CPCA chair Cui Dongshu said China’s combined power and other battery production was 237 GWh in September, up 57% YoY, with Jan–Sep output at 1,833 GWh, up 63% YoY. He said battery growth has cooled from above 60% this year as power-battery demand weakened and export tax rebate adjustments have reduced demand. In Sep 2026 lithium battery vehicle fitment was 87 GWh, up 15% YoY; Jan–Sep 2026 fitment was 576 GWh, up 17% YoY. The share of production fitted to vehicles fell to 44% in 2025 and to 37% i

CPCA chair Cui Dongshu said China’s combined power and other battery production was 237 GWh in September, up 57% YoY, with Jan–Sep output at 1,833 GWh, up 63% YoY. He said battery growth has cooled from above 60% this year as power-battery demand weakened and export tax rebate adjustments have reduced demand. In Sep 2026 lithium battery vehicle fitment was 87 GWh, up 15% YoY; Jan–Sep 2026 fitment was 576 GWh, up 17% YoY. The share of production fitted to vehicles fell to 44% in 2025 and to 37% in Sep 2026; in Sep 2026 NMC (ternary) fitment rate was 35% and LFP fitment rate 37%. Domestic lithium-battery vehicle fitments in Sep 2026 were 1.26 mln units, down 12% YoY — BEV passenger cars 810k (-6%), PHEV passenger cars 350k (-29%), BEV trucks 82k (+22%). Cui said the production figures show pronounced divergence across segments.