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The battery inventory is a tale of two extremes under high pressure, with a stable leading position and shuffling at the tail end. | Jianzhi Research
Battery inventory reaches a new high for the year.
Global EV Battery Market Share in H1 2024: CATL 37.8%, BYD 15.8%
When will the lithium salt industry be cleared out as prices drop below 8? | Jianzhi Research
The spot and futures prices of lithium carbonate hit a new low for the year, posing a challenge for lithium salt manufacturers to survive.
CITIC Securities: Domestic and foreign large storage demand continues to improve, pay attention to manufacturers with high proportion of overseas shipments.
The sustained increase in domestic and international energy storage demand is mainly due to factors such as policy support, cost reduction, new energy regulation demand, and electricity grid construction demand.
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.
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