阳光电源：整体判断公司明年电芯供应保持稳定状态

Core Viewpoint - The company indicates that the recent price increases in battery cells were primarily driven by the rise in lithium carbonate prices, but currently, there are no significant fluctuations in lithium carbonate prices, and the supply-demand situation is relatively stable [1] Group 1: Supply and Demand Dynamics - The supply of battery cells was tight recently due to high global growth in energy storage, but overall production capacity is sufficient [1] - The tension in supply is gradually easing as manufacturers are activating their production capacities [1] - The company maintains long-term strategic partnerships with numerous excellent battery cell manufacturers to ensure a stable supply of battery cells [1] Group 2: Future Outlook - The company anticipates that the supply of battery cells will remain stable in the coming year [1]