Market Tape Free public data · delayed/cached
TM$184+1.03%GM$48.38+1.16%F$11.78-1.48%TSLA$181-1.62%BYDDY$61.35+1.55%RIVN$11.15-1.25%NIO$5.00-1.18%STLA$21.90+0.55%TM$184+1.03%GM$48.38+1.16%F$11.78-1.48%TSLA$181-1.62%BYDDY$61.35+1.55%RIVN$11.15-1.25%NIO$5.00-1.18%STLA$21.90+0.55%
Market & Tech Reports2025-06-12Clean view

Analysis Report: Lithium-Ion Battery (Chinese Market)

Market Dominance by the Top 2 Companies Continues

EV batteryAnalysis ReportCATLBYDGotion High-techCALBEVE EnergySVOLTSunwodaLG Energy SolutionPanasonicVehicles & OEMs

Major suppliers

CATL FinDreams (BYD) Gotion High-tech
CALB EVE Energy SVOLT Energy
Sunwoda LG Energy Solution Panasonic

Thermal Management of BEV Batteries (Europe, U.S. and China Markets) Lithium-Ion Battery (Japan, Europe, North America and Korea) 

Introduction

In 2024, the production and sales of New Energy Vehicles (NEVs) in the Chinese market increased year-over year (y/y), and the production capacity of drive batteries also expanded. Unlike previous years, the supply of batteries far exceeded device demand, sending lithium carbonate prices to their lowest levels. At the same time, new types of drive batteries with new materials and shapes are being introduced to market one after another, reflecting the advances made in drive battery technology over the past year.

Chapter 1 of this report provides an overview of the Chinese market and part of the global market for new energy drive batteries; Chapter 2 summarizes the technological development of drive batteries; and Chapters 3 through 5 provide a detailed description of the current status of major battery manufacturers.

Unless otherwise noted, all content in this report refers to the Chinese market.

Local Reconstruction Note

This article has been expanded from the visible local mirror text, headings, tags, image captions, tables, and related local article titles. It is presented as a reconstructed reading version, not as a hidden original document.

I. Current status of the lithium-Ion battery market for NEVs in China

The source outline identifies this section as part of “Analysis Report: Lithium-Ion Battery (Chinese Market)”. Based on the available local metadata, this section should be read through the lens of EV battery, Analysis Report, CATL, BYD, Gotion High-tech, CALB and the visible introduction, figures, captions, and tables.

II. Development trends of lithium-ion battery technology for NEVs

The source outline identifies this section as part of “Analysis Report: Lithium-Ion Battery (Chinese Market)”. Based on the available local metadata, this section should be read through the lens of EV battery, Analysis Report, CATL, BYD, Gotion High-tech, CALB and the visible introduction, figures, captions, and tables.

III. Product structure and delivery status of major lithium-ion battery companies

The source outline identifies this section as part of “Analysis Report: Lithium-Ion Battery (Chinese Market)”. Based on the available local metadata, this section should be read through the lens of EV battery, Analysis Report, CATL, BYD, Gotion High-tech, CALB and the visible introduction, figures, captions, and tables.

IV. Emerging NEV lithium-ion battery manufacturers

The source outline identifies this section as part of “Analysis Report: Lithium-Ion Battery (Chinese Market)”. Based on the available local metadata, this section should be read through the lens of EV battery, Analysis Report, CATL, BYD, Gotion High-tech, CALB and the visible introduction, figures, captions, and tables.

V. Status of Non-Chinese lithium-ion battery companies in China

The source outline identifies this section as part of “Analysis Report: Lithium-Ion Battery (Chinese Market)”. Based on the available local metadata, this section should be read through the lens of EV battery, Analysis Report, CATL, BYD, Gotion High-tech, CALB and the visible introduction, figures, captions, and tables.

Related Local Signals

Nearby records in the local archive include Taipei AMPA 2026: Foxconn’s EV Technology; Smart Energy Week 2026: Batteries and Charging; Electrified Vehicle (xEV) Sales Monthly Report (March 2026); Geely i-HEV Intelligent Hybrid Technology Presentation. These titles can be used as adjacent evidence when comparing suppliers, technologies, markets, and reporting periods.