According to the Huatai Securities Research Report, Xinyi Lithium Battery announced that the lithium battery industry chain was pre-scheduled for production in July. Among the sample companies, battery production was 108.3 GWH, +1.9% month-on-month; 133,000 tons of cathode, -0.4% month-on-month; 121,000 tons of negative electrodes, +1.7% month-on-month; 75,000 tons of electrolyte, +2.7% month-on-month; mainly due to the continuous increase in domestic demand for ternary materials, the rest increased month-on-month. Growth, energy storage ushered in after US tariffs on China were lowered A new round of export grabbing. In the long run, new domestic models and new technology are constantly being introduced, and the prospects for the energy storage market in Europe, Asia, Africa, and Latin America are improving. They are optimistic that the marginal improvement of battery supply and demand, and that leading battery companies will increase production capacity utilization and achieve a sharp rise in quantitative profit.

Zhitongcaijing · 6d ago
According to the Huatai Securities Research Report, Xinyi Lithium Battery announced that the lithium battery industry chain was pre-scheduled for production in July. Among the sample companies, battery production was 108.3 GWH, +1.9% month-on-month; 133,000 tons of cathode, -0.4% month-on-month; 121,000 tons of negative electrodes, +1.7% month-on-month; 75,000 tons of electrolyte, +2.7% month-on-month; mainly due to the continuous increase in domestic demand for ternary materials, the rest increased month-on-month. Growth, energy storage ushered in after US tariffs on China were lowered A new round of export grabbing. In the long run, new domestic models and new technology are constantly being introduced, and the prospects for the energy storage market in Europe, Asia, Africa, and Latin America are improving. They are optimistic that the marginal improvement of battery supply and demand, and that leading battery companies will increase production capacity utilization and achieve a sharp rise in quantitative profit.