China’s EV battery installations reached 87.2 GWh in September 2026, a new high for the year and 14.7% more than a year earlier, according to the China Automotive Battery Innovation Alliance (CABIA). CATL remained the largest supplier, with 35.49 GWh installed and a 40.92% market share. Its share fell 0.52 percentage points from August, even as installations rose about 9.1% month on month.
BYD ranked second with 18.29 GWh and a 21.09% share, up 0.11 percentage points from August. The gap between the two companies narrowed for the fourth straight month, to 19.83 percentage points. Together they held 62.01% of the market. CALB placed third at 6.97%, followed by Eve Energy at 5.80% and Gotion High-tech at 5.61%; the top five suppliers accounted for 80.39% overall.
In ternary batteries, CATL led with 67.78% of installations, while CALB moved from fifth place in August to second, at 11.23%. Ternary installations totaled 12.3 GWh, or 14.1% of the market. LFP batteries made up the larger share, at 74.5 GWh and 85.5% of installations. CATL led that segment with 36.48%, ahead of BYD at 24.58%; the gap between them narrowed to 11.90 percentage points.
For January through September, China recorded 576.3 GWh of EV battery installations, up 16.7% year on year. CATL held 44.16% of the cumulative total and BYD 18.53%, while CALB, Gotion and Eve Energy ranked third through fifth. CATL led both battery chemistries over the nine-month period, with a 73.42% share in ternary batteries and 38.15% in LFP.