Global EV Battery Installations Hit 933.5 GWh in Jan–Oct 2025: CATL Holds 38.1%, BYD 16.9%
Six of the world’s top 10 EV battery manufacturers by installed capacity are Chinese companies, with a combined 644.4 GWh and a 68.9% global market share.
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Six of the world’s top 10 EV battery manufacturers by installed capacity are Chinese companies, with a combined 644.4 GWh and a 68.9% global market share.
From January to October 2025, China sold 27.65 million vehicles, up 12% YoY, representing 34.9% of global auto sales.
NIO forecasts deliveries of 120,000 to 125,000 new vehicles in Q4, a YoY increase of 65.1% to 72.0%.
In November, Geely’s sales of pure electric vehicles surpassed the 100,000-unit milestone for the first time, reaching 102,602 units.
In November, VIA for premium/import and joint-venture brands increased month-on-month to 59.7% and 59%, while domestic brands declined to 51.5%.
Leapmotor Sets Sights on 1M Annual Sales Target for 2026.
The index decline stemmed primarily from slower growth in the overall passenger vehicle market and a month-on-month drop in new energy vehicle sales in October.
China’s auto export landscape has shifted. While Shanghai long held the top position, the rise of domestic automakers has made self-owned brands the core of new energy vehicle exports.
In Oct, automotive industry revenue reached RMB 1,054.3 billion ($147.6 billion), with profits of RMB 41.2 billion ($5.77 billion), representing a profit margin of 3.9%, a significant decline from Sept.
With the vehicle purchase tax exemption policy set to expire, the NEV market has seen a surge in traffic.