高盛：Cha battery and components_ Slowg CAPEX pots to sequential recovery; Buy CATL, tion, EVE Energy
informs·2024-06-01 16:01
30 May 2024 | 9:56PM HKT 2131d4eaf4cb4d50b1d51c8af07b64b4 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 China battery and components Slowing CAPEX points to sequential recovery; Buy CATL, Gotion, EVE Energy Battery utilisation recovering from 1Q24 trough, affirming our 'soft landing' thesis. With demand rising again from Feb 2024, we have observed a sustained battery capacity utilisation recovery from the 1Q24 low of 34% to 61% in May (further improving to 62% in Jun, according to ICC). We see 2024E as likely the trough of ...