CNCEC(SH:601117) Xin Lang Cai Jing·2025-11-21 09:05Core Insights - The export volume of lithium-ion batteries from China reached 3.804 billion units from January to October 2025, marking an 18.93% year-on-year increase [1] - The export value during the same period was $62.348 billion, reflecting a 26.51% increase compared to the previous year [1] - Germany has become the largest export market for Chinese lithium-ion batteries, surpassing the United States since May 2025, with an export value of $11.267 billion, up 29.23% year-on-year [1] Export Volume and Value - The monthly export volume of lithium-ion batteries showed fluctuations, with a peak of 4.36 billion units in August 2025, representing an 18.24% increase year-on-year [1] - The monthly export value also varied, with the highest value recorded in October 2025 at $6.968 billion, a 24.64% increase year-on-year [1] Regional Performance - Guangdong province emerged as the largest source of lithium-ion battery exports, with an export value of $16.48 billion, a 40.52% increase year-on-year, accounting for 26.4% of the total export value [1][2] - The provinces with the highest growth in export value included Sichuan (364.14%), Hubei (132.12%), and Guangxi (74.98%) [1][2] Major Export Destinations - The top three export destinations for Chinese lithium-ion batteries in terms of value were Germany ($11.267 billion), the United States ($9.939 billion), and Vietnam ($3.590 billion) [1] - Notably, the export value to the United States decreased by 13.89% year-on-year, while exports to Germany increased significantly [1] Monthly Changes - The monthly changes in export volume and value indicate a consistent upward trend in the overall export performance of lithium-ion batteries, with significant growth observed in several months compared to the previous year [1][2]