China's Lithium Battery Output to Surge 9% in September, Driven by Global Energy Storage Demand

Published: Sep 19, 2026 17:59 (GMT+8)

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According to multiple industry chain monthly survey data, September China lithium battery production schedules are expected to exceed 330 GWh, up approximately 9% MoM. Energy storage cells account for approximately 130 GWh, nearly 40% of the total. Energy storage growth mainly comes from overseas large-scale projects, with multiple energy storage stations in the Middle East, Europe and the US rushing to grid-connect before year-end. Overseas customers are concentratedly procuring 314Ah and above large-capacity energy storage cells, with leading battery makers' existing production lines fully booked through mid-October.

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