China Automotive Power Battery Industry Innovation Alliance: In September, China's total power and energy storage battery output was 237.8 GWh, up 57.3% year-on-year

The Zhitong Finance App learned that the China Automobile Power Battery Industry Innovation Alliance released monthly power battery information for September 2026. In September, China's total output of power and energy storage batteries was 237.8 GWh, up 0.3% month-on-month and 57.3% year-on-year. From January to September, China's cumulative output of power and energy storage batteries was 1833.1 GWh, a cumulative year-on-year increase of 63.4%.

In terms of sales volume:

In September, the sales volume of power and energy storage batteries in China was 222.7 GWh, down 0.2% month-on-month and 52.0% year-on-year. Among them, power battery sales were 149.2 GWH, accounting for 67.0% of total sales, up 1.7% month-on-month, up 35.0% year on year; energy storage battery sales were 73.5 GWh, accounting for 33.0% of total sales, down 3.7% month-on-month, up 104.4% year on year.

From January to September, the cumulative sales volume of power and energy storage batteries in China was 1681.7 GWh, a cumulative year-on-year increase of 57.6%. Among them, the cumulative sales volume of power batteries was 1086.4 GWh, accounting for 64.6% of total sales, with a cumulative year-on-year increase of 38.2%; the cumulative sales volume of energy storage batteries was 595.4 GWh, accounting for 35.4% of total sales, with a cumulative year-on-year increase of 111.8%.

In September, China exported a total of 44.0 GWh of power and energy storage batteries, up 3.7% month-on-month and 64.5% year-on-year, accounting for 19.7% of sales in the same month. Among them, the export volume of power batteries was 28.4 GWh, accounting for 64.5% of the total export volume, up 14.9% month-on-month, and 60.9% year-on-year; the export volume of energy storage batteries was 15.6 GWh, accounting for 35.5% of total exports, down 11.9% month-on-month and 71.4% year-on-year.

From January to September, China exported a total of 302.9 GWh of power and energy storage batteries, with a cumulative year-on-year increase of 51.6%, accounting for 18.0% of cumulative sales. Among them, the cumulative export volume of power batteries was 199.7 GWh, accounting for 65.9% of the total export volume, with a cumulative year-on-year increase of 54.7%; the cumulative export volume of energy storage batteries was 103.2 GWh, accounting for 34.1% of the total export volume, with a cumulative year-on-year increase of 45.9%.

In terms of loading volume:

In September, domestic power battery loading capacity was 87.2 GWh, up 10.4% month-on-month and 14.7% year-on-year. Among them, the loading volume of ternary batteries was 12.3 GWh, accounting for 14.1% of the total load volume, up 11.7% from the previous year, down 10.9% year on year; the loading volume of lithium iron phosphate batteries was 74.5 GWh, accounting for 85.5% of the total load volume, up 10.3% month on month and 19.9% year on year.

From January to September, the cumulative load volume of domestic power batteries was 576.3GWh, a cumulative year-on-year increase of 16.7%. Among them, the cumulative loading volume of ternary batteries was 97.9 GWh, accounting for 17.0% of the total loading volume, with a cumulative year-on-year increase of 7.3%; the cumulative loading volume of lithium iron phosphate batteries was 477.2 GWh, accounting for 82.8% of the total loading volume, with a cumulative year-on-year increase of 18.5%.