Analysis of 2025 Market Performance of CATL Shenxing Ultra-Fast Charging Battery

Based on the public information I have queried, the information regarding the shipment growth rate of CATL’s Shenxing Ultra-Fast Charging Battery in Q4 is as follows:

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According to industry analysis data, in 2024, CATL’s Shenxing Battery and Kirin Battery together accounted for 30%-40% of power battery sales[1]. This proportion is expected to rise to 60%-70% in 2025, with Shenxing Battery becoming an important growth driver for the company’s power battery business[2].

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From January to October 2025, CATL’s lithium iron phosphate battery shipments exceeded 170GWh, accounting for approximately 36.4%[3]. In the lithium iron phosphate power battery market, CATL still maintains a leading position, with full-year installed capacity reaching 231.96GWh, ranking first with a market share of 37.10%[4].

was launched in April 2025. It is the world’s first lithium iron phosphate battery with both an 800km range and peak 12C ultra-fast charging capability, enabling a range of over 520km with just 5 minutes of charging[5]. This product has already reached cooperation agreements with 16 automakers, covering 39 mass-produced models. As mass production accelerates, it is expected to further accelerate market penetration from the second half of 2025 to 2026[6].

: As of now, specific data on the shipment growth rate of Shenxing Ultra-Fast Charging Battery in Q4 2025 has not been disclosed through public channels. However, from the overall trend:

1. In December 2025, CATL’s power battery installed capacity reached 45.71GWh, with a month-on-month growth. In December, ternary batteries accounted for 70.41% of installed capacity, while lithium iron phosphate batteries accounted for 41.25%[7]
2. CATL’s cumulative annual installed capacity reached 333.57GWh, with a year-on-year growth, and a market share of 43.42%[8]
3. As CATL’s core fast-charging product, Shenxing Battery is expected to maintain a rapid growth trend in shipments with the mass production of the second-generation product and the increase in cooperative models

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[1] Sina Finance - Mass Production of CATL’s 5th-Generation Lithium Iron Phosphate Battery (https://finance.sina.com.cn/roll/2025-11-14/doc-infxkpat1491128.shtml)
[2] Sina Finance - Review of CATL’s 2025 Third Quarterly Report (https://finance.sina.com.cn/stock/relnews/cn/2025-10-22/doc-infuutxc3089350.shtml)
[3] Sina Finance - Mass Production of CATL’s 5th-Generation Lithium Iron Phosphate Battery (https://finance.sina.com.cn/roll/2025-11-14/doc-infxkpat1491128.shtml)
[4] CnEV Post - Top battery makers’ market share in China in 2025 (https://cnevpost.com/2026/01/16/top-battery-makers-market-share-china-2025/)
[5] Eastmoney.com - Review of CATL’s Super Technology Day (https://pdf.dfcfw.com/pdf/H3_AP202504281663835314_1.pdf)
[6] Sina Finance - Mass Production of CATL’s 5th-Generation Lithium Iron Phosphate Battery (https://finance.sina.com.cn/roll/2025-11-14/doc-infxkpat1491128.shtml)
[7] Gasgoo - Power Battery Market Still Dominated by “Two Kings” (https://m.gasgoo.com/news/70443380.html)
[8] NE Time - Monthly Information on Power Batteries for December 2025 (https://ne-time.cn/web/article/37662)