CNCEC(SH:601117) Xin Lang Cai Jing·2025-08-25 06:05Core 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 26.20% increase compared to 2024 [2] - Germany has become the largest export market for Chinese lithium-ion batteries, surpassing the United States, with an export value of $7.753 billion, a 31.71% increase year-on-year [3] - Guangdong province has emerged as the largest source of lithium-ion battery exports in China, with an export value of $10.679 billion, a 39.87% increase [4] Export Volume and Value Trends - Monthly export volume data shows consistent growth, with July 2025 recording 411 million units, a 25.38% increase from July 2024 [1] - Monthly export value also shows significant growth, with July 2025 reaching $7.047 billion, a 31.66% increase year-on-year [2] Provincial Export Performance - The top three provinces with the highest export value growth are Guangxi (122.9%), Hubei (102.5%), and Hunan (102.42%) [4] - Guangdong province's export volume was 874.04 million units, a 19% increase from the previous year [4] - Fujian province closely follows Guangdong, with an export value of $10.659 billion, a 22.77% increase [4]