中国电动汽车及储能电池:电池价格触底,成本利好,关税影响
Disclosures & Disclaimer This report must be read with the disclosures and the analyst certifications in the Disclosure appendix, and with the Disclaimer, which forms part of it. Automobiles China EV and ESS battery Equities Battery prices bottoming, cost tailwind, tariff impact China Battery prices have bottomed at historical low levels, but a sustained rebound remains elusive. Battery prices are currently at trough levels with the sector average battery cell price (lithium iron phosphate 'LFP') at c.RMB34 ...