电池排产

Battery Production - In August, C produced 63 GWh, a month-on-month increase of 15% and a year-on-year increase of 40% [1] - B produced 25.2 GWh in August, with a month-on-month increase of 10% and a year-on-year increase of 50% [1] - E's preliminary production in August was over 12 GWh, showing a month-on-month increase of 2% and a year-on-year increase of 60% [1] - Z's production in August was close to 11 GWh, with a month-on-month increase of 5% and a year-on-year increase of 50% [1] - G produced nearly 10 GWh in August, reflecting a month-on-month increase of 10% and a year-on-year increase of 65% [1] Material Production - For ternary materials, production in August was 0.8 million tons, remaining flat month-on-month but down 30% year-on-year due to lower-than-expected demand in the US [1] - Lithium iron phosphate (LiFePO4) production was 1.8 million tons in August, flat month-on-month and unchanged year-on-year [1] - Another LiFePO4 production line produced 2.5 million tons, with a month-on-month increase of 10% and a year-on-year increase of 10% [1] - Separator production reached over 400 million square meters, remaining flat month-on-month and up 24% year-on-year [1] - Another separator line produced nearly 1 billion square meters, with a month-on-month increase of 9% and a year-on-year increase of 50% [1] - Anode production was 2.7 million tons in August, showing a month-on-month increase of 6% and a year-on-year increase of 30% [1] - Copper foil production was 8,000 tons, flat month-on-month and up 23% year-on-year [1] - Another copper foil line produced over 12,000 tons, with a month-on-month increase of 2% and a year-on-year increase of 33% [1] - Aluminum foil production was over 18,000 tons, remaining flat month-on-month and up 40% year-on-year [1] Industry Trends - The main engine manufacturers are focusing on balancing performance and cost in battery cell procurement [3] - BYD is expanding its presence in Southeast Asia [5] - CATL is experiencing growth in the energy storage market that exceeds that of the power market [5]