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CATL’s Battery Growth Lifts Its Share While BYD’s Blade Cuts Differentials

CATL logoCATL
Sig3.35Sen+4.15Env0.00Soc0.00Gov0.00
BYD logoBYD
Sig2.25Sen-2.40Env0.00Soc0.00Gov0.00

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.

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