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GGII: Domestic power battery installed capacity was about 560.3 GWh in the first three quarters, up 16% year on year
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The Zhitong Finance App learned that according to NEV Jiaotong Insurance Calibration Data Statistics, the installed capacity of domestic power batteries in the first three quarters of 2026 was about 560.3 GWh, an increase of 16% over the previous year.

The top 12 power battery installed companies totaled about 544 GWh, accounting for 97.1% of the total installed capacity, down 0.5 percentage points from the market concentration share in the same period last year. Among the top 12 companies, Guoxuan Hi-Tech (002074.SZ), Everweft Lithium Energy (300014.SZ), Ruipu Lanjun, Zhengli New Energy, Jiyao Tong, LGES, and Inpai Battery all grew more than 30% year over year. Among them, Ruipu Lanjun had the highest year-on-year growth rate, reaching 71%, with a market share of 2.93%, an increase of nearly 1 percentage point over the same period last year.

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