In a new monthly report released by the China Automotive Power Battery Industry Innovation Alliance, December 2025 data shows robust growth across China’s power and energy storage battery sectors — but with a surprising twist: only one of the top 15 battery producers achieved growth exceeding 1% in market share.
Record-Breaking Sales Across Battery Segments
According to the latest figures, China’s combined power and energy storage battery shipments reached 199.3 GWh in December 2025, up 11.1% month-on-month and a remarkable 57.5% year-on-year. Power batteries — those used in electric vehicles (EVs) — accounted for 143.8 GWh (72.1%), while energy storage batteries made up 55.6 GWh (27.9%), with storage showing especially strong momentum.
Over the entire year, China’s combined battery sales hit 1,700.5 GWh, marking 63.6% growth compared to the prior year. Power batteries alone reached 1,200.9 GWh, while energy storage batteries surged to nearly 500 GWh — the latter growing at twice the pace of its mobility counterpart.
Market Concentration and Company Rankings
China’s EV battery market remains competitive but shows signs of gradually dispersing concentration.
- Top players maintain leadership: The leading companies — including CATL, BYD, CALB, Gotion High-Tech, and EVE Energy — continue to command dominant positions. In December, the top 2 producers accounted for 64.5% of total installations, and the top 10 companies reached 94.4% share of the installed volume.
- Slight drop in market concentration: Compared with recent months and last year, the share held by the top battery makers slightly declined, indicating rising competitiveness among smaller or emerging players.
In 2025, several firms such as CATL, CALB, EVE Energy, Gotion High-Tech, and others saw increases in their market share, though most gains were modest. Only a few firms — including Gotion High-Tech and CALB — finished the year with notable increases exceeding 1 percentage point.
Shifts in Technology and Application
The data reveals important trends in battery chemistry and end-use sectors:
- Batteries for pure electric vehicles (BEVs) grew rapidly, representing 81.6% of EV installations in 2025, while plug-in hybrid battery installations — though smaller — also posted solid gains.
- From a materials standpoint, lithium iron phosphate (LFP) battery installations dominated, reaching 625.3 GWh (81.2%) of the total, reflecting ongoing cost and stability advantages in both passenger EVs and commercial vehicles. Meanwhile, ternary batteries — often deployed for higher-performance applications — posted comparatively modest growth.
Exports and International Growth
China’s power and storage batteries aren’t just powering domestic vehicles and grids — they’re increasingly bound for international customers. In 2025, exports of batteries totaled 305 GWh, up over 50% year-on-year, representing nearly 18% of total annual sales.
What It All Means
The 2025 report highlights several key insights:
- The battery industry is still expanding rapidly, driven by electrification of transport and energy storage growth.
- Market share gains are nuanced, with only a handful of firms growing significantly month-to-month, pointing to increased competition and diversification across players.
- LFP chemistry continues to dominate, especially in mainstream EV and storage deployments.
- Exports are an increasingly strategic outlet, showing that Chinese battery makers are strengthening their global footprint.
As the world pushes toward cleaner energy and transportation systems, China’s power battery industry is not just growing — it’s evolving into a dynamic, competitive ecosystem shaping the future of electrification worldwide.
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