前三季度我国动力电池销量达786GWh 同比增长48.9%

Core Insights - In the first three quarters of this year, China's power battery sales reached 786 GWh, with exports exceeding 129 GWh, representing year-on-year growth of 48.9% and 32.7% respectively [1][2] - The global sales of new energy vehicles (NEVs) reached 9.757 million units in the first half of 2025, a year-on-year increase of 31.3%, with a market penetration rate of 21.4%. In China, NEV sales reached 6.937 million units, growing by 40.3% year-on-year, with a market penetration rate of 44.3% [1] - The World Power Battery Conference has become a significant platform for the industry, having launched over 600 new products and signed 249 major projects with a total investment of nearly 300 billion yuan in the past three years [1] Industry Overview - Sichuan province is a major player in the power battery sector, with an annual production capacity nearing 200 GWh and a total industry chain output value exceeding 300 billion yuan [2] - The host city of Yibin contributes to 16% of the national power battery production, with products exported to over 60 countries and regions, indicating that one in every ten new energy vehicles globally is equipped with batteries produced in Yibin [2] - The conference, themed "New Vision, New Ecology, New Opportunities," attracted over 100 domestic and international companies, including industry leaders such as CATL, BYD, and Chery, showcasing the collaborative efforts in the power battery and new energy vehicle sectors [2]