On September 10, 2024, the monthly information of the power battery was released. In August, China power Battery, energy storage battery and a small number of small power batteries total output of 101.3GWh, an increase of 10.4 percent, an increase of 36.8 percent year-on-year. From January to August, the cumulative output of the battery was 623.1GWh, with a cumulative year-on-year increase. Among them, the output of lithium iron phosphate battery was 76.3GWh in August, accounting for more than 75.3%, and the cumulative output from January to August was 446.9GWh, accounting for more than 71.7%.

In August, the sales volume of power batteries, energy storage batteries and other small power batteries was 92.8GWh, with a quarter-on-quarter growth of 7.5 percent and a year-on-year growth of 43.2 percent. Yiwei carp energy, zhongxinhang, Ruipu Lanjun, Guoxuan Gaoke, Sunwoda, honeycomb energy all exceeded the average growth rate.

Monthly information of power battery in August, 2024

output:

in August, driven by the new energy vehicle market, the total output of power and other batteries in China was 101.3GWh, with a quarter-on-quarter growth of 10.4 percent and a year-on-year growth of 36.8 percent.

from January to August, the cumulative output of China's power and other batteries was 623.1GWh, with a cumulative year-on-year increase.

Sales:

in August, the sales volume of China's power and other batteries was 92.8GWh, with a quarter-on-quarter growth of 7.5 percent and a year-on-year growth of 43.2 percent. Among them, the sales volume of power batteries was 68.4GWh, with a month-on-month growth of 10.0 percent and a year-on-year growth of 26.6 percent, accounting for 73.7 percent of the total sales volume. Compared with last month, the sales volume of power batteries increased by 1.7 percent age points; the sales volume of other batteries was 24.4GWh, with a month-on-month growth of 1.1 percent and a year-on-year growth of 126.4 percent, accounting for 26.3 percent of the total sales volume.

From January to August, the cumulative sales volume of power and other batteries in China was 581.8GWh, with a cumulative year-on-year increase. Among them, the cumulative sales volume of power batteries was 448.8GWh, with a cumulative increase of 25.5 percent year-on-year, accounting for 77.1 percent of the total sales volume. Compared with the same period last year, the proportion of power batteries decreased by 10.2 percent age points; the cumulative sales volume of other batteries was 133.0GWh, with a cumulative year-on-year increase of 157.2 percent, accounting for 22.9 percent of the total cumulative sales volume.

In August, the total export of China's power and other batteries was 16.7GWh, with a quarter-on-quarter growth of 7.4 percent and a year-on-year growth of 36.5 percent. The total export accounted for 18.0 percent of the month's sales. Among them, the export volume of power batteries was 11.1GWh, an increase of 16.3 percent month on month, an increase of 6.1 percent year on year, accounting for 66.6 percent of the total export volume. Compared with last month, the proportion of power batteries increased by 5.1 percent age points; the export volume of other batteries was 5.6GWh, down 6.7% month on month, up 218.9% year on year, accounting for 33.4% of the total export volume?

Loading capacity:

in August, the loading capacity of power batteries in China was 47.2GWh, with a month-on-month growth of 13.5 percent and a year-on-year growth of 35.3 percent. Among them, the loading capacity of ternary batteries is 12.1GWh, accounting for of the total loading capacity, with a month-on-month growth of 6.8% and a year-on-year growth of 12.3%. The loading capacity of lithium iron phosphate batteries is 35.0GWh, accounting for 74.2% of the total loading capacity, the month-on-month growth was 16.1 percent, and the year-on-year growth was 45.6 percent.

From January to August, the cumulative loading capacity of power batteries in China was 292.1GWh, with a cumulative year-on-year increase. Among them, the cumulative loading capacity of ternary batteries is 85.7GWh, accounting for 29.4 percent of the total loading capacity, with a cumulative year-on-year increase of 23.6 percent; The cumulative loading capacity of lithium iron phosphate batteries is 206.2GWh, accounting for 70.6 percent of the total loading capacity, the cumulative year-on-year growth was 37.8 percent.