With the release of June sales data by many domestic new energy vehicle companies, the competitive situation in the first half of this year has become clear, the supporting power battery situation has also become clear, and the industry structure has shown a new trend.
No.1 Battle Report: Many domestic new energy vehicle companies announced H1 sales
Recently, many domestic new energy vehicle companies announced their sales in June and the first half of the year:
In terms of the market, thanks to this year’s old-for-new policy, the domestic automobile consumption market continued to heat up in the first half of the year. At the same time, June is an important node in the first half of the year, and the willingness of car companies to rush for volume has increased, further improving the retail performance of the car market.
Within the above statistical scope, 9 companies achieved positive growth year-on-year. Among them, Xiaomi Auto, Xiaopeng Auto, Leapmotor, Geely New Energy, Deep Blue Auto, BYD and Great Wall New Energy have a higher year-on-year growth rate.
Battery China learned that, in terms of models, the sales of plug-in hybrid/extended range models have increased significantly, becoming another main force driving the sales of new energy vehicles; in terms of voltage, 800V high-voltage fast charging is gradually becoming the standard configuration of the main models of new energy vehicles. This is also closely related to the forward-looking launch of battery companies’ own plug-in hybrid/extended range, high-voltage fast charging and other special batteries.
As one of the core components of new energy vehicles, which companies’ power batteries are supported by the above-mentioned new energy vehicle companies? It has become one of the focuses of the industry.
No.2 The situation of power batteries supported by major new energy vehicle companies
The editor has sorted out the situation of power batteries supported by the above-mentioned new energy vehicle companies:
1. BYD’s models are all provided with power batteries by its subsidiary Fudi Battery.
In the first half of this year, BYD’s new energy vehicle sales maintained a fault-like lead. Data from the Power Battery Application Branch showed that from January to May, BYD led the installation of power batteries to exceed 48GWh.
With BYD’s frequent efforts in overseas markets and the continued hot sales of its models, it will help it achieve its annual sales target of 5.5 million vehicles.
2. Geely’s new energy power battery suppliers are numerous, mainly including CATL, Honeycomb Energy, Jidian New Energy, Xinwanda, Guoxuan High-tech, Zhongxinhang, Fujiang New Energy, Ruipu Lanjun, Yiwei Lithium Energy, LG New Energy, Zhengli New Energy, etc.
Geely’s new energy sales have grown strongly, and 48% of the annual target has been completed from January to June. Data shows that from January to May, it has driven the installation of power batteries to exceed 18GWh.
In terms of batteries, Geely New Energy not only cooperates extensively with battery companies, but also Geely Holding Group established Zhejiang Jiyao Tongxing Energy Technology Co., Ltd. in April this year, merging its original different battery brands, and plans to form its own 70GWh battery annual production capacity by 2027.
3. Leapmotor power battery suppliers mainly include Guoxuan High-tech, Zhongxinhang, Zhengli New Energy, Honeycomb Energy, Ruipu Lanjun, CATL, Xinwanda, etc.
In June 2025, Leapmotor delivered 48,006 new vehicles, an increase of more than 138% year-on-year, setting a new monthly record since the beginning of this year, and the monthly deliveries in April, May and June exceeded 40,000 vehicles. From January to June, Leapmotor delivered 221,664 new vehicles, a year-on-year increase of 156%, ranking first among domestic new forces car companies.
From January to May this year, Leapmotor drove the installation of power batteries to exceed 8GWh.
As one of Leapmotor’s strategic partners, Zhengli New Energy has not only equipped many of Leapmotor’s main models, but also its new generation of upgraded BEV batteries, which are also equipped with the highly anticipated 2026 Leapmotor C10 replacement models, to help Leapmotor build 800V high-voltage fast-charging and long-range pure electric models.
