Top EV battery makers' market share in China in September 2026: CATL 40.92%, BYD 21.09%

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CATL 40.92%, BYD 21.09%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-15 15:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2026/10/15/top-ev-battery-makers-share-china-sept-2026/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>{\n        \"@context\": \"https://schema.org\",\n        \"@type\": \"Dataset\",\n        \"name\": \"Share of top EV battery makers in China (Sept 2026)\",\n        \"description\": \"Market share data of leading EV ...</p>\n\n<a href=\"https://cnevpost.com/2026/10/15/top-ev-battery-makers-share-china-sept-2026/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CARD","symbol_name":"MAX Auto Industry -3X Inverse Leveraged 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CORPORATION"},"translate_title":"2026年9月中国顶级电动汽车电池制造商市场份额：宁德时代40.92%，比亚迪21.09%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CARD":1.5,"CATL":1.5},"content_text":"{\n        \"@context\": \"https://schema.org\",\n        \"@type\": \"Dataset\",\n        \"name\": \"Share of top EV battery makers in China (Sept 2026)\",\n        \"description\": \"Market share data of leading EV battery manufacturers in China for September 2026, including installation volumes and month-over-month changes.\",\n        \"keywords\": [\"EV battery\", \"China\", \"market share\", \"<a href=\"https://laohu8.com/S/300750\">CATL</a>\", \"<a href=\"https://laohu8.com/S/BYDDY\">BYD</a>\", \"battery manufacturers\"],\n        \"url\": \"https://cnevpost.com/2026/10/15/top-ev-battery-makers-share-china-sept-2026/\",\n        \"license\": \"https://creativecommons.org/licenses/by/4.0/\",\n        \"creator\": {\n            \"@type\": \"Organization\",\n            \"name\": \"CnEVPost\"\n        },\n        \"provider\": {\n            \"@type\": \"Organization\",\n            \"name\": \"CABIA\"\n        },\n        \"temporalCoverage\": \"2026-09\",\n        \"spatialCoverage\": {\n            \"@type\": \"Place\",\n            \"name\": \"China\"\n        }\n    }\n    \n\nShare of top EV battery makers in China (Sept 2026)\n\n\n\n0%\n10%\n20%\n30%\n40%\n50%\n\n\n\n\n\n\n\n\n\n\n\n\nCATL\n\n\n40.92%\n\n\n\n\nBYD\n\n\n21.09%\n\n\n\n\nCALB\n\n\n6.97%\n\n\n\n\nEve Energy\n\n\n5.80%\n\n\n\n\nGotion High-tech\n\n\n5.61%\n\n\n\n\nSunwoda\n\n\n3.74%\n\n\n\n\nRept Battero Energy\n\n\n3.65%\n\n\n\n\nEnergee\n\n\n2.75%\n\n\n\n\nZenergy\n\n\n2.15%\n\n\n\n\nSvolt Energy\n\n\n1.97%\n\n\n\n\nLG Energy Solution\n\n\n1.30%\n\n\n\n\nYinpai Battery\n\n\n0.78%\n\n\n\n\nCornex\n\n\n0.71%\n\n\n\n\nDeeiot Energy\n\n\n0.66%\n\n\n\n\nCNET\n\n\n0.57%\n\n\n\n\n\nSource: CABIA\n© CnEVPost\n\n\n#china-battery-maker-overall-2026-09 {\naspect-ratio: 16 / 9;\ndisplay: flex;\nflex-direction: column;\n}\n#china-battery-maker-overall-2026-09 .chart-container {\nflex: 1;\ndisplay: flex;\nflex-direction: column;\nmin-height: 0;\n}\n#china-battery-maker-overall-2026-09 .bar-row {\nflex: 1;\nmin-height: 0;\n}\n#china-battery-maker-overall-2026-09 .bar-container {\nheight: auto;\nalign-self: stretch;\n}\n#china-battery-maker-overall-2026-09 .bar {\nposition: relative;\ncursor: default;\ntransition: none;\n}\n#china-battery-maker-overall-2026-09 .bar-share-label {\nposition: absolute;\nleft: 100%;\ntop: 50%;\ntransform: translateY(-50%);\npadding-left: 6px;\nfont-size: 11px;\ncolor: #333;\nwhite-space: nowrap;\nline-height: 1;\nfont-family: 'Times New Roman', Times, serif;\n}\n@media (max-width: 600px) {\n#china-battery-maker-overall-2026-09 .bar-share-label {\nfont-size: 10px;\npadding-left: 4px;\n}\n}\n\n\nShare of Top EV Battery Makers in China (Sept 2026)\n\n\nCompany\nInstallations (GWh)\nMarket share (%)\nShare vs prev month\n\n\n\n\nCATL\n35.49\n40.92%\n-0.52\n\n\nBYD\n18.29\n21.09%\n+0.11\n\n\nCALB\n6.04\n6.97%\n+0.46\n\n\nEve Energy\n5.03\n5.80%\n-0.15\n\n\nGotion High-tech\n4.87\n5.61%\n-0.26\n\n\nSunwoda\n3.24\n3.74%\n+0.28\n\n\nRept Battero Energy\n3.17\n3.65%\n+0.18\n\n\nEnergee\n2.39\n2.75%\n+0.45\n\n\nZenergy\n1.87\n2.15%\n-0.24\n\n\nSvolt Energy\n1.71\n1.97%\n-0.32\n\n\nLG Energy Solution\n1.13\n1.30%\n-0.73\n\n\nYinpai Battery\n0.67\n0.78%\n+0.22\n\n\nCornex\n0.61\n0.71%\n+0.06\n\n\nDeeiot Energy\n0.57\n0.66%\n-0.01\n\n\nCNET\n0.49\n0.57%\n+0.18\n\n\n\n\n\n\nCATL remained the leader, but its market share gap with BYD narrowed for the fourth consecutive month.\nCALB held third place overall and climbed to second from fifth in the ternary battery segment.\n\n\nCATL (HKEX: 3750) continued to lead China's EV battery market in September, but its market share declined further as BYD (HKEX: 1211) kept closing the gap with the industry leader.\nCATL's domestic EV battery installations totaled 35.49 GWh for the month, putting it in first place with a 40.92% share, according to data released Thursday by the China Automotive Battery Innovation Alliance (CABIA).\nThe company's installations rose about 9.1% from 32.54 GWh in August, but growth lagged the broader market, extending its decline in market share.\n\n\nJoin us on \nTelegram\n or \nGoogle News\n\n\nChina's EV battery installations totaled 87.2 GWh in September, up 14.7% year-on-year and 10.4% month-on-month, reaching a new high for the year for the second consecutive month.\nBYD remained second with 18.29 GWh of installations, up about 11.1% month-on-month. Its market share rose 0.11 percentage points from August to 21.09%.\nThe market share gap between the 2 companies narrowed to 19.83 percentage points from 20.47 percentage points in August, marking the fourth consecutive month of narrowing. Together, they accounted for 62.01% of the market, down from 62.43% in August.\nCALB (HKEX: 3931) retained third place with 6.04 GWh of installations and a 6.97% share, up 0.46 percentage points from August.\nEve Energy (SZSE: 300014) and Gotion High-tech (SZSE: 002074) remained fourth and fifth, with installations of 5.03 GWh and 4.87 GWh, respectively. Their market shares fell to 5.80% and 5.61%.\nThe top 5 manufacturers accounted for a combined 80.39% of the market, slightly below August's 80.76%.\nSunwoda (SZSE: 300207) rose to sixth with 3.24 GWh of installations and a 3.74% share, overtaking Rept Battero Energy (HKEX: 666). The latter ranked seventh with 3.17 GWh and a 3.65% share.\nEnergee overtook Zenergy to rank eighth with a 2.75% share, while Zenergy and Svolt Energy placed ninth and tenth with shares of 2.15% and 1.97%, respectively.