China Auto Manufacturers_ Weekly Battery Updates (up to 15 Dec)
Audi·2024-12-23 01:54
shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： shuinu9870 shuinu9870 19 Dec 2024 05:35:44 ET │ 10 pages Weekly Battery Updates (up to 15 Dec) 更多一手调研纪要和研报数据加V： Dec-24E NEV+ESS Battery Forecasts: We estimate full sector NEV+ESS battery production at 116.6GWh in Dec-24E (-1% MoM) and 1,082GWh in FY24E (+39% YoY); Dec/FY24E ESS domestic shipments at 20.9GWh (-0.2% MoM) and 198.2GWh (+108% YoY); Dec/FY24E domestic NEV-PV battery installation at 62.4GWh (+6% MoM) and 480.7GWh (+36% YoY), factoring Dec-24E NEV-PV re ...