高工锂电·2025-08-25 10:34Core Viewpoint - China's lithium-ion battery exports have shown strong growth in the first seven months of 2025, with a significant increase in both quantity and value, driven primarily by demand in the automotive sector and energy storage solutions [2][12]. Export Performance - From January to July 2025, China exported 2.567 billion lithium-ion batteries, a year-on-year increase of 18.74%, with export value reaching $41.143 billion, up 26.2% [2]. - In July alone, the export value was $7.047 billion, reflecting a year-on-year growth of 31.66% and a month-on-month increase of 6.77% [2]. - The cumulative export of power and other batteries reached 150.5 GWh, marking a 53.1% increase, with power batteries accounting for over 64% of this total [2]. Key Players - Companies such as CATL, BYD, and others like Zhongxin Innovation, Guoxuan High-Tech, and Honeycomb Energy have outperformed the industry average in export growth, contributing significantly to the overall increase [3]. Regional Market Insights - Germany has become the largest export market for Chinese lithium-ion batteries, surpassing the U.S. after May 2025, with exports amounting to $7.753 billion, a 31.71% increase year-on-year [4]. - The recovery of the German electric vehicle market, particularly in July, has been a key driver, with significant increases in PHEV and BEV sales [4]. - The U.S. remains the second-largest market, with exports totaling $7.418 billion, a slight increase of 0.39% year-on-year, despite high tariff barriers [5]. Southeast Asia Dynamics - Vietnam has shown remarkable growth in electric vehicle adoption, particularly in two-wheeled vehicles, with a 99.2% year-on-year increase in electric motorcycle sales, reaching approximately 209,000 units [7]. - VinFast, a local company, has become a significant player in the Vietnamese market, delivering 68,000 electric vehicles by June 2025 [6][7]. Energy Storage Demand - The demand for energy storage solutions has also surged, with significant contracts awarded to Chinese companies in Saudi Arabia, Chile, and Australia [9][10][11]. - In Saudi Arabia, a major project for a 1000MW/4000MWh energy storage system was awarded to a Chinese company, valued at $364 million [9]. Global Market Position - Overall, China's lithium battery exports are transitioning from mere quantity expansion to gaining substantial influence in the global electric vehicle and energy transition markets [12]. - Different markets exhibit unique characteristics, with Europe focusing on deep integration in the automotive supply chain, while Southeast Asia emphasizes two-wheeled electric vehicles and energy storage in the Middle East and Latin America [13].