CATL and EVE Energy dominate the heavy-duty truck battery market

In terms of new energy heavy-duty truck battery installations, CATL has become the market leader with a market share of 74%. EVE Energy has also shown strong growth momentum, with a market share of 16% from January to May. Together, the two battery companies account for more than 90% of the heavy-duty truck battery supply market. In the new car announcement data, CATL's share of heavy-duty truck new car battery matching has increased from 10% in 2019 to 80% in 2023, showing that its dominant position in the field of heavy-duty truck battery matching is unlikely to be shaken in the short term.