CALB

CATL and BYD collectively installed 575.2 GWh of EV batteries from January to November 2025, accounting for 54.9% of the global total.

Nio and BYD's FinDreams have suspended their battery supply cooperation as L60 orders are insufficient to support multiple suppliers, according to a local media report.

CATL's share in November increased by 0.71 percentage points compared to October, while BYD's share decreased by 0.93 percentage points.

CATL and BYD collectively installed 513.1 GWh of EV batteries in January-October 2025, accounting for 55.0 percent of the global total.

CATL's market share in October increased by 0.19 percentage points compared to September, while BYD's share grew by 0.22 percentage points.

CATL and BYD collectively installed 442.2 GWh of EV batteries in January-September 2025, accounting for 54.5 percent of the global total.

This highlights potential supply crunches in China's battery sector amid a recent surge of new vehicle launches.

CATL's market share in September increased by 0.47 percentage points compared to August, while BYD's share grew by 0.22 percentage points.

CATL and BYD collectively installed 379.3 GWh of EV batteries in January-August 2025, accounting for 54.8 percent of the global total.

CATL's August share increased by 0.95 percentage points compared to July, while BYD's share decreased by 0.34 percentage points.