In September 2026, China's installed capacity for electric vehicle traction batteries reached 87.2 GWh, marking a 14.7% year-on-year increase. Total production of batteries for transport and energy storage systems hit 237.8 GWh for the month, up 57.3% from the previous year. For the first nine months of 2026, production reached 1833.1 GWh, a 63.4% growth.
Total sales of batteries and energy storage systems reached 222.7 GWh in September. Traction batteries accounted for 149.2 GWh, or 67% of the total, while energy storage units made up 33% at 73.5 GWh. Sales for these categories grew by 35% and 104.4% respectively. Cumulative sales for the nine-month period reached 1681.7 GWh, reflecting a 57.6% increase compared to the previous year.
Exports of batteries and energy storage systems reached 44 GWh in September, a 64.5% year-on-year rise. Traction batteries accounted for 28.4 GWh of this volume, while energy storage systems contributed 15.6 GWh. Over the first nine months, China exported 302.9 GWh of battery products, an increase of 51.6%. Exports of traction batteries grew by 54.7%, while energy storage battery exports rose by 45.9%.
