January 27, 2026 02:41 AM GMT Contemporary Amperex Technology Co. Ltd. | Asia Pacific Material Inflation is Hurting Real Demand Key Takeaways Exhibit 1: LFP cell material BOM cost Other materials Electrolyte Copper foil Aluminum foil Rmb/kWh LFP cathode Anode Separators End 3Q25 Now 350 300 250 200 150 100 50 - 29.00 30.00 30.25 28.10 72.48 56.82 25.30 15.40 18.70 17.00 22.00 19.00 138.23 80.50 framework * = GAAP or approximated based on GAAP Source: Wind, SMM, Morgan Stanley Research | M | | | | --- | --- ...

Vital to AmericaTesla (@Tesla):Nearing completion of our first LFP cell manufacturing factory in North America https://t.co/OLNRWajz4l ...

RT Tesla (@Tesla)Nearing completion of our first LFP cell manufacturing factory in North America https://t.co/OLNRWajz4l ...

First LFP cell manufacturing factory in North America by Teslahttps://t.co/F6C1u52H2s ...

Nearing completion of our first LFP cell manufacturing factory in North America https://t.co/OLNRWajz4l ...