4. The power battery for Hongmeng Intelligent Driving is exclusively supplied by CATL.
According to the data, Hongmeng Intelligent Driving has “four realms” models on the market, namely, the question realm of Huawei and Seres, the wisdom realm of cooperation with Chery, the enjoyment realm of cooperation with BAIC, and the respect realm of cooperation with JAC. This year, Huawei also laid out the “Shangjie” brand with SAIC Group, and plans to launch new models in the fourth quarter of this year.
From January to May this year, Hongmeng Intelligent Driving drove the installation of power batteries to nearly 10GWh.
5. The main power battery suppliers of Ideal Auto are CATL, Xinwanda, and Honeycomb Energy.
Data shows that from January to May, Ideal Auto drove the installation of power batteries to exceed 7GWh.
In terms of battery matching, Xinwangda has not only matched many main models such as Ideal L8/L7/L6/i8, but also provided battery matching for Ideal i6 in the latest 396th batch of new energy models announced.
This not only shows that the strategic cooperation between Xinwangda and Ideal Auto continues to deepen, but also shows the recognition of Xinwangda by the leading new forces of car companies. In terms of business layout, Xinwangda’s power battery product matrix has covered all levels of pure electric, plug-in hybrid and extended-range models.
In addition, the scale of Honeycomb Energy matching Ideal Auto has also steadily increased.
6. Xpeng Motors’ power batteries are mainly matched by Fudi Battery, EVE Energy, Zhongxinhang, Xinwangda, CATL, etc.
Xpeng Motors delivered 34,611 new cars in June, a year-on-year increase of 224%, and the delivery volume exceeded 30,000 for 8 consecutive months. From January to June, 197,189 new cars were delivered, exceeding its full-year delivery volume in 2024; with a year-on-year increase of 249%, it is the fastest growing company among the above-mentioned new energy vehicle companies.
From January to May this year, Xpeng Motors drove the installation of power batteries to exceed 11GWh. Among battery suppliers, Yiwei Lithium Energy has successively provided power batteries for Xiaopeng Motors G3, P5, P7, P7+, G9, X9 and other models, and the cooperation between the two parties has continued to deepen.
Xpeng G7 will be launched on the evening of July 3, and it is expected that it will further drive the installation of power batteries in the second half of the year.
7. Great Wall New Energy’s power battery suppliers mainly include Honeycomb Energy, CATL, Guoxuan High-tech, etc.
In the first five months of this year, Great Wall New Energy drove the installation of power batteries by about 3.60GWh. Among them, its Honeycomb Energy still accounts for the highest proportion.
8. GAC Aion’s supporting power batteries are mainly provided by CATL, Inpai Battery, Yiwei Lithium Energy, Sinotruk, Farasis Energy, Juwan Technology Research and other companies.
From January to May, GAC Aion drove the installation of power batteries of about 5.34GWh. Its battery matching adheres to the combination of self-supply (Yipai Battery and Juwan Technology Research are battery brands under GAC Group) and external supply.
9. Xiaomi Auto’s power batteries are provided by CATL and Fudi Battery.
In the first five months of this year, Xiaomi Auto drove the installation of power batteries exceeding 11GWh, reaching 11.68GWh, ranking first among new energy vehicle companies. With the recent release of Xiaomi YU7, it is expected to continue to increase its power battery installation.
10. Deep Blue Auto’s power batteries are mainly provided by CATL and Zhongxinhang.
As a new energy brand focused on by Changan Automobile, Deep Blue Auto adopts a variety of technical routes such as BEV and PHEV, driving the installation of power batteries of about 3.85GWh from January to May this year.
From a market perspective, CATL still occupies a major position in the power batteries provided by the above-mentioned new energy vehicle companies. At the same time, automakers such as Geely New Energy, Leapmotor, Xiaopeng, and GAC Aion have demonstrated diversified battery supply strategies, which has also made the battery market competition particularly fierce. Next, battery companies with technological innovation capabilities, cost control advantages, and high-end production capacity may compete through differentiated products such as dedicated batteries and solid-state batteries to seize market share.
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