25% of global automotive batteries will be from China
According to a report by Japan's "Asia Economic News" on February 6: In 2025, the share of Chinese automotive batteries installed in global electric vehicles increased from 67.1% in 2024 to 70.4%, and even compared with 68.2% in January-September 2025, it has also increased.
Six Chinese companies entered the top ten, among which five companies expanded their market shares compared to last year.
By manufacturer, the largest one, CATL, maintained its lead with an installed capacity of 464.7 gigawatt-hours, an increase of 35.7% year-on-year. Its market share increased by 1.2 percentage points to 39.2%. BYD (BYD) ranked second, rising 27.7% to 194.8 gigawatt-hours, but its share dropped by 0.5 points to 16.4%. These two Chinese companies accounted for 55.6% of the global market share.
Other Chinese companies' shares were as follows: The fourth company, CALB, increased by 0.7 points to 5.3%. The fifth company, Guoxuan High-Tech, increased by 1.2 points to 4.5%, the eighth company, Huizhou Yiwelithium Energy, increased by 0.5 points to 2.6%, and the tenth company, S Bolt Energy Technology, increased by 0.5 points to 2.4%. Guoxuan High-Tech rose three positions in the ranking from 2024, and S Bolt Energy Technology entered the top ten for the first time.
Panasonic (dropped 0.1 point to 3.7%) was seventh. South Korea's LG (dropped 1.7 points to 9.2%) was third, SK On (dropped 0.7 points to 3.7%) was sixth, and Samsung SDI (dropped 1.0 point, a drop of 2.4%) was ninth.
The global automotive battery installation capacity increased by 31.7% to reach 1187 gigawatt-hours.
Original: toutiao.com/article/1856345090991112/
Statement: This article represents the views of the author himself.