Guan Cha Zhe Wang·2025-08-25 02:16Group 1 - The global battery production capacity is projected to reach 3930 GWh by 2025, significantly exceeding the demand of 1161 GWh, indicating a capacity that is 3.4 times the actual demand [1] - The global battery installation volume in the first half of this year reached 504.5 GWh, marking a year-on-year increase of 37.3%, which is 15 percentage points higher than the growth rate of the previous year [2] - Chinese companies dominate the global battery market, holding nearly 70% of the market share, with six out of the top ten battery manufacturers being Chinese [2] Group 2 - CATL leads the global battery installation with 190.9 GWh, maintaining its position for eight consecutive years, and has a market share of 37.9% [2] - BYD ranks second with an installation volume of 89.9 GWh and a remarkable growth rate of 58.4%, capturing 17.8% of the market share [2] - Other notable Chinese battery manufacturers include Zhongxin Innovation, Guoxuan High-Tech, Yiwei Lithium Energy, and Honeycomb Energy [2] Group 3 - Despite a decline in domestic market share, Chinese companies are expanding their presence in international markets, with significant growth in battery installations outside China [4] - In the U.S., battery supply is in excess, with production capacity reaching 4.8 times the market demand, leading to a reassessment of investment strategies by companies like Panasonic [5] - Chinese manufacturers, including BYD and CATL, are increasing investments in Europe, while Western companies are scaling back their investments in battery production [6]