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GGII: China's energy storage PCS shipment volume in the first half of the year was 24 GW, and it is expected to reach 52 GW for the whole year.
According to research statistics from the GGII Institute of High-Tech Industrialization, the PCS shipment of China's energy storage is expected to reach 24GW in the first half of 2024, with an estimated full-year shipment of 52GW.
Guotou Securities: production and sales volume increased year-on-year, lithium concentrate prices under pressure.
As global lithium mining exploration and production projects are gradually completed and put into operation, the continuous increase in resources has led to stable growth in production and sales of mining companies. However, the continuous decline in sales prices has further boosted sales while dragging down the company's performance.
China International Capital Corporation: Multi-dimensional marginal improvement drives energy storage capacity increase, and global energy storage demand is expected to maintain high growth.
From a short-term perspective, the improvement of the US economy promotes the marginal improvement of the large storage market, and tariff policies may bring a rush of orders. From a medium-term perspective, developments such as the US market's energy transformation, extreme weather, and AI will drive the upward demand for energy storage, and the safety of storage batteries will also receive more attention. Although Chinese enterprises face challenges, there are still good development opportunities.
TrendForce: Power battery demand and prices held steady in May, but prices may fall in June.
After experiencing a low capacity utilization period in the first quarter of this year, the power battery industry chain has seen a significant recovery in market demand since March, and an explosive demand during the peak season in April has driven the production recovery of the lithium battery industry, slightly raising the price of power batteries.
VESON HLDG: Annual Report 2023
The total cumulative output of power and other batteries in China in the first quarter was 184.6 GWh, a cumulative year-on-year increase of 33.5%
The Zhitong Finance App learned that on April 11, the China Automobile Power Battery Industry Innovation Alliance released monthly power battery information for March 2024.
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