Top 10 Domestic Power Battery Export Volume from January to July: Two Companies Double Growth, BYD Shows Significant Increase

From January to July, the cumulative export of power batteries in China increased by 29.4% year-on-year. Companies such as BYD, SVOLT Energy, and REPT Battero exceeded the average growth rate, with SVOLT Energy and REPT Battero achieving year-on-year growth of 159.8% and 111.9%, respectively.

On August 11, the China Automotive Power Battery Industry Innovation Alliance released the latest data showing that in July, China’s total exports of power batteries and other batteries (note: “other batteries” mainly refer to energy storage batteries, including a small number of small power batteries) reached 23.2 GWh, a month-on-month decrease of 4.7% and a year-on-year increase of 35.4%, accounting for 18.3% of that month’s total sales. Among them, power batteries accounted for 63.7% of exports and other batteries accounted for 36.3%. Compared with the previous month, the proportion of other batteries increased by 1.3 percentage points.

Image source: China Automotive Power Battery Industry Innovation Alliance

From January to July, China's cumulative exports of power and other batteries reached 150.5 GWh, with a year-on-year cumulative growth of 53.1%, accounting for 19.1% of cumulative sales during the same period. The proportions of power batteries and other batteries were 64.1% and 35.9%, respectively, with the power battery proportion remaining unchanged compared to the previous month's cumulative volume.

From January to July, China's power battery exports reached 96.4 GWh.

Specifically,In terms of power batteriesIn July, China’s power battery exports reached 14.8 GWh, a month-on-month decrease of 6.7% and a year-on-year increase of 48.4%. From January to July, the cumulative export of power batteries in China was 96.4 GWh, representing a year-on-year increase of 29.4%.

In terms of the material type of power batteries, in July, China's export volume of ternary power batteries was 8.4 GWh, a month-on-month decrease of 7% and a year-on-year increase of 32.9%, accounting for 56.6% of the total. From January to July, the cumulative export volume of China's ternary power batteries was 56.4 GWh, with a cumulative year-on-year growth of 22.3% and a cumulative proportion of 58.4%.

In July, China's exports of lithium iron phosphate (LFP) power batteries amounted to 6.2 GWh, a month-on-month decrease of 7.6% and a year-on-year increase of 76.1%, accounting for 42.3% of the total. From January to July, the cumulative export volume of LFP power batteries in China was 39.4 GWh, with a cumulative year-on-year growth of 42%, accounting for 40.8% of the total.

Other aspects of batteriesIn July, China’s export volume of other batteries was 8.4 GWh, a month-on-month decrease of 0.9% and a year-on-year increase of 17.4%. From January to July, the cumulative export volume of other batteries in China reached 54.1 GWh, representing a cumulative year-on-year growth of 127.1%. Most of these other batteries are energy storage batteries, with lithium iron phosphate as the main cathode material.

Image source: China Automotive Power Battery Industry Innovation Alliance

At the corporate level, in July, China's exports of power and other batteries increased by 35.4% year-on-year. Companies such as BYD, CALB, EVE Energy, Microvast, and REPT Battero exceeded the average growth rate, with REPT Battero having the highest growth rate, increasing by 269.2% year-on-year.

From January to July, the cumulative year-on-year growth of China's power and other battery exports increased by 53.1%. Companies such as BYD, CALB, Gotion High-Tech, SVOLT Energy, and REPT exceeded the average growth rate, with REPT and SVOLT Energy achieving a year-on-year doubling of growth, with increases of 206.2% and 170%, respectively.

In July, China's power battery exports increased by 48.4% year-on-year. CATL, BYD, CALB, EVE Energy, Ruipu Lanjun, and others exceeded the average growth rate, with Ruipu Lanjun achieving the highest growth at 144.5% year-on-year.

From January to July, China's power battery exports increased by 29.4% year-on-year. Companies such as BYD, SVOLT Energy, and REPT Battero exceeded the average growth rate, with SVOLT Energy and REPT Battero achieving year-on-year growth of 159.8% and 111.9% respectively.

Overseas is the next main battlefield for China's power battery industry.

Battery Network has noted that from January to July, REPT BATTERO and SVOLT Energy have shown outstanding performance in battery exports, mainly due to an increase in orders for power and energy storage battery products, with scale effects becoming evident.

Ruipu Lanjun recently released its half-year report, showing that it sold a total of 32.4 GWh of lithium battery products in the first half of the year, a year-on-year increase of 100.2%. Among them, shipments of energy storage batteries reached 18.87 GWh, a year-on-year increase of approximately 119.3%; shipments of power batteries reached 13.53 GWh, a year-on-year increase of approximately 78.5%. In terms of sales revenue, the company's power battery product sales generated revenue of 4.027 billion yuan, a year-on-year increase of 40.9%; energy storage battery product sales generated revenue of 5.083 billion yuan, a year-on-year increase of 58.4%.

