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中国电池材料:产业链实地调研:旺季不及预期,下调10月排产预测-China Battery Materials China Battery Supply Chain on the Ground Peak-Season Miss Revised Down Production Pipeline for Oct 2026
2026-10-21 18:36
Flash | 15 Oct 2026 11:28:34 ET │ 9 pages China Battery Materials China Battery Supply Chain on the Ground: Peak-Season Miss; Revised Down Production Pipeline for Oct 2026 CITI'S TAKE ZE Consulting has revised down its previous production pipeline forecasts for Oct 2026, whereby it expects Top-5 battery makers' production pipeline to be up by 1% MoM (vs 7% MoM up in preview check), mainly attributable to lower forecast for CATL's pipeline, as well as for CALB and EVE. Overall October production pipeline is ...