动力电池7月装机观察:中创新航4.69GWh创新高市占率首破8.4%迎六连涨

Core Insights - The domestic power battery installation volume in China is projected to reach 55.8 GWh by July 2025, representing a year-on-year growth of 26% [1] - The Hong Kong-listed power battery company, Innovation Navigation (stock code: 03931.HK), achieved an installation volume of 4.69 GWh, marking a record high for a single month and a year-on-year increase of 59.5% [1] - Innovation Navigation's market share has surpassed the 8% threshold, reaching 8.4%, indicating continuous growth for six consecutive months since February 2025 [1] Company Developments - On May 28, Innovation Navigation announced a joint venture agreement with Handan Investment Group and Handan Urban Transport Group to establish a new company through cash contributions [1] - The company's capacity expansion and customer recognition are driving its market share to break through critical thresholds [1]