智通财经网·2025-10-14 10:13Core Insights - The Chinese automotive power battery industry continues to show significant growth, with production and sales figures for September and the first nine months of 2025 indicating strong year-on-year increases in both categories. Production Summary - In September 2025, the total production of power and other batteries reached 151.2 GWh, representing a month-on-month increase of 8.3% and a year-on-year increase of 35.4% [13][8]. - Cumulatively, from January to September 2025, the total production was 1,121.9 GWh, with a year-on-year growth of 51.4% [7][13]. Sales Summary - In September 2025, the total sales of power and other batteries amounted to 146.5 GWh, with a month-on-month increase of 9.0% and a year-on-year increase of 42.2% [18][16]. - For the first nine months of 2025, cumulative sales reached 1,067.2 GWh, reflecting a year-on-year growth of 55.8% [18][7]. Export Summary - In September 2025, the total export of power and other batteries was 26.7 GWh, showing a month-on-month increase of 18.2% and a year-on-year increase of 28.3% [28][25]. - Cumulatively, from January to September 2025, exports totaled 199.9 GWh, with a year-on-year growth of 45.5% [28][7]. Installation Volume Summary - The installation volume of power batteries in September 2025 was 76.0 GWh, marking a month-on-month increase of 21.6% and a year-on-year increase of 39.5% [49][46]. - From January to September 2025, the cumulative installation volume reached 493.9 GWh, with a year-on-year growth of 42.5% [49][46]. Material Type Breakdown - In September 2025, the production of lithium iron phosphate batteries was 119.4 GWh, accounting for 79.0% of total production, while ternary batteries accounted for 20.9% with a production of 31.5 GWh [12][11]. - Cumulatively, from January to September 2025, lithium iron phosphate batteries accounted for 78.8% of total production, while ternary batteries accounted for 21.0% [12][11]. Market Concentration - In September 2025, the top two battery manufacturers accounted for 63.8% of the market share, while the top five and top ten accounted for 81.1% and 94.4%, respectively [56][59]. - From January to September 2025, the top two manufacturers held 65.2% of the market share, with the top ten holding 94.3% [59][56].