China Battery Materials_ China Battery Supply Chain on the Ground_ Nov-24 Production Plan Preview

28 Oct 2024 11:30:47 ET │ 11 pages China Battery Materials China Battery Supply Chain on the Ground: Nov-24 Production Plan Preview CITI'S TAKE The robust momentum slightly cool down when we are approaching into Nov, as ZE Consulting's latest channel check suggests Top-5 battery makers' production is estimated to be up by 1% MoM in Nov-24 (vs 8% MoM up in Oct-24). Within that, BYD continued the strong production pipeline, mainly attributable to the solid EU sales and preparation for front-loading domestic d ...