鑫椤锂电·2025-10-15 08:19Core Insights - The article highlights the continuous growth of China's power battery and other battery industries in the first three quarters of 2025, with significant increases in production, sales, and exports [4][14][26]. Production and Sales - In the first three quarters of 2025, the production and sales of power and other batteries reached 1121.9 GWh and 1067.2 GWh, respectively, representing year-on-year growth of 51.4% and 55.8% [4]. - In September 2025, the total production of power and other batteries was 151.2 GWh, with a month-on-month increase of 8.3% and a year-on-year increase of 35.4% [9][12]. - The cumulative sales of power and other batteries from January to September 2025 reached 1067.2 GWh, with a year-on-year growth of 55.8% [14]. Export Performance - Cumulative exports of power and other batteries in the first three quarters of 2025 amounted to 199.9 GWh, reflecting a year-on-year increase of 45.5% [4][26]. - In September 2025, the export volume of power batteries was 17.6 GWh, with a year-on-year growth of 50.9% [27][40]. Market Segmentation - In September 2025, the share of pure electric trucks in the total installation volume reached 16.0%, showing a significant year-on-year increase of 156.5% [4]. - The cumulative installation volume of power batteries from January to September 2025 was 493.9 GWh, with a year-on-year growth of 42.5% [47]. Material Types - In September 2025, the production of lithium iron phosphate batteries accounted for 79.0% of the total battery production, with a year-on-year increase of 65.4% [9]. - The sales of power batteries in September 2025 reached 110.5 GWh, with a year-on-year growth of 44.4% [20]. Company Rankings - In September 2025, the top ten companies in power battery sales included CATL, BYD, and others, with significant year-on-year growth rates [32][34]. - The cumulative sales of power batteries from January to September 2025 showed that CATL and BYD maintained their leading positions in the market [39]. Installation Concentration - In September 2025, the top two companies accounted for 63.8% of the total installation volume, indicating a slight decrease in market concentration compared to the previous year [62]. - The average installation volume per vehicle in September 2025 was 55.0 kWh, reflecting a month-on-month increase of 2.0% [63].