\nLG Energy Solution remained eleventh overall, but its installations fell to 1.13 GWh from 1.60 GWh in August, with its market share declining to 1.30%.\nIn the ternary EV battery market, CATL maintained its lead with 8.34 GWh of installations and a 67.78% share, while CALB climbed to second from fifth in August.\n\n    {\n        \"@context\": \"https://schema.org\",\n        \"@type\": \"Dataset\",\n        \"name\": \"Share of top makers in China's ternary battery market (Sept 2026)\",\n        \"description\": \"Market share data of leading ternary (NCM/NCA) battery manufacturers in China for September 2026, including installation volumes and month-over-month changes.\",\n        \"keywords\": [\"ternary battery\", \"NCM\", \"NCA\", \"China\", \"market share\", \"CATL\", \"Svolt Energy\", \"battery manufacturers\"],\n        \"url\": \"https://cnevpost.com/2026/10/15/top-ev-battery-makers-share-china-sept-2026/\",\n        \"license\": \"https://creativecommons.org/licenses/by/4.0/\",\n        \"creator\": {\n            \"@type\": \"Organization\",\n            \"name\": \"CnEVPost\"\n        },\n        \"provider\": {\n            \"@type\": \"Organization\",\n            \"name\": \"CABIA\"\n        },\n        \"temporalCoverage\": \"2026-09\",\n        \"spatialCoverage\": {\n            \"@type\": \"Place\",\n            \"name\": \"China\"\n        }\n    }\n    \n\nShare of top makers in China's ternary battery market (Sept 2026)\n\n\n\n0%\n20%\n40%\n60%\n80%\n100%\n\n\n\n\n\n\n\n\n\n\n\n\nCATL\n\n\n67.78%\n\n\n\n\nCALB\n\n\n11.23%\n\n\n\n\nLG Energy Solution\n\n\n9.16%\n\n\n\n\nSvolt Energy\n\n\n6.31%\n\n\n\n\nSunwoda\n\n\n3.35%\n\n\n\n\nZenergy\n\n\n1.33%\n\n\n\n\nEve Energy\n\n\n0.47%\n\n\n\n\nGotion High-tech\n\n\n0.28%\n\n\n\n\nDo-Fluoride\n\n\n0.04%\n\n\n\n\nCNET\n\n\n0.03%\n\n\n\n\n\nSource: CABIA\n© CnEVPost\n\n\n#china-battery-maker-ternary-2026-09 {\naspect-ratio: 16 / 9;\ndisplay: flex;\nflex-direction: column;\n}\n#china-battery-maker-ternary-2026-09 .chart-container {\nflex: 1;\ndisplay: flex;\nflex-direction: column;\nmin-height: 0;\n}\n#china-battery-maker-ternary-2026-09 .bar-row {\nflex: 1;\nmin-height: 0;\n}\n#china-battery-maker-ternary-2026-09 .bar-container {\nheight: auto;\nalign-self: stretch;\n}\n#china-battery-maker-ternary-2026-09 .bar {\nposition: relative;\ncursor: default;\ntransition: none;\n}\n#china-battery-maker-ternary-2026-09 .bar-share-label {\nposition: absolute;\nleft: 100%;\ntop: 50%;\ntransform: translateY(-50%);\npadding-left: 6px;\nfont-size: 11px;\ncolor: #333;\nwhite-space: nowrap;\nline-height: 1;\nfont-family: 'Times New Roman', Times, serif;\n}\n#china-battery-maker-ternary-2026-09 .bar-label { width: 180px; }\n#china-battery-maker-ternary-2026-09 .x-axis-container { margin-left: 180px; }\n@media (max-width: 600px) {\n#china-battery-maker-ternary-2026-09 .bar-share-label {\nfont-size: 10px;\npadding-left: 4px;\n}\n#china-battery-maker-ternary-2026-09 .bar-label { width: 140px; }\n#china-battery-maker-ternary-2026-09 .x-axis-container { margin-left: 140px; }\n}\n@media (max-width: 400px) {\n#china-battery-maker-ternary-2026-09 .bar-label { width: 110px; }\n#china-battery-maker-ternary-2026-09 .x-axis-container { margin-left: 110px; }\n}\n\n\nShare of top makers in China's ternary battery market (Sept 2026)\n\n\nCompany\nInstallations (GWh)\nMarket