Overall market
Global new energy vehicle sales reached 9.256 million units in the first half of 2026, up 6% year on year, while power battery installations totaled 558.8GWh, up 20% year on year, according to statistics from Gaogong Industry Research (GGII).
GGII said the industry's overall growth has shifted from broad expansion into a phase of stable total growth and internal structural differentiation.
Top 10 and Chinese battery makers
The top 10 power battery makers installed a combined 492.5GWh in the first half of 2026, accounting for 88% of the global total, GGII data show.
Seven of the top 10 companies are Chinese, with a combined share of 72.8%.
Gotion High-tech
Gotion High-tech's global power battery installations rose 82% year on year in the first half of 2026, and its market share increased 1.7 percentage points from the same period last year, according to GGII.
Breakdown by vehicle type, battery chemistry and region
By vehicle category, passenger cars accounted for 468.4GWh of installations, buses 4.6GWh and special-purpose vehicles 85.8GWh, according to GGII.
By battery chemistry, lithium iron phosphate batteries accounted for 345.4GWh, ternary batteries 213.0GWh and other types 0.4GWh.
By region, China accounted for 334.7GWh, Europe 118.0GWh, North America 41.7GWh and other regions 64.4GWh.
By country, the top 10 markets were China with 334.7GWh, the United States with 40.9GWh, Germany with 26.8GWh, the United Kingdom with 21.8GWh, France with 16.5GWh, South Korea with 14.6GWh, Australia with 7.2GWh, Thailand with 6.7GWh, Italy with 6.5GWh and Spain with 5.5GWh.