According to the Huatai Securities Research Report, Xinyi Lithium Battery released pre-production data for the lithium battery industry chain in August. Among the sample companies, the battery production schedule was 198.8 GWh in August, a total of 244,000 tons of positive electrodes, +3.5% month-on-month, 214,000 tons of anodes, +4.9% month-on-month, 2.23 billion square meters of diaphragm, +0.9% month-on-month, and 141,000 tons of electrolyte, +5.6% month-on-month. The peak season effect continued. Demand for energy storage at home and abroad remains strong, and global automobile electrification continues to accelerate. Combined with export tax rebates at the end of the year to grab exports and the peak season for energy storage connected to the grid, production schedules are expected to increase at an accelerated pace in the second half of the year. The research report is optimistic about the current lithium battery price increase cycle. At the same time, it is optimistic about the sodium battery industry trend from 1 to N and the industrialization of new solid-state battery technology.

According to the Huatai Securities Research Report, Xinyi Lithium Battery released pre-production data for the lithium battery industry chain in August. Among the sample companies, the battery production schedule was 198.8 GWh in August, a total of 244,000 tons of positive electrodes, +3.5% month-on-month, 214,000 tons of anodes, +4.9% month-on-month, 2.23 billion square meters of diaphragm, +0.9% month-on-month, and 141,000 tons of electrolyte, +5.6% month-on-month. The peak season effect continued. Demand for energy storage at home and abroad remains strong, and global automobile electrification continues to accelerate. Combined with export tax rebates at the end of the year to grab exports and the peak season for energy storage connected to the grid, production schedules are expected to increase at an accelerated pace in the second half of the year. The research report is optimistic about the current lithium battery price increase cycle. At the same time, it is optimistic about the sodium battery industry trend from 1 to N and the industrialization of new solid-state battery technology.