In Jan‑Aug 2026, battery usage among major new car‑making brands showed strong overall growth with obvious differentiation. Leap ranked first with 24.3 GWh, followed by Xiaomi (23.2 GWh) and HIMA (22.0 GWh). FCB and Firefly delivered explosive year‑on‑year growth of 119% and 195% respectively. Most brands saw positive YoY increases, while Xpeng and Avatr were the exceptions, declining by 26% and 34% respectively
In terms of on-board battery capacity, the average on-board battery capacity of BEV models from major new car-making brands showed mixed performance compared with the same period in 2025. Denza took the leading position with 107.2 kWh, surpassing Nio, which ranked second at 106.0 kWh. For Nio, Voyah, LiAuto, Zeekr and Xpeng, the average battery capacity of their BEV models in Jan-Aug 2026 was lower than the level in 2025. Leap, which ranked first in total battery usage, only had an average on-board capacity of 63.2 kWh
The average on-board battery capacity of PHEV/EREV models from major new car-making brands showed a general upward trend compared with the same period in 2025. Xiaomi took the lead with 74.5 kWh, followed by Zeekr at 64.3 kWh and Xpeng at 60.3 kWh. All brands shown in the chart posted higher average battery capacity for their PHEV/EREV models in Jan-Aug 2026 than in 2025. FCB had the lowest average capacity at 35.7 kWh among these brands
Regarding battery suppliers, Avatr used CATL exclusively, while FCB & Denza under BYD Group used only BYD’s in-house batteries. Other brands adopted multi-supplier strategies. Xiaomi sourced mainly from CATL, BYD as second supplier. HIMA’s primary supplier was CATL, CALB its second supplier at 1.1%. LiAuto was CATL-led; Sunwoda, its second supplier, saw rapid share growth. Zeekr selected CATL as primary, Geely as second supplier. Voyah’s primary supplier was CATL, SVOLT its second supplier. Leap’s main suppliers were Gotion and CATL. Xpeng’s main suppliers were CALB and EVE. Nio (Onvo & Firefly): CATL 77.1%, second supplier BYD 15.7%
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