花旗：中国电池材料_与SMM合作的中国电池供应链核查_电池生产管道预计环比增长 1%

Flash | 07 Jul 2025 10:52:51 ET │ 9 pages China Battery Materials China Battery Supply Chain Check with SMM: Battery production pipeline is estimated to be +1% MoM CITI'S TAKE According to SMM, the battery production pipeline is estimated to be up by 1% MoM and 39% YoY in Jul-25. Within that, EV battery production pipeline might be flattish MoM, while that of ESS battery demand is forecast to continually be +4% MoM. Most of the battery materials follow the largely flattish MoM trend, barring lithium carbona ...