中国储能行业：上游材料成本上涨对储能需求影响温和-China Energy Storage Industry _ Upstream material cost rise to have mild impact on BESS demand

ab 11 December 2025 Global Research China Energy Storage Industry Upstream material cost rise to have mild impact on BESS demand Battery price increased on rising raw material costs The recent rise in battery material costs has raised market concerns about the potential impact on BESS demand and margins for BESS manufacturers. Suzhou Deegares, a battery maker, announced on 9 Dec that it would lift battery prices by 15% to pass through higher material costs. However, we expect rising battery material costs t ...