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]

销量方面，6月，我国动力和其他电池销量为131.4GWh，环比增长6.3%，同比增长41.7%。其中，动力 电池销量为94.1GWh，占总销量71.6%，环比增长7.6%，同比增长34.9%；其他电池销量为37.4GWh， 占总销量28.4%，环比增长3.4%，同比增长62.5%。1-6月，我国动力和其他电池累计销量为659.0GWh， 累计同比增长63.3%。其中，动力电池累计销量为485.5GWh，占总销量73.7%，累计同比增长51.6%； 其他电池累计销量为173.5GWh，占总销量26.3%，累计同比增长108.5%。 7月10日，中国汽车动力电池产业创新联盟发布2025年6月动力电池月度信息。产量方面，6月，我国动 力和其他电池合计产量为129.2GWh，环比增长4.6%，同比增长51.4%。1-6月，我国动力和其他电池累 计产量为697.3GWh，累计同比增长60.4%。 ...

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]

1-4月，我国动力和其他电池累计出口达83.9GWh，累计同比增长83.2%。合计累计出口占前4月累计销 量20.8%。其中，动力电池累计出口为52.3GWh，占总出口量62.3%，累计同比增长28.9%；其他电池累 计出口量为31.6GWh，占总出口量37.7%，累计同比大幅增长。 据中国汽车动力电池产业创新联盟数据，4月，我国动力和其他电池合计出口22.3GWh，环比下降 2.9%，同比增长64.2%。合计出口占当月销量18.9%。其中，动力电池出口量为14.5GWh，占总出口量 64.8%，环比增长4.0%，同比增长53.6%；其他电池出口量为7.9GWh，占总出口量35.2%，环比下降 13.4%，同比大幅增长。 ...

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]