中国电池行业_2025 年 1 - 8 月中国电池出口数据要点_非美国市场支撑储能系统（BESS）需求强劲-China Battery Sector_ Takeaways from 8M25 China battery export data_ Non-US market underpins BESS demand strengths

22 September 2025 | 6:44AM HKT Equity Research CHINA BATTERY SECTOR Takeaways from 8M25 China battery export data: Non-US market underpins BESS demand strengths Piecing together data from customs of different countries, we try to gauge battery export flow of China and the role it plays in the imports of the rest of the world (as we did in our 1H25 export trends analysis). We continue to see non-US markets underpinning BESS demand strength, helping to offset US weakness as suggested in Aug, based on datapoin ...