China Battery Market Report: September 2026 Performance
China's battery production and sales surged in September 2026, with total output reaching 237.8 GWh and cumulative nine-month exports hitting 302.9 GWh.

China's battery production and sales surged in September 2026, with total output reaching 237.8 GWh and cumulative nine-month exports hitting 302.9 GWh.

China's power battery sector saw significant growth in September 2026, with total production reaching 237.8 GWh and domestic installations hitting 87.2 GWh.

Former Tesla and Ford executive Doug Field joins Mind Robotics as president, following the startup's successful fundraising of over $1 billion.

The China Automotive Engineering Research Institute clarified that its safety report for the Maextro V800 brake pedal applies only to tested samples, not to mass-produced vehicles.

Chinese regulators have released draft guidelines banning fully concealed door handles and mandating safety upgrades for innovative vehicle designs by 2027.
Dongfeng Nissan has committed to maintaining rigorous joint venture testing standards for its new energy vehicles amid new regulatory requirements for automotive design safety in China.
XPeng and Tesla are the only two companies participating in the new 'Smart Driving Lab' at the 2026 Paris Motor Show, marking a significant showcase of autonomous driving tech.
XPeng Group has become the first Chinese company to hold a secretary-general position within the United Nations autonomous driving regulatory framework.
The US clean energy sector lost nearly 37,000 jobs in 2025, ending four years of growth as federal policy shifts led to project cancellations across 35 states.

Volkswagen and Gotion High-tech are planning three joint ventures with a total investment of €3,22 billion to develop battery production facilities in Spain, Slovakia, and Morocco.

Seven Chinese government departments have released a 2030 roadmap for the new battery industry, targeting mass-market all-solid-state batteries and 15,000-cycle lithium technology.
The ZET SCALE alliance has placed a 2 500-truck order for electric Class 8 vehicles, with Tesla named as the primary supplier.

Li Auto expects to deploy solid-state batteries in vehicles on a limited scale by 2027 or 2028, while full-scale mass production remains at least five years away.

China's Ministry of Industry and Information Technology has criticized the 'de-CATL' trend, warning that undermining industry leaders threatens the sector's competitive advantage.

Samsung SDI will restart investment in its US-based Synergy Cells unit to produce LFP batteries for energy storage, with operations expected to launch in late 2028.

CATL has partnered with Egypt's BME to establish local battery pack production, providing technology licensing and equipment for a facility with an initial 1 GWh annual capacity.

Hungary is reviewing investment deals with Chinese firms, tightening environmental and labor regulations for major projects by BYD and CATL.

China's power battery installations reached 79.0 GWh in August 2026, with CATL and BYD maintaining their dominant market positions.

CATL has opened direct online sales for its 587 Ah LFP energy storage cells at $65 per kWh, targeting small and medium-scale system integrators.

Stark Future is releasing 500 units of the limited-edition Stark VARG SM Sköll electric supermoto, featuring titanium components and a blackout design.
