CNCEC(SH:601117) 智通财经网·2025-08-25 05:57Core Insights - The export volume of lithium-ion batteries from China reached 2.567 billion units in the first seven months of 2025, marking an 18.74% year-on-year increase [1] - The export value for the same period was $41.143 billion, reflecting a 26.2% year-on-year growth, continuing a stable upward trend [1] - In July 2025, the export value was $7.047 billion, showing a 31.66% year-on-year increase and a 6.77% month-on-month increase [1] Export Market Dynamics - Germany has overtaken the United States as the largest export market for Chinese lithium-ion batteries since May 2025, with an export value of $7.753 billion in the first seven months, a 31.71% increase year-on-year [1] - The United States is the second-largest market, with an export value of $7.418 billion, a slight increase of 0.39% year-on-year [1] - Vietnam ranks third, with an export value of $2.263 billion, up 7.14% year-on-year [1] Provincial Contributions - Guangdong Province has become the largest source of lithium-ion battery exports in China, with an export value of $10.679 billion, a 39.87% year-on-year increase, accounting for 26% of the national total [2] - Fujian Province follows closely with an export value of $10.659 billion, a 22.77% increase, representing 25.9% of the total [2] - Jiangsu Province ranks third with an export value of $5.502 billion, showing a marginal increase of 0.06% [2] Monthly Export Trends - The monthly export values for lithium-ion batteries in 2025 show significant growth, with July's export value reaching $7.047 billion, a 31.66% increase compared to July 2024 [4] - The total export value for the first seven months of 2025 was $41.143 billion, compared to $32.602 billion in the same period of 2024, indicating a robust growth trajectory [4] Notable Growth Regions - The provinces with the highest growth in export value include Guangxi Zhuang Autonomous Region, Hubei Province, and Hunan Province, with increases of 122.9%, 102.5%, and 102.42% respectively [2] - In terms of export volume, Guangxi, Hunan, and Fujian also showed significant increases, with growth rates of 131.72%, 59.07%, and 29.49% respectively [2]