CALB

August LFP Share Tops 82%; Energy Storage Exports Jump 134% YoY

China Automotive Battery Innovation Alliance released data for August 2026: combined output of power and energy storage batteries was 237.0GWh, up 69.8% year on year; sales were 223.1GWh, up 65.9% year on year. Energy storage battery sales were 76.3GWh, up 114.3% year on year, and exports were 17.7GWh, up 134.2% year on year. LFP accounted for 82.4% of production and 85.6% of installations, continuing to dominate. CATL and BYD led the installation landscape, while the LFP route continued to benefit from dual growth in energy storage and exports.

5384 days ago

Lynk & Co 900 Fire in Hangzhou: Dealer Blames Power Bank, Official Cause Pending

On September 9, 2026, a Lynk & Co 900 caught fire under the vehicle along the roadside of a commercial street in Hangzhou. On September 10, the dealership said a passerby's power bank was kicked under the vehicle and ignited it, and denied that the high-voltage power battery had been ignited. Currently, there is no publicly available battery telemetry data or third-party appraisal evidence, and the final determination will be subject to the fire department's accident finding. The model involved, the Lynk & Co 900, is a plug-in hybrid SUV offered with 44.9 kWh and 52.4 kWh battery packs.

4037 days ago

H1 2026 NEV Core Supply Chain Rankings: CATL, FinDreams Lead, Domestic Substitution Accelerates

H1 2026 China NEV core component installation data shows CATL and FinDreams (BYD) solidifying their battery duopoly. Horizon Starry chip entered the ADAS chip top 3 for the first time. Domestic chips continue gaining share in MCU, power devices, and other fields.

36236 days ago

Global EV Battery Installation Reaches 608.5GWh: Chinese Companies Surpass 70% Market Share

Global EV battery installations reached 608.5GWh in H1 2026, up 22.3% YoY. Chinese companies' market share broke through 70% for the first time, with CATL, BYD, and CALB combining for 65.2%. Korean firms fell to 22.1%, Japanese firms to just 4.3%. Solid-state and sodium-ion batteries are accelerating toward commercialization.

67545 days ago

36 Automakers Enter Fortune China 500 with $940B Combined Revenue

Fortune's 2026 China 500 list features 36 automotive firms with $940.2B combined revenue. New forces surged in rankings while Li Auto was the only startup to see a decline.

62158 days ago

CATL's Exclusive Monopoly Ends: Xiaomi Pengcheng Pairs with Sunwoda + CALB

In 2026, the NEV battery supply chain is undergoing a silent revolution. CATL's once-dominant exclusive supply model is being systematically dismantled by Xiaomi, Li Auto, and Harmony Intelligent Mobility. Second-tier battery makers like Sunwoda, CALB, and Gotion are rapidly rising as core options for diversified sourcing. This supply chain restructuring not only reshapes domestic competition but also brings more cost-competitive battery solutions to export models targeting Central Asia, Russia, and other emerging markets.

47864 days ago

JETTA's First EV Sedan M6 Completes MIIT Filing, 4806mm Length Targets 100,000-Yuan Segment

FAW-Volkswagen's JETTA brand has completed MIIT regulatory filing for its first all-electric sedan, the M6. Built on VW's CMP platform with proprietary Jiesi architecture, it offers 113kW and 145kW single-motor variants and is expected to launch later this year.

41468 days ago

May 2026 Power Battery Installation Rankings: CATL, BYD, CALB Three-Pillar Structure

May 2026 China power battery installation rankings are released. CATL leads with 45.2% share, BYD ranks second at 27.8%, and CALB third at 9.1%. LFP battery installation share broke 75%, while ternary lithium share further contracted to 23%. Industry CR3 concentration reached 82.1%, with head effect continuing to strengthen.

632100 days ago

CALB

August LFP Share Tops 82%; Energy Storage Exports Jump 134% YoY

Lynk & Co 900 Fire in Hangzhou: Dealer Blames Power Bank, Official Cause Pending

H1 2026 NEV Core Supply Chain Rankings: CATL, FinDreams Lead, Domestic Substitution Accelerates

Global EV Battery Installation Reaches 608.5GWh: Chinese Companies Surpass 70% Market Share

36 Automakers Enter Fortune China 500 with $940B Combined Revenue

CATL's Exclusive Monopoly Ends: Xiaomi Pengcheng Pairs with Sunwoda + CALB

JETTA's First EV Sedan M6 Completes MIIT Filing, 4806mm Length Targets 100,000-Yuan Segment

May 2026 Power Battery Installation Rankings: CATL, BYD, CALB Three-Pillar Structure

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