中国电池行业-关于 “反内卷” 的事实、进展及影响-China Battery Sector_ Facts, Developments and Impacts about Anti-involution, we prefer Yuneng & Hyperstrong

15 August 2025 | 2:20PM HKT China Battery Sector: Facts, Developments and Impacts about Anti-involution, we prefer Yuneng & Hyperstrong Following the central government's directives on anti-involution (refer to GS Macro team's Supply-Side Reform 2.0? Q&As on China's Anti-Involution Policies, July 2025), there have been stronger expectations of policy support from investors surrounding the lithium battery sector. While assessing anti-involution progress remains challenging at this stage, we piece together ou ...