中国电池材料-实地看中国电池供应链：尽管成本通胀的季节性担忧仍存，需求保持韧性-China Battery Materials China Battery Supply Chain on the Ground Resilient demand despite seasonality concern on cost inflation

Flash | Anna Wang 27 Jan 2026 10:41:05 ET │ 9 pages China Battery Materials China Battery Supply Chain on the Ground: Resilient demand despite seasonality; concern on cost inflation CITI'S TAKE Our channel check with ZE Consulting suggests the top four battery makers' production pipeline might be down by 11% MoM in February, as Gotion is yet to update its plan (likely due to higher costs lately). That said, demand remains resilient even though we are heading into slack season amid the Chinese New Year, as t ...