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.