电池行业月报：10月中国电池装车量同比增51%；固态电池行业催化频发

Investment Rating - The report does not provide a specific investment rating for the battery industry or individual companies [4]. Core Insights - In October 2024, China's battery installation volume increased by 51% year-on-year, driven by the growth in new energy vehicle sales, with lithium iron phosphate battery installation volume rising to 79% [2][3]. - The total battery production in China for October was 113.1 GWh, reflecting a year-on-year increase of 45.5%, while sales reached 110.3 GWh, up 47.4% year-on-year [3]. - The report highlights significant advancements in solid-state battery technology, with multiple companies announcing progress in their development [3]. Summary by Sections Battery Installation and Sales - In October, China's power battery installation volume reached 59.2 GWh, marking a 51% year-on-year increase and an 8.6% month-on-month increase [2]. - Cumulative power battery installation volume from January to October was 405.8 GWh, up 37.6% year-on-year [2]. Production and Export - The production of power batteries in October was 79.1 GWh, with a year-on-year increase of 30.6% [3]. - Battery exports in October totaled 19.9 GWh, a year-on-year increase of 38.6%, with energy storage batteries seeing a 194% increase in exports [3]. Solid-State Battery Developments - Companies like CATL and Huawei are making strides in solid-state battery technology, with CATL entering the sample trial phase for a 20Ah solid-state battery [3]. - The report anticipates that solid-state batteries will find applications in the aviation sector, driven by supportive policies [3]. Market Outlook - The report suggests that the passenger car market and power battery installation volumes are expected to maintain high growth rates towards the end of the year, supported by new car launches and trade-in policies [3].