Production Summary - In August, the total production of power and other batteries in China reached 139.6 GWh, representing a month-on-month increase of 4.4% and a year-on-year increase of 37.3% [1] - From January to August, the cumulative production of power and other batteries was 970.7 GWh, with a year-on-year growth of 54.3% [1] Sales Summary - In August, the total sales of power and other batteries amounted to 134.5 GWh, showing a month-on-month increase of 5.7% and a year-on-year increase of 45.6% [2] - The sales of power batteries in August were 98.9 GWh, accounting for 73.5% of total sales, with a month-on-month increase of 8.5% and a year-on-year increase of 44.4% [2] - Cumulatively, from January to August, total sales reached 920.7 GWh, with a year-on-year growth of 58.2% [2] Export Summary - In August, the total export of power and other batteries was 22.6 GWh, reflecting a month-on-month decrease of 2.6% but a year-on-year increase of 23.9% [2] - Cumulatively, from January to August, total exports reached 173.1 GWh, with a year-on-year growth of 48.5% [3] Installation Summary - In August, the installation volume of power batteries was 62.5 GWh, with a month-on-month increase of 11.9% and a year-on-year increase of 32.4% [4] - Cumulatively, from January to August, the total installation volume was 417.9 GWh, showing a year-on-year growth of 43.1% [4]

Core Insights - In July, China's total production of power and other batteries reached 133.8 GWh, marking a month-on-month increase of 3.6% and a year-on-year increase of 44.3% [1] - The total sales of power and other batteries in July were 127.2 GWh, showing a month-on-month decline of 3.2% but a year-on-year increase of 47.8% [1] Production and Sales - Power battery sales accounted for 91.1 GWh, representing 71.6% of total sales, with a month-on-month decrease of 3.1% and a year-on-year increase of 45.8% [1] - Other battery sales were 36.1 GWh, making up 28.4% of total sales, with a month-on-month decline of 3.4% and a year-on-year increase of 52.9% [1] Exports - Total exports of power and other batteries in July were 23.2 GWh, reflecting a month-on-month decrease of 4.7% but a year-on-year increase of 35.4% [1] - Power battery exports were 14.8 GWh, constituting 63.7% of total exports, with a month-on-month decline of 6.7% and a year-on-year increase of 48.4% [1] - Other battery exports reached 8.4 GWh, accounting for 36.3% of total exports, with a month-on-month decrease of 0.9% and a year-on-year increase of 17.4% [1] Installation - The installation volume of power batteries in July was 55.9 GWh, showing a month-on-month decrease of 4.0% and a year-on-year increase of 34.3% [1] - The installation volume of ternary batteries was 10.9 GWh, representing 19.6% of total installations, with a month-on-month increase of 1.9% but a year-on-year decrease of 3.8% [1] - The installation volume of lithium iron phosphate batteries was 44.9 GWh, making up 80.4% of total installations, with a month-on-month decrease of 5.3% and a year-on-year increase of 49.0% [1]

Core Insights - The Chinese power battery industry is experiencing significant growth, with production and sales figures showing substantial year-on-year increases in June 2023 [1][2][3]. Production Summary - In June 2023, the total production of power and other batteries in China reached 129.2 GWh, representing a month-on-month increase of 4.6% and a year-on-year increase of 51.4% [1]. - From January to June 2023, the cumulative production of power and other batteries was 697.3 GWh, with a year-on-year growth of 60.4% [1]. Sales Summary - In June 2023, the total sales of power and other batteries amounted to 131.4 GWh, marking a month-on-month increase of 6.3% and a year-on-year increase of 41.7% [2]. - Cumulative sales from January to June 2023 reached 659.0 GWh, reflecting a year-on-year growth of 63.3% [2]. Export Summary - In June 2023, the total export of power and other batteries was 24.4 GWh, with a month-on-month increase of 27.9% and a year-on-year increase of 22.5% [2]. - From January to June 2023, cumulative exports reached 127.3 GWh, showing a year-on-year growth of 56.8% [3]. Installation Summary - In June 2023, the installation volume of power batteries was 58.2 GWh, with a month-on-month increase of 1.9% and a year-on-year increase of 35.9% [4]. - Cumulative installation from January to June 2023 was 299.6 GWh, reflecting a year-on-year growth of 47.3% [4].

Production Summary - In May, the total production of power and other batteries in China reached 123.5 GWh, representing a month-on-month increase of 4.4% and a year-on-year increase of 47.9% [1] - From January to May, the cumulative production of power and other batteries was 568.1 GWh, with a year-on-year growth of 62.6% [1] Sales Summary - In May, the total sales of power and other batteries amounted to 123.6 GWh, showing a month-on-month increase of 4.7% and a year-on-year increase of 58.1% [2] - The sales of power batteries in May were 87.5 GWh, accounting for 70.8% of total sales, with a month-on-month increase of 1.0% and a year-on-year increase of 54.1% [2] - Cumulatively, from January to May, the total sales reached 527.5 GWh, with a year-on-year growth of 69.8% [2] Export Summary - In May, the total export of power and other batteries was 19.0 GWh, reflecting a month-on-month decrease of 14.6% but a year-on-year increase of 23.0% [2] - Cumulatively, from January to May, the total export reached 102.9 GWh, with a year-on-year growth of 68.0% [2] Installation Summary - In May, the installation volume of power batteries was 57.1 GWh, marking a month-on-month increase of 5.5% and a year-on-year increase of 43.1% [3] - Cumulatively, from January to May, the total installation volume was 241.4 GWh, with a year-on-year growth of 50.4% [3]

Core Insights - In April, China's total production of power and other batteries reached 118.2 GWh, a slight decrease of 0.03% month-on-month but a significant increase of 49.0% year-on-year [1] - Cumulatively, from January to April, the total production of power and other batteries was 444.6 GWh, reflecting a year-on-year growth of 67.1% [1] Sales Performance - In April, the total sales of power and other batteries were 118.1 GWh, marking a month-on-month increase of 2.3% and a year-on-year increase of 73.5% [2] - Power battery sales accounted for 86.6 GWh, representing 73.4% of total sales, with a month-on-month decrease of 1.0% and a year-on-year increase of 72.8% [2] - Cumulatively, from January to April, total sales reached 403.9 GWh, with a year-on-year growth of 73.7% [2] Export Data - In April, total exports of power and other batteries were 22.3 GWh, a month-on-month decrease of 2.9% but a year-on-year increase of 64.2% [2] - Cumulatively, from January to April, total exports reached 83.9 GWh, reflecting a year-on-year growth of 83.2% [3] Installation Volume - In April, the installation volume of power batteries was 54.1 GWh, showing a month-on-month decrease of 4.3% but a year-on-year increase of 52.8% [4] - Cumulatively, from January to April, the total installation volume was 184.3 GWh, with a year-on-year growth of 52.8% [4]