Cui Dongshu: In May, the total production of power and other batteries in our country was 192GWh, a year-on-year increase of 38%.

The vice chairman of the China Association of Automobile Manufacturers, Cui Dongshu, said in May, the total production of power and other batteries in China was 192GWh, an increase of 38% compared to the same period last year. From January to May, the total production of power and other batteries in China was 863GWh, with a 30% year-on-year growth. The battery growth rate this year has dropped from over 69% to 30%, due to the sluggish demand for power batteries leading to a gradual decline in battery demand. In May 2026, the installed capacity of lithium batteries was 72GWh, an increase of 26% compared to the same period last year. From January to May 2026, the installed capacity of lithium batteries was 259GWh, a 7% year-on-year increase. In 2025, the proportion of installed capacity in the production of power batteries was maintained at 44%, but by May 2026, the proportion had dropped to 38%, with ternary battery installation rate at 38% and lithium iron phosphate installation rate at 37%. The main energy density range of the current mainstream batteries for pure electric vehicles is between 125 and 160. Particularly in April and May 2026, the proportion of batteries in the 140 to 160 range has reached 46%, an increase of 14 percentage points compared to the same period last year.