China’s production of Power Batteries Plummeted in April, But May Pick Up in May as Impact of Pandemic Was Diminished

Published: Jun 13, 2022 16:54
Source: SMM
SHANGHAI, Jun 13 (SMM) - China's power battery output totalled 28.9 GWh in April, up 124% YoY, but down 26% MoM.

SHANGHAI, Jun 13 (SMM) - China's power battery output totalled 28.9 GWh in April, up 124% YoY, but down 26% MoM. In April, the massive outbreak of COVID-19 in China disrupted the production and sales of some battery makers. The output of NMC batteries was 10.3 Gwh, down 34% MoM, but up 54% YoY. The output of LFP batteries was 18.6 Gwh, down 21% MoM, but up 200% YoY. The proportion of LFP batteries recovered to about 64%, while that of NMC batteries stood at 35%.

The installed capacity of power batteries totalled 13.3 GWh in April, down 38% month-on-month, but up 58% year-on-year. The large-scale COVID lockdowns across Liaoning, the Yangtze River Delta region and other areas hindered the transportation, which, coupled with suppressed end demand, resulted in a decline in the installed capacity. The installed capacity of NMC batteries was 4.4 Gwh, a decrease of 47% MoM and 15.6% YoY. The installed capacity of LFP batteries was 8.9 Gwh, down 33% MoM, but up 177% YoY.


Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn
For more information on how to access our research reports, please contact:service.en@smm.cn
Related News
[SMM Analysis] ITC Rejects Tariffs on Chinese Graphite Anodes, Final Duties Not Imposed
Mar 13, 2026 19:55
[SMM Analysis] ITC Rejects Tariffs on Chinese Graphite Anodes, Final Duties Not Imposed
Read More
[SMM Analysis] ITC Rejects Tariffs on Chinese Graphite Anodes, Final Duties Not Imposed
[SMM Analysis] ITC Rejects Tariffs on Chinese Graphite Anodes, Final Duties Not Imposed
[SMM Analysis] On March 12, 2026, the US International Trade Commission (ITC) ruled against imposing tariffs on graphite imports from China. Below is the complete timeline of the US anti-dumping and countervailing duty (AD/CVD) investigation into China’s active anode material (graphite anode) imports, the duty rates at each stage, and the latest outcome as of March 12, 2026.
Mar 13, 2026 19:55
NDRC Approves Hami-Dunhuang Third 750 kV Transmission Line Project
Mar 13, 2026 17:48
NDRC Approves Hami-Dunhuang Third 750 kV Transmission Line Project
Read More
NDRC Approves Hami-Dunhuang Third 750 kV Transmission Line Project
NDRC Approves Hami-Dunhuang Third 750 kV Transmission Line Project
Recently, the National Development and Reform Commission (NDRC) issued the Reply on the Approval of the Hami–Dunhuang Third 750 kV Transmission Line Project, formally approving the Xinjiang Hami–Dunhuang Third 750 kV Transmission Line Project. The implementation of this project was of great significance for improving the backbone structure of the main power grid in Northwest China, strengthening the mutual support capacity between the Gansu and Xinjiang power grids, and enhancing Xinjiang’s capacity to absorb new energy. According to previously disclosed environmental impact assessment information, the project had a total static investment of 1.3509 billion yuan and was scheduled for completion in March 2027.
Mar 13, 2026 17:48
Jijing UHV DC Project Enters Final Feasibility Stage, Aiming for 2029 Operation
Mar 13, 2026 17:44
Jijing UHV DC Project Enters Final Feasibility Stage, Aiming for 2029 Operation
Read More
Jijing UHV DC Project Enters Final Feasibility Stage, Aiming for 2029 Operation
Jijing UHV DC Project Enters Final Feasibility Stage, Aiming for 2029 Operation
On March 12, it was learned from State Grid Jilin Electric Power Co., Ltd. that the project to transmit power from the Songliao Clean Energy Base in Northeast China to North China (the “Jijing UHV DC Project”) officially entered the final stage of the feasibility study. According to the plan, the project is expected to complete project approval in 2026, enter the substantive construction phase in 2027, and be completed and put into operation in 2029.
Mar 13, 2026 17:44