2025 by consolidating all battery businesses within the Geely Group, immediately claimed the 10th position.

Also new in the ranking are Cornex (Chunen New Energy) in 13th place and Jiangsu Yuanhang Genlead Power in 14th place. In 12th place is now Inpai Battery, of which the majority shareholder is the automaker GAC Aion.

Experts are certain that the sodium-ion battery will make its final breakthrough in China this year, thanks in part to CATL. (Image:CATL)

In-House Suppliers and Diversified Supply Chain

One noticeable trend is the increasing "in-house" production of automotive batteries, which explains the rise of new battery players such as Energee (Geely) and Inpai Battery (GAC) and leads to a limited reshuffling of the competitive landscape, at least behind the two industry leaders.

The moderate losses of the two battery giants, CATL and BYD, can be attributed to two other trends. One is the growing quality of batteries—even among relatively smaller producers. Thus, the ranges of traction batteries in China have significantly increased again over the past year.

The other is the desire of many automakers for diversification of their supplier lists. They want to avoid becoming overly dependent on the giants and their pricing in procurement. For these reasons, last year, Li Auto, Xpeng, Leapmotor, and GAC Aion incorporated second and third-tier manufacturers into their supply chains, according to the Chinese economic portal Jiemian.

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The numbers now available for the entire year of 2025 also show disproportionately rapid growth in the sales of power batteries for commercial vehicles. For instance, new installations in electric trucks have increased by nearly 250 percent compared to the previous year, while those for specialized vehicles like electric excavators have increased by more than 330 percent. This reflects the trend of accelerated electrification in these segments of the Chinese automotive industry.