China EV battery installations hit 87.2 GWh in September; CATL leads at 40.92%

· Automotive & EV · China

China's EV battery installations reached 87.2 GWh in September, a fresh high for the year, rising 14.7% year-on-year but with growth slowing for a second consecutive month. CATL remained the market leader with 40.92% share, while BYD held 21.09%, with the gap between them narrowing for a fourth straight month. Separately, Dongfeng Motor and China North Industries Group signed a strategic cooperation agreement. The battery data shows China's EV supply chain continuing to scale even as momentum cools.

Why it matters：China's battery data is a key gauge of global EV demand and the competitive balance between CATL and BYD, shaping pricing and supply decisions worldwide.

Key points

  • September installations rose 14.7% year-on-year to 87.2 GWh, a 2026 high
  • Growth slowed for the second consecutive month
  • CATL's share was 40.92% and BYD's 21.09%, the narrowest gap in four months

Sources (original reporting)

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