中国电池材料_1 月 26 日生产管线缩减或由供给端因素而非需求驱动-China_Battery_Materials_Lower_Production_Pipeline_in_Jan-26_Likely_Driven_by_Supply-Side_Factors_Instead_of_Demand

Flash | 29 Dec 2025 11:25:55 ET │ 10 pages China Battery Materials Lower Production Pipeline in Jan-26; Likely Driven by Supply-Side Factors Instead of Demand CITI'S TAKE ZE Consulting estimates Top-5 battery makers' production pipeline may be down by 7% MoM in Jan-26, of which CATL's Jan production could be down by 10%. This battery production pipeline in Jan-26 is weaker than expected vs market expectation of low-single-digit decline in Jan per recent industry discussions. The weaker battery production pl ...