China’s power-battery market remained highly concentrated in June 2026. CATL installed 36,603 MWh of batteries and controlled 46.3% of the market, while BYD’s Fudi Battery ranked second with an 18.0% share. Together, the two suppliers accounted for 64.3% of total installations, underlining the scale advantage held by China’s largest battery groups.
The customer mix also reveals two different business models. CATL’s demand was spread across Geely, Changan, Xiaomi, Li Auto and Nio, giving it broad exposure to several of China’s fastest-growing vehicle manufacturers. Fudi Battery remained far more dependent on BYD and its affiliated brands, reflecting BYD’s vertically integrated supply chain.
Beyond the two leaders, competition is becoming more dynamic. CALB and Gotion High-Tech retained meaningful market positions, while EVE Energy, REPT Battero, Zenergy and ENERGEE recorded strong growth. The figures suggest that smaller suppliers are expanding as automakers diversify their sourcing, but closing the gap with CATL and BYD will still require substantially greater production scale and a broader customer base.
