China's Lithium Battery Exports Exceed 65% of Demand, Q1 Reaches 354.82 GWh

In Q1 2026, China's total lithium battery demand reached 354.82 GWh, up 43% year-on-year. Exports accounted for over 65% for the first time, becoming the dominant growth driver. Standalone battery exports surged 76% to 192.92 GWh, while NEV export-carrying battery demand also jumped 105% year-on-year.