Source: Gangtise Research

Analysts said that considering installed energy storage and other lithium batteries at home and abroad,wynnslotsIt is expected that the terminal demand for lithium batteries will be 35 - 36 GWh in April 2024, and the production volume of the Q2 and Q3 lithium battery industries will exceed the terminal demand. However, due to the auto show at the end of April 2024 and the implementation of the old-for-new policy, it is expected that Q2 and Q3 lithium batteries will be a normal stocking ratio. The current stocking ratio is far from reaching the level above the historical center. It is expected that the production schedule of the lithium battery industry will increase by 10% month-on-month in April. Q3 month-on-month growth was 10 - 15%, and Q4 month-on-month growth was 0 - 5%.