Core Insights - The report from CMB International indicates that the domestic power battery installation volume in August continued to grow, with a total of 62.5 GWh, representing a year-on-year increase of 32.4% and a month-on-month increase of 11.9% [1] - China's battery exports remained stable, totaling 22.6 GWh in August, which is a year-on-year increase of 23.9% but a month-on-month decrease of 2.6%. Exports accounted for 16.8% of the total sales for the month [1] - Solid-state batteries are gradually moving from laboratory testing to mass production verification, with emerging applications in low-altitude flight, robotics, and AI opening new market opportunities, accelerating industrialization [1] Summary by Category Domestic Battery Installation - In August, the domestic power battery installation volume reached 62.5 GWh, marking a year-on-year growth of 32.4% and a month-on-month growth of 11.9% [1] Export Performance - Battery exports in August totaled 22.6 GWh, reflecting a year-on-year increase of 23.9% but a month-on-month decline of 2.6%. Exports constituted 16.8% of the total sales for the month [1] Industry Trends - Solid-state batteries are transitioning towards mass production, with new market opportunities emerging from low-altitude flight, robotics, and AI, which are expected to accelerate the industrialization process [1]
交银国际：内地电池行业股价上涨 关注固态电池产业化进度