In October, the total output of power and other batteries in China was 113.1GWh, an increase of 1.6% month-on-month and 45.5% year-on-year.
From January to October, the cumulative output of power and other batteries in China was 847.5GWh, a year-on-year increase of 38.3%.
In terms of sales:
In October, China's power and other battery sales were 110.3GWh, up 6.2% month-on-month and 47.4% year-on-year. Among them, the sales volume of power batteries was 79.1GWh, accounting for 71.7% of the total sales, an increase of 3.3% month-on-month and a year-on-year increase of 30.6%; Other cell sales were 31.2GWh, accounting for 28.3% of total sales, up 14.1% QoQ and 118.6% YoY.
From January to October, the cumulative sales of power and other batteries in China were 796.0GWh, a year-on-year increase of 43.2%. Among them, the cumulative sales volume of power batteries was 604.5GWh, accounting for 75.9% of the total sales, with a cumulative year-on-year increase of 26.7%; The cumulative sales volume of other cells was 191.5GWh, accounting for 24.1% of the total sales, with a cumulative year-on-year increase of 143.2%.
In October, China's power and other battery exports totaled 19.9GWh, down 1.6% month-on-month and 38.6% year-on-year. Total exports accounted for 18.0% of the month's sales. Among them, the export volume of power batteries was 10.8GWh, accounting for 54.6% of the total exports, down 7.8% month-on-month and 3.8% year-on-year; Other cell exports were 9.0GWh, accounting for 45.4% of total exports, up 7.0% month-on-month and 194.0% year-on-year.
From January to October, China's cumulative exports of power and other batteries reached 146.0GWh, a year-on-year increase of 26.5%. The total cumulative exports accounted for 18.3% of the cumulative sales in the first 10 months. Among them, the cumulative export volume of power batteries was 103.3GWh, accounting for 70.8% of the total exports, with a year-on-year increase of 2.7%; The cumulative export volume of other batteries was 42.6GWh, accounting for 29.2% of the total exports, with a cumulative year-on-year increase of 189.5%.
In terms of loading volume:
In October, China's power battery loading capacity was 59.2GWh, an increase of 8.6% month-on-month and a year-on-year increase of 51.0%. Among them, the installed capacity of ternary batteries was 12.2GWh, accounting for 20.6% of the total installed volume, down 7.2% month-on-month and 1.1% year-on-year; The installed volume of lithium iron phosphate batteries was 47.0GWh, accounting for 79.4% of the total installed volume, an increase of 13.7% month-on-month and a year-on-year increase of 75.1%.
From January to October, the cumulative installed capacity of power batteries in China was 405.8GWh, a year-on-year increase of 37.6%. Among them, the cumulative installed capacity of ternary batteries was 111.1GWh, accounting for 27.3% of the total installed volume, with a cumulative year-on-year increase of 18.3%; The cumulative installed volume of lithium iron phosphate batteries was 294.5GWh, accounting for 72.6% of the total installed volume, with a cumulative year-on-year increase of 46.7%.
In October 2024, the top 15 domestic power battery enterprises in terms of installed capacity are as follows:
From January to October 2024, the top 15 domestic power battery enterprises in terms of installed capacity are as follows:
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