Source Gangtise Investment Research
Analysts said that in May 2024, some lithium battery companies lowered their production forecasts, and the possibility of a month-on-month growth in industry production in June is unlikely. 2024Q2 Lithium Battery has an industry performance inflection point, 2024Q4 performance may have a year-on-year growth inflection point, and 2025 may have a supply and demand inflection point. It is unclear whether energy storage batteries are included in the new U.S. tariff policy, but tariff increases may not affect China's share in the United States in the short term. Even if the United States imposes high tariffs on energy storage batteries, it is very important to the Ningde era.digitalroulettewheelThe impact is limited. The U.S. energy storage market will be about 40GWh in 2023, accounting for 5 - 6% in the Ningde era. High tariffs may cause 2 to 3% of China's total demand for lithium batteriesdigitalroulettewheelimpact.