In terms of global expansion, REPT Battero has established subsidiaries in regions such as the United States, Germany, and Southeast Asia, actively exploring international markets and establishing deep cooperative relationships with leading global energy storage and new energy vehicle enterprises. At the same time, the company plans to build production plants in Southeast Asia, Europe, and South America. In January this year, the company announced its investment in the construction of a battery manufacturing base in Indonesia, with the first phase planned to have an annual production capacity of 8 GWh for power and energy storage batteries and systems, as well as battery components.

In July this year, Honeycomb Energy made another key move in expanding its overseas power battery sector. Following deliveries to Europe’s STELLANTIS and BMW MINI, Honeycomb Energy’s short-plate battery, known for its high safety, long lifespan, and fast-charging advantages, was successfully delivered to Vietnam’s VinFast, providing core power support for its Limo Green model.

In addition, Honeycomb Energy's storage products have entered the markets of multiple countries and regions in Europe, the Middle East, and the Asia-Pacific. The cumulative number of projects has exceeded 200+, spanning over 30 countries. It is expected that the cumulative sales will reach 5GWh in 2025 and 8GWh in 2026.

In addition to Ruipu Lanjun and Hive Energy, BYD's export growth is also significant. In both the "Top 10 Power and Other Battery Exports in China" and the "Top 10 Power Battery Exports in China," the company's battery exports in July increased by 96.5% year-on-year; from January to July, the exports increased by 86% year-on-year.

In terms of battery installation, in July, the total installed capacity of BYD's new energy vehicle power batteries and energy storage batteries was approximately 22.350 GWh, with a cumulative installed capacity of approximately 156.876 GWh from January to July.

According to data released by the South Korean research institute SNE Research, the global (excluding China) installed capacity of power batteries reached 209.2 GWh in the first half of 2025, representing a year-on-year increase of 23.8%.

In the first half of the year, among the top 10 global (excluding China) companies for electric vehicle battery installations, five Chinese battery companies made the list: CATL, BYD, Farasis Energy, Gotion High-Tech, and SVOLT. The total installation volume of these five Chinese companies in the overseas electric vehicle battery market was 90.3 GWh, with a market share of 43.2%.

Dong Yang, Chairman of the China Automotive Power Battery Industry Innovation Alliance, recently stated in an article that overseas markets are the next main battlefield for China’s power battery industry. Although there are issues such as involutional competition in China’s new energy vehicles and power batteries, from the perspective of international competition, Chinese new energy vehicles and power batteries possess the strongest competitiveness. The electrification of automotive products has become an irreversible international trend. For a considerable period of time, China’s new energy vehicle and power battery industries can maintain advantages such as advanced technology, rapid innovation, and relatively low costs, giving them strong international competitiveness. The competitive advantages of China’s new energy vehicles and power batteries in the domestic market are already evident. However, the international market is the main battlefield for competition between Chinese and foreign new energy vehicles and power batteries.

Research institution EVTank also mentioned that, in addition to the continued high demand in the Chinese market, leading companies accelerating their overseas expansion has also contributed to a significant increase in lithium battery shipments. In its "White Paper on the Development of China’s Lithium-ion Battery Industry (2025)", EVTank predicts that global lithium-ion battery shipments will reach 1,899.3 GWh in 2025 and 5,127.3 GWh in 2030.

It can be seen that going overseas is becoming a key pathway for Chinese enterprises' global expansion and value chain upgrading. However, in the face of high tariff barriers, escalating trade wars, and other uncertainties, how can Chinese enterprises accelerate the upgrade from "product going global" to "industry going global" amid industry integration and global competition and cooperation?

The 12th China (Suzhou) Battery New Energy Industry International Summit (ABEC 2025 | Battery "Davos"), organized by the Zhongguancun New Battery Technology Innovation Alliance and the Battery "Davos" (ABEC) Organizing Committee, will be held in Suzhou, Jiangsu from November 11 to 13, 2025.The theme of this forum is "Seeking Innovation and Adapting to Change: Reshaping Value - The Determination and Resilience in the Reshuffling Cycle of China's Battery New Energy Industry."“Overseas Ventures Chronicle: Accelerating Industry Consolidation and Global Competition-Cooperation in Battery New Energy”Conduct in-depth discussions on hot topics mentioned above.。At that time,600+Executives from leading domestic and international enterprises, listed companies, specialized and innovative enterprises, gazelle companies, unicorns, renowned institutions, investment funds, industry associations, and government departments will attend the event for precise networking and valuable dialogues.