Analysis of domestic power battery installed capacity data in June 2025

In the first half of 2025, the installed capacity of domestic power batteries reached 299.6GWh, a year-on-year increase of 47.3%. Among them, the installed capacity of ternary batteries was 55.5GWh, a year-on-year decrease of 10.8%; the installed capacity of iron-lithium batteries was 244.0GWh, a year-on-year increase of 73.0%, and the market share reached 81.5%. In June 2025, CATL's market share has risen to 44.6%, the highest point since February this year, driving the market share of the TOP3 companies to 74.2%.