中国材料行业：与 ZE 交流电池链及锂行业-China Materials - with ZE on battery chain and lithium-China Materials

Flash | Battery production pipeline in FY26 – Mr. Hu believes the certainty of battery demand is increasing, as leading battery makers are revising up the battery output guidance in FY26. He also sees leading battery makers are piling up the inventory of battery materials, as (1) they are planning to increase the ASP recently due to the tightening dynamics, and (2) stockpiling for CNY production purpose. Production pipeline in Dec-25 is estimated to be flattish MoM. How recent battery materials cost inflati ...