China’s September Battery Production Hits 151 GWh, Up 50% YoY

In September 2025, China’s total power battery installations reached 76,051 MWh, up 39.5% year-on-year.

On October 21, Cui Dongshu, Secretary-General of the China Passenger Car Association (CPCA), released the latest data on China’s power and other battery production for September 2025.

According to the data, China’s total output of power and other batteries reached 151 GWh in September, a 50% year-on-year increase. From January to September, cumulative production totaled 1,122 GWh, up 44% from the same period last year.

The installation ratio of power batteries continued to rise, with 50% of total production installed in vehicles during September, 6 percentage points higher than at the start of 2025. Of this, ternary batteries accounted for 44%, while lithium iron phosphate (LFP) batteries reached 52%, both marking a yearly high in installation activity.

Cui noted that China’s power battery sector remained strong in September, supported by robust demand both domestically and in exports. The mainstream energy density range for battery packs used in pure electric vehicles was between 125 and 160 Wh/kg, showing slight improvement in high-density products.

In the third quarter of 2025, only 7% of models had battery packs with an energy density above 160 Wh/kg, down from 11% in 2024, largely due to the ongoing replacement of ternary batteries by LFP batteries. Meanwhile, the share of models with an energy density below 125 Wh/kg dropped to 1%.

At the vehicle level, battery demand continued to expand. In September 2025, total installed capacity reached 76,051 MWh, up 39.5% year-on-year and 21.6% month-on-month. Battery demand for BEVs increased 30.7% year-on-year, while PHEVs rose 12.1%. The most significant growth came from pure electric trucks, with demand surging 163.9%.

From January to September, total installed power battery capacity reached 493,712 MWh, up 42.5%. Battery demand for pure electric passenger cars grew 35.5%, while plug-in hybrids rose 16.1%, maintaining strong momentum.

China’s overall new energy vehicle (NEV) production also remained on a rapid growth track. Based on certificate data, NEV output in September was 1.43 million units, up 22% year-on-year. For the first nine months, cumulative production reached 9.59 million units, a 29% increase from a year earlier.

Of these, BEVs accounted for 5.8 million units (+44% YoY), PHEVs for 3.28 million (+10%), and pure electric special-purpose and commercial vehicles totaled 460,000 units.

In the power battery market, CATL retained its leading position with a 41.7% share in the third quarter of 2025, though down 3.6 percentage points from a year earlier. BYD followed with a 21.4% share, down 3.4 points year-on-year.

In the LFP segment, CATL ranked first with 34.8% of the market, followed by BYD at 26.6%. EVE Energy and CALB secured the third and fourth spots with 8.2% and 6%, respectively. Sunwoda, Zhengli New Energy, and Extreme Energy saw notable gains over 2022, with increases of 2.9, 2.2, and 1.5 percentage points.

For ternary batteries, CATL, LG Energy Solution, and SVOLT further expanded their market shares in 2025, rising by 13.7, 3.1, and 3.1 percentage points since 2022, while BYD shifted its focus fully to LFP technology.

Overall, China’s battery industry continues to exhibit a “dual leadership” pattern dominated by CATL and BYD. Together, top players still account for around 72% of the market, leaving about 30% for emerging competitors.