智通财经网·2025-06-12 08:21Group 1: Battery Production and Sales - In May 2025, China's total production and sales of power and other batteries reached 123.5 GWh and 123.6 GWh, respectively, representing year-on-year growth of 47.9% and 58.1%, with a production-to-sales ratio close to 1 [1] - The power battery installation volume in May was 57.1 GWh, showing a year-on-year increase of approximately 43.1% [1] - The market share of CATL in China's power battery installation volume increased by 3.4 percentage points to 42.9% [1] Group 2: Export Trends - In May, China's power and other battery exports reached 19 GWh, with a year-on-year increase of 23.0% but a month-on-month decrease of 14.6%, accounting for 15% of total sales [5] - The export growth of energy storage and other batteries slowed down due to tariff disturbances, but a partial tariff agreement between China and the US in May 2025 is expected to boost exports in June [5] Group 3: Company Developments - EVE Energy announced plans to list H-shares in Hong Kong to enhance its capital strength and international competitiveness, with a new battery factory in Malaysia expected to start production in Q1 2025 [2] - CATL's research team published findings on lithium metal battery failure mechanisms, aiming to achieve energy density breakthroughs exceeding 500 Wh/kg, which could facilitate the large-scale application of solid-state batteries [4] Group 4: Industry Standards - The China Automotive Engineering Society released the "Full Solid-State Battery Determination Method," establishing a clear definition and standards for solid-state batteries, which will help standardize the market and promote technological collaboration across the industry [3]