China’s power battery output surged in 2025, marking one of the fastest growth phases in recent years. Data from the China Passenger Car Association (CPCA) shows total production reached 1,122 GWh from January to September, up 44% year-on-year, according to CLS. September alone saw 151 GWh, a 50% increase, as demand from the new energy vehicle market remained strong both domestically and abroad.
In September alone, total production stood at 151 GWh, marking a 50% increase compared with the same month last year. The report noted that both domestic demand and exports for power batteries performed strongly during the month.
For 2025, the proportion of total battery output installed in vehicles has remained at 44%, with ternary batteries accounting for 39% and lithium iron phosphate (LFP) batteries for 46%. In September, this installation ratio rose to 50%, with ternary batteries at 44% and LFP batteries at 52%, the highest level recorded so far this year.
Cui also highlighted that battery packs with energy density above 160 Wh/kg accounted for 7% of models in Q3 2025, compared with 11% in 2024, mainly due to the increased adoption of LFP batteries replacing higher-density ternary units. Products with energy density below 125 Wh/kg dropped to around 1% of the market.
The industry’s competitive landscape continues to evolve rapidly. CATL and BYD remain the two leading players, with CATL’s share of LFP batteries surpassing BYD’s since 2024. Other companies such as EVE Energy and CALB recorded strong performance, while Sunwoda, REPT, SVOLT, and Jidian New Energy also showed notable improvements. Due to BYD’s complete transition toward LFP technology, CATL, CALB, and SVOLT have maintained stronger positions in ternary battery production. In addition, Gotion High-Tech (Volkswagen-backed) and EVE Energy have recently seen increased output.
Earlier data from the China Automotive Power Battery Industry Innovation Alliance also indicated consistent industry growth. In August 2025, China’s combined output of power and other batteries reached 139.6 GWh, up 4.4% month-on-month and 37.3% year-on-year, with total production for January to August reaching 970.7 GWh, a 54.3% annual increase.
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