[7.11 Lithium Battery News] H1 automotive and power battery data released | Car dealer inventory coefficient rose in June

[China Automobile Dealers Association: Auto Dealer Inventory Coefficient Reaches 1.42 in June, Up 1.4% YoY]The China Automobile Dealers Association (CADA) released its June 2025 "Auto Dealer Inventory" survey results on July 10: The comprehensive inventory coefficient for auto dealers stood at 1.42 in June, representing a 2.9% MoM increase and a 1.4% YoY growth rate. While inventory levels remained below the warning threshold, they exceeded the reasonable range. Based on CADA Passenger Vehicle Branch statistics projecting terminal sales of 2.084 million units in June, the total month-end inventory for auto dealers was estimated at approximately 2.95 million units. (FinanceLink)

[CAAM: China's NEV Sales Hit 6.937 Million Units in H1, Up 40.3% YoY]Data released by the China Association of Automobile Manufacturers (CAAM) on July 10 shows the automotive market maintained strong momentum from January to June, with both production and sales exceeding 15 million units, achieving over 10% YoY growth. Specifically, NEV production and sales reached 6.968 million and 6.937 million units respectively, with corresponding YoY growth rates of 41.4% and 40.3%. New NEV sales accounted for 44.3% of total new vehicle sales. In exports, China's automotive exports totaled 3.083 million units during H1, up 10.4% YoY, including 1.06 million NEV exports which surged 75.2% YoY. A CAAM official stated that domestic market improvements driven by the continuing effectiveness of the trade-in policy contributed to over 10% YoY growth, providing strong support for overall market expansion. NEVs maintained rapid growth momentum with rising market share, leading accelerated industrial transformation. Looking forward to H2, the program of large-scale equipment upgrades and consumer goods trade-ins will continue orderly implementation. Coupled with richer new product offerings from enterprises, this is expected to sustain automobile consumption growth and ensure healthy industry operations. (FinanceLink)

[Beijing: Optimizing Passenger Vehicle Quota Allocation to Better Serve Household Vehicle Needs]The Beijing Municipal People's Government issued the "Beijing Special Action Plan for Deepening Reform to Boost Consumption," which includes provisions to improve the automotive consumption ecosystem. Measures involve optimizing passenger vehicle quota allocation to better meet household vehicle demands, nurturing used car business entities, and continuing to implement convenience measures such as "reverse invoicing" and cross-regional transaction registration for used car sales. The plan also emphasizes enhancing information sharing in the automotive sector, supporting third-party used car information query platforms to facilitate trustworthy transactions, and expanding aftermarket consumption sectors including vehicle modification, leasing, racing events, and RV camping. Organize a series of NEV competitions within the Beijing-Tianjin-Hebei region to stimulate NEV consumption vitality. (Cailian Press)

[In H1, China's total exports of power and other batteries reached 127.3 GWh, up 56.8% YoY] China Industrial Innovation Alliance for Power Battery released June 2025 monthly data on power batteries. In June, China exported 24.4 GWh of power and other batteries combined, up 27.9% MoM and 22.5% YoY. Total exports accounted for 18.5% of monthly sales. Among them, power battery exports reached 15.8 GWh (65.0% of total exports), up 17.1% MoM and 16.6% YoY; other battery exports reached 8.5 GWh (35.0% of total exports), up 54.7% MoM and 35.2% YoY. From January to June, China's cumulative exports of power and other batteries reached 127.3 GWh, up 56.8% YoY. Total cumulative exports accounted for 19.3% of H1 cumulative sales. Among them, cumulative power battery exports reached 81.6 GWh (64.1% of total exports), up 26.5% YoY; cumulative other battery exports reached 45.6 GWh (35.9% of total exports), up 174.6% YoY. (Science and Technology Innovation Board Daily)

[Hongxing Development: Some solid-state battery companies procure manganese products for performance validation] Hongxing Development stated on its interactive platform that downstream solid-state battery companies have purchased certain manganese products from the company for battery performance validation. The company's manganese product capacities primarily include EMD and high-purity manganese sulphate, both at 30,000 mt/year. It also possesses Mn3O4 production technology with pilot-scale validation completed, though no commercial production has commenced. (Cailian Press)

[Derui Lithium Battery: Accelerating final acceptance of new capacity construction] Derui Lithium Battery released investor relations activity records, stating the company is currently advancing the final acceptance of new capacity construction which has not yet commenced production. Capacity release will align with sales and order conditions, with initial focus on lithium-manganese and lithium-iron primary batteries. (Cailian Press) Z13/>Related Readings: