<div id="readability-page-1"><blockquote><ul><li>CATL's share in November increased by 0.71 percentage points compared to October, while BYD's share decreased by 0.93 percentage points.</li><li>In November, China's power battery installation volume reached 93.5 GWh, representing a year-on-year increase of 39.2 percent.</li></ul></blockquote><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153143.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1600" height="971" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153143.jpg"/>CATL (HKG: 3750, SHE: 300750) saw its share of China's electric vehicle (EV) battery market rise last month as BYD (HKG: 1211, OTCMKTS: BYDDY) and several smaller players declined.In November, China's power battery installations reached a record high of 93.5 GWh, marking a 39.2 percent year-on-year increase and an 11.2 percent rise from October, according to data released today by the China Automotive Battery Innovation Alliance (CABIA). <div> Join us on Telegram or Google News </div><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211151923.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1600" height="901" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211151923.jpg"/>CATL maintained its top position with 40.87 GWh of battery installations in November, holding a 43.71 percent market share -- an increase of 0.71 percentage points from its 43.00 percent share in October.BYD ranked second with 19.04 GWh of battery installations in November, holding a 20.36 percent market share. This represents a 0.93 percentage point decrease from its 21.29 percent share in October.CALB (HKG: 3931) ranked third with a battery installation volume of 5.96 GWh in November, holding a 6.37 percent market share. This represents a 0.61 percentage point decrease from its October share of 6.99 percent.Gotion High-tech ranked fourth in November with 5.89 GWh of installations and a 6.30 percent market share, down 0.34 percentage points from October.Eve Energy ranked fifth in November with 3.59 GWh of installations and a 3.84 percent market share, down 0.04 percentage points from October.China's ternary lithium battery installations totaled 18.2 GWh in November, accounting for 19.4 percent of total installations. This represents a 33.7 percent year-on-year increase and a 9.9 percent rise from October.Lithium iron phosphate (LFP) batteries recorded 75.3 GWh of installations in November, accounting for 80.5 percent of total installations. This represents a 40.7 percent year-on-year increase and an 11.6 percent rise from October.<img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152582.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1600" height="901" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152582.jpg"/>CATL, LG Energy Solution, and Svolt Energy ranked as the top three suppliers for ternary battery installations in November, holding market shares of 70.24 percent, 13.25 percent, and 7.66 percent, respectively.<img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153245.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1600" height="929" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153245.jpg"/>In the LFP battery market, CATL, BYD, and Gotion led installations in November with shares of 37.31 percent, 25.28 percent, and 7.78 percent, respectively.<img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153362.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1600" height="971" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153362.jpg"/>China's total production of power batteries and other batteries reached 176.3 GWh in November, marking a 49.2 percent year-on-year increase and a 3.3 percent rise from October.<img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152726.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1600" height="900" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152726.jpg"/>Ternary battery production in November totaled 36.4 GWh, up 48.4 percent year-on-year and 7.9 percent month-on-month.LFP battery production reached 139.6 GWh in November, up 49.5 percent year-on-year and 2.1 percent month-on-month.<img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152870.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1600" height="901" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211152870.jpg"/>China exported 21.2 GWh of power batteries in November, comprising 11.7 GWh of ternary batteries and 9.4 GWh of LFP batteries.<img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211181898.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1600" height="900" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211181898.jpg"/><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153085.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1600" height="901" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121211153085.jpg"/> <div> <div> <img width="768" height="433" src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025120203120039-768x433.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025120203120039-768x433.jpg"/> </div> <div> Global EV battery market share in Jan-Oct 2025: CATL 38.1%, BYD 16.9% CATL and BYD collectively installed 513.1 GWh of EV batteries in January-October 2025, accounting for 55.0 percent of the global total. </div> </div> </div>

BYDDY

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In November, China's EV battery installations reached 93.5 GWh, a 39.2% year-on-year increase. CATL led with a 43.71% market share, up 0.71 percentage points from October, while BYD held 20.36%, down 0.93 points. Ternary and LFP battery installations rose significantly, with CATL dominating both markets. China's total battery production was 176.3 GWh, a 49.2% increase year-on-year. CATL and BYD's global market share from Jan-Oct 2025 was 38.1% and 16.9%, respectively.

- In November, CATL's market share in China's power battery sector increased to 43.71 percent, while BYD's share decreased to 20.36 percent.  
- China's total power battery installations reached a record 93.5 GWh, marking a 39.2 percent year-on-year increase.  
- CATL, BYD, and CALB led the market, with significant contributions to both ternary and lithium iron phosphate battery installations.

China Nov EV battery installations: CATL holds 43.71% share, BYD 20.36%