CATL’s Battery Growth Lifts Its Share While BYD’s Blade Cuts Differentials
CATL delivered 242.7 GWh in H1 2026, up 25.3% YoY, raising global market share from 38.2% to 39.9% and outpacing the overall market. Its Shenxing third-generation fast-charging LFP batteries support both mass and premium vehicle lines. BYD grew only 1.6% to 87.7 GWh, with Blade Battery ultra-fast charging keeping most demand concentrated in BYD vehicles.