Core Insights - The report by Zhiyan Consulting analyzes the market dynamics and investment opportunities in the Chinese manual tools industry from 2025 to 2031 [1] Group 1: Industry Performance - In July 2025, the production of electric hand-held tools in China was 14.66 million units, representing a year-on-year decline of 23% [1] - From January to July 2025, the cumulative production of electric hand-held tools in China reached 116.777 million units, showing a cumulative decrease of 3.7% [1] Group 2: Data Sources and Analysis - The data is sourced from the National Bureau of Statistics and organized by Zhiyan Consulting, a leading industry consulting firm in China [1] - Zhiyan Consulting has over a decade of experience in industry research, providing in-depth reports, business plans, feasibility studies, and customized services [1]

根据国家统计局数据显示：2025年5月中国电动手提式工具产量为1586万台，同比下降13%；2025年1-5 月中国电动手提式工具累计产量为8329.9万台，累计增长1.6%。 上市企业：锐奇股份（300126） 相关报告：智研咨询发布的《2025-2031年中国手动工具行业市场动态分析及投资机会研判报告》 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2020-2025年1-5月中国电动手提式工具产量统计图 数据来源：国家统计局，智研咨询整理 ...

数据来源：国家统计局，智研咨询整理 根据国家统计局数据显示：2025年6月中国电动手提式工具产量为1753万台，同比下降10.1%；2025年1- 6月中国电动手提式工具累计产量为10062.8万台，累计下降0.6%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市企业：锐奇股份（300126） 相关报告：智研咨询发布的《2025-2031年中国手动工具行业市场动态分析及投资机会研判报告》 ...

Group 1: New Energy Vehicle Sales - In April, China's new energy vehicle sales reached 1.226 million units, with domestic sales at 1.025 million units, showing a month-on-month decline of 5% but a year-on-year increase of 39.3% [2][4] - For the first four months of 2025, new energy vehicle production and sales totaled 4.429 million and 4.3 million units, respectively, reflecting year-on-year growth of 48.3% and 46.2% [5] Group 2: Battery Installation and Production - In April, the domestic power battery installation volume was 54.1 GWh, a year-on-year increase of 52.8%, but a month-on-month decrease of 4.3% [7] - The cumulative power battery installation volume from January to April reached 184.3 GWh, with a year-on-year growth of 52.8% [7] Group 3: Energy Storage Market - In March, the domestic energy storage battery shipment volume was 47.5 GWh, showing a year-on-year increase of 159.6% and a month-on-month increase of 8.8% [9] Group 4: Market Trends and Policies - The continuation of the vehicle replacement policy and consumer incentives from car manufacturers, along with a half-price purchase tax policy at the end of the year, are expected to sustain growth in China's new energy vehicle market [16] - The U.S. market is anticipated to slow down due to increased tariffs and changes in potential new energy subsidy policies, while the European market is facing stricter carbon emission regulations [16]

Key Points - In April, China's new energy vehicle sales reached 1.226 million units, with domestic sales at 1.025 million units, showing a month-on-month decrease of 5% but a year-on-year increase of 39.3% [1][3] - Exports of new energy vehicles amounted to 200,000 units, reflecting a month-on-month increase of 27% and a year-on-year increase of 76% [1] - From January to April 2025, the production and sales of new energy vehicles were 4.429 million and 4.3 million units respectively, with year-on-year growth of 48.3% and 46.2% [4] Battery Industry - In April, the total installed capacity of power batteries in China was 54.1 GWh, showing a month-on-month decrease of 4.3% but a year-on-year increase of 52.8% [6] - The share of ternary batteries in the total installed capacity was 9.3 GWh, accounting for 17.2%, with a month-on-month decrease of 7.0% and a year-on-year decrease of 6.3% [6] - Lithium iron phosphate batteries accounted for 44.8 GWh, representing 82.8% of the total, with a month-on-month decrease of 3.8% but a year-on-year increase of 75.9% [6] - Cumulatively, from January to April, the total installed capacity of power batteries reached 184.3 GWh, with a year-on-year growth of 52.8% [6] Energy Storage - In March, domestic energy storage battery shipments reached 47.5 GWh, showing a year-on-year increase of 159.6% and a month-on-month increase of 8.8% [7]

Core Viewpoint - In February, China's new energy vehicle (NEV) sales reached 892,000 units, driven by consumer incentives and the recovery of the automotive market after the Spring Festival [2][3]. Group 1: New Energy Vehicle Sales - In February, the production and sales of new energy vehicles in China were 888,000 and 892,000 units respectively, marking year-on-year increases of 91.5% and 87.1% [3]. - From January to February, the cumulative production and sales of new energy vehicles reached 1.903 million and 1.835 million units, both showing a year-on-year growth of 52% [4]. Group 2: Power Battery Data - In February, the domestic power battery installation volume was 67.2 GWh, reflecting a year-on-year increase of 49.7% [6]. - By December 2024, the power battery installation volume is projected to be 75.4 GWh, with a month-on-month growth of 12.2% and a year-on-year growth of 57.3% [7]. - For the first two months of the year, the cumulative power battery installation volume was 73.6 GWh, with a year-on-year increase of 46.5% [7]. Group 3: Energy Storage Battery Production - In February, the domestic energy storage battery production was 26.3 GWh, showing a significant year-on-year growth of 162.4%, although it experienced a month-on-month decline of 3.1% [9]. Group 4: Market Outlook - The Chinese NEV market is expected to continue growing due to the extension of the vehicle replacement policy and various consumer incentives from automakers, alongside a half-price purchase tax policy at the end of the year [15]. - In the U.S. market, growth is anticipated to slow down due to increased tariffs and changes in potential new energy subsidy policies [15]. - The European market is experiencing steady growth, but stricter carbon emission regulations are being proposed, which may affect compliance flexibility for automakers [15].