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Analysis Report: Lithium-Ion Battery (Chinese Market)
The top 2 companies hold approximately 70% of the market
2026/08/14
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Major suppliers
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Introduction
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I. Current status of the NEV lithium-ion battery market in China
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I-1. Drive battery market size: Continues to expand
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I-2. Installed battery capacity for NEVs: Significant decrease in the proportion of ternary batteries
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I-3. Energy density of BEV batteries: Concentrated in a certain range
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I-4. Demand for NEV lithium-ion batteries: Growth continues
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I-5. Number of drive battery companies: Movement toward OEM in-house production
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I-6. Battery supplier market share: Concentration on leading suppliers
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I-7. Production capacity of major global battery suppliers
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II. Technology development trends of NEV lithium-ion batteries
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II-1. Morphological innovation of battery materials
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II-2. Improved battery structure
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II-3. Battery structure: Upgrades gradually introduce new technology
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II-4. 4680 (460mm diameter, 80mm height standard) large cylindrical battery
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III. Product structure and delivery status of major lithium-ion battery suppliers
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III-1. CATL (Contemporary Amperex Technology Co., Ltd.): Maintains global No. 1 position
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III-2. FinDreams Battery Co., Ltd. (FinDreams) (BYD)
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III-3. Gotion High-tech Co., Ltd. (Gotion High-tech): Promoting tie-ups with Chinese OEMs
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III-4. China Lithium Battery Technology Co., Ltd. (CALB): Third largest supplier group in China
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III-5. EVE Energy Co., Ltd. (EVE Energy): Aggressive global expansion
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IV. Emerging NEV lithium-ion battery suppliers
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IV-1. SVOLT Energy Technology Co., Ltd. (SVOLT): Revenue increases but deficits continue
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IV-2. Sunwoda Electronic Co., Ltd. (Sunwoda): Revenue goes up, but business in the red
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V. Suppliers and major customerc relationship table
Major suppliers
Introduction
In 2025, the production and sales of New Energy Vehicles (NEVs: BEVs, PHEVs, FCEVs) in the Chinese market increased from the previous year, and the production capacity of drive batteries also expanded. At the same time, new types of drive batteries with new materials and shapes are being introduced to market in succession, reflecting the advances in drive battery technology over the past year.
In Section 1, this report presents an overview of the new energy drive battery market in China and certain other markets in the world. Section 2 summarizes the technological development of drive batteries, and Sections 3 to 5 describe the current status of major battery manufacturers.
Unless otherwise noted, all content in this report refers to the Chinese market.
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