China's Power Battery Installed Capacity Hits 87.2 GWh in September, Up 14.7% YoY

China's domestic power battery installed capacity totaled 87.2 GWh in September 2026, according to the China Automotive Power Battery Industry Innovation Alliance (中国汽车动力电池产业创新联盟). The figure rose 10.4% month-on-month and 14.7% year-on-year, underscoring the continued expansion of the new-energy vehicle market.

Steady growth through the year

Over the first nine months of 2026, cumulative installed capacity reached 576.3 GWh, up 16.7% compared with the same period last year. The sustained growth reflects rising EV sales and increasing adoption of higher-capacity battery packs across passenger and commercial segments.

Why it matters

Robust battery installation is a direct gauge of EV market health. For BYD — a vertically integrated maker that produces its own batteries and supplies them broadly — the sector's steady expansion signals resilient demand while it continues scaling domestic and global production of new-energy vehicles.

Release date: October 16, 2026