share (%)\nShare vs prev month\n\n\n\n\nCATL\n8.340\n67.78%\n+0.95\n\n\nCALB\n1.380\n11.23%\n+6.95\n\n\nLG Energy Solution\n1.130\n9.16%\n-5.32\n\n\nSvolt Energy\n0.780\n6.31%\n-1.40\n\n\nSunwoda\n0.410\n3.35%\n-1.82\n\n\nZenergy\n0.160\n1.33%\n+0.18\n\n\nEve Energy\n0.060\n0.47%\n+0.45\n\n\nGotion High-tech\n0.030\n0.28%\n+0.00\n\n\nDo-Fluoride\n0.010\n0.04%\n+0.03\n\n\nCNET\n0.004\n0.03%\nN/A\n\n\n\n\nCALB's ternary battery installations totaled 1.38 GWh for the month, giving it an 11.23% share and putting it ahead of LG Energy Solution, Svolt Energy and Sunwoda.\nLG Energy Solution slipped to third with a 9.16% share. Svolt Energy and Sunwoda ranked fourth and fifth, with shares of 6.31% and 3.35%, respectively.\nTernary battery installations totaled 12.3 GWh in September, down 10.9% year-on-year but up 11.7% month-on-month, accounting for 14.1% of China's total EV battery installations.\nLithium iron phosphate (LFP) battery installations reached 74.5 GWh, up 19.9% year-on-year and 10.3% month-on-month, accounting for 85.5% of the total.\nCATL remained first in the LFP market with 27.15 GWh of installations and a 36.48% share, followed by BYD with 18.29 GWh and a 24.58% share.\n\n    {\n        \"@context\": \"https://schema.org\",\n        \"@type\": \"Dataset\",\n        \"name\": \"Share of top makers in China's LFP battery market (Sept 2026)\",\n        \"description\": \"Market share data of leading LFP (lithium iron phosphate) battery manufacturers in China for September 2026, including installation volumes and month-over-month changes.\",\n        \"keywords\": [\"LFP battery\", \"lithium iron phosphate\", \"China\", \"market share\", \"CATL\", \"BYD\", \"battery manufacturers\"],\n        \"url\": \"https://cnevpost.com/2026/10/15/top-ev-battery-makers-share-china-sept-2026/\",\n        \"license\": \"https://creativecommons.org/licenses/by/4.0/\",\n        \"creator\": {\n            \"@type\": \"Organization\",\n            \"name\": \"CnEVPost\"\n        },\n        \"provider\": {\n            \"@type\": \"Organization\",\n            \"name\": \"CABIA\"\n        },\n        \"temporalCoverage\": \"2026-09\",\n        \"spatialCoverage\": {\n            \"@type\": \"Place\",\n            \"name\": \"China\"\n        }\n    }\n    \n\nShare of top makers in China's LFP battery market (Sept 2026)\n\n\n\n0%\n10%\n20%\n30%\n40%\n50%\n\n\n\n\n\n\n\n\n\n\n\n\nCATL\n\n\n36.48%\n\n\n\n\nBYD\n\n\n24.58%\n\n\n\n\nEve Energy\n\n\n6.68%\n\n\n\n\nGotion High-tech\n\n\n6.49%\n\n\n\n\nCALB\n\n\n6.26%\n\n\n\n\nRept Battero Energy\n\n\n4.26%\n\n\n\n\nSunwoda\n\n\n3.80%\n\n\n\n\nEnergee\n\n\n3.21%\n\n\n\n\nZenergy\n\n\n2.29%\n\n\n\n\nSvolt Energy\n\n\n1.26%\n\n\n\n\nYinpai Battery\n\n\n0.91%\n\n\n\n\nCornex\n\n\n0.83%\n\n\n\n\nDeeiot Energy\n\n\n0.77%\n\n\n\n\nCNET\n\n\n0.66%\n\n\n\n\nGanfeng\n\n\n0.42%\n\n\n\n\n\nSource: CABIA\n© CnEVPost\n\n\n#china-battery-maker-lfp-2026-09 {\naspect-ratio: 16 / 9;\ndisplay: flex;\nflex-direction: column;\n}\n#china-battery-maker-lfp-2026-09 .chart-container {\nflex: 1;\ndisplay: flex;\nflex-direction: column;\nmin-height: 0;\n}\n#china-battery-maker-lfp-2026-09 .bar-row {\nflex: 1;\nmin-height: 0;\n}\n#china-battery-maker-lfp-2026-09 .bar-container {\nheight: auto;\nalign-self: