中国电池材料：中国电池供应链实地观察 - 储能电池需求飙升-China Battery Materials_ China Battery Supply Chain on the Ground_ Soaring ESS battery demand

Flash | 15 Oct 2025 10:24:45 ET │ 14 pages China Battery Materials China Battery Supply Chain on the Ground: Soaring ESS battery demand CITI'S TAKE Our channel check with ZE Consulting suggests a robust production pipeline in Oct-25, whereas the top-5 battery makers' production pipeline might further surge by 11% MoM despite the impact of high-base already – the first time we could see a double-digit MoM increment in the course of the year. Within that, NCM battery and LFP battery are forecasted to be up by ...