Lithium-battery production scheduling continued its strong run in October, with six sampled battery makers planning 214.6 GWh of output, up 57% year on year, while cathode, anode and electrolyte scheduling each rose more than 48%, according to industry data.
On the demand side, September's domestic NEV penetration reached 61.7% and energy-storage battery sales grew 104.4% year on year, remaining key growth drivers. Lithium-battery exports rose 36.4% in the first three quarters, with overseas demand continuing to pull output higher. Research institutions say the high-schedule boom persists, with year-on-year gains of 35% to 59%.
Source: National Business Daily / NetEase (paraphrased and translated from Chinese financial media; reprinted for informational purposes with attribution).
