中国电池材料_26 年 1 月产能管线收缩；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 | | Top players by types of cells details (GWh) | NCM | | | LFP | | | Total | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | Dec-25 Jan-26 | | MoM | Dec-25 | Jan-26 | MoM | Dec-25 | Jan-26 | MoM | | Company A | 24.0 | 20.0 | -17% | 60.0 | 56.0 | -7% | 84.0 | 76.0 | -10% | | Company B | 0.3 | 0.3 | 0% | 27.0 | 26.0 | -4% | 27.3 | 26.3 | -4% | | Company C | 2.0 | 1.9 | -5% | 11.0 | 10.5 | -5% | 13.0 | 12.4 | -5% | | Company D | 0.9 | 0.9 | -6% | 9.0 | 8.5 | -6% | 9.9 | 9.4 | -6% | ...