Gasgoo Munich-According to data released by the China Automotive Battery Innovation Alliance, China's combined output of power and energy storage batteries reached 237.8 GWh in September 2026, edging up 0.3% from the previous month and jumping 57.3% year on year. For the first nine months of 2026, cumulative output reached 1,833.1 GWh, up 63.4% year on year.
On the sales front, total sales of power and energy storage batteries slipped 0.2% from August to 222.7 GWh in September, though they still climbed 52.0% from a year ago. Power batteries accounted for 67.0% of the total at 149.2 GWh, while energy storage batteries made up the remaining 33.0% at 73.5 GWh.
Over the first nine months, combined sales reached 1,681.7 GWh, a 57.6% increase from last year. Power batteries accounted for 1,086.4 GWh, or 64.6% of the total. Energy storage batteries contributed 595.4 GWh — a 35.4% share — with sales surging 111.8% from a year earlier.
Exports gained momentum. September shipments rose 3.7% from August and 64.5% from a year earlier to 44.0 GWh, accounting for 19.7% of the month's sales. In the first nine months, cumulative exports reached 302.9 GWh — a 51.6% annual increase — making up 18.0% of total sales over the period.
As for vehicle installations, domestic power battery installations advanced 10.4% from August to 87.2 GWh in September, a 14.7% annual increase. LFP batteries dominated with 74.5 GWh installed, capturing 85.5% of the total. Ternary batteries accounted for just 14.1%, at 12.3 GWh.
January through September saw cumulative installations of 576.3 GWh, up 16.7% from a year earlier. LFP batteries made up 82.8% of the total at 477.2 GWh, while ternary batteries contributed 97.9 GWh, or 17.0%.
