花旗：中国电池供应链实地调研_2025 年 7 月生产计划前瞻
2025-06-30 01:02
Flash | 27 Jun 2025 05:44:05 ET │ 9 pages China Battery Materials China Battery Supply Chain on the Ground: Jul-25 Production Plan Preview CITI'S TAKE Our channel checks with ZE Consulting suggest that Top-5 battery makers' production pipeline is estimated to be up by 6% MoM / 48% YoY. Within that, ZE Consulting estimates the production pipeline of CATL and BYD to be +13% MoM and -4% MoM, respectively. Our read-through is as follows – (1) CATL's massive improvement in production pipeline might be attributab ...