7月我国动力和其他电池合计产量同比增长44.3%

Core Insights - In July, China's total production of power and other batteries reached 133.8 GWh, marking a month-on-month increase of 3.6% and a year-on-year increase of 44.3% [1] - The total sales of power and other batteries in July were 127.2 GWh, showing a month-on-month decline of 3.2% but a year-on-year increase of 47.8% [1] Production and Sales - Power battery sales accounted for 91.1 GWh, representing 71.6% of total sales, with a month-on-month decrease of 3.1% and a year-on-year increase of 45.8% [1] - Other battery sales were 36.1 GWh, making up 28.4% of total sales, with a month-on-month decline of 3.4% and a year-on-year increase of 52.9% [1] Exports - Total exports of power and other batteries in July were 23.2 GWh, reflecting a month-on-month decrease of 4.7% but a year-on-year increase of 35.4% [1] - Power battery exports were 14.8 GWh, constituting 63.7% of total exports, with a month-on-month decline of 6.7% and a year-on-year increase of 48.4% [1] - Other battery exports reached 8.4 GWh, accounting for 36.3% of total exports, with a month-on-month decrease of 0.9% and a year-on-year increase of 17.4% [1] Installation - The installation volume of power batteries in July was 55.9 GWh, showing a month-on-month decrease of 4.0% and a year-on-year increase of 34.3% [1] - The installation volume of ternary batteries was 10.9 GWh, representing 19.6% of total installations, with a month-on-month increase of 1.9% but a year-on-year decrease of 3.8% [1] - The installation volume of lithium iron phosphate batteries was 44.9 GWh, making up 80.4% of total installations, with a month-on-month decrease of 5.3% and a year-on-year increase of 49.0% [1]