China's EV Battery Installations Forecast to Rise 15.8% in 2026, Slower Than Expected

The pace of China’s electric vehicle battery market is set to moderate significantly in the coming year. According to the latest industry projection, total power battery installations across the country are expected to reach 888.7 GWh in 2026, marking a year-on-year increase of 15.8%. This growth rate represents a notable deceleration compared to the rapid expansion witnessed in 2025.

The slowdown in battery installation growth reflects broader market dynamics, including a maturation of the EV sector and potential shifts in consumer demand. While still positive, the easing trajectory suggests that the explosive growth phase of recent years may be transitioning into a more stable and sustainable period.

Industry analysts will be closely monitoring these trends, as battery installations serve as a key indicator of overall EV production and adoption. The forecasted figures underscore the evolving landscape of China’s new energy vehicle industry, which remains the world’s largest.