Cui Dongshu: In November, China's lithium battery export market performance varied, with a 42% increase in exports to the European Union and a decline in exports to the United States.

According to the Zhitong Finance and Economics APP, Cui Dongshu stated in an article that the recent fluctuation in lithium carbonate prices may bring about some disturbance to the prediction of the Chinese new energy vehicle market in 2026. Analyzing the changes in overseas battery demand, it can be seen that China's lithium battery exports were generally strong in the second and third quarters of 2025, averaging $6 billion per month, with a slight decline in the fourth quarter. In November 2025, China's exports of lithium batteries to the European Union surged by 42%, while exports to the United States plummeted by 44%.