stretch;\n}\n#china-battery-maker-lfp-2026-09 .bar {\nposition: relative;\ncursor: default;\ntransition: none;\n}\n#china-battery-maker-lfp-2026-09 .bar-share-label {\nposition: absolute;\nleft: 100%;\ntop: 50%;\ntransform: translateY(-50%);\npadding-left: 6px;\nfont-size: 11px;\ncolor: #333;\nwhite-space: nowrap;\nline-height: 1;\nfont-family: 'Times New Roman', Times, serif;\n}\n#china-battery-maker-lfp-2026-09 .bar-label { width: 180px; }\n#china-battery-maker-lfp-2026-09 .x-axis-container { margin-left: 180px; }\n@media (max-width: 600px) {\n#china-battery-maker-lfp-2026-09 .bar-share-label {\nfont-size: 10px;\npadding-left: 4px;\n}\n#china-battery-maker-lfp-2026-09 .bar-label { width: 140px; }\n#china-battery-maker-lfp-2026-09 .x-axis-container { margin-left: 140px; }\n}\n@media (max-width: 400px) {\n#china-battery-maker-lfp-2026-09 .bar-label { width: 110px; }\n#china-battery-maker-lfp-2026-09 .x-axis-container { margin-left: 110px; }\n}\n\n\nShare of top makers in China's LFP battery market (Sept 2026)\n\n\nCompany\nInstallations (GWh)\nMarket share (%)\nShare vs prev month\n\n\n\n\nCATL\n27.15\n36.48%\n-0.82\n\n\nBYD\n18.29\n24.58%\n+0.17\n\n\nEve Energy\n4.97\n6.68%\n-0.24\n\n\nGotion High-tech\n4.83\n6.49%\n-0.29\n\n\nCALB\n4.66\n6.26%\n-0.60\n\n\nRept Battero Energy\n3.17\n4.26%\n+0.22\n\n\nSunwoda\n2.83\n3.80%\n+0.63\n\n\nEnergee\n2.39\n3.21%\n+0.53\n\n\nZenergy\n1.70\n2.29%\n-0.30\n\n\nSvolt Energy\n0.93\n1.26%\n-0.15\n\n\nYinpai Battery\n0.67\n0.91%\n+0.25\n\n\nCornex\n0.61\n0.83%\n+0.07\n\n\nDeeiot Energy\n0.57\n0.77%\n-0.01\n\n\nCNET\n0.49\n0.66%\n+0.20\n\n\nGanfeng\n0.31\n0.42%\n+0.14\n\n\n\n\nThe gap between their LFP market shares narrowed to 11.90 percentage points from 12.90 percentage points in August. BYD's domestic installations continued to consist entirely of LFP batteries.\nEve Energy held third place in the LFP market with 4.97 GWh of installations and a 6.68% share, while Gotion overtook CALB to rank fourth.\nGotion and CALB recorded LFP battery installations of 4.83 GWh and 4.66 GWh, respectively, with shares of 6.49% and 6.26%.\nIn the first 9 months of the year, China's cumulative EV battery installations totaled 576.3 GWh, up 16.7% year-on-year. CATL ranked first with 253.68 GWh and a 44.16% share, up 1.41 percentage points from a year earlier.\nBYD's installations totaled 106.44 GWh over the same period, putting it in second place with an 18.53% share, down 4.04 percentage points year-on-year.\nCALB, Gotion and Eve Energy ranked third through fifth in cumulative installations for the first 9 months, with shares of 6.44%, 6.07% and 5.39%, respectively.\nWithin the battery segments, CATL led the ternary and LFP markets in the first 9 months with shares of 73.42% and 38.15%, respectively. LG Energy Solution ranked second in the ternary segment, while BYD was second in LFP batteries.\n\n\n\n\n\n\n\n\n\nChina EV battery installations reach 87.2 GWh in September, setting fresh high for year - CnEVPost\nChina's EV battery installations rose 14.7% year-on-year in September, with growth slowing for the second consecutive month.\n\n\nBattery\nOct 15, 2026","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.52.0","shortVersion":"4.52.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2675309718","isCrawlerRequest":true}