China's Lithium Battery Exports Show Resilient Growth in 2025, Driven by Emerging Markets

In 2025, China's lithium battery exports continued their steady and progressive trajectory. Although the growth rate has moderated compared to the previous high-growth phase, resilient expansion has been achieved through a diversified market strategy. This stands in stark contrast to the ongoing decline in solar cell exports. The export structure of lithium batteries shows clear regional divergence: the European Union remains the largest market, with its share of demand continuing to rise and serving as the primary driver of growth. Exports to the United States weakened due to the phasing out of U.S. new energy vehicle subsidies, while shipments to Japan and South Korea also declined simultaneously. Meanwhile, emerging markets such as those in the Middle East and Oceania have shown strong performance, effectively offsetting downward pressure from traditional markets. Notably, overall export prices for lithium batteries have trended downward, with unit prices for both primary lithium batteries and lithium-ion storage batteries declining. Overall, by deepening engagement in core markets and expanding into emerging ones, China’s lithium battery industry has maintained export stability amid evolving external conditions.