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China

China’s installed drive battery capacity increases by 14.7% y/y in September

On October 15, the China Automotive Power Battery Industry Innovation Alliance (CAPBIIA) released its monthly power battery data for September 2026.
In September, China’s total installed power battery capacity was 87.2 GWh, reflecting a year-over-year (y/y) increase of 14.7%. Specifically, the capacity of ternary